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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 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 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 for expenses at the time of posting of Payment Application Received, Dr Expense, and Cr Unbilled Purchase. Later, upon receiving the invoice, the Unbilled Purchase is cleared to Payables.
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- Basis - document from the Subcontractor Agreement has been initiated.
Delivery / Planned Start / Finish Dates- Define execution timeline.
- Comments- toadd Internal remarks or notes.
Inventory and Services Tab
This tab defines detailed work items agreed with the subcontractor.
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Item Details - Displays item name, unit price, quantity, total cost, and VAT option
Tendering Prices - Lists current supplier offers from tender documents with supplier name, item description, price (excl. VAT), and selection dropdown
Purchasing History - Shows previous purchases with supplier, date, invoice reference, and selection dropdown for comparison
Suppliers Price-lists - Presents supplier catalog prices with effective dates, reference documents, and selection options
Cost Control Tab
The Cost Control tab provides a real-time link between the Subcontractor Agreement (SA) and the project’s cost tracking. It allows users to review and analyze budget utilization based on the data from the linked SA document lines.
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The original Subcontractor Agreement lines cannot be modified. The system enforces a line-locking mechanism, which prevents direct amendments. To make changes to an existing line, the row must be canceled using the Change Row or Cancel Row option. Once canceled, the original row is removed, and a new line can be created to reflect the updated information. This process ensures that the original agreement lines remain intact while allowing additional or adjusted work to be recorded separately.
Additional Information Tab
Contains supplementary details for internal or reporting purposes, such as:
In Doc.# and Date - Internal reference numbers
Subcontractor Contact Terms and Conditions
Other attributes for reporting or classification
Print Form
A dedicated Subcontractor Agreement Print Form is available to formalize the contract.
The print form includes:
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