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

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=Description=
This is an article regarding the logging of work preformed by a subcontractor, and the payment for such work.


:The Quickbooks link cannot relay subcontractor information when creating charge invoices. So I suggest that we customize the CommitCRM system a bit so that we can store subcontractor information and later have a report printed which lists all the tickets, worked on by a certain subcontractor, and if you have paid him for such ticket.
=Resolution=
'''Option 1 - Referencing on the ticket level:'''
Since you pay your subcontractor 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'''.
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).
Here’s the new fields: (please see screenshot)
::*Field 1 – Subcontractor
::*Field 2 – Time Spent
::*Field3 – Paid Yes/No
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 subcontractor’s pending payments.
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[[File:subcontractor1.png]]
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'''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.
If you rename field1 inside the charge creation window, you’ll be able to link a '''Labor Charge/Expense Charge''' to the subcontractor of your choice.
This also will allow you to filter the charges list to only show the charges credited to your subcontractor, 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]]
[[Category:KB|SubContractors]]

Revision as of 22:06, 20 January 2010