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Contracting

A contract's page

Updated in 5.20.43

One contract: its figures, its bill of quantities, the variation orders that change it, its progress bills, its subcontracts, and its cost against the budget.

Where

Contracting › Overview › a contract

Who

Contracting Contracts — View; each button below names the right it needs.

The figures and the buttons

Under the number and title: the owner, the project and the consultant. The figures card shows the Value (and the Original value when a variation changed it), the Period, the Retention, the Advance payment and how it is recovered, and the Advance invoice and Retention invoice once raised.

ButtonWhat it does
New progress billStarts the next bill. While a bill is still open the button reads Open bill with its number instead.
Invoice the advanceRaises the advance payment's invoice, once.
Hand over and release the retentionAt handover: invoices the retention held so far. Needs at least one bill and no open bill.
A contract's page with its bill of quantities

Bill of quantities

The lines by section: Code, Description, Unit, Quantity, Done to date, Rate and Amount, with each section's subtotal and the Contract value at the bottom.

1
To add a line, fill the Section, Code, Description, Unit, Quantity and Rate under the table and press Add the line.
2
Or press Import from CSV: a file with the columns section, code, description, unit, quantity and rate.
The BOQ is fixed once the first progress bill exists. Changes then go through a variation order.

Variation orders

1
Press New variation order and write What it is for.
2
For each line choose the Kind of line: A new item (section, code, description, unit, quantity, rate) or More or less of an item (choose the BOQ line and the quantity; below zero means omitted). Add a line for more.
3
Press Save the variation order. Nothing changes until it is approved.
4
A person who may approve presses Approve: the BOQ and the contract value follow it. A draft can also be corrected (Correct) or withdrawn (Withdraw); a withdrawn one stays listed and is never approved.
The variation orders of a contract

Progress bills and subcontracts

The Progress bills tab lists the contract's bills with the period, what this period adds, the certified amount, the retention and the net before VAT (see Progress bills and subcontracts). The Subcontracts tab shows each subcontractor with its work, retention, value, what it billed and the retention held. New subcontract asks the Subcontractor (a vendor), the Retention, the Work and the BOQ lines with their quantity and rate; press Create the subcontract.

Cost and budget

For people who hold the money right. Each section with its Contract value, Budget, what the Subcontractors and the Site stock cost, the Cost and how much Of the budget it used. Below: the purchases, expenses and labour on the project, the Total cost, what is certified and invoiced, and the Margin. Type the budgets and press Save the budgets.

Issue site stock sends materials to the site: choose the Warehouse, Item, Quantity and Section and press Issue. They leave the warehouse as a goods delivery on this project once the warehouse approves it.

Cost against budget, by section

A contractor's contract is read only by someone who may open its project, and its lines are removed only with the billing right.

Before: Zyntra Contracting · Next: Progress bills and subcontracts

Questions

Where is “A contract's page” in Zyntra OS?

Contracting › Overview › a contract

Who can use “A contract's page”?

Contracting Contracts — View; each button below names the right it needs.