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Supplier Sub-Contractors

Supplier Sub-Contractors screen allows you to define a set of rules (via a matrix) to determine what transactions could be generated based on a combination of sub-contractor employee, Labour Code, Descriptor Code, and Effective Date.

 

For example, if you have a sub-contractor performing jobs or assemblies on your behalf, the times entered by the subcontractor employee could be used to raise Purchase Receipts transactions (instead of timesheet lines which are for your employees only).

 

More information on this topic an be found here:  http://ostendo.info/downloads/ostendo/Freeway_For_Subcontractors_Explained.pdf

 

 

List Tab

 

This shows a list of all Suppliers where the "Supplier is a Sub-Contractor" box is ticked.

Display fields

 

Supplier: Display only field showing the Suppliers who are also sub-contractors.

 

 

Buttons

 

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not applicable to the List panel.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: Not applicable to the List panel

 

 

Detail Tab

 

Entry and Display fields

 

Supplier: This is a display-only field.

 

 

Times tab

 

Times tab entries are used to translate time sheet lines recorded by subcontractor employees into Purchase Receipt or Purchase Invoice lines.

 

Sub-Contractor Employee: (Optional) Select a name from the drop-down list. Different subcontractor employees can generate different Descriptor codes/Transaction styles.

If left blank, then these records applies to all subcontractor employees.

 

Labour Code : Select a Labour Code from the drop-down list.

 

Descriptor Code for Generated Transaction : Select the Descriptor Code that the above Labour Code will be translated to when a Purchase Receipt or Purchase Invoice is created.

This is required as Purchase receipt/invoice lines cannot have Labour Codes.

 

Effective Date From : Select the effective-from date.

 

Generated Transaction Style : Select the style from the drop-down list. Options are:

 

       None:                        -        The subcontractor times are not translated into anything.

       Purchase Receipt for Order:        -        Times recorded are translated to Purchase Receipt lines with the specified Descriptor Codes for the associated Job/Assembly Order.

       Purchase Receipt Only:        -        Times recorded are translated to Purchase Receipt lines with the specified Descriptor Codes.

       Purchase Invoice Only        :        -         Times recorded are translated to Purchase Invoice lines with the specified Descriptor Codes

 

 

Quantities tab

 

Quantities tab entries are used to define the types of quantities to be recorded when work is performed by the subcontractor (e.g. lineal metres of carpet laid).

Quantities data captured could be used for analysis of productivity rates and costings.

 

Sub-Contractor Employee: (Optional) Select a name from the drop-down list.

 

Descriptor Code used for Quantity Capture : Select the Descriptor Code defined to be used for quantities capture.

 

Effective Date From : Select the effective-from date.

 

Generated Transaction Style : Select the style from the drop-down list. Options are:

 

       None:                        -        The subcontractor quantities are not translated into anything. (For statistical purposes only).

       Purchase Receipt for Order:        -        Quantities recorded are translated to Purchase Receipt lines with the specified Descriptor Codes for the associated Job/Assembly Order.

       Purchase Receipt Only:        -        Quantities recorded are translated to Purchase Receipt lines with the specified Descriptor Codes.

       Purchase Invoice Only:                -        Quantities recorded are translated to Purchase Invoice lines with the specified Descriptor Codes

 

 

Claims tab

 

Claims tab entries are used to define the types of claims that could be submitted by the subcontractor.

 

Sub-Contractor Employee: (Optional) Select a name from the drop-down list.

 

Claims Style: Select one of the following options -

 

               No job Entry: No Issue will be recorded against the Job. Therefore this descriptor should NOT be linked to Sub Contractor Clearing Cost Centre as you are treating this as an expense and will not be recovering it.

 

       Job Cost & Price

       (When both Claim Markup & Claim Qty fields are completed): A new Line will be added to the job and issued with a unit cost based on the Qty entered in Freeway. The Sell price of the line will be derived from the Cost plus the Claim Markup % specified in this screen

 

       (When both Claim Markup & Claim Qty fields are blank. This setting has the same result using Job Cost & STD Price)

A new Line will be added to the job and issued with a unit cost based on the Descriptor / Supplier Buy Price. The sell price will be based on the Descriptor sell price rule.

 

(When Claim Markup is blank & Claim Qty is ticked)

A new Line will be added to the job and issued with a unit cost based on the Descriptor / Supplier Buy Price. The Sell price will be equal to the cost (as no Markup was applied)

 

(NB: Do not set a Claim Markup without ticking Claim Qty as this is ignored)

 

       Job Cost & STD Price: (Not to be used with Claim Markup and Claim Qty) A new line will be added to the job and issued with a cost based on the Descriptor / Supplier Buy Price whilst the Sell Price will based on the Descriptor sell price rule.

 

       Job Cost Only: A new Line will be added to the job and issued for this descriptor to record the Cost based on the recorded Qty if the “Claim Qty is used as Cost” is ticked’, otherwise the Descriptor / Supplier Buy price is used. Markup is ignored as the price be automatically overridden to Zero

 

       Job Price Only: A new line will be added to the job and issued for this descriptor Zero cost. If the “Claim Qty is used as Cost” is ticked, The sell Price will be calculated from the recorded qty plus the Claim Markup %. If not ticked, the sell price will come from the Descriptor sell price rule. (NB: As with No job Entry, this descriptor should NOT be linked to Sub Contractor Clearing Cost Centre as you expensing this only and not costing it to the job)

 

       Job STD Price Only: A new Line will be added to the job and issued with a Zero Cost, whilst the Sell Price will based on the job customers sell price.

 

 

Claim Mark-Up %: Enter the mark up percentage for the claim.

 

Claim Quantity is used as Cost: Tick this box if the claim quantity is used as cost.

 

Descriptor Code used for Claim : Select the Descriptor Code to be used for the claims.

 

Effective Date From : Select the effective-from date.

 

Generated Transaction Style : Select the style from the drop-down list. Options are:

 

       None:                        -        The subcontractor claim is not translated into anything.

       Purchase Receipt for Order:         -        Claims recorded are translated to Purchase Receipt lines with the specified Descriptor Codes for the associated Job/Assembly Order.

       Purchase Receipt Only:        -        Claims recorded are translated to Purchase Receipt lines with the specified Descriptor Codes.

       Purchase Invoice Only:                -        Claims recorded are translated to Purchase Invoice lines with the specified Descriptor Codes

 

 

 

Buttons

 

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not applicable to the Detail panel

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Detail panel