Right-click the subcontract order you wish to assign or left-click the order and click the menu icon . To assign the order to yourself, click Assign To Me. To assign the order to someone else, click Assign To. This opens the Assign To window.

Select the desired assignee from the drop-down list.

Click to save the assignment.

Right-click a subcontract order, or left-click an order and click the menu icon , then click Assign by Contract. This opens the Assign by Contract window.

Select the contract linked to the subcontract orders you wish to assign from the drop-down list.

Select the desired assignee from the drop-down list.

Click to save the assignment.

Right-click the subcontract order you wish to delegate, or left-click the order and click the menu icon , then click Delegate To. This opens the Delegate To window.

Select the desired assignee from the drop-down list.

Click to save the delegation.

Open SC Orders and select My Orders from the Show drop-down menu. This shows a list of every subcontract order which has been assigned to you.

Right-click subcontract order you wish to enhance, or left-click the order and click the menu icon , then click Enhance. This opens the Enhance Order window.

Select the contract form type from the Contract Form drop-down list.

If you have the user role "MC Allow Early App", the Allow Early Application tick box will be available. If you tick this box, the subcontractor will be able to submit an application for this order before the first published valuation period.

Select whether to use the default order rules or override them. See Order Rules for more details.

Set the valuation dates for the order. See Valuation Dates for more details.

Click to share the order with the subcontractor. If you do not wish to share the order yet, click to save the enhanced or

Right-click somewhere on the Valuation Dates table, then click Add New. This opens the Add New Valuation Date window.

Enter the valuation date. You can use the calendar lookup, enter the date manually or use standard COINS shorthand, for example "+1w3d" meaning one week and three days in the future. You cannot add valuation dates which are configured as bank holidays in SC Controller; attempting to do so will return a red warning symbol.

Click to add the valuation date to the order.

Click . This opens the Recurrence Pattern window.

Configure the window as required. Click to view the list of valuation dates that will be set based on the criteria you have entered.

Click to add the valuation dates to the order.

Right-click the valuation date you wish to modify, or left-click the date and click the menu icon , then click Modify.

Enter the new date.

Click to save your changes.

Right-click the valuation date you wish to modify, or left-click the date and click the menu icon , then click Delete. You will receive a warning message asking if you are sure.

Click to confirm the deletion.

To begin amending offsets, open All SC Orders, then click the Amend Offsets button at the top of the screen.

This opens the Select SC Orders to amend offsets screen.

This screen contains the full list of SC orders whose offsets can be amended.

To be amendable, an SC order must not have a status of 'New, 'Cancelled' or 'Closed'.

If an order already has applications and notices against it from past valuation dates, you can still amend offsets for a future valuation date for that order if the following conditions are met:

To select an order to amend, tick the box to the left of its order number. You can select as many orders as you wish. To select all orders, tick the box to the left of the SC Order Number column heading. Once you have selected all the orders you wish to amend, click in the bottom-right of the screen to open the Amend Offsets window. Only future valuation dates with amendable offsets are shown.

Enter the new offsets in the Amended Offsets to apply section.

Optionally enter a reason for the amendment in the Reason text box.

To preview the new dates for each period of an order based on the new offsets you have entered, first select the contract and order you wish to preview from the drop-down lists, then click . The dates will appear in the table at the bottom of the window.

Once you are done, click to save your changes. If successful, you will receive a popup message confirming that the offsets have been changed. The relevant subcontractor users will also be notified that existing valuation dates have been modified.

Open All SC Orders or My SC Orders and find the order for which you wish to view the compliance.

Right-click the order, or left-click the order and click the menu icon , then click View. This opens the View Order Details screen.

Scroll down to the table at the bottom of the window. In the Application Due, Payment Notice Due and Pay Less Notice Due columns, you can view the due date and the actual date the application or notice was submitted for each period. The compliance for each period can be viewed in the right-most column. The compliance percentage indicates how many of the required documents (application, payment, pay less) were submitted on time. It increases by 33% (rounded down) for each document submitted before the due date. For example, for the 31/07/2018 valuation date in the above image, only the payment notice was submitted on time, so the compliance for that period is 33%.

Open My SC Orders. Right-click the order you wish to create a payment notice for, or left-click the order and click the menu icon , then click Create Payment Notice. This creates a payment notice for the earliest period with an open window and without a payment notice or outstanding pay less notice in it.

Or

Open Applications. Right-click the application you wish to create a payment notice for, or left-click the application and click the menu icon , then click Review Application.

Enter values for the Recharge and Costed Amount in the MC Valuation To Date column. If the subcontractor has applied for payment for this order, the total amount applied for will be shown in the SC Applied To Date column.

