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Contractors
Contractors are also stored using the same form as an Employee, but when you check the Contact Type of Contractor different settings and fields may apply.
The Contact Primary tab is common to all types of contacts and contains the following fields:
Note: Labels with red text denote required fields. You must enter information in these fields.
| Field |
Description |
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Contact ID |
A unique identifier for the contact. Contact ID accepts numbers or letters (alphanumeric) up to 40 characters, including spaces. |
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Contact Name |
Description of the contact where the equipment that will let a person know which specific contacts the ID refers to. Contact Name accepts numbers or letters (alphanumeric) up to 255 characters, including spaces. |
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Contact Title |
Title of the contact. Contact Title accepts numbers or letters (alphanumeric) up to 50 characters, including spaces. |
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Status |
This refers to the current status of the contact, defined by the user. Some examples include Under Review, Credit Denied, In-Transit, and User Defined. The Contact Status is specific to the contact type, for example, the status available for Vendor are different than those available for Employee. Status accepts letters or numbers (alphanumeric), up to 25 characters. |
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Status Description |
Description of the current status of the contact. Status description accepts letters or numbers (alphanumeric), up to 255 characters. |
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Contact Type ID |
This field provides a method of listing and selecting all available types (Employee, Supervisor, Buyer, Vendor, Contractor, Manufacturer, Warrantor, Common Carrier, Other). Multiple selections can be made and the selections indicate the active contact types for this record. After selections have been made all relevant types for the contact should appear in this field. You can also add contact types here as well. Contact Type ID accepts letters or numbers (alphanumeric), up to 25 characters. |
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Contact Type Description |
Description of the contact type. This field accepts letters or numbers (alphanumeric), up to 255 characters. |
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Chargeable to Work Orders |
This indicates whether or not the contact can be added to work orders and labor resource. For Employee, Supervisor, and Contractor it defaults to true and will become true in cases where Resource Allocation is checked. |
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Used on Purchase Orders |
Contacts can have purchase orders placed against them. It defaults to true for Vendor contact types. |
Click here to move to the Addresses tab.
See subtab information: General Ledger, Craft, Work Groups, Shifts, Other Cost, Attachments, Comments and One Time Costs.