Use this screen as the first in a three-step process to establish a vendor employee work force. Use a vendor employee work force when you want only specific subcontract employees to work on the project or when you want specific PLCs (Project Labor Categories) to default during data entry. You can elect to have a vendor employee work force required or not required. If you make the vendor work force required, only the vendor employees selected in this screen are valid for charging on this project. You can use the work force for PLC defaulting whether the work force is required or not. You can make the vendor employee work force required by selecting the Project Work Force Required check box on the Basic Info tab of the Manage Project User Flow screen.
Vendor employees are often used so that you can print the name of the subcontract employee on the customer’s invoice. If you don’t establish vendor employees, only the name of the subcontractor (vendor) prints on the invoice.
To establish a vendor employee work force, complete the following steps:
On the Manage Vendors screen, set up vendor employees. After vendor employees are established, they automatically display in the Vendor Employees group box where they can be selected to be part of the vendor employee work force for a particular project.
On the Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen, link PLCs to the vendor employees after you have established the vendor work force in this screen. You can assign multiple PLCs to a single vendor employee, but only one PLC can be the default. The PLCs assigned in that screen are the only PLCs valid for a particular vendor employee.
On the Link PLC Rates to Employee/Vendor screen, assign labor rates to the PLCs by vendor employee.
Complete these steps before you enter subcontract labor for this project.
Enter, or click 
to select, the project for which you to want to establish a vendor employee work force. If you selected the Use Top Level Work Force check box on the Basic Info tab of the Manage Project User Flow screen, enter the top-level project in this field. If you did not select the Use Top Level Work Force check box on the Basic Info tab of the Manage Project User Flow screen, enter the transaction-level project.
The columns in this group box display the vendor IDs, vendor names, vendor employee IDs, and vendor employee names that were set up on the Manage Vendors screen.
This non-editable field displays the vendor ID that is associated with a vendor employee ID on this row of the table window.
This non-editable field displays the vendor name of the vendor that is associated with the vendor employee ID on this row of the table window.
This non-editable field displays the vendor employee ID that was entered on the Manage Vendors screen.
This non-editable field displays the vendor employee name that was entered on the Manage Vendors screen.
Click this button to add the vendor employee that you have highlighted in the Vendor Employees table window to the vendor employee work force. After the vendor employee is selected, it automatically displays in the Selected Vendor Employees table window.
This table window displays the vendor employees that have been selected for this vendor employee work force. Only these vendors are available on the Assign PLC to Vendor Employee Work Force subtask of the Manage Vendor Employee Work Force screen. If you want to remove a particular vendor employee from the work force, highlight the vendor employee and click the Deselect button.
This non-editable field displays the vendor (or subcontractor) that has been selected for this vendor employee work force for this project.
This non-editable field displays the vendor name of the vendor that has been selected for this vendor employee work force.
This non-editable field displays the vendor employee that has been selected for this vendor employee work force.
This non-editable field displays the vendor employee name of the vendor employee that has been selected for this vendor employee work force.
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Subtask |
Description |
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Assign PLC to Vendor Employee Work Force |
Use the Assign PLC to Vendor Employee Work Force subtask to assign PLCs to each vendor employee in the work force. You can also establish a default PLC for each vendor employee. |