Work done by a subcontractor

Choose a flow

Situation

Part of the work is given to a subcontractor.

Recommendation

Purchase Order → Service Confirmation → payable Bill.

Why

The subcontractor part is a payable cost, not a receivable Invoice to the customer.

Steps

1. Create a Purchase Order for the subcontractor.
2. Accept with a Service Confirmation.
3. Create the payable Bill.

Avoid

• Raise a customer Invoice for the subcontractor part.

Roles & permissions

Service coordinator / Service Management manager.

Related

• Billing an outsourced service
• Service Management
• Procurement
• Playbook: Service business: contract to billing