Zyntra Contracting in Zyntra OS, step by step

Zyntra Contracting

Updated in 5.20.43

For contracting companies: each contract sits on a project of its owner, with its bill of quantities (BOQ), variation orders, progress bills, subcontracts, the advance payment and the retention, and its cost against the budget. Projects, invoices, vendor bills and stock stay Zyntra's own.

Where

Contracting › Overview

Who

Contracting Contracts — View to see the contracts; the other rights below for each step.

Switch it on

The super administrator opens Setup › Modules. Contracting needs Customers, Projects, Purchase, Items, Inventory, Invoices and Payments; the screen says which are still off.

On the Contracting row press Switch on. It is an edition: only one edition can be on, so switch another one off first. The product is then called Zyntra Contracting and the Contracting group comes into the side menu.

Check the figures in Contracting › Settings: the retention, the advance payment, VAT on progress bills, the billing period and the number prefixes (see Contracting settings).

Before the first contract you need a customer who has a project (the owner), vendors for the subcontracts, and a warehouse with stocked items for site stock.

The contracts

The list shows Contract, Title, Owner, Project, Period, Value, Certified and invoiced, Progress and Status. Search by number, title, owner or project. The amounts show only to people who hold the money right.

Make a contract

Press New contract.

Choose the Owner — a customer with a project — and the Project. The contract sits on that project, so its invoices land there too.

Type the Title, the day it Starts and Ends, and the Consultant.

Check the Retention, the Advance payment and How the advance is recovered: the advance percentage of each bill, or all of each bill until the advance is recovered. They start from Contracting › Settings and can be changed for this contract.

Press Create the contract. The contract's page opens (see A contract's page).

Who may do what

Right	What it lets a person do
Contracting Contracts — View	See and open contracts.
Contracting Contracts — Create	Make a new contract.
Contracting Contracts — Edit the BOQ and the contract	Change the BOQ and the contract, write variation orders, save budgets.
Contracting Contracts — Delete	Delete a contract that has no bills and no subcontracts.
Contracting Variation orders — Approve	Approve a variation order.
Contracting Progress bills — View / Prepare and submit / Record the certified amount	See the bills; measure and submit them; certify them.
Contracting Money — See amounts and raise invoices	Every amount and rate, the invoices, the advance and the handover. Adding BOQ lines, variation orders and subcontracts needs it too.
Contracting Subcontracts — View / Edit and bill	See subcontracts; make, bill and close them.
Contracting Site stock — Issue materials to a project	Issue site stock.
Contracting Reports — View · Contracting Settings — Edit	The reports; the settings.

The top role holds all of them. A person sees only the contracts of the companies they work in.

Flowrica in Contracting

Which progress bills are waiting? — the drafts, submitted and certified bills not invoiced yet, each opening its bill.

Which contracts are over budget? — for people who hold the money right; each line opens the contract's cost tab.

On a contract's page she tells its number, owner, project, consultant, dates, value, retention, advance, sections, variation orders and progress bills, as far as your rights go. She makes nothing herself.

Next: A contract's page · Progress bills and subcontracts

Questions

Where is “Zyntra Contracting” in Zyntra OS?

Contracting › Overview

Who can use “Zyntra Contracting”?

Contracting Contracts — View to see the contracts; the other rights below for each step.