Page Comparison

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1. Choose Cards > Job Cost > Job.
2. Choose a job, then choose Subs/Vendors.
3. Complete the following fields, as necessary.
   • Job Vendor, Address: Enter
     Enter a job vendor, or choose Add Vendors to choose a vendor and let the Job Vendor and Address fields default from the vendor record.
   • Hold: This
     This check box is used with the Advanced Subcontractor feature. For more information, see Advanced subcontractor feature.
   • Vendor Contract Type: Choose
     Choose a vendor contract type from the drop-down list. Choices are NTE, Lump Sum, and Unit Price.
   • Contract Date, Purchase Order #: Enter
     Enter the Contract Date and Purchase Order Number.

   • Retention %: This
     This amount defaults from the Job Maintenance record. You can choose the expansion button to open the Retention window, which allows you to specify a maximum retention amount for the current contract. Enter a Maximum Percent of Contract Amount Withheld and choose OK. The retention withheld percent will be withheld from the subcontractor's invoices until the maximum retention amount is reached. Once the maximum amount is withheld, no more retention will be withheld for the subcontractor on the job. 

     Note
     Retention will not be withheld if a job has a billing type of SOP.

     
     

   • Mod Rate: Enter
     Enter the modification rate of the contractor. This field is informational only.
   • User-defined: Enter
     Enter user-defined information. These fields are informational only.
   • Bonded, Lien Waiver on File, Insurance Certificate, Insurance Expr. Date: Mark
     Mark these check boxes if applicable. If the Insurance Certificate check box is marked, the Insurance Expr. Date field is enabled. Enter the date the insurance expires.
   • Submit Date, Resubmit Date, Approved Date, Disapproved Date: Enter
     Enter the submit date, resubmit date, approved date, and disapproved date.
   • Original Contract Amt: Enter
     Enter the original contract amount. This amount will be used to calculate the amended contract amount after any change orders. For information on fields automatically updated, see Viewing updated subcontractor information.
4. To print the Subcontractor Status report, choose File > Print.
5. Choose Save.

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