Adding Subcontractors and/or Vendors to a Job

You can enter information for a job regarding your vendors and subcontractors. The vendor record must exist in Microsoft Dynamics GP before it can be added to a Job Cost record. The Subcontractor and Advanced Subcontractor features provide additional subcontractor functionality. See Using the subcontractor feature or Using the advanced subcontractor feature.

1. Select Cards > Job Cost > Job.

2. Select a job, then select the Subs/Vendors button. 

   The Subcontractors Maintenance window contains additional fields for the Subcontractor and Advanced Subcontractor features. See Setting up the Subcontractor Feature and Setting up the Advanced Subcontractor Feature.
3. Complete the following fields, as necessary.
   • Vendor ID, Job Vendor, Address
     Enter the vendor ID or select the Add Vendors button to select a Microsoft Dynamics GP vendor. The Job Vendor and Address fields default from the vendor record.
   • Vendor Contract Type
     Use the drop-down list to select a type. Choices include NTE, Lump Sum, and Unit Price. This field is informational only.
   • Contract Date
     The current system date defaults and can be changed.
   • Purchase Order #
     Enter a purchase order number.
   • Retention %
     This amount defaults from the Job Maintenance record and can be changed. You can select the expansion button to open the Retention window, which allows you to specify the maximum retention amount to be withheld for the subcontractor on the selected job.
   • Mod Rate
     Enter the modification rate of the contractor. This field is informational only.
   • User-Defined
     These fields are informational only.
   • Bonded and Lien Waiver on File
     Mark these checkboxes.
   • Submit Date, Resubmit Date, Approved Date, Disapproved Date
     Enter dates for submission, resubmission, approval, and/or disapproval.
   • Original Contract Amt.
     Enter the original contract amount.
   • Change Orders
     If change orders were posted for the cost code that is associated with the current subcontractor on the current job, the change order amount defaults.
   • Amended Contract Amt.
     This field is calculated automatically as the sum of the original contract amount plus change order amounts.
4. Select Save.
5. To print the Subcontractor Status report, select File > Print or select the printer button.

Entering Subcontractor Contact Names

You can enter contact names for your subcontractors/vendors.

1. Select Cards > Job Cost > Job.
2. Select a job, then select the Subs/Vendors button.
3. Select a vendor, then select the Contacts button.
4. Enter a contact name, phone number, fax number, and comments.
5. Select OK.