Add a subcontract or purchase order (PO) from an estimate

An estimate might include multiple RFP packages, each with several bidders, and typically one vendor is awarded per package. In some cases, multiple vendors might be awarded within a single package. To streamline procurement, the Estimate RFP Package to Procurement Wizard identifies awarded vendors and items, allowing POs and subcontracts to be created without duplicate data entry.

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select PO or Subcontract in the Procurement section.
3. Select Actions > Add From Estimate RFP.
4. Optionally, update the Project number.
5. Select the Estimate and RFP Package.
6. To view subcontractor and suppliers that are referenced in the RFP package, select the Winning Bidders Only option.
7. Select the Supplier / Subcontractor Company.
8. Select the type of transaction to create: PO or Subcontract.
9. Select Next.
10. To include all items from the RFP package, deselect the Only Winning Items options.

    By default, this option is selected and only winning items are displayed.

11. Optionally, select the Default Job Cost Code to be used if none is specified for the RFP package items.
    Sage Construction Management attempts to match each line item to the correct job cost code by using the WBS Code.
12. Select one or more RFP package items from the list and specify the Job Cost Code for each.
13. Optionally, update the Prime Contract number.
14. Optionally, update the PO # or Subcontract #.

    By default, Sage Construction Management automatically assigns the next available PO or subcontract number.

15. Optionally, update the Issue Date.

    The default value is today's date.

16. Optionally, for POs, update the Issued By contact.
17. Enter a Subject.
18. Optionally, for POs, update the Authorized By contact.
19. Optionally, update the Supplier or Subcontractor Contact.
20. Optionally, for subcontracts, select the Subcontract Type.
21. Optionally, update the Status.

    The default value is Pending, but you can change it later, unless a transaction workflow is in place.

22. Optionally, update the Status Date.
23. Optionally, for POs, enter a Delivery Date, a Reminder Date, or both.
24. Optionally, select Link Related Files to link the RFP package related files to the new transaction.
25. Select Finish.