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<\/p>\nProgress Payments for your subcontractors is a method for tracking and approving what portion has been completed and a progress report for internal purposes or to send to your subcontract showing what has been approved for processing as a vendor invoice from the Subcontract Purchase Order.<\/p>\n
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3.1 CREATING PROGRESS PAYMENT FROM SUBCONTRACT PO<\/b><\/p>\n
To use Progress Payments for your subcontractors, open the Purchase Document by selecting the option from the ribbon<\/p>\n
From the Subcontract PO ribbon, select \u201cProcess\u201d then \u201cProgress Payments\u201d<\/p>\n
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For your first Progress Payment, Select \u201cNew\u201d from the Progress payment List window<\/p>\n
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You\u2019ll notice many of the General tab fields have been automatically filled in based on information from your Purchase Order. You will need to enter the Requisition Date & Period To date.<\/p>\n
To populate the Progress Payment lines, select \u201cProcess\u201d and then \u201cGet PO\u201d\n<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image054.jpg\")
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You will notice the lines from your Purchase Order have been added to the Progress Payment.
\nIn the \u201cQuantity\u201d field, enter the percentage that you will be paying for each line.<\/p>\n
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In our example above, we will invoice 25% of line 1 and 10% of line 2.<\/p>\n
From the ribbon, you can select \u201cReports\u201d and then \u201cProgress Payment\u201d
\nYou will receive a prompt to confirm the information related to your Progress Payment Report. Select \u201cPreview and Close\u201d to view the report.<\/p>\n
A two-page progress payment will be generated that you can print and send along with your vendors payment if you would like.<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image058.jpg\")
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![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image059.jpg\")
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When you have completed your progress payment, return to the ribbon, and select \u201cProcess\u201d and then \u201cSend to PO\u201d<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image061.jpg\")
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You will be prompted for confirmation that you would like to update the Purchase Order. Select \u201cYes<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image062.jpg\")
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Once completed, you will receive confirmation of the update. You can select \u201cOK\u201d for this.<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image063.jpg\")
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Close the Progress Payment screen and return to the Purchase Order.<\/p>\n
From the Purchase Order Lines, you will see the column \u201csubcontract payment percentage\u201d contains the percentage of each line we paid on our progress payment<\/p>\n
Also, notice the Qty to receive and Qty to Invoice have also been filled in to reflect the same information\n<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image065.jpg\")
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To post, make sure you enter a Vendor Invoice No. and Posting date.<\/p>\n
From the ribbon, select \u201cProcess\u201d and then \u201cPost\u201d<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image066.jpg\")
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You will be prompted to select whether you would like to \u201creceive\u201d \u201cInvoice\u201d or \u201cReceive and Invoice\u201d. Select the option that aligns with your business processes.<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image067.jpg\")
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Select \u201cOK\u201d and you will be returned to your Purchase Order.<\/p>\n
In our example, I selected the Receive and Invoice option.<\/p>\n
From the Purchase Order, you will now notice the \u201cQty. Received and \u201cQty Invoiced\u201d fields reflect our posted Purchase Invoice\n<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image069.jpg\")
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3. CREATING SUBCONTRACT CHANGE ORDER<\/b><\/p>\n
From the Subcontract card ribbon, select \u201cAction\u201d and then Functions. Now select \u201cCreate Change Order\u201d<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image071.jpg\")
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You will be promoted with a confirmation that the subcontract has been created, information about the number assigned, and you are given the option to view the newly created change order card if you wish.<\/p>\n
![\"\"](\"\/user-guide\/wp-content\/themes\/userguide\/images\/subcontracts_images\/image072.jpg\")
<\/p>\n","protected":false},"excerpt":{"rendered":"
Progress Payments for your subcontractors is a method for tracking and