...
As a result of Supplier Tendering, a selected supplier from the tender comparison is finalized as a subcontractor.
Main Tab
Company – - The subcontractor responsible for executing the assigned work.
Contract – - The contract associated with the subcontracted work. It must be marked as a Subcontractor under the project terms.
VAT and Retention settings defined in the contract will be automatically used in the Subcontractor Agreement document.
...
Type-Defines document version
Initial-Original agreement.
Revision-Updated version of the agreement before execution.
Variation-Additional scope or changes to the approved agreement.
Project-Links subcontracted work to a specific project.
- Apply Retention – - Enables retention for the document, based on the retention settings defined in the related contract.
- Calculation of VAT at Retention Invoice – - Applies VAT on the retention amount, following the VAT configuration specified in the contract.
- Recognize expenses in the Payment Application received- When enabled, the system records a transaction similar to a GRN but for expenses, posting Dr Expense and Cr Unbilled Purchase. Later, upon receiving the invoice received, the Unbilled Purchase is cleared to Payables.
...
Subcontractor WBS-Optional code to identify work as defined by the subcontractor. It can be typed manually by the user.
Item-Description of BOQ or service item.
Content-Detailed description of work.
- Quantity / UOM / Price – Specifies - Define the amount of work scope, its measurement unit, and the agreed rate for each item or activityused to calculate the contract value.
- Discount / VAT / Total – - Represents the pricing breakdown, including any discounts, applicable VAT, and the final payable amount.
Project Task / Project WBS-Links subcontracted work with internal project structure for cost and progress tracking.
Functions
Add / Pick / Pick – Defines a specific activity or work item to be performed within the project scope.
Project WBS – Represents the hierarchical Work Breakdown Structure element that groups and identifies where the task belongs within the overall project.
Remaining Budget – Unused budget balance for the selected WBS before this agreement.
Budget Price – Planned cost allocated for the subcontracted work.
Lowest Price – Minimum quotation received during comparison or bidding.
Department – Internal department responsible for the subcontract.
Expense Item – Cost category under which the subcontract expense is recorded (e.g., Sub Contract).
Business Activity – Operational or cost center activity linked to the work (e.g., Main Activity).
Comment – Field for additional notes or clarifications about the line item.
Functions
Pick by Project Budget-Import items directly from the project BOQ.
Purchasing Prices-Pull prices from historical purchase data for reference.
Cost Control Tab
The Cost Control section tab provides a real-time link between the Subcontractor Agreement (SA) and project the project’s cost tracking. It allows users to review and analyze budget utilization based on the data from the linked SA document lines.
This section displays amounts as of the current document date, summarized by Project, Project WBS, and Expense Item. It represents costs that have already been recognized or are in the process of being committed.
Update Cost Control Table
...
– Refreshes the
...
data to
...
reflect the most current budget and order
...
values.
Project / Project WBS / Expense Item – Identifies the project, its work breakdown structure element, and the corresponding cost category.
Budget Amount
-Approved amount in project budget– The approved budgeted amount for the specific WBS and expense item.
Orders and Agreements
(Current / Other Remaining)-Committed amounts including current SA and previous documents.Materials Delivered-Value of work delivered or goods received.
Actual Expense-Recognized or posted cost.
Current – Value of active contracts or POs already issued and expected to be executed.
Other Remaining – Value of pending or planned commitments not yet finalized, used for forecasting and budget planning.
Materials Delivered – The value of goods received or work completed to date.
Actual Expense – The cost already recognized or posted in the system.
% of Budget – Portion of the budget that has already been utilized.
Remaining Budget Amount – Budget still available after accounting for expenses and commitments.
– Total value of commitments, including active and planned agreements.
Revision
Revisions are used to modify the Subcontractor Agreement before any related documents (e.g., Payment Applications) are processed.
It works similarly to Estimation Revision, allowing updates in quantities, rates, or descriptions while maintaining version history.
...
Variations are used to record additional or modified work under the subcontract after the initial agreement is in use.
It functions like Variation in Estimation, but is specific to the Subcontractor Agreement.
A variation can be created only based on the latest version of the active agreement.
...
Contains supplementary details for internal or reporting purposes, such as:
In Doc.# and Date - Internal reference numbersnumbers
Subcontractor contact details
Custom attributes for reporting or classification
...