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
it works similar to Revision for estimation. Can be recorded before any doc processed for SA.
Variation
it works similar to Variation for estimation. but for Subcontractor agreement doc. can be registered only based on the latest version of agreement.
Additional information page
Print form
The Subcontractor Agreement represents the formal internal document used to record and manage the portion of the project BOQ that is assigned to a subcontractor for execution.
It defines the scope of work, quantities, unit rates, and total value agreed upon with the subcontractor.
This document serves as a base reference for all future subcontractor-related processes, such as Payment Applications, Payment Certificates, and Variation Orders, to ensure consistent tracking of quantities, rates, and scope against the project budget.
The Subcontractor Agreement can be created through several paths, depending on the business flow:
From Purchasing → Subcontractor Management → Subcontractor Agreement
From Project Costing→ Subcontractors Management→Management Agreement
Based on a Requisition, converting internal material or service requirements into a subcontracting scope.
As a result of Supplier Tendering, a selected supplier from the tender comparison is finalized as a subcontractor.
Company- The subcontractor executing the work.
Contract-Main project or contract to which the subcontractor's work relates. The contract must be marked as Subcontractor.
VAT and Retention settings from the contract will be automatically applied to the Subcontractor Agreement.
Type-Defines document purpose:
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-Activates retention logic as per contractual terms.
Calculation of VAT at Retention Invoice-Ensures VAT is applied at the time of retention release.
Recognize expenses in Payment Application received-If enabled, expenses are recorded when the subcontractor submits a Payment Application, instead of at the invoice stage.
In this case, the system posts:
Dr Expense – Cr Unbilled Purchase,
and when the invoice is received, the Unbilled Purchase is closed to Payables.
If this option is not enabled, expenses are recognized upon Invoice Received by default.
Delivery / Planned Start / Finish Dates-Define execution timeline.
Basis-Reference for scope or cost basis.
Comments-Internal remarks or notes.
This tab defines detailed work items agreed with the subcontractor.
Subcontractor WBS-Optional code to identify work as defined by the subcontractor.
Item-Description of BOQ or service item.
Content-Detailed description of work.
Quantity / UOM / Price-Defines the scope and rate of work.
Discount / VAT / Total-Price and tax calculation.
Project Task / Project WBS-Links subcontracted work with internal project structure for cost and progress tracking.
Add / Pick / Pick by Project Budget-Import items directly from the project BOQ.
Purchasing Prices-Pull prices from historical purchase data for reference.
The Cost Control section provides a real-time link between the Subcontractor Agreement and project cost tracking.
Update Cost Control Table-Refreshes the table to display current budget and order amounts.
Displays values as of the document date by:
Project / Project WBS / Expense Item
Budget Amount-Approved amount in project budget.
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.
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 specific to 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:
Internal reference numbers
Subcontractor contact details
Custom attributes for reporting or classification
A dedicated Subcontractor Agreement Print Form is available to formalize the contract.
The print form includes:
Agreement header information (Company, Subcontractor, Project, Dates)
Detailed list of agreed work items, quantities, unit rates, and totals
Retention and VAT terms
Signature and approval section
