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How to create new Subcontract

How to create new Subcontract

 Instructions

 

Before drafting a new subcontract, make sure that the related subcontractor has already been established and properly configured. Guide: https://webwbdoc.atlassian.net/wiki/spaces/KB1/pages/3147661338

User document: https://webwbdoc.atlassian.net/wiki/spaces/DOC/pages/704610341

 

  1. Go to Subcontracts \ Subcontracts

  2. Click on +New Subcontract button

  3. In the Subcontract tab, enter the required and significant data fields:

    • Status

    • Subcontract type

    • Subcontract contact

    • Retention and retention trust, if applicable.

  4. If this subcontract has specific dates, go to the Dates tab and input the relevant date(s). To add a custom date, click the +New User Date button. Return to the Subcontract tab once finished.

  5. Click on Save button to create this new Subcontract.