Entering Subcontracts

SL Subcontract Entry creates subcontract commitments against a job—header amounts, line items, retainage, tax, and compliance.

Before you start

• Vendor, job, phase, and cost type are known.
• Compliance group is ready if you track insurance or similar codes.

Steps

1. Open SL Subcontract Entry.
2. Enter the subcontract amount, job, description, and vendor.
3. Optionally select a compliance group.
4. Enter the subcontract start date.
5. Add items (type 1 for regular): select phase and cost type.
6. Enter unit of measure, total cost or units, and unit cost.
7. Complete retainage details.
8. Set sales or use tax in the tax grouping area if applicable.
9. When all subcontracts are entered: File → Process Batch → Validate → preview reports → Post.

Notes

• Confirm audit options and batch report attachment in SL Company Parameters before heavy use.

Tips

• Use compliance groups to track insurance and other requirements without re-entering codes on every line.