1. In the Work > Administration > Work Flow Setup > Contractor Setup module, click the button.
2. Enter a Contractor code (required). This value must be unique.
3. Enter Contractor Name to identify the contractor (required).
4. Indicate whether the individual or company is currently an Active Contractor and/or a Project Contractor in the Work program.
5. Enter the available contact information.
6. Enter the Account # or Proj No - Acct associated with the contractor, if applicable.
7. Complete other fields, as desired.
8. Click the button to save the record. The new Contractor now appears in the grid.

1. In the Work > Administration > Work Flow Setup> Contractor Setup module, open the Contractor record that you want to deactivate.
2. Uncheck the Active Contractor box to indicate the Contractor is no longer active in the Work program.
3. Change the Contractor Status, if desired.
4. Click the button to save the record. The person or company will no longer appear in the Contractor pick-list on new Work Orders, PMs and Templates.

   Important Final Step: Check PMs, Crew Setup, and Task Setup records for this Contractor and remove it where found. This step ensures that the inactive Contractor is not automatically added to a PM or Work Order.

 

Warnings

• Users can delete a Contractor from a Work Flow Setup module. Doing so does not affect existing data (i.e., the deleted Contractor still appears in existing PMs and existing Work Orders (completed or incomplete); however, if users attempt to edit the Contractor on the PMs or Work Orders, they will be forced to pick a valid Contractor.
• Lucity will not generate a PM that includes a Contractor that has either been deactivated or deleted from the Contractor Setup module.

1. Open the Work > Administration > Work Flow Setup > Contractor Setup module.
2. Click the button to expand the Contractor record to which you want to add a Category.
3. Select the Categories grid and click the button. The Categories form appears.

4. Use the Category pick-list to select a category. This is a required field and must be unique to the Contractor.
5. Click Select.
6. Click the button to save the record. The new Category now appears in the grid.