The Discount and Retention values will be calculated automatically, but you can still edit them if you wish.

The Cost of Materials (This App) field in the This Period column may or may not be editable, based on the CIS status of the subcontract. If it is editable, you must enter a value for this period. You cannot enter a negative value or a value greater than the sub total for this period. The Labour Liable for Tax value will be calculated automatically.

To customise the VAT distribution, click .

Click the circle next to ‘Multi – Line VAT’ to enable multi-line VAT. You must then enter the relevant amounts for each VAT code. The total of the amounts you have entered is displayed at the bottom of the window and it must be equal to the Total to Distribute displayed at the top for the distribution to be valid. Click to save the distribution.

You must attach at least one non-internal file as backup to the notice before it can be submitted. To attach a file:

You can attach multiple files this way if you wish.

To view each of the files attached to the notice, open the Attachments tab at the top of the screen. If the subcontractor has applied for payment for this period on this order, you will also be able to see any files they attached to their application (such files will have "SC" in the Created By column).

To delete an attachment that you have uploaded, right-click it and click Delete File, then click on the popup.

Once you have attached a file, you can modify the costing if you wish. For details, see Costing Distribution.

Click to save the payment notice. The notice will be added to the list on the Notices screen but will not be sent to the subcontractor and will be available to edit.

Click to submit the notice to the subcontractor, or to workflow if it exists.

Open My SC Orders. Right-click the order you wish to create a payment notice for, or left-click the order and click the menu icon , then click Create Payment Notice. This creates a payment notice for the earliest period with an open window and without a payment notice or outstanding pay less notice in it.

Or

Open Applications. Right-click the application you wish to create a payment notice for, or left-click the application and click the menu icon , then click Review Application.

Open the Payment Notice tab to view each order item of the breakdown.

For each order line, enter a value in either the Qty To Date, the MC Valuation To Date or the % To Date column. Note that these are cumulative values, and some of these columns may not be available based on the order configuration. You cannot enter a value greater than the value of the order item (shown in the Order column). When you update one of these fields, the other two on the same line are updated automatically when you click elsewhere on the screen.

If there is at least one committed variation order, the Variations sub-tab will be available. Open it to view the variation orders.

Variation orders work in the same way as original order lines. Enter values in either the Qty To Date, the MC Valuation To Date or the % To Date column for each line.

You can add notes to an original order item or variation order by clicking the button in the Notes column on that line. Once an order item or variation order has notes attached, the Notes button on that line will turn yellow, and you can hover the button to read the notes in a tooltip.

Australia only: Open the Other Adjustments tab to view any additional adjustments which have been made to the original order by the subcontractor, and to create your own adjustments if necessary.

Return to the Summary tab to view the overall payment values. The Discount and Retention values are calculated automatically, but you can still edit them if you wish.

The Cost of Materials (This App) field in the This Period column may or may not be editable, based on the CIS status of the subcontract. If it is editable, you must enter a value for this period. You cannot enter a negative value or a value greater than the sub total for this period. The Labour Liable for Tax value will be calculated automatically.

To customise the VAT distribution, click .

Click the circle next to ‘Multi – Line VAT’ to enable multi-line VAT. You must then enter the relevant amounts for each VAT code. The total of the amounts you have entered is displayed at the bottom of the window and it must be equal to the Total to Distribute displayed at the top for the distribution to be valid. Click

to save the distribution.

Attachments are not mandatory for breakdown orders. If you wish to add an attachment anyway:

You can add multiple files this way if you wish.

You can view each of the files added to the notice in the table. If the subcontractor has applied for payment for this period on this order, you will also be able to see any files they attached to their application (marked by SC in the Created By column).

To delete an attachment that you have uploaded, right-click it and click Delete File, then click on the popup.

You can view the costing distribution if you wish. For details, see Costing Distribution.

Click to save the payment notice. The notice will be added to the list on the Notices screen but will not be sent to the subcontractor and will be available to edit.

Click to submit the notice to the subcontractor, or to workflow if it exists.

Open My SC Orders. Right-click the order you wish to create a pay less notice for, or left-click the order and click the menu icon , then click Create Pay Less Notice.

Select the valuation date for the period you wish to create the pay less notice for. An error message will notify you if you are past the last date to submit a pay less notice for that period. If this is the case, you will not be able to save or submit the notice.

Enter the gross value of the notice.

The Discount and Retention values will be calculated automatically, but you can still edit them if you wish.

The Cost of Materials (This Period) field may or may not be editable, based on the CIS status of the subcontract. If it is editable, you must enter a value for this period. You can enter a negative value, as long as the cumulative value does not go below 0.00. You cannot enter a value greater than the sub total for this period. The Labour Liable for Tax value will be calculated automatically.

Enter a reason for the pay less notice if you wish. This is for your internal records and will not be shared with the subcontractor.

To customise the VAT distribution, click .

Click the circle next to ‘Multi – Line VAT’ to enable multi-line VAT. You must then enter the relevant amounts for each VAT code. The total of the amounts you have entered is displayed at the bottom of the window and it must be equal to the Total to Distribute displayed at the top for the distribution to be valid. Click to save the distribution.

You must attach at least one non-internal file as backup to the notice before it can be submitted. To attach a file:

You can attach multiple files this way if you wish.

To view each of the files attached to the notice, open the Attachments tab at the top of the screen.

To delete an attachment that you have uploaded, right-click it and click Delete File, then click on the popup.

Once you have attached a file, you can modify the costing if you wish. For details, see Costing Distribution.

Click to save the pay less notice. The notice will be added to the list on the Notices screen but will not be sent to the subcontractor and will be available to edit.

Click to submit the notice to the subcontractor.

On the Notices screen, right-click the pay less notice you wish to delete, or left-click the notice and click the menu icon , then click Delete Pay Less Notice. You will receive a popup asking if you are sure.

Click to confirm the deletion.

Open My SC Orders. Right-click the order you wish to create a pay less notice for, or left-click the order and click the menu icon , then click Create Pay Less Notice.

For breakdown orders, the Pay Less Notice screen contains two tabs: Summary and Pay Less Notice. The Summary tab resembles the Details tab for regular pay less notices – the main difference being that the Gross Valuation field is read-only, and its value is calculated from the entries in the Pay Less Notice tab.

Open the Pay Less Notice tab to view each order item of the breakdown.

For each order line, enter a value in either the Qty To Date, the MC Valuation To Date or the % To Date column. Note that these are cumulative values, and some of these columns may not be available based on the order configuration. You cannot enter a value greater than the value of the order item (shown in the Order column). When you update one of these fields, the other two on the same line are updated automatically when you click elsewhere on the screen.

If there is at least one committed variation order, the Variations sub-tab will be available. Open it to view the variation orders.

Variation orders work in the same way as original order lines. Enter values in either the Qty To Date, the MC Valuation To Date or the % To Date column for each line.

You can add notes to an original order item or variation order by clicking the button in the Notes column on that line. Once an order item or variation order has notes attached, the Notes button on that line will turn yellow, and you can hover the button to read the notes in a tooltip.

Return to the Summary tab to view the Gross Valuation figure. The Discount and Retention values are calculated automatically, but you can still edit them if you wish.

The Cost of Materials (This Period) field may or may not be editable, based on the CIS status of the subcontract. If it is editable, you must enter a value for this period. You can enter a negative value, as long as the cumulative value does not go below 0.00. You cannot enter a value greater than the sub total for this period. The Labour Liable for Tax value will be calculated automatically.

Enter a reason for the pay less notice if you wish. This is for your internal records and will not be shared with the subcontractor.

To customise the VAT distribution, click .

Click the circle next to ‘Multi – Line VAT’ to enable multi-line VAT. You must then enter the relevant amounts for each VAT code. The total of the amounts you have entered is displayed at the bottom of the window and it must be equal to the Total to Distribute displayed at the top for the distribution to be valid. Click to save the distribution.

Attachments are not mandatory for breakdown orders. If you wish to add an attachment anyway:

You can add multiple files this way if you wish. You can view each of the files added to the notice in the table.

To delete an attachment that you have uploaded, right-click it and click Delete File, then click on the popup.

You can view the costing distribution if you wish. For details, see Costing Distribution.

Click to save the pay less notice. The notice will be added to the list on the Notices screen but will not be sent to the subcontractor and will be available to edit.

Click to submit the notice to the subcontractor, or to workflow if it exists.

Right-click somewhere in the grid, or left-click a line and click the menu icon , then click Add line. This opens the Distribute Amount window.

Select a PO Line from the drop-down list.

Select a cost code from the Analysis drop-down list. If you cannot find the relevant cost code:

Enter the amount you wish to assign to this costing line in the Amount field.

Enter the Cost Date. You can use the calendar lookup, enter the date manually or use standard COINS shorthand, for example +1w3d meaning one week and three days in the future.

Click to save the line.

Right-click the line, or left-click the line and click the menu icon , then click Modify line. This opens the Distribute Amount window for that line.

Edit the fields as necessary.

Click to save the line.

Right-click the line, or left-click the line and click the menu icon , then click Delete line. You will receive a warning message asking if you are sure.

Click to confirm.

Click the button. This opens the Load Costing Distribution window.

Click the dark space to open File Explorer, then locate and open the CSV file. Alternatively, drag and drop the CSV file onto the Load Costing Distribution window. The data will then appear in a grid.

If the first row in the CSV file contains column headings, tick the “first row is title” tick box to ignore the first row of data.

If there are problems detected with the alignment of the data, click the button and the system will attempt to match the labels in the CSV to the expected columns. Click the Reset button to undo Auto Align. If Auto Align does not work, you can manually align the columns using the drop-downs at the top of the grid.

The default date format is YYYY/MM/DD. If the dates in the CSV are of a different format, select the correct one from the drop-down list below the Cost Date column heading.

Once you have the "no problems detected" message at the top of the screen, click the button to import the CSV. If successful, you will receive a completion message.

Click to close the message and open the Analysis Load window. This is a validation step to ensure that the cost codes on each line either exist or can be created. If there are problems with any of the cost codes, they will be detailed in the Notes column of the grid. You cannot save the costing distribution unless every cost code is valid. To rectify invalid cost codes, you must go back into the CSV file and change them to valid cost codes, then reupload the CSV.

Click to complete the upload. The uploaded costing lines will then appear in grid on the Costing Distribution screen.

Click your username or avatar, then click the Preferences icon .

This opens the User Preferences window.

Click Delegation Options under SC Controller. This opens the Delegation Options screen.

Click to reveal the delegation options.

Enter dates in the From and To fields to specify the period of delegation. You can use the calendar lookup, type the dates manually, or use standard COINS shorthand, for example “$+2w” to mean “two weeks after today”.

Select the approver to whom you wish to delegate from the Approver drop-down list. Only approvers with the same contract security as you are available to select from the list.

Tick the Send Email Notification tick box if you wish for automated emails to be sent to both you and the delegated approver to confirm the delegation.

Click to save your delegation.

Click the > button next to Approval Workbench on the side menu, then click Another Users Workbench. This opens the Another Users Workbench screen.

Select the approver whose workbench you wish to view from the ‘Another user’ drop-down list. The selected user’s workbench will then appear in the grid below.

To assign a notice to yourself, right-click the notice, or left-click the notice and click the menu icon , then click Assign to Me. The notice will then be removed from the other user’s workbench and appear in your own. Please note that this action is irreversible.

Click the button in the bottom-right of the screen to return to your own Approval Workbench grid. You can now approve or reject the notice as normal. See Approving or Rejecting a Notice for more information.

Open the Payment Schedules grid. Payment schedules with unreviewed tax invoices have the invoice status “Invoice – To Be Reviewed”.

Right-click the payment schedule with the invoice you wish to review, or left-click the schedule and click the menu icon , then click Review Tax Invoice. This opens the payment schedule window where a new banner will have appeared.

Click the Review Attachment link in the banner to download and view the tax invoice.

Once you have reviewed the invoice:

Open the Payment Schedules grid. Payment schedules which can be released in this way will have invoice status “Awaiting Invoice” or “In Dispute”.

Right-click the payment schedule you wish to release for payment, or left-click the schedule and click the menu icon , then click View.

Open the Attachments tab. At the top of the screen will be the Release Payment button.

Click Release Payment. This opens the Release Payment popup window.

You must enter the Tax Invoice Number and Tax Invoice Date, as well as a reason for the release. The Tax Invoice Date cannot be before the valuation date or after the present day.

When you have completed the three fields, click . If successful, you will receive a notification that the payment schedule has been released for payment.

Click the three vertical dots in the top-right of the grid.

Select Export from the drop-down menu. This begins the download of the .csv file.

Once the download is complete, the file will appear at the bottom of your browser.

Click the file to open it.

Click your username or avatar, then click the Notifications icon . This opens a list of the most recent notifications you have received across all POP Apps you have access to.

Click the cog icon at the top-right of the Notifications list. This opens the Notification Preferences window.

Click Core to open the drop-down menu and select SC Controller to view the SC Controller-related notifications. If you are assigned to any additional user roles e.g. Workflow Manager, use the right-hand drop-down menu to switch between notifications specific to each role.

Tick/untick a box to enable/disable notifications for the event on that row via the method in that column. Any changes you make are instantly saved. Some notifications may be designated 'always on' or 'always off' at tenant level - these are indicated by a padlock with a tick or cross respectively. You cannot toggle such notifications. See below for an explanation of each notification.

Enter the time at which you would like to receive the daily digest email.