Subcontracts: Related Reports

In the following sections, you can find details about the reports and inquiry forms you may want to review to gather information about subcontracts.

Attention:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Reviewing Subcontract Details

To review details of subcontracts, you can use reports as follows:

To review summary information about the subcontracts for a particular date range that are neither closed nor canceled, you can use the Subcontract Summary (SC610500) report. This report shows summary information broken down by project or by the vendor to which these subcontracts relate.
To review the detailed information about subcontracts for a particular date range that are neither closed nor canceled grouped by vendors (subcontractors), you can use the Subcontract Details (SC611000) report. This report shows detailed information broken down by project or by the vendor to which these subcontracts relate.
To review summary or detailed information about the subcontracts for a particular date range, you can use the Subcontract Audit (SC644000) report form. This report includes subcontract balances and related documents that have affected these balances, such as change orders, bills, and applied payments. Additionally, it displays the budgeted and retainage amounts for each subcontract, as well as the unbilled, billed-to-date, and paid-to-date amounts, and the current outstanding balance. The report shows summary or detailed information broken down by subcontract.

Finding the Bills and Debit Adjustments Related to a Subcontract

If you need to find an accounts payable document linked to a particular subcontract, you open the subcontract on the Subcontracts (SC301000) form and review the Billing tab. The table on this tab lists all the accounts payable documents that have been prepared for the subcontract, and the table footer shows the summary information for all listed documents. To review the details of a particular document, you click its reference number in the Reference Nbr. column; the system opens the accounts payable bill or debit adjustment for review on the Bills and Adjustments (AP301000) form.

You can also find bills or applied payments related to a subcontract by using the Subcontract Audit (SC644000) report form. You open the Bills and Adjustments form by clicking Ref. Nbr. in the Bills section or clicking Applied To in the Applied To section of the report.

Reviewing the Unbilled Quantities of a Subcontract

To check whether a subcontract has quantities of items and amounts that have not yet been billed, you review the Unbilled Quantity and Unbilled Amount boxes on the Financial tab of the Subcontracts (SC301000) form.

Printing Subcontracts

While you are viewing a subcontract on the Subcontracts (SC301000) form, you can print the document by clicking Print on the form toolbar. The system opens the printable version of the document on the Subcontract (SF) (SC641000) report; then you can review the document and print it by clicking Print on the report toolbar.