Costpoint Online Help

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. This field displays the subcontractor's invoice number.

You can edit this field for invoices that have not yet been approved and were not entered through Materials » Supplier Portal » Manage Invoices.

Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.12 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.
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.