Subcontracts Preferences

Form ID: (SC101000)

Note: This form is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to provide the general settings for the subcontract functionality, such as numbering sequences for subcontracts, validation requirements for subcontracts, approval and mailing settings, and the list of attributes for subcontracts.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

General Tab

This tab contains three groups of settings that affect the basic operations with subcontracts.


Element	Description
Subcontract Numbering Sequence	The numbering sequence to be used for assigning reference numbers to subcontracts. Note: If the Require Single Project per Document check box is selected on the Accounts Payable Preferences (AP101000) form, a user can create subcontracts by using the Create Subcontracts button on the Commitments tab of the Projects (PM301000) form only if the numbering sequence that is used for numbering subcontracts is auto-numerated.
Validate Total on Entry	A check box that indicates (if selected) that the system will require the user to validate the total amount for each subcontract. If this check box is selected, to save a subcontract with the Hold check box cleared, you must enter the total amount in the Control Total box on the Subcontracts (SC301000) form. If this check box is cleared, the Control Total box does not appear on the Subcontracts form.
Require Approval	A check box that indicates (if selected) that the selected assignment map will be used to assign documents for approvals. If the check box is cleared, no approvals will be required and if an assignment map is selected in the Approval Map box, it will not be used.

Table 1. Approval Section
You use this section to configure approvals for subcontracts. This section is available only if the *Approval Workflow* feature is enabled on the Enable/Disable Features (CS100000) form.

The section includes the following elements.
Element	Description
Approval Map	The map to be used for subcontracts. To view or modify the assignment rules, use the Assignment and Approval Maps (EP205500) form.
Pending Approval Notification	The notification template that the system will use to generate notification emails for employees who approve subcontracts. An employee will receive a notification about pending approval when a subcontract requires approval from this employee. For more information, see Approving Documents.

Mailing & Printing Tab

The Mailing & Printing tab contains the list of predefined mailings that can be used for sending subcontracts and other documents to vendors electronically (by email). Mailing settings specified on this tab will be used as the default values for mailing settings specified for vendor classes, which in turn will be used as the default values for setting up mailings for particular vendors.

For an overview of this functionality, see Configuring Predefined Mailings for Customers and Vendors. For details on setting up vendor mailings, see To Set Up Mailings for Vendors.

This tab contains the following tables: Default Sources and Default Recipients.

Table 2. Default Sources Table
In the **Default Sources** table, you can view and modify the active mailings that can be used to send emails to vendors and employees. For each mailing, you can select either a report or an email template to be used by default as the body of the email.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that this mailing is active. Emails will be generated for only active mailings.
Mailing ID	The unique identifier of the mailing.
Default Email Account	The system email account to be used by default for sending emails for this mailing. If no account is specified, the default system account will be used.
Report	The report that, by default, will be used to structure the information available in a subcontract. For the email, the report will be used as the email’s body (or attachment), if a report is used rather than an email template. Note: For each mailing, you can use as the email’s body either a report or a notification template.
Notification Template	The template to be used by default to generate emails for the mailing, if an email template is used rather than a report.
Format	The format in which the report (if applicable) will be sent by default if no preferences are specified for a particular recipient on the Vendors (AP303000) form. Select one of the following options: Text, HTML, Excel, or PDF.
Recipients	The way the system specifies recipients in the generated email. The following options are available: Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Default Recipients table on this tab. Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Default Recipients table on this tab. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

Table 3. Default Recipients Table
This table contains the default recipient types for the mailing selected in the **Default Sources** table.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that the contact or contact type is active. Only active recipients receive the emails for the mailing.
Contact Type	The type of contact to receive mailings. You select one of the following options: Account Email: A primary contact of the customer Remittance: A remittance contact of the customer Account Location Email: A shipping contact of the customer Employee: An employee of your company who handles documents of specific customer classes or specific customers, or is otherwise associated with the classes or customers
Contact ID	The identifier of the mailing recipient. A particular recipient can be selected only if you have selected Employee as the contact type. This employee, if one is selected, will receive emails about changes in the documents of all customers.
Format	The format in which the report (if applicable) will be sent by default. Select one of the following options: HTML, Excel, or PDF.
Add To	The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.

Attributes Tab

The Attributes tab contains the list of attributes that can be assigned to subcontracts. For more information see Attributes (CS205000) form. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Active	A check box that indicates (if selected) that the attribute is active.
Attribute ID	The title of the attribute.
Description	The description of the attribute.
Sort Order	The number representing the order of the value in the resulting list of attribute values.
Required	A check box that indicates (if selected) that the attribute is required.
Control Type	The control type of the attribute. The attribute can have one of the following control types: Check box: The control is a check box that can be selected or cleared to turn the option on or off. Combo: The control is a combo box, which is a text box with a list box attached, so users can type or select the attribute value. For this type, you can enter a list of possible values. Datetime: The control is used to enter a date. Multi Select Combo: The control is a list box with a check box against each attribute value so users can select multiple options. For this type, you can enter a list of possible values. Text: The control is a text box in which the user can type text. For this type, you can specify an input validation option: an input mask or a regular expression.