The Purchase Order & Subcontract module provides contractors with a structured system to manage and track purchase orders, subcontracts, and committed costs throughout a project’s lifecycle. It allows users to enter or import purchase orders and subcontracts, assign lump sums or detailed line items, and manage retainage and change orders. The module supports setting variance limits for expenses, storing documents and correspondence, maintaining subcontractor records, and receiving alerts for expired insurance certificates. It also integrates with job costing, accounts payable, and inventory systems for full cross‑module visibility. The module includes reporting tools for analyzing committed costs, inventory receipts, and custom report designs that reflect project‑specific needs.

Key Features

Committed Cost Control Tracks cost commitments from pending to approved status.

• Enter or import purchase orders, subcontracts, and change orders
• Assign lump sums, retainage, or detailed line items

PO and Subcontract Management Organizes purchasing and subcontract documentation.

• Store correspondence, emails, and documents
• Receive alerts for expired insurance certificates

Integrated Reporting Provides detailed committed cost and inventory reporting.

• Report cost status by job
• View inventory receipts and design custom reports

Cross‑Module Integration Connects purchasing data with other accounting areas.

• Links to accounts payable, job costing, and inventory
• Supports variance limit settings for expenses

Benefits

Improved Cost Control Helps contractors maintain accurate insight into committed costs.

• Prevents cost overruns by tracking commitments in detail
• Alerts reduce risk of insurance or documentation issues

Streamlined Procurement Workflow Reduces manual effort in purchasing and subcontract management.

• Centralized documentation and correspondence logs
• Easy import and organization of purchase and subcontract data

Enhanced Financial Visibility Provides transparent reporting across purchasing activities.

• Customizable committed cost and inventory reports
• Full integration ensures accurate financial tracking

Reduced Entry Errors Through Integrations Ensures cleaner data exchange across platforms.

• Syncs commitments and vendor data with integrated systems
• Minimizes manual input and discrepancies