How to create a sub contract

Navigate over to the contract management section.

Click the Add Contract button.

That will open up the add contract form.  To add a sub contract we want to select the Sub of Sub option.  This will make visible the sub contract form.  To add a sub of sub select who the prime contract is and then use the auto complete to select the company for the contract.  Once both fields are selected click Add Sub Contract.

The other contract fields are not visible for sub of subs because they inherit all the other properties from the prime contract.

How to select a company

To select the company for the contract use the auto complete text input.  If you see the company in the auto complete select it.  However if you cannot find the company for the contract click the "Can't find your company, click here to create a new company" link.  This will bring up the Add new company section.  Type in the company's name and click the Add Company button

Our system will check to see if we find any companies with similar names in our database already.  If we don't find any companies we will add the new company and set as the selected company.  However if we find a company with a similar name we will show a warning message with all the potential matches.

If your company is one of the companies in the list click the use this company link and we will use the existing company.  If however your company is different then the ones already in the system close the warning and click Add Company again.  This will add your new company.


Was this article helpful?
0 out of 0 found this helpful