ERP - Custom Fields Section
Note: Here is an overview of the Custom Fields section of the Subcontractor Order. You can use the scroller bar at the bottom to move left and right to view more fields.
5E.1 The Subcontractor Order Line is where you input the details of the subcontractor order value. To do this you need to create a new line by clicking New, and then selecting Valuations/Measurements at the top of the screen.
5E.2 Once Valuations/Measurements has been selected, a new screen will appear for you to input your Subcontractor Order details.
Note: The Sub Order No, and Type can be ignored when inputting your information for the Subcontract Order.
5E.3 Input the date the order is being raised.
Note: The Work Package field can be ignored.
5E.4 The Cost Head should auto fill if you have entered this into the General Section (as per the General Section Guidance above.)
5E.5 In the Description Field, please provide a brief description on what the Order is related to. E.g. Type of Work being conducted – ground works, steels etc…
5E.6 The quantity field should usually be 1, this way you can enter an overall value for the order.
5E.7 The Unit of Measure should be each. However, if you click on the field a list of alternatives should appear.
5E.8 The Unit cost will be the value of the order which will auto fill the total cost field dependent on the Quantity Field and the Unity of Measure being completed.
5E.9 Once you have inputted all the details, you can click the tick box in the approval column and select Close.
5E.10 Now you can go back to the Custom Fields Section of your Subcontract Order and input a expected Start and End Date for the work.
