Sub-contractors / Suppliers

You can manage the list of Sub-Contractors and Suppliers who should automatically receive a copy of the Job Progress Report.

1. To manage Sub-Contractors and Suppliers, on the navigational sidebar, select Setup.
2. Once the Setup section expands, select Schedules.
3. On the tabbed menu, select Sub-Contractors/Suppliers.

The page for adding sub-contractors and suppliers opens, as follows:

By default, no sub-contractors and suppliers are shown until you select the Supervisor. Once you select the appropriate Supervisor, you will see the list of Sub-Contractors and Suppliers who he/she deals with.

For each Sub-Contractor/Supplier, the following information is displayed:

Name	Name of the Sub-Contractor/Supplier (Cost Center) which the Job Progress Report is sent to.
Send By	Preferred way to send the Job Progress Report to the Sub-Contractor/Supplier. You can select between Email and Mail.
Supplier Address	Sub-Contractor’s/Supplier’s address or email address which the email or letter with the Job Progress Report is sent to.

You can add new Sub-Contractors/Suppliers and delete the no longer needed Sub-Contractors/Suppliers.

Adding Sub-Contractors/Suppliers

1. Select the Supervisor.
2. Click the Add  icon.
3. In the Find Creditor/Supplier form, select the Sub-Contractors/Suppliers who should receive the Job Progress Report. You can look for them by the contact name.
4. Click Add Selected. The selected Sub-Contractors/Suppliers will appear on the list.
5. Select the preferred way to deliver the Job Progress Report to them, as follows:
   • Email
   • Mail
6. When complete, click Process.

Deleting Sub-Contractors/Suppliers

You can delete Sub-Contractors and Suppliers who should no longer receive the Job Progress Report.

1. On the list with Sub-Contractors/Suppliers, locate the one you want to delete.
2. Hover over it until the action icons appear.
3. Click the Delete  icon.
4. When complete, click Process.