Subcontracts Preferences
Form ID: (SC101000)
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 |
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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.
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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. |
Element | Description |
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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. Attention: Only original approvers assigned
through an approval map can receive notifications about pending approvals. If an
approver has an assigned delegate and approvals are reassigned to this delegate, the
delegate will not receive pending approval notifications. For more information about
delegates, see Approval Configuration: Delegation of Approvals.
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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 are used as the default values for mailing and printing settings specified for vendor classes on the Vendor Classes (AP201000) form, which in turn are used as the default values for setting up mailing and printing for particular vendors on the Vendors (AP303000) form
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.
Column | Description |
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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. By default, the SUBCONTRACT mailing, which is associated with the Subcontract (SF) (SC641000) report, is available. |
Branch | The branch for which this mailing is defined. |
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.
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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:
|
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:
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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 |
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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:
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