Subcontract Phase Details - Unit Price - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Subcontract totals

Original

The original subcontract amount displays.

Changes

The total amount of any change orders impacting this subcontract displays.

Revised

The revised contract quantity and amount for this portion of the subcontract displays. It is computed as the sum of the original contract plus executed change orders.

Detail lines (not sortable)

Phase

Enter the phase to which this portion of the subcontract is to be charged. If a default phase was entered on the main screen, that phase will default here.

If this is a sub-job transaction set up on a master job, double-click on this field to search phases for the sub-job. This will allow you to easily select a phase set up on a master job, but not present on the sub-job. Spectrum will add a new phase to the sub job if the current job is a sub-job of a valid master job, the phase lengths of both jobs match, and the Phase + Cost type combination for the current job is valid and not 'Complete'.

Note:

The phase cannot be deleted if the amount in the Company field is non-zero. In addition, a phase with a Complete status may not be selected in this field.

Ct

Enter the cost type you want to charge this portion of the subcontract to. If a default cost type was entered on the main screen, that cost type will display here.

After entry of a phase and cost type, the billing description will display. This description can be overwritten; twenty-five characters are allowed.

Grp

Enter the revenue bill group (up to 2 characters) for this portion of the subcontract work to be performed.

Billing item

Enter the revenue billing item (up to 8 characters) for this portion of the subcontract work to be performed. The system allows you to enter multiple lines for each file, using different billing item numbers.

Description

After the line has been added, the item description displays and no changes are allowed.

Um

Enter the unit of measure for this portion of the subcontract. If this is a lump-sum item, enter "LS". Entry in this field is required.

Ret?

Select this check box if this line is subject to retainage.

Unit Price

This information will default from the Job Cost > Phase File Maintenance screen, or you can enter the unit price for this portion of the subcontract.

Original (quantity and amount)

Enter the original contract quantity for this portion of the phase and the extended amount (unit price times quantity) will display. If this is a lump sum line, enter the contract amount for this portion of the subcontract work to be performed.

Update job qty complete?

Select this check box if you wish the AP Transaction Update to update quantities from the subcontract invoice detail lines to Job Cost Quantity Complete.

This column does NOT display when the 'Auto-update actual quantity complete' from Job Cost Installation setting is set to ‘All inventory and purchase transactions’.

Phase and Cost type description

The phase and cost type descriptions display.

Billing item

Enter the billing item (up to 8 characters) for this portion of the subcontract work to be performed.

Quantity and Amount figures

Additional columns for Contract qty, Contract amt, Quantity billed, Amount billed, Original contract, Changes, and Revised values for each row also display.