...
- The Description becomes the Schedule Name and appears in the dropdowns so make sure that it is self explanatory.
- Enter the Line details
Code
The Code provides the order for the printed schedule. As it is an Alpha field ensure that all your numeric codes are the same length. If a 2 digit number then 01 for 1 etc.
...
Headings
Some schedule lines can be created as Headers lines only. These will be used as Headings with the Claim Schedule. They will be presented in the Code order from the Subcontract Schedule. Eg.If you want a Heading between Lines 50 & 60 then make a new line called 55 and make this the appropriate heading.
CREATE THE WORK ORDER
- Create the Works Order Header
Note: the Details on the Works Order Header are is very important as this will provide additional detail when making your selection of Works Order for the Claim.
If there is a Schedule already attached to a Subcontract (through the steps already explained above) you can only use schedules on that SubContract. Should you wish to create a Works Order for that Subcontractor, which does not utilise a Schedule, you will need to set up a new SubContract for that SubContractor without a schedule attached.
- Once you have created the Works Order header, press the 'Add Schedule Lines' button, which will bring up the "Select Subcontract" Code.
...
- You can maintain the detail before updating the Works Order as the Works Order lines are Read Only.
- Press OK when happy with the Qty. This will populate the Works Order lines.
PRINT THE WORKS ORDER
- To print the works order, press the "Print" button.
...