Detection of outsourced assignments to copy data from
For the process of generating outsourced assignments in an existing contract, you may want to enable one of the following two settings on the framework agreement:
• Copy previous outsourced assignment?
• Copy amount from previous outsourced assignment?
Both settings allow for copying of data from previous outsourced agreements, which will save you time and effort. See Framework agreement fields for detailed information about these settings. With one of the two settings enabled, Planon has the following mechanism in place to find out what the right source for the copy is:
Settings made on framework agreement | Detection criteria for copy | ||
|---|---|---|---|
Framework agreement has no Split method for assignments defined ... | Outsourced assignment to be copied is checked for matching framework agreement, outsourcing agreement and subcontractor contract. | ||
Framework agreement has a Split method for assignments defined: per property ... | Outsourced assignment to be copied is checked for matching framework agreement, outsourcing agreement, subcontractor contract and property. | ||
Framework agreement has a Split method for assignments defined: per split group for outsourcing ... | Outsourced assignment to be copied is checked for matching framework agreement, outsourcing agreement, subcontractor contract and split group.
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If the system detects one or more existing outsourced assignments, the following logic is used to find the correct assignment contract line, from which to copy data:
• The Start date of the previous outsourced assignment must be in the past or have the same start date as the outsourced proposal (all 'future' outsourced assignments are ignored).
• If the system detects one or more previous outsourced assignments, the latest is used (with the latest actual start date).
• If no existing outsourced assignments are detected, a completely new outsourced assignment is generated.