Subcontractor Report Group Setup

There is a Subcontractor removal details field (inactive in base) and a version of the Removals Summary analytical report that runs on that field so it is possible to group by it in reporting.

This is simple and useful for a company that would like to report on jobs given to a subcontractor, but does not want to assign jobs to a subcontractor labourer/vehicle in the Dispatch screen.

How to Set up a Subcontractor

1. Activate the field by navigating to Administration > Codes Management > Type – RemDetails (Removal Details).

2. Provide it with a lookup of either Agent or Creditor, depending on how your subcontractors are set up.

3. Save the attached report in the client company folder.

4. Set up the report as per image below in Report Configuration (System Admins only) by navigating to Administration > System Setup > Report Configuration.

5. Add a report group of Subcontractor.