How To: Set Up and Manage Subcontractor Orders, Applications & Claim Schedules – Profitz Help Centre

Description

This article guides you through the full subcontractor workflow — from setup and order creation to application entry, claim certification, and variation handling. It includes both Simple and Scheduled Orders, with optional application enforcement.

1. Set Up the Subcontractor

Go to Creditors > Supplier Setup
Edit or create the supplier
Tick Subcontractor
Enter Withholding Tax % if applicable
Click Save

2. Create a Subcontractor Order

🔹 Simple Order

Go to Jobs > Job Setup > Subcontractor Simple Orders
Click Add
Enter: Header Details
- Order No, Description, Value, Tax Code
Click Save

🔹 Scheduled Order

Go to Jobs > Job Setup > Subcontractor Orders
Enter: Header Details
Click Add Line
Enter:
- Subcontractor Code, Operation Code, Description, Value, Tax Code, Retention Applies
Click Save, then Submit

🔁 Convert a Simple Order to a Scheduled Order

Select the Simple Order
Click Schedule
Confirm conversion
Re-enter the Value (not copied)
Use the blue link to access the new Scheduled Order or its Variations

3. Enter a Subcontractor Application (If Required)

Go to Subcontractors > Applications
Click Add
Select: Job No, Subcontractor, Order No
Enter: Header Details
- Application Date, Amount, Retention, GST, Reference
(Optional) Attach the subcontractor’s PDF
Click Save

Applications are not posted. They are used to validate claims and track requested vs certified amounts.

4. Enter and Post a Subcontractor Claim

Go to Subcontractors > Claims > Claim Entry
Click Add
Select: Job No, Subcontractor, Order No
Click Get Results
Enter:
- Claim Date, Period, Claim Amount, Retention, GST, Comments
Click Submit, then Post
Click Send Email to notify the subcontractor

📋 5. Enter a Schedule-Based Claim

In Claim Entry, click Schedule
For each line, enter:
- Movement Value, Movement %, or Total Value
Close the schedule (auto-saves)
Totals update on the main screen
Click Submit, then Post
Click Send Email

Related Articles

Related articles