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Sub-contractors / Suppliers

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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:

NameName of the Sub-Contractor/Supplier (Cost Center) which the Job Progress Report is sent to.
Send ByPreferred way to send the Job Progress Report to the Sub-Contractor/Supplier. You can select between Email and Mail.
Supplier AddressSub-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.
Updated on November 6, 2021

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