Enter a subcontract by copying an existing subcontract and manually assigning it a subcontract code

  1. Open the Enter Subcontract screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Project field, do one of the following:

    • Enter the code of the project for the subcontract.

    • Click to select the project for the subcontract from a Lookup List.

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  4. In the Subcontract field, enter a code of up to 16 alphanumeric characters to identify the subcontract.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  5. Click Copy Subcontract Options.
  6. In the Copy From field of the Copy Subcontract Options dialog box, enter the code of the subcontract you want to copy or click to select the subcontract you want to copy from a Lookup List.
  7. Click OK.
  8. Complete the fields as described on the Enter Subcontract Screen Field Reference.

    • In the On Save of Document section, select from the following options to specify the actions to perform when you save the record:

      • Select the Create PDF checkbox to create a PDF file from the document form.

      • Select the View checkbox to view the PDF file.

      • Select the Print checkbox to print the PDF file.

      • Select the E-mail checkbox to attach the PDF file to an e-mail.

        Note: The Create PDF checkbox and at least one other checkbox must be selected.
        Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment. All contacts on the Contacts/Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Note: You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  9. Click Save Subcontract.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Notices tab before saving the entry.