The multi-order trades functionality cross-validates to ensure that where multiple subcontractors have been given orders for the same items of work, each stage of work on each lot is only paid for once (although the total payment can be split between subcontractors). This is designed to handle situations where there are several subcontractors of the same trade on a development and the work is allocated to each on an ongoing basis but the prices for each stage on each lot are agreed in advance.
It is possible to generate subcontract orders and subcontracts for multi-order trades from Coins ERP+ Bill of Quantities. The user can nominate multiple subcontractors for the same bill items and then generate orders for each of the nominated subcontractors.
Multi-Order Trades - Bill Items
When maintaining a bill item at standard template, development template or lot level, a new field has been added to the Ordering Details section.
bill Items Ordering Details Section
Field
Description
Use Package Subcontractors
This is only enabled if the Subcontract Package field is enabled.
If this field is ticked, the Subcontract Supplier and Office fields are disabled since it is not then necessary or appropriate to record the subcontractor against the bill item. However, the price and discount fields are still enabled as these same prices will be used when raising an order for this item for any package subcontractor.
Multi-Order Trades - Nominate Subcontractor
The Nominate Subcontractor and Nominate Supplier functions have been amended so that any subcontract bill items with the new field Use Package Subcontractors ticked are not updated.
If a user wants to override the package subcontractors and nominate a specific subcontractor for certain bill items, they will first need to untick the Use Package Subcontractors field on those bill items. This is expected to be necessary only in exceptional circumstances.
Multi-Order Trades - Subcontract Package Setup
The Subcontract Package Setup option in both the Development Template BOQ Workbench and the Surveyors Lot BOQ Workbench has been amended to allow users to maintain a list of subcontractors for each package on the development.
A link has been added to the Package field to provide access to a new browse of Package Subcontractors. A new column Subcontractors has been added which shows the number of active subcontractors set up for the package.
Subcontract Package Setup
The Package Subcontractors Browse allows you to add, maintain and delete subcontractors.
Package Subcontractors Browse
This can be used for multi-order trades by entering more than subcontractor in the list but it can also be used for any other trade by simply entering a single subcontractor in the list.
Fields
Field
Description
Subcontractor
The subcontractor with whom the order for this package will be placed.
Office
The office of the subcontrator.
Retired
It is not possible to delete entries from the list if an order has been generated from it, but entries can be retired by ticking this field. Retired entries will not be included when generating orders.
Multi-Order Trades - Add Items to Basket/Raise Order
All functions that add items to the basket or directly raise orders from subcontract items have been amended to add each of the items for each of the package subcontractors. Package subcontractors that have been set as retired are not included.
The Add Variation, Append Items, Raise Variation, and Raise Addendum functions have been similarly updated.
The Add Reorder to Item Basket and Raise Reorder functions raise orders for each of the package subcontractors for which there is not already a subcontract order for the development. This allows new subcontractors to be added part way through the development.
Remove from my Item Basket
Remove from my Item Basket has been amended so that it removes the selected items from the Item Basket for each of the package subcontractors.