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A Contractor is a person or firm that undertakes a contract to provide materials or labor to perform a service or a job.

You can capture a contractor's nickname when multiple contractors have identical names.  This helps to identify these contractors by using their nicknames.  It also allows you to easily search for them. 

Below are steps to show you how to add a new contractor.

Step-by-step guide

  1. Click the Add New button on the Ribbon.

    The Add New dialog appears.  

  2. Under the Main Types section, select the Contractor button.

  3. Click the Create button.

    You can also double-click the Contractor button to open the Contractor Details form.

    An empty Contractor Details screen appears. 

  4. Enter the Contractor fields.

    Ensure that all the mandatory fields (marked in red) are completed.

     Contractor fields:
    Enter the nickname of the contractor in the Known As field.
    Enter the Contractor's ID number in the ID field.
    Click the drop down arrow in the Ethnic Group field and select the appropriate group from the list.  This might be required for Employment Equity purposes,
    Enter the Contractor’s cellphone number in the Mobile field. 
    If the user is not a South African citizen, enter the contractor's Visa details in the Valid Work VisaVisa TypeCountry of Visa Issue and Visa Duration fields.

    If you allocate special codes for your employees, you may enter a unique code for the Contractor in the Employee Code field. 
    To indicate the role for which the Contractor will be hired, enter the role name in the Designation field.
    In the External Company No field, enter the Contractor’s managing agency company number that may be used as a reference on related financial documents.
    In the %PAYE field, enter the legislated PAYE percentage rate that will be deducted from the Contractor’s payments. This will be automatically calculated when a Supplier Invoice is created for the Contractor.
    In the Tax No field, enter the Contractor’s personal tax number.
    Select the category of tax that will be deducted for the Contractor from the drop down list of the Tax Status field. 
    In the IRP5 Start Date field, select a date from the Calendar dialog from which to begin generating IRP5 forms for tax filing.
    If required, click the Language field drop down to select the Contractor’s preferred language.
    To indicate that this is an active Contractor, check the Is Active field checkbox. To block the Contractor from being used, uncheck the checkbox. By default when creating a new contractor the Is Active field is checked.
  5. Once all the details have been added, click the Save button to make the changes permanent.

    A KnownAs column displays the Contractor's nickname on the Search dialog, allowing you to search by nickname.

    You can also perform a quick search across all documents by leaving the search filter drop down set to All, or you can narrow down the search by selecting Contractor. You can then search by inputting any letter that pertains to the name of the Contractor that you are looking for in the Quick Search text field. For example, when V was entered, all Contractors starting with V appeared in the search results, with their nicknames in brackets.