KB: Logging sub-contractors' work: Difference between revisions

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This is an article regarding the logging of work preformed by a sub-contractor, and the payment for such work.
=Problem Description=
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Working with subcontractors in RangerMSP is best achieved by defining subcontractors as restricted employees and letting them access via RangerMSP Web Interface. In some cases users may consider working with subcontractors by letting them access the system as customers via the Customers Web portal. This alternative is limited and requires more manual management on your side; however, you may find it useful for your needs. [[KB:_Managing_your_Sub-Contractors’_Work|Click to read more about managing subcontractors]].
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The Quickbooks link cannot relay sub-contractor information when creating charge invoices. So I suggest that we customize the CommitCRM system a bit so that we can store sub-contractor information and later have a report printed which lists all the tickets, worked on by a certain sub-contractor, and if you have paid him for such ticket.
When working with subcontractors as customer users, subcontractors enter their work History Notes in RangerMSP. You can then convert the History Notes into Charges. Since these Charges are actually entered using your own user, you may need a way to identify charge to know to which subcontractor it belongs.  
 
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If you need to be able to find out how much time was spent by each subcontractor, you need to keep this information in the Charge or Tickets so you can easily find it later on.
 
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'''Option 1 - Referencing on the ticket level:'''
This article discusses how to mark Charges or Tickets entered by subcontractors when working with subcontractors as customer Web Users.


Since you pay your sub-contractor by the '''ticket''', we’re going to do this on the '''ticket''' level. The second idea is good if you want to pay by the '''charge'''.


=Resolution=
'''Option 1 - Referencing on the Ticket level:'''


First we need to Add/rename some fields. This is done by right-clicking a field and choosing '''Field Settings'''. I’d suggest using the Details tab, and renaming fields 1 2 and 3 (providing you’re not using them for something else).
You can keep the information about the subcontractor's work in the Ticket. This way you can easily track Tickets worked on by a specific subcontractor, and keep for each Ticket details about the work, such as how much time was spent, and whether you already paid the subcontractor for this job.


Here’s the new fields: (please see screenshot)
To keep this information, you should add or rename some fields in the Ticket, to reference these details.


::*Field 1 – Sub-Contractor
In the example below, three fields (Field 1 – Field 3) are being renamed to reflect the information you need to keep per Ticket. To rename the fields: right-click the field label > Field Settings. See screenshot for example.


::*Field 2 – Time Spent
Once these fields have been renamed, you can use them when filtering Ticket lists and report.


::*Field3 – Paid Yes/No
Note that if you want to actually keep the time spent as a numeric field, so you can sub it up in reports, you may consider adding a new tab to the Ticket (e.g. subcontractor-work), and in this tab add a new numeric-field. [[Field_Customization|Click to read more about adding new tabs and fields].


Once these fields have been created, you can use them to filter ticket lists, or to create a printable report, which you can use to log your sub-contractor’s pending payments.
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[[File:subcontractor1.png]]
[[File:subcontractor1.png]]
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'''Option 2 – Referencing on the charge level:'''
'''Option 2 – Referencing on the Charge level:'''


All that needs to be done here is just to rename a field inside the charge creation window.
You can keep the information about the subcontractor's work using Charges. This way you can easily track Charges which were performed by a specific subcontractor.


If you rename field1 inside the charge creation window, you’ll be able to link a '''Labor Charge/Expense Charge''' to the sub-contractor of your choice.
To keep this information, you should rename a field in the Charge, to reflect this information.
 
In the example below, the Charge's Field 1 is renamed to reflect the subcontractor information you need to keep per Ticket. To rename the field: right-click the field label > '''Field Settings'''. See screenshot for example.
 
Once the field has been renamed, you can use it when filtering Charge lists and report.


This also will allow you to filter the charges list to only show the charges credited to your sub-contractor, or even print a report that you can later use for payment to that contractor. (Please see screenshot)
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[[File:subcontractor2.png]]
[[File:subcontractor2.png]]


[[Category:KB|Sub-Contractors]]
[[Category:KB|SubContractors]]
 
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=See Also=
[[KB:_Managing_your_Sub-Contractors’_Work|Managing your Subcontractors Work]]

Latest revision as of 12:39, 8 July 2020

Problem Description

Working with subcontractors in RangerMSP is best achieved by defining subcontractors as restricted employees and letting them access via RangerMSP Web Interface. In some cases users may consider working with subcontractors by letting them access the system as customers via the Customers Web portal. This alternative is limited and requires more manual management on your side; however, you may find it useful for your needs. Click to read more about managing subcontractors.

When working with subcontractors as customer users, subcontractors enter their work History Notes in RangerMSP. You can then convert the History Notes into Charges. Since these Charges are actually entered using your own user, you may need a way to identify charge to know to which subcontractor it belongs.

If you need to be able to find out how much time was spent by each subcontractor, you need to keep this information in the Charge or Tickets so you can easily find it later on.

This article discusses how to mark Charges or Tickets entered by subcontractors when working with subcontractors as customer Web Users.


Resolution

Option 1 - Referencing on the Ticket level:

You can keep the information about the subcontractor's work in the Ticket. This way you can easily track Tickets worked on by a specific subcontractor, and keep for each Ticket details about the work, such as how much time was spent, and whether you already paid the subcontractor for this job.

To keep this information, you should add or rename some fields in the Ticket, to reference these details.

In the example below, three fields (Field 1 – Field 3) are being renamed to reflect the information you need to keep per Ticket. To rename the fields: right-click the field label > Field Settings. See screenshot for example.

Once these fields have been renamed, you can use them when filtering Ticket lists and report.

Note that if you want to actually keep the time spent as a numeric field, so you can sub it up in reports, you may consider adding a new tab to the Ticket (e.g. subcontractor-work), and in this tab add a new numeric-field. [[Field_Customization|Click to read more about adding new tabs and fields].




Option 2 – Referencing on the Charge level:

You can keep the information about the subcontractor's work using Charges. This way you can easily track Charges which were performed by a specific subcontractor.

To keep this information, you should rename a field in the Charge, to reflect this information.

In the example below, the Charge's Field 1 is renamed to reflect the subcontractor information you need to keep per Ticket. To rename the field: right-click the field label > Field Settings. See screenshot for example.

Once the field has been renamed, you can use it when filtering Charge lists and report.





See Also

Managing your Subcontractors Work