Getting Started #
If you’ve issued change orders to subcontracts prior to go-live, be sure to import these to accurately reflect updated contract values, and any adjustments made to the original subcontract agreements.
Template Info #
- Required Source Data
- Subcontract #
- SL Item #
- SL Change Order #
- SL Change Order Date
- Description
- Unit of Measure
- Change Units
- Change Unit Cost
- Change Cost
- Optional Source Data
- N/A
- Additional Tips
- Make sure all Subcontract Items have been imported using the SL Subcontracts template in TAD. The subcontract change order import requires that all items already exist in the system.
- Basic Steps
- Download TAD Template
- Copy the Source Data
- Import the Records
- Post Open Batch
- Validate Imported Data
Download TAD Template #
Open your source data file in Excel.
Click the Templates button on the left side of the ribbon.
If you’ve signed into TAD before, then you should receive the message below. Click Yes.
If you have not signed into TAD before, follow the Get Connected instructions.
Select the Implementation Balance – SL Subcontract CO template.
Click the Download Selected button.
Verify your Company number and click the Download button.
The SL Subcontract CO sheet is used to import the change orders.
Copy the Source Data #
Copy and paste the source data into the SL Subcontract CO sheet. If your source data layout matches the example above, this will be a single copy and paste since the SL Subcontract CO columns are already in the same order.
Enter the Conversion Month in the Mth column.
Import the Records #
Click the Format Table button to format the data you copied and to apply missing default values.
The *Result column will show Formatted for every record. You will see the default Company number applied.
Click the Get Batch # button to assign the next batch number.
The *Result column will show Batch #XX Assigned for every record.
Click the Assign Batch Sequence button to assign a sequential value to each record.
The *Result column will show Batch Sequence Assigned for every record.
Click the Validate Import button.
The *Result column will show Validated for every record. If this says Failure, then the *ErrorMsg column will provide the error.
Click the Execute Import button.
The *Result column will show Imported for every record.
That completes all steps needed in TAD. You can now open the batch in Vista to validate and post.
Post Open Batch #
There’s no interfacing that needs to be turned off for subcontract change orders.
Open the batch in SL Change Order Entry.
With the batch open, go to File → Process Batch, then click the Validate button followed by the Post button.
Validate Imported Data #
You can validate the Subcontract Amounts by running the SL Subcontracts by Job report in Vista.
Enter your Company and the Through Month for the month that you just imported.
Make all other parameters look like the image below.
Verify the Grant Total for the Current Contract column at the end of the report matches the original subcontract amounts plus any change orders.
