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Sublet Charges

Maintain Sublets​

From the DockMaster menu, select Service Management > Maintenance Functions > Sublet Charges

Purpose: Sublet Charges refer to services performed by a third party on a customer's boat. For example, a customer requires some canvas work on his boat; your company contracts George's Canvas Shop to do the work. George charges you a price that you pass on to your customer with or without a profit margin built in.

Sublet charges are tracked by operation and are added to a Work Order operation by using 4 Sublet Maintenance tab. Each time you enter Sublet Maintenance, you will see ALL sublet entries, which have been added to an operation. You can delete a sublet entry or change the costs, prices, and department at any time until the operation is billed out.

Once you bill out an operation to a customer, the billed sublet charges will appear highlighted and you will be unable to affect these entries. To remove a sublet entry, which was erroneously billed to a customer, you must enter the sublet again with negative cost and price figures.

Sublet Entry​

  • Work Order – If the Sublet is being maintained through Maintain Sublet Charges from the Service Menu, you must enter a Work Order number. A Work Order can be entered several ways:
  • Sublet Id F7 – The F7 Sublet Id option from the Command Panel can help you locate the sublet you want to maintain.
  • Operation Code – The Operation Code will default after the Work Order number has been entered.
  • Location Code- Enter a valid Location Code if your company is using multiple locations. The system will use this information to get default Ship To and Bill To addresses for use when printing sublet orders.
  • Order Number- Enter N and press Enter to create a (N)ew Sublet Order Number and let the system generate a number or enter your own Sublet Order number.
  • Vendor Id- Enter an active Sublet Vendor Id. If the Vendor has not been entered into the Vendor File, you can press the Vendor Maint. link from the Command Panel to add or maintain a vendor in the vendor file.
  • Department- The Department File determines the General Ledger accounts to which sublet income and costs are booked. This is a required field. To get a listing of vendors, press the F6 Key or List F6 from the Command Panel.
  • Purchase Date- Enter a Purchase Date or press Enter to default to the current system date. This date is printed on the Sublet Purchase Order and used for reporting purposes.
  • Closed- To close a Sublet Purchase Order, put a check mark in the box using your mouse. The current system date will be the default Closed Date. To modify the closed date, double click on the Closed Date column in the sublet grid at the bottom of the form.
  • Parts Cost- Enter the Parts Cost or press Enter to default to zero. You may not know the cost of parts until an invoice is received from the sublet vendor, therefore, you can enter a cost estimate or zero.
  • Labor Cost- Enter the Labor Cost or press Enter to default to zero. You may not know the cost of labor until an invoice is received from the sublet vendor, therefore, you can enter a cost estimate or zero.
  • Parts Price- Enter the Parts Price or press Enter to default to zero. You may not know the cost of labor until an invoice is received from the sublet vendor, therefore, you can enter a cost estimate or zero.
  • Labor Price- Enter the Labor Price or press Enter to default to zero. You may not know the cost of labor until an invoice is received from the sublet vendor, therefore, you can enter a cost estimate or zero.
  • Parts Discount- Enter a Parts Discount if applicable.
  • Labor Discount- Enter a Labor Discount if applicable.

Entering Sublet Comments​

  • A Sublet Purchase Order Comments window allows you to enter instructions or comments concerning this sublet. These comments are printed on the Sublet Purchase Order.

Closing a Sublet Purchase Order​

  • To close a Sublet Purchase Order, check the Closed check box. The closed date will default to the current system date. The date can be maintained within the sublet grid at the bottom of the form.

Bill-To or Ship-To Address​

  • The Bill To and Ship To Addresses will get pulled from the Location that was entered in the Location Code field. If you want to modify the addresses for this sublet job, you can override the current address. If you want to permanently change the addresses, you have to go into the Location File located in System Administration. The addresses shown here will be printed on the sublet purchase order.

Sublet Grid​

  • The Sublet Grid at the bottom of the Sublet Entry screen will list all the sublet jobs for the selected operation. All the information in this grid cannot be modified except for the Close Date. To modify the information on the sublet job, click with your mouse on the job in the grid and the information from the sublet will populate in the Sublet Entry fields above.

Printing a Sublet Purchase Order​

  • To print a Sublet Purchase Order, select the Print Sublet link from the Command Panel. If you have not saved your work order, prior to selecting to print your Sublet Invoice, you will be prompted to Save.
  • The Print Controller window will pop up. Select which printer you want to print to. It can be a Network or Slave printer. You can select to export, fax or email the invoice. You can also just preview the invoice to the screen without printing it to a printer.

Vendor Maintenance​

  • To maintain a Sublet Vendor, select the Vendor Maint. Link from the Command Panel.

Move Detail​

  • The Move Detail option is available in the Command Panel to allow you to transfer a sublet charge to another work order. The link will become active once a sublet charge has been added to the operation.
  • Detail can also be moved by right clicking with your mouse on the detail line and selecting Move Detail.

Completing the Sublet​

  • When finished entering in the Sublet Charges information, press the Update button from the Command Panel. Press the Close button when you want to return to the Work Order Maintenance window.