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.
- Based on Requisition
- As result of Suppliers tendering.
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
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