Contents of the Manage Subcontracts Screen
Use the fields and options to configure the Manage Subcontracts screen.
Identification
Use this group box to specify the subcontract ID and name, agreement type, status, and start and end dates.
| Field | Description |
|---|---|
| Subcontract ID | Enter a unique ID to identify the subcontract, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Subcontract IDs check box is selected on the Configure Contract Management Settings screen. |
| Subcontract Name | Enter a description or name for the subcontract. |
| Exclude from Reports | Select this check box to exclude the subcontract from reports available in the CRM & Contracts domain. This is important when you need to generate reports and exclude certain types of contracts (for example, indefinite delivery/indefinite quantity and blanket purchase agreement contracts or subcontracts) to avoid overstating the reports. |
| Agreement Type | Enter, or click
 to select, the agreement type for the subcontract. Valid values are only those that exist on the Manage Agreement Types screen. Codes that display in the lookup have the
Show in Lookup check box selected in Manage Agreement Types. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
|
| Status | Enter, or click
to select, the status of the subcontract. Valid values are only those that exist on the Manage Contract Status screen. Codes that display in the lookup have the
Show in Lookup check box selected in Manage Contract Status. Only codes that are available in the lookup can be used for new records in Manage Subcontracts.
|
| Subcontract Start Date | Enter, or click
 to select, the subcontract start date.
|
| Subcontract End Date | Enter, or click
to select, the subcontract end date.
|
| Record Status |
Select the record status of the subcontract. Valid values are Active and Inactive. If this subcontract is active and linked to a contract and/or project, and you updated its record status to Inactive, the contract and/or project will remain linked to this subcontract. |
Note: The Manage Subcontracts screen has eight tabs, and most of these tabs contain a different set of subtasks. For more information, refer to the Tabs and Subtasks sections of this screen's help.