Create Subcontract Purchase Invoices

A Purchase Invoice can be created to initiate a Payment Request for a Subcontract.

To create a Subcontract Purchase Invoice, Navigate to the Role Center > Activities > Approvals & Activities > Subcontract Purchase Invoice.

1. Enter Start Date and End Date and any other filters to broaden or narrow the displayed list.

2. Select the Project No. and Payment Request No. for which to create an invoice or select Create All to create invoices for all Payment Requests displayed in the grid.

Important

If there are holds or Pay When Paid terms, invoices are not created until the holds are removed or the linked AR invoice is paid. Examples of holds are vendor holds and insurance holds (found in the Subcontractor Card)

1. Select Yes to message Do you want to create Purchase Invoice?

2. Once the Purchase Invoice is created, the Invoice No. field displays the Purchase Invoice number.

3. Select Purchase Invoice in the menu to display the

4. Select Purchase Invoice.

5. Regular invoice actions can be taken from the menu, such as Post, Delete, etc. to finish processing the invoice.]

An alternate method of creating a Purchase Invoice is to use the Subcontract Retention page. Use this page to create Purchase Invoices from amounts retained from Subcontract Payments. Select the lines to add to a Purchase Invoice and select Create Invoice. For more information on Subcontract Retention, see: Subcontract Retention