Basic setup

Learn about the basic setup that needs to be done before you start using Pryme Project Subcontracting.

  less than a minute  

Basic setup

The Purchases & Payables Setup page holds the core settings for Pryme Project Subcontracting, including number series and tolerance rules for statement matching.

Configure Fields in the Setup Page

  1. 🔍 Search for Purchases & Payables Setup

  2. Go to the Subcontracting Statement section

  3. Set the following fields:

    • Subcontractor Statement Nos.
    • Self Billing Purch. Invoice Nos.
    • Subc. Stmt. Match. Diff. %
      Defines the maximum allowed percentage difference between the subcontractor statement amount and the purchase invoice total for the system to automatically consider them a full match.
    • Require Self Billing Agreement Specifies whether a self-billing agreement is required in order to create purchase invoices for subcontractors.

To link a resource with a subcontractor:

  1. 🔍 Search for Resources
  2. Open the Resource Card
  3. Set Subcontract Vendor No. on the General tab

This enables automatic vendor tagging on project entries.

Once configured, the system is ready to generate statements and self-billing invoices.