Page Comparison

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1. Choose Cards > Job Cost > Master Subcontractor.
2. Complete the following fields, as necessary.
   • Master Sub ID
     Use the lookup to choose a vendor.
   • Vendor Contract Type
     Choose a vendor contract type from the drop-down list. Choices are NTE, Lump Sum, and Unit Price.
   • Contract Date, Purchase Order #
     Enter the contract date and purchase order number.
   • Retention %
     If the master subcontractor already has a retention percentage entered for any cost codes, a message appears telling you that the subcontractor cost codes will be updated with the new retention amount. Choose Continue to update the cost codes or Cancel to not update the cost codes.
   • Mod Rate, User-defined
     These fields are informational only.
   • Submit Date, Resubmit Date, Approved Date, Disapproved Date
     Enter the submit date, resubmit date, approved date, and/or disapproved date.
3. Choose Save.

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1. Choose Cards > Job Cost > Master Subcontractor.
2. Choose a subcontractor, then choose Insurance Dates.
3. Complete the following fields:
   • Required: Mark
     Mark the insurance policies that are required for this master subcontractor.
   • Starting, Ending, Received: Enter
     Enter the Starting, Ending, and Received dates. The ending date will be copied to the Required Date column in the Subcontractor Dates window for this subcontractor. The required date in the Subcontractor Dates window is automatically set to be the earliest ending date of the required insurance types in the Insurance Dates window. This date is copied to all jobs to which the subcontractor is assigned. If you do not enter an ending date for an insurance type that is marked as required, the subcontractor will be on hold.
   • Required, Available: Enter
     Enter coverage amounts. These fields are informational only.
   • Company, Policy Number: For
     For each insurance company, enter the company name and policy number.
4. Choose Save.

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