Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Manage Subcontractor Invoices

After you create subcontractor invoices using the Create Subcontractor Invoices screen, you can review them on this screen or make limited changes to existing subcontractor invoices that are not yet approved, which include deleting an invoice line and changing the discount, retainage, and sales tax or value-added tax (VAT) amounts.

You can also use this screen to enter new subcontractor invoices manually or via web services. Costpoint does not validate these invoices against previously invoiced amounts or the timesheet information in the staging tables. You must make sure that labor rates and hours for these invoices are correct and that invoice amounts are not being duplicated.

When you delete an invoice or invoice line, Costpoint automatically updates all related tables with the quantity and amount from the deleted invoice or invoice line. The associated timesheet records are also updated so Costpoint can readily pick them up when a new invoice is created.

Some fields are not available for editing for previously saved invoices.

Note: You cannot edit hours or amounts on invoices created using Create Subcontractor Invoices nor will you be able to put hours on hold or partially bill a transaction on this screen.

The main screen contains the following tabs:

  • Header Info: Use this tab to view or establish general information relating to the subcontractor invoice.
  • Details: Use this tab to establish sales tax, VAT, and retainage information for the subcontractor invoice.
  • Address: Use this tab to identify the pay vendor and address code for the subcontractor invoice and view the prime contractor billing address.
  • Subcontractor Info: Use this tab whenever you need to enter the period of performance for the subcontractor invoice.
  • Notes/Doc Loc: Use this tab to browse, add, and launch external documents and add them to the subcontractor invoice.
  • Actions: Use this tab to specify default actions or to select specific actions to execute.
  • Invoice Approvals: Use this tab to view approval information for the subcontractor invoice.
Note: This application is available only if you are licensed for Subcontractor Management.