Subsections

Subsections are used to classify various data, in this case for subcontracting. A subsection can be assigned in the General FastTab of the Project Card, Execution Unit, Vendor Card, and Contact Card.

Additionally, the Subsection Code field is available on purchase lines (Purchase Quote, Purchase Order, Purchase Invoice, Purchase Credit Memo, and Purchase Return Order pages). When a subsection code is filled in on a purchase line, the Subcontractor Contract field on the purchase header is automatically set to true. This identifies the purchase document as a subcontractor contract and enables mandatory vendor certificate validation for subcontracting processes. For more information about certificate validation for subcontractor contracts, see Mandatory Certificates. The subsection code is transferred to all posted purchase line tables (Purchase Receipt Line, Purchase Invoice Line, Purchase Credit Memo Line, and Return Shipment Line), and it is displayed on the Posted Purchase Invoice and Posted Purchase Credit Memo pages. The subsection code is also transferred to purchase document archives and is displayed on the Purchase Quote Archive and Purchase Order Archive pages.

The Create Placing Units action in the BoQ Position List and BoQ Budget Calculation pages transfers all BoQ project lines (except blocked positions) that are assigned to a subsection to an execution unit of Type = Placing Unit. The Subsection Code is transferred to the execution unit to prevent the creation of multiple execution units for the same subsection.

When placing units are created, Contract Rule lines with blank Subsection Code are automatically transferred to all placing units. This ensures that contract terms applicable to the entire project are included in every placing unit, regardless of the subsection assignment.

The Subsection Code in execution units is transferred to the Project Card when a new project is created using the Create and Assign Project action in the Execution Unit page.

Note

Multiple assignments of subsections to a BoQ group or position is excluded, as is multiple assignments of subsections to a placing unit. However, it is possible to manually assign a BoQ position to several placing units.

If placing units have been created for a subsection using the new function, no changes can be subsequently synchronized in the existing placing units. These changes must be made manually.

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