Create Sub Contract

Explanation

This activity is used to create a sub contract. At the creation of the contract, you need to enter values in the Contract Name, Contract Type, Company and Currency fields. When the sub contract is set to a new status, you may be required to enter values in some other fields. A message will be displayed, detailing the values that are required to be entered.

Prerequisites

• A sub contract type must exist.
• Currencies must exist.
• A sub contract is created for a specific company. Therefore, a company must have been defined.

System Effects

• A sub contract is created in the Planned status, and other sub contract details can be added (e.g., in the Defaults tab, Items tab and its sub-tab Lines/Items as well as any other tabs), as required.
• A sub contract revision is generated automatically with the Planned status, and the Revision Date field is set automatically to the system date.
• By default, the Update Allowed During Approval, Audit Trail, Contract Change Order Required and Change Comment Required check boxes are not selected.

Window

Sub Contract
Sub Contracts

Related Window Descriptions

Sub Contract
Sub Contracts

Procedure

1. Open the Sub Contract window or the Sub Contracts window.
2. Create a new record (F5).
3. In the Contract No field, enter the contract number you desire. If a value is not entered in this field, upon saving, the system will automatically generate a sub contract number.
4. In the Contract Name field, enter the name of the sub contract. This should be a descriptive and preferably unique name for the sub contract.
5. In the Contract Type field, enter the sub contract type. Use the List of Values to select a valid value.
6. In the Company field, enter the company for which the sub contract is to be created. Your default company ID is automatically displayed, but can be changed if necessary. Use the List of Values to select another company to which you are connected.
7. In the Currency field, enter the currency of the sub contract. Your default company's currency is automatically displayed, but can be changed if necessary. Use the List of Values to select a valid value.
8. If necessary, enter additional contract data in the optional fields.
9. Save the information (F12).