Header Row Tab

Use this tab of the Manage Subcontractor Invoices screen to view or establish general information relating to the subcontractor invoice.

Complete the fields on this tab whenever you add a subcontractor invoice and update the fields whenever you need to make changes. You can use this tab at any time during invoice entry.

Invoice

Field	Description
Number	Enter the invoice number associated with the subcontractor invoice.
Date	Enter, or click to select, the subcontractor invoice date.
Amount	Enter the total amount of the invoice before discount but including sales tax or value-added tax (VAT) for a new invoice. For an existing invoice, this is the sum of the invoice amounts from all invoice lines.

Discount

The fields in this group box display the information used to calculate any discounts to be applied to this subcontractor invoice.

• Use the Recalculate Header Discount Amount option on the Actions tab to adjust the header discount amount to equal the sum of the invoice lines discount. This does not recalculate the discount rate.
• Use the Recalculate Line Discount Amounts option on the Actions tab to adjust the line discount amounts (if applicable) to synchronize with the header discount amount.

Field	Description
Percent	The discount percentage defaults from the vendor terms selected; you can change the percentage if necessary. Costpoint applies this percentage to the Invoice Amount to calculate the Discount Amount. Any change to the default percentage recalculate the Discount Amount and the total amount for all invoice lines.
Date	Costpoint automatically calculates the discount date. The calculation is based on the Invoice Date and the terms specified. You can change this date if necessary.
Amount	Costpoint calculates the discount amount by applying the vendor terms to the Invoice Amount but you can change this amount if necessary. Any change to the default amount recalculates the Discount Percent and the total amount for all invoice lines. The calculation is Invoice Amount multiplied by the Discount Percent . This is the sum of the discount amounts from all invoice lines.

Due

The fields in this group box display the due date and net amount due for this subcontractor invoice.

Field	Description
Date	Costpoint automatically calculates the due date based on the Invoice Date and the terms specified. You can change this date if necessary.
Amount	This field displays the sum of the amount due from all invoice lines.

Default Receiving Info

Use the fields in this group box to enter the default information for the receipt associated with this subcontractor invoice. Enter the packing slip ID and/or receipt ID to calculate the discount and due date based on the receipt date.

Field	Description
Packing Slip	Enter, or click to select, a default packing slip for any receipts associated with this invoice. This is the packing slip number that will be used for automatically creating receipt header and lines when an invoice for a three-way match purchase order line is approved.
Receipt ID	Enter, or click to select, a default receipt ID for any receipts associated with this invoice. This is the receipt ID that will be used for automatically creating receipt header and lines when an invoice for a three-way match purchase order line is approved.
Material Handler	Enter, or click to select, a default material handler for any receipts associated with this invoice. This is the employee ID of the material handler that will be used for automatically creating receipt header and lines when an invoice for a three-way match purchase order line is approved.