Subcontractor / Vendor Input Process

Subcontractor / Vendor

Subcontractor / Vendor - Open

1. To Open Subcontractor / Vendor Input Page - Click on Tab - (see image below)
   
2. Very Important Notice:  Invoice / Receipt must be NUMBERS only and NO Special Characters Allowed
   

Subcontractor / Vendor - Add

1. Click ADD to open Input Dialog (see image below)
   
2. Once you have several Subcontractor / Vendor inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)
   
3. To View Input Page that is hidden - Use the Scroll Bars
   

Subcontractor / Vendor - Dialog

Subcontractor / Vendor Dialog Components 

1. Sub Contractor / Vendor - Enter the Name - Once Entered the Program will Save it in the drop down
   
2. National Vendor - Enter the National Vendor if applicable 
   
3. Work / Item Description - Enter the description of the Estimated Invoice
   
4. Estimated Price- Enter the estimated cost
   
5. Phase Codes - Adding Phase Code to Input
   
6. Select Mark Up Type  - The Default Markup is the markup you set for Subcontractor / Vendors on the Project Settings - see Default Mark Ups
   
1. Multiple Mark Up Options - If you created additional Subcontractor / Vendor Mark ups they will be available in the drop down - see Multiple Markup Setup  
   
7. Tax Values MUST be set up on the Project Settings - see Tax Setup
   
1. Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup
   
2. Input Item is NOT Taxable  - Do Not Check the Box
   
8. Allocations - there are two options to entering Allocations -
   
1. Set up Allocation on the Project Settings Dialog - see Allocations Setup
   
2. Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table

Subcontractor / Vendor - Modify an Entry

Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete and you are satisfied then you can save with the original file name.   This is best practice and a way to protect the original input data.

1. To Modify an Existing   Entry - Click On the Item you want to Modify - This entire line will highlight (see image below)
   
2. Click the button MODIFY - This will open the Modification Dialog (see image below)
   

Subcontractor / Vendor Modification Dialog 

1. IMPORTANT this is for single modifications - If you choose more than one entry at a time use the Global Modification function.
   
2. MODIFICATIONS are basically a new input of the item.  If you make a modification be sure to validate all items on Input Dialog before you click ENTER button.  Items can change due to last input of the same ID # may have been different.
   
3. ONCE DIALOG IS OPEN - Make your changes to this input Item and then click ENTER to apply the changes.
   
4. REFRESH - You MUST refresh the bill after a modification - Click on the Button below the Global Modification Button to Recalculate Bill
   

Subcontractor / Vendor - Remove an Entry

1. To Remove an Existing Entry - Click On the Item you want to Remove - This entire line will highlight (see image below)
   
2. Click the button REMOVE - A message will appear to confirm remove of the input item

Subcontractor / Vendor - Sort

To Sort - Click On the SORT Button to open the sort dialog

Items in Drop Downs

Items in the drop down represents the headers found on the input page 

Subcontractor / Vendor - Copy / Paste

1. To Copy and Paste One or More Inputs
   
2. Click on the Input Item you want to Copy and Paste
   
3. If more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
   
4. If more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)
   
5. Then select the Copy and Paste button.
   
6. Once this button is pushed, the program will automatically duplicate the selected inputs
   

Subcontractor / Vendor - Global Modification

Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete and you are satisfied then you can save with the original file name.   This is best practice and a way to protect the original input data.

To Modify more than One Entry (aka Global Modifications) 

1. Modify more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
   
2. Modify more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)
   

Global Modification Dialog 

1. This Dialog MUST be used to Modify more than One Input Entry at the same time
   
2. To Modify a Date - Check the Box then Change the Date and Click ADD / MODIFY
   
3. To ADD / REMOVE Sales Tax - To Add Check the Box then Click ADD / MODIFY - To Remove - Check the Box and Click REMOVE
   
4. To ADD /  REMOVE Allocations - Enter the Allocation and Click ADD / MODIFY - To Remove Choose Allocation from drop down and Click REMOVE
   

Category Notes - Same Process for ALL Input Categories

1. To Open Category Notepad - Click on Category Note button
   
2. This is related to the Billing Category only - Internal Notepad
   
3. To Print Note - Use Tool Bar Located at the bottom of Notepad
   

Copyright © 2020. All rights reserved - T&M Pro Suite - www.timeandmaterial.com - Setting the Standard for T&M Billing 

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