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CamilleABGCS

How is the Subcontractor Contact List generated?

SUGGESTED
Posted By

I need to know where is the information pulled to create the Subcontractor Contact List in Project Management? {PM -> Reports -> Job Contact Lists -> Subcontractor List} I have found that even if the vendors/subcontractors are listed when the job is set up in either Job Cost or Project Management in the Job Contact tabs, that they don't necessarily make it to this report, so the report, therefore, is incomplete. Where is Crystal pulling the information to generate the report so that I can adjust it that all vendors/subcontractors appear on the report?

  • 0
    SUGGESTED

    Hi Camille!

    The report requires that the vendor has a commitment set up as a subcontract. The commitment also has to have the correct job listed on the commitment items, and if the commitment has multiple line items, all items have to have the same job.

    If a vendor is missing, check all the commitments for that vendor to confirm they are setup as subcontracts and that each commitment has the correct job.

    You can find more information in the Sage Knowledgebase at https://support.na.sage.com - articles 46611 "Why does my job not appear in the PJ Subcontract List Report?" and 24995 "The Project Management Subcontract List (CR) report does not print the vendor/subcontract when the commitment has more than one job"

    Hope this helps!

  • 0 in reply to Jesse Gordon
    So, if the commitment is a "purchase order" it won't carry over to that list?

    I've checked all the other items - and they are good to go, but we are huge company ...most of our vendors have multiple contracts, being executed simultaneously, across multiple jobs. If the subcontractor has 3 purchase orders and 15 subcontracts spread across multiple jobs, are you saying that that subcontractor won't show up on any subcontractor contact list for any job I pull?
  • 0 in reply to Jesse Gordon

    Is there a similar sub/supplier report that includes both subcontracts and purchase orders?

    Thanks!

  • 0 in reply to jtebon
    SUGGESTED

    Have you tried looking at the various committed cost reports found in job cost? These show both your purchase orders and subcontracts as long as you have a commitment set up. 

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