Basic setup

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 Project Subcontracting section

3. Set the following fields:

   • Subcontractor Statement Nos.
   • Self Billing Purch. Inv. Nos.
   • Subc. Stmt. Match. Difference %
     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.

Link Resources to Vendors

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.

What if the resource already has project usage?

If the resource already has project ledger entries when you assign the Subcontract Vendor No., the system will prompt you to update those existing entries.

• If you confirm, all project ledger entries that are not already linked to a subcontractor statement will be updated with the vendor number.
• Entries already linked to a statement are not changed.
• If no related entries exist, no update prompt is shown.

This ensures historical project usage is properly connected to the subcontractor while keeping approved or closed billing records intact.