Selecting Month End > ESF Contracting from the side menu will open the ESF Contracting summary. This page lists all the supplement items you have recorded for your ESF delivery.

For each supplement item, the following details are shown:

• PICS Contract – Selecting this will take you to the corresponding Contract Summary.

• Contract Reference

• Deliverable

• Cost Type

• Reference – The label here shows which field is being used as the reference.

• Effective Date

• Value

• Claimed date

• Received date

• Subcontractor – Selecting this will take you to the corresponding Organisation Summary.

• Subcontractor Value

• Subcontractor Claimed date

• Subcontractor Paid date

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Filtering the Item List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Effective From date

• Effective To date

• Contracts

• ESF Contract Number

• Reference code

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Exporting the Item List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Supplement Item Details

Selecting … > Details by an item in the list will open a window showing some additional details for the item. Selecting Close will return you to the ESF Contracting Summary. The following details are shown:

• ESF Contract Number

• Deliverable Type

• Cost Type

• Reference Type – This is the field that is used as the Reference for the item.

• Reference

• Effective date

• Value

• Supplementary Data Panel Date

• Created date

• Claimed date

• Received date

• Contract – Selecting this will take you to the corresponding Contract Summary.

• Learner – Selecting this will take you to the corresponding Learner Summary.

• Learning Delivery – This is the ILR Learning Aim supported by the item. Selecting this will take you to the corresponding Learning Aim Summary.

• Attachment – If a file has been attached to support the item, the filename for the attachment will be shown here with options to Download and Delete the file. If no file has been attached, an option to Upload File will be displayed here instead.

• Record Source – This indicates whether the item was entered manually or generated by the Funding Calculator.

• Report to ESFA – If this is set to True, the item will be included in your ESF Export File.

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Item Actions

Selecting Actions > Add New Supplement will open a window where you can Add a New Supplement Item.

Selecting Actions > Create Supplementary Data Export will open a window where you can Create a New Export File for your ESF data.

You can use the tickboxes in the item list to choose items to Bulk Update.

Selecting the … icon by an item will show the following options:

• Details – This will open the details window explained above.

• Edit – This will open a window where you can Edit the Item.

• Copy – If the item was manually entered, you can use this option to make a copy of the item. After selecting Copy in the preview window, you will be taken to the Edit Window where you can make the necessary adjustments to the new item. You will need to Save on the edit window for the new item to be created.

• Copy Forward – If the item was manually entered, you can use this option to generate multiple copies of the item with different Effective Dates. You can use the Repeat Start, Repeat Until and Repeat Every fields in the preview window to specify how many copies you want to make.

Selecting Copy Forward in the preview window will generate the new copies and show you how many have been made.

• Delete – If the item was manually entered, you can delete it using this option. You will be prompted to confirm before the item is deleted.