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Configuring SL Company Parameters

SL Company Parameters configures each Subcontract Ledger company before SL processing starts. Restrict access to system administrators when practical. Trimble help for this form covers company identity, audit options, claims/retainage behavior, batch-report attach, and phase/cost-type estimate limits — not numbering sequences or default retainage % field lists.

Before you start​

  • Company already exists in HQ Company Setup.
  • Plan AP and JC interface companies and journals. Each SL company must have a matching AP company with the same company number (multi-company is allowed between SL and JC, not between SL and AP).
  • Invalid “interface to” companies/journals only warn during setup — you can still save so HQ company setup can finish before those values exist.

Steps​

  1. Open SL Company Parameters.
  2. Enter SL Company (valid HQ company number).
  3. Set Audit Options (rows write to HQ Master Audit / HQMA; view with HQ Audit Detail):
    • Company Parameters — display-only, always on. Any change on this form is audited.
    • SL Entry / Change Orders — SL Subcontract Entry (header and items) and SL Change Order Entry. No HQMA rows when subs/SL COs are removed via SL Purge.
    • SL Compliance — adds/deletes/changes on SL Compliance, codes initialized from the job’s default compliance group, and codes added/deleted via AP Vendor Compliance. Not generated for compliance changes caused by purging subcontracts.
  4. Claims / retainage behavior:
    • Enforce Catch Up (claims only) — checked: approved retention defaults from an unweighted average of item WC retention %s applied to the total current claim amount, then allocated across items (override via Approved Retention on SL Subcontract Claims). A 0% item still counts in the average; remainder can spill to another item; an item can show negative Retainage Remaining when the average exceeds what that item can absorb. Unchecked: retention at item level using each item’s WC %.
    • Allow Exceeded Claim Entry — checked: claim amount may exceed current subcontract amount. Unchecked: error until the amount is reduced. Exceed can also come from an item claim over current amount, overriding approved amount (that amount posts to AP), or multiple claims whose Claim Amount totals exceed the subcontract (system checks Claim Amount, not Claim To Date).
  5. Attach batch reports to HQ Batch Control — checked: export attaches reports to the HQ Batch Control batch (storage per DM Attachment Options) before post; any report error aborts post (fix, revalidate, post). Because of VA Report Security, attachments are reachable through HQ Batch Control when that form is secured, not via DM Attachment Search; no indexes.
  6. Enforce Phase/CT Estimate Limit (Info tab):
    • No Limit Enforcement — no block if phase/cost type would go over budget.
    • Warning Only
    • Prevent Post/Interface — cannot post a subcontract that would push the phase/cost-type estimate over budget.
  7. Save.

Notes​

  • Related: HQ Company Setup, HQ Audit Detail, SL Subcontract Entry, SL Change Order Entry, SL Purge, Setting Up SL Compliance, AP Vendor Compliance, SL Subcontract Claims, HQ Batch Control, DM Attachment Options.