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.
General: Filters are available to narrow the displayed results.
| Field Name | Description |
|---|---|
| Start Date | the beginning date used to display approved Payment Requests. |
| End Date | Specifies the latest date for displaying approved Payment Requests. |
| Project | Specifies the Project for displaying approved Payment Requests. |
| Subcontractor/Vendor | Specifies the Subcontractor/Vendor for displaying approved Payment Requests. |
| Subcontract No. | Specifies the Subcontract Number for displaying approved Payment Requests. |
| Pmt Request No. | Specifies the Payment Request Number to display. |
- Select the line(s) for which to create an invoice, then click Create Invoice or Credit Memo, or click 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)
Select Yes to message Do you want to create Purchase Invoice?
Once the Purchase Invoice is created, the Invoice No. field displays the Purchase Invoice number.
1.Select Purchase Invoice.
- Regular invoice actions can be taken from the menu, such as Post, Delete, etc. to finish processing the Purchase Invoice.
An alternate method of creating a Purchase Invoice is to use the Purchase 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 setting up Subcontract Retention, see: Subcontract Retention. For more information on the Purchase Retention page, see: Calculate Purchase Retention.