Add Sub Contract Line Item

Explanation

This activity is used to add sub contract line items. For all sub contract lines, there can be zero or more line items. When a new line item is added, the values in the following fields appear automatically:

• Planned Start
• Currency Type
• Item Currency
• Supplier Start Date
• Change Status Tender Base (if baseline is already set)
• Change Status Contract Base (if baseline is already set)
• Valuation Method
• Tax Code or sales tax rate if the company (and supplier, if specified) is running the Sales Tax regime.
• Supplier Income Type ID and Income Type Description if a supplier, with a default supplier income type, is specified. Note: If a supplier income type is defined on a contract item, it is an indication that this item will withhold tax.

The project ID and purchase part site values will not be copied to the new sub contract line item. You can override some default values, if required, in the respective override fields. Note that if a default value is modified on the contract, while a line item has a value for the same in the override field, the change you made will not affect the line item. The values in the override fields will take precedence over the values in the general fields. Therefore the change will only effect items that do not have an override value.

If the valued item is not a work item or an item to be consumed, it is recommended to use a separate line item for the stored material value to prevent mixing the value of the item and the stored material of the same item.

Note: Sales tax rates for a supplier may change during the life cycle of a contract. When this occurs, the tax rates for existing contract items will be updated. If any new items are added to the contract, it will inherit the updated or current tax rates defined for the supplier in IFS/Enterprise.

When an valuation is created for an item, the currency, unique project and billing sequence of the item are used to create a unique valuation. Billing sequence is a numeric value that you can assign to items that you wish to be grouped together, when you create the valuation. A billing sequence can be added to an already existing line item only if it has not been included in any valuation.

Prerequisites

• A sub contract line should exist.
• The sub contract should not be in the Cancelled, Completed or Closed status.
• The sub contract revision should not be in the Cancelled or Obsolete status.
• The sub contract revision should not be frozen.

System Effects

• A line item is added to the Lines/Items tab.

Window

Sub Contract

Related Window Descriptions

Sub Contract/Items
Sub Contract/Items/Lines/Items

Procedure

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Items tab.
3. In the Revision No list, select the revision to which a line item is to be added. The default value is set to the active revision, or if there is no active revision to the most recent revision.
4. Click the Lines/Items tab.
5. In the upper table, select the line to which an item is to be added.
6. Create a new record (F5) in the lower table.
7. If necessary, enter an item number. (If this value is left blank, upon saving, the system will automatically enter a number in the field by finding the highest item number for the sub contract and incrementing it by 1.)
8. In the Item Name field, enter the item name.
9. Required values will vary according to the values you select in the Calculation Method and Calculation Type lists.
10. Enter a number in the Billing Sequence field for the item if you wish to categorize it separately at the time of creating a valuation.
11. Enter information in any other fields in the tab, as required.
12. Save the information (F12).