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 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.
But, if this option is not enabled, expenses will be recognized by default at the time of Invoice Received.
Delivery / Planned Start / Finish Dates- Define execution timeline.
This tab defines detailed work items agreed with the subcontractor.
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.
Project Task – 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.
Pick by Project Budget-Import items directly from the project BOQ.
Purchasing Prices-Pull prices from historical purchase data for reference.
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.
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 – The approved budgeted amount for the specific WBS and expense item.
Orders and Agreements – Total value of commitments, including active and planned agreements.
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.
A Subcontractor Revision allows modifying a Subcontractor Agreement before any related documents, such as Payment Applications, are processed. At the time of revision, the initial data is copied, and all original parameters are retained.
Revisions enable updates to quantities, rates, or descriptions while maintaining a version history for tracking changes. The system ensures that no request exceeds the limits of the original linked requisition, and multiple versions provide a clear summary of all adjustments, similar to Estimation Revisions.
This can be created using the Generate option; make the necessary changes or amendments in the revision document, and then post.
The type will be “Revision,” and the basis will be the initial Subcontractor Agreement.
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 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
