Structure for document description as you did before for Invoice.
Purpose of use. Need to explain , that doc is the part of company project BOQ, what agreed to assign to subcontractor.
This document will be used in future subcontractor tracking documents as a reference for qty, prices and Scope.
How to creare
- From Purchasing section
- From project management in project costing.
Main tab
- Settings in the contract need to describe. Inportant to mark contract as subcontractor. also settings for VAT and retention will be taken for SA from contract.
- Settings to recognize expenses at the time of payment application. Optionally it will be as GRN with stock GL, but for Expenses. Gl transaction will be done for dr Expense - cr Unbilled Purchase, later in invoice Unbilled purchase will be closed to the current payables. If not required, then expanses will be recognized by Invoice received as default,
- Type (Initial, Revision, Variation).
Inventory and services tab
- Subcontractor WBS. if required work tracking by subcontractor provided Work Code. But it is linked with our project structure by linking WBSs.
- Pick by project budget, Purchasing Prices buttons.
Cost Control tab
- linked with SA document line , to see and analyze budget usage.
- it displays amounts on current doc date. by project , project wbs, and expense item. Represent costs already recognized or initiated processing. need to describe columns.
Revision
Variation
Additional information page
Print form