Designate a Vendor as a Subcontractor
To use an existing vendor on a subcontract, edit the Vendor Card and enable the Subcontractor option.
Click on the Search icon
icon, enter Vendors, and choose the related link for Vendors.Select a Vendor to be designated as a Subcontractor.
Enable the Subcontractor field to assign this Vendor as a Subcontractor.
Configure Subcontractor Vendor Card
Once a Vendor is designated as a Subcontractor, configure their Subcontractor Vendor Card.
- Navigate to the Role Center > Subcontract > Subcontract Vendors
- Locate and select the newly created Subcontract Vendor in the Subcontract Vendors list.
- Complete the following fields, as applicable:
General FastTab
| Field Name | Description |
|---|---|
| Vendor No. |
Specifies the Vendor Number of the Subcontractor |
| Name | Specifies the name of the Subcontractor. |
| Status | Specifies the status of the Subcontractor. Options: |
| - Active | |
| - Inactive | |
| - Hold | |
| Vendor Blocked | Specifies which transactions with the vendor cannot be processed. Populated from the Vendor Card. Options: |
| - Blank: Transactions are allowed for this vendor. | |
| - Payment: New payments cannot be created for this vendor. | |
| - All: No transactions are allowed for this vendor. | |
| Specialty | Specifies the specialty domain of the Subcontractor. |
| EEO | Specifies the Equal Employment Opportunity type of the Subcontractor. |
| Minority Owned | Specifies, if selected/true, that the Subcontractor is Minority Owned. |
| Female Owned | Specifies, if selected/true, that the Subcontractor is owned by a woman. |
| Disabled Owner | Specifies, if selected/true, that the Subcontractor is owned by an incapacitated person. |
| Preferred Vendor | Specifies, if selected/true, that the Subcontractor is a favored Vendor. |
| Separate Check | Specifies, if selected/true, that the Subcontractor will receive an individual check for each voucher paid. |
| Contact Address | Specifies the address for the Subcontractor. |
| Contact Address 2 | Specifies an alternate address for the Subcontractor. |
| City | Specifies the city of the Subcontractor |
| State | Specifies the state of the Subcontractor |
| Postal Code | Specifies the postal code of the Subcontractor |
Subcontract Insurance Lines
In the Subcontract Insurance Lines, enter information about the Subcontractor's insurance policies.
| Field Name | Description |
|---|---|
| Policy Type |
Specifies the type of insurance policy for the Subcontractor. |
| Policy No. | Specifies the policy number of the insurance policy for this Subcontractor. |
| Carrier | Specifies the name of the carrier for the insurance policy. |
| Amount | Specifies the amount of the insurance policy. |
| Effective Date | Specifies the start date of the insurance policy. |
| Expiration Date | Specifies the date the insurance policy expires. |
| Insurance Expiration Payment Control | Specifies what will happen to Subcontractor payments if one or more insurance policies have expired. Options: |
| None: No action is taken. | |
| Warn: A warning message is given to the user when attempting to make a payment to the Subcontractor. | |
| Block: The Subcontractor Payment Request is blocked. |