Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Print Subcontractor Information Report

Use this screen to print information about vendors identified as subcontractors.

When Costpoint uses the word "subcontractor," it is not referring to all workers that are independent contractors or temporary workers. It is identifying only those workers who are performing work for your company and are obliged as vendors to obtain and maintain certain types of insurance and/or bond status.

  • Information regarding insurance and bonds is linked to a project/vendor/type combination. The type refers to the type of insurance or bond.
  • Information regarding liens is linked to a project/vendor combination.

In addition, some vendors may need to prove that their work is free of any liens (legal claim) before payment is released.

The report is flexible enough to allow for all combinations of project, vendor, insurance, bond, and lien information. All subcontractor vendors, even those without current accounts payable vouchers, are accessed for this report.

Run this report at any time. Prepare the report before each check/EFT run to review which subcontractors are in "default" status in regards to insurance, bonds, and/or liens. You should also run this report in tandem with the Cash Requirements Report because no subcontractor status is taken into account when information is compiled for the Cash Requirements Report.

To obtain the most accurate information, we suggest that you do not prepare this report when information on new subcontractors is being entered on the Manage Vendors screen's Insurance subtask, Bonds subtask, or Liens subtask.

To learn more about subcontractors, see Subcontractors.

Screen Contents

This screen has the following elements:

  • Use the Identification block to enter a parameter ID and description.
  • Use the Options block to specify "As of" dates and whether or not you want to display data about insurance certificates, bond certificates, and liens.
  • Use the Selection Ranges block to specify ranges for projects,vendors, insurance types, and/or bond types.
  • Use the Sort By block to specify a primary and secondary sort for the data.