Enter, or click to select, the ID of the subcontractor or vendor that you want to associate with the subcontract.

Vendors in any of the following criteria will not be allowed for entry or selection: with an inactive status, flagged as payroll vendors, or classified as prospective vendors.

If vendor approval is enabled, you will not be able to save vendors that are unapproved (Approval Code is set to Not Approved). If the vendor has pending approval or is on a warning status, Costpoint displays a warning message but you will still be able to save the record.

You can use to see which vendors have an active exclusion status (that is, the Active SAM.gov Exclusion check box is selected for the vendor in the lookup). If you select a vendor that is on the SAM.gov exclusion list and save the record, Costpoint gives out a warning message. On the Warning dialog box, you can click Ok to continue saving or click Cancel to return to the record and select a different vendor.

Enter, or click to select, the employee who is the subcontractor administrator. The unlabeled field to the right displays the employee name.

By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses.

This field displays the Data Universal Numbering System (DUNS) number of the subcontractor/vendor.

Enter, or click to select, the contract ID that you want to associate with the subcontract. If an opportunity ID has already been entered (that is, in Manage Contracts, the opportunity ID was assigned to the contract under the General tab, not on the Additional Opportunities subtask), you can click to select any contract directly related to the opportunity ID. However, any active contract that exists in Manage Contracts can be entered in this field.

The unlabeled field to the right displays the contract name. Once you save the record, the contract name displays as a hyperlink that you can click to open the Manage Contracts screen and view additional information about the contract.

If a contract ID is entered, this field defaults to the opportunity ID directly linked to the contract, if one exists, but can be modified.

Enter, or click to select, the opportunity ID that you want to associate with the subcontract. If a contract ID has already been entered (that is, in Manage Opportunities, the contract ID was assigned to the opportunity under the General tab, not on the Contract subtask), you can click to select any opportunity directly related to the contract ID. However, any active opportunity that exists in Manage Opportunities can be entered in this field.

The unlabeled field to the right displays the opportunity name. Once you save the record, the opportunity name displays as a hyperlink that you can click to open the Manage Opportunities screen and view additional information about the opportunity.