PRINT SUBCONTRACTOR INFORMATION REPORT
Use this screen to print information about vendors identified as subcontractors. When Costpoint uses the word "subcontractor," it is not referring to all workers that are independent contractors or temporary workers. It is identifying only those workers who are performing work for your company and are obliged as vendors to obtain and maintain certain types of insurance and/or bond status.
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Information regarding insurance and bonds is linked to a project/vendor/type combination. The type refers to the type of insurance or bond.
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Information regarding liens is linked to a project/vendor combination.
In addition, some vendors may need to prove that their work is free of any liens (legal claim) before payment is released.
The report is flexible enough to allow for all combinations of project, vendor, insurance, bond, and lien information. All subcontractor vendors, even those without current accounts payable vouchers, are accessed for this report.
Run this report at any time. Prepare the report before each check/EFT run to review which subcontractors are in "default" status in regards to insurance, bonds, and/or liens. You should also run this report in tandem with the Cash Requirements Report because no subcontractor status is taken into account when information is compiled for the Cash Requirements Report.
To obtain the most accurate information, we suggest that you do not prepare this report when information on new subcontractors is being entered on the Manage Vendors screen's Insurance subtask, Bonds subtask, or Liens subtask.
To learn more about subcontractors, see Subcontractors.
Screen Contents
This screen has the following elements:
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Use the Identification block to enter a parameter ID and description.
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Use the Options block to specify "As of" dates and whether or not you want to display data about insurance certificates, bond certificates, and liens.
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Use the Selection Ranges block to specify ranges for projects,vendors, insurance types, and/or bond types.
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Use the Sort By block to specify a primary and secondary sort for the data.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Options
As of Date
Use this group box to select project/vendor/type combinations.
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If you select Expired or Effective combinations, the Date field is enabled, allowing you to customize your report.
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If you select All combinations, the Date field is disabled.
Expired
If you select this option, only those project/vendor/type combinations that have expired insurance/bonds or have an active lien on the date entered in the Date field are included in the report. This option is the default.
Effective
If you select this option, only those project/vendor/type combinations that have effective insurance/bonds or that have no active liens on the date entered in the Date field are included in the report.
All
If you select this option, every project/vendor/type combination is included in the report.
Date
If you select the Expired or Effective options, enter, or click 
to select, the as-of date here.
For example, if you select the Expired option and enter 12/01/2011 in the Date field, only those project/vendor/type combinations that have expired insurance/bonds or have an active lien as of 12/01/2011 are included in the report. The default is the current date (Costpoint date). If you select the All option, this field is disabled.
Show
Select the appropriate check boxes to include insurance, bond, or lien information in your report. There is no default.
Insurance Certificates
Select this check box to include subcontractors with insurance information in your report.
Bond Certificates
Select this check box to include subcontractors with bond information in your report.
Lien Information
Select this check box to include subcontractors with lien information in your report.
Sort By
1st Sort
Use the drop-down list to select the sort criterion:
Page Break
Select this check box to produce a report that begins each new ID, project or vendor, on a new page.
Selection Ranges
Project
Use the fields in this group box to select one project or a range of projects for which to prepare the report.
Option
Use this drop-down list to select the range of projects to be included. Valid options are:
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All — Select this option to include all available projects. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one project and then enter that project in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of projects. Enter the beginning project for the range in the Start field and enter the ending project of the range in the End field.
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From Beginning — Select this option to include a range of projects that begins with the first of all the available projects and ends with the project that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of projects that begins with the specific project that you enter in the Start field and ends with the last of all the available projects. The End field is disabled for this option.
Start
Enter, or click 
to select, the starting project for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending project for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Vendor
Use the fields in this group box to select one vendor or a range of vendors for which to prepare the report.
Option
Use this drop-down list to select the range of vendors to be included. Valid options are:
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All — Select this option to include all available vendors. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one vendor and then enter that vendor in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of vendors. Enter the beginning vendor for the range in the Start field and enter the ending vendor of the range in the End field.
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From Beginning — Select this option to include a range of vendors that begins with the first of all the available vendors and ends with the vendor that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of vendors that begins with the specific vendor that you enter in the Start field and ends with the last of all the available vendors. The End field is disabled for this option.
Start
Enter, or click to select, the starting vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Insurance Type
Use the fields in this group box to report on one or more of the existing insurance types. This group box is available only if you select the Insurance Certificates check box.
Option
Use this drop-down list to select the range of insurance types to be included. Valid options are:
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All — Select this option to include all available insurance types. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one insurance type and then enter that insurance type in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of insurance types. Enter the beginning insurance type for the range in the Start field and enter the ending insurance type of the range in the End field.
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From Beginning — Select this option to include a range of insurance types that begins with the first of all the available insurance types and ends with the insurance type that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of insurance types that begins with the specific insurance type that you enter in the Start field and ends with the last of all the available insurance types. The End field is disabled for this option.
Start
Enter, or click to select, the starting insurance type for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending insurance type for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Bond Type
Use the fields in this group box to report on one or more of the existing bond types. This group box is available only if you select the Bond Certificates check box.
Option
Use this drop-down list to select the range of bond types to be included. Valid options are:
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All — Select this option to include all available bond types. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one bond type and then enter that bond type in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of bond types. Enter the beginning bond type for the range in the Start field and enter the ending bond type of the range in the End field.
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From Beginning — Select this option to include a range of bond types that begins with the first of all the available bond types and ends with the bond type that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of bond types that begins with the specific bond type that you enter in the Start field and ends with the last of all the available bond types. The End field is disabled for this option.
Start
Enter, or click to select, the starting bond type for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending bond type for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.