Add Sub Contract Line Item

Explanation

This activity is used to add sub contract line items. For all sub contract lines, there can be zero or more line items. When a new line item is added, the values in the following fields appear automatically:

• Planned Start
• Currency Type
• Item Currency
• Supplier Start Date
• Change Status Tender Base (if baseline is already set)
• Change Status Contract Base (if baseline is already set)
• Valuation Method
• Tax Code or sales tax rate if the company (and supplier, if specified) is running the Sales Tax regime.
• Supplier Income Type ID and Income Type Description if a supplier, with a default supplier income type, is specified.

Note: If a supplier income type is defined on a contract item, it is an indication that this item will withhold tax.

All other default values are copied to the line item once the record is saved. You may choose to override a default value that was copied [or not] to the line item. This can be done by modifying or entering a value in the relevant field. Note that if a default value is modified in the Sub Contract window, the line items with overridden values will not be updated. However, the change on the default value(s) in the Sub Contract window will be valid for all other line items - hence there is no need to update line items with new values. The following default values will not be copied to the sub contract line item when added:

• Project ID
• Purchase Part Site

If the valued item is not a work item or an item to be consumed, it is recommended to use a separate line item for the stored material value to prevent mixing the value of the item and the stored material of the same item.

Note: Sales tax rates for a supplier may change during the life cycle of a contract. When this occurs, the tax rates for existing contract items will be updated. If any new items are added to the contract, it will inherit the updated or current tax rates defined for the supplier in IFS/Enterprise.

Prerequisites

• A sub contract and sub contract line must exist.
• The sub contract cannot be in any of the following statuses: Cancelled, Completed or Closed.
• The sub contract revision must not be in the Cancelled or Obsolete status.
• The sub contract revision must not be Frozen.

System Effects

• A line item is added to the Lines/Items tab.

Window

Sub Contract

Related Window Descriptions

Sub Contract/Items
Sub Contract/Items/Lines/Items

Procedure

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Items tab.
3. In the Revision No list, select the revision to which a line item is to be added. The default value is set to the active revision, or if there is no active revision to the most recent revision.
4. Click the Lines/Items tab.
5. In the upper table, select the line to which an item is to be added.
6. Create a new record (F5) in the lower table.
7. If necessary, enter an item number. (If this value is left blank, upon saving, the system will automatically enter a number in the field by finding the highest item number for the sub contract and incrementing it by 1.)
8. In the Item Name field, enter the item name.
9. Required values will vary according to the values you select in the Calculation Method and Calculation Type lists.
10. Enter information in any other fields in the tab, as required.
11. Save the information (F12).