Costpoint Online Help

Using the Help Search
Using the Help Search
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Manage Open Subcontractor Detail

Use this screen to review detailed information on subcontractor timesheets and expenses and identify which ones you want to include in subcontractor invoices and vouchers.

You can view subcontractor details for a specific work assignment, purchase order ID and release number, vendor employee, and vendor. You can also specify the fiscal year and period for which you want to view data. In addition, you can indicate the expense report and expense report date that you want to include when you run this screen.

After you have specified the parameters in the header section, click to populate the table window on the following tabs:

  • Timesheet Detail: Use this tab to view subcontractor timesheet details, put timesheet records on hold, or delete timesheet records.
  • Expense Detail: Use this tab to view subcontractor expense details, put expense records on hold, or delete expense records.

If you do not enter or select a value in the header, Costpoint populates the tabs with all available subcontractor information imported from Deltek Time & Expense into Costpoint.

Use the information on the tabs to determine whether there are timesheets or expenses that you do not want to include on future invoices. You can put these records on hold only if they have not yet been included in invoices and vouchers (that is, both the Voucher Created and Invoiced check boxes are clear).

You can also delete timesheet and expense records, but only if these have not yet been invoiced or included in vouchers. You can delete incorrect records that may be due to reprocessing of timesheets or expense reports, or those records that were pulled into invoices but then later found to be non-billable.

If the timesheet or expense records have both the Voucher Created and Invoiced check boxes selected, you must delete the invoice and/or voucher associated with the records to clear these check boxes before you can delete the records or put them on hold. Then, you can recreate the invoice or voucher.

Clear the Hold check box any time you want to release the timesheet or expense line from hold.

Note: This application is available only if you are licensed for Subcontractor Management and Deltek Time & Expense. You must have imported timesheet and/or expense data for subcontractors from Time & Expense before you can view subcontractor information on this screen.