How to Check Where a Subcontract Was Posted

When managing subcontracted work, it’s important to verify which supplier account or name a subcontract was posted to. This guide explains how to access and review this information using the Goods In History report.

Steps to Check Subcontract Posting

1. Access the Service Manager's Toolkit:

   • Navigate to:
     Workshop > Service Manager’s Toolkit.

2. Open Goods In History:

   • Within the toolkit, go to Reports > Goods In History.

3. Set the Date Range:

   • Enter the desired date range to narrow your search to the relevant time period.

4. Run the Report:

   • Click Report to generate a list of jobs.

5. Review the Results:

   • The report will display detailed information, including:
     • The subcontracted jobs within the selected date range.
     • The supplier account or name where the subcontract was posted.

Key Notes

• Date Range Selection:

  • Ensure the date range covers the period in which the subcontract was posted to locate the correct entry.

• Supplier Details:

  • The report provides a clear view of the supplier account or name associated with each subcontract.

• Audit Purposes:

  • Use this process to track and verify subcontract postings for audits or reconciliations.

Scenarios Where This Process is Useful

• Tracking down supplier details for a specific subcontracted job.
• Verifying where subcontracted costs have been allocated.
• Resolving discrepancies in supplier accounts or posting records.