Subcontract Invoices Overview

This topic provides an explanation of how invoicing subcontracts works.

When invoicing Subcontracts, the process is the same as for invoicing purchase orders except there are no quantity or hours fields. As the subcontract invoices are added, the Subcontract Options & Status Tab is updated.

To begin invoicing a subcontract, click the Add Subcontract Invoice button in Invoice Entry so that you can add an invoice against a subcontract.

This button shows only when the Track Subcontract option is turned on for the Current Property's default Entity's Policy GroupCurrent Company.

NOTE that the procedure is documented in the To Add a Subcontract Invoice section in the Invoices Grid topic. Refer to the Invoice Entry section in the eFinancials Help for complete information.

During the invoicing process

The Select Vendor list that is shown only shows Vendors that have an open subcontract available to invoice against The subcontract number and Job information fields (if tracking Jobs) are disabled, as it is necessary to know if commitments are met for the Job activity.

New lines cannot be added to subcontracts from invoice entry (unlike with purchase orders based on policy settings).

Information defaults in from the subcontract as appropriate for what is left to invoice on each line of the subcontract.

The amount to be invoiced is the Contract Amount minus the Buyout Amount.

When a Subcontract Invoice is saved, the system shows messages about closing subcontracts and whether the subcontract was closed if it was fully invoiced.

Subcontracts against Jobs must be completely invoiced before they can be closed so that commitments are met. Purchase orders and subcontracts are Committed Costs in Job Cost.

NOTE that the Vendor has an Add Invoice button, but this button for Invoices cannot open the Subcontract or Purchase Order grids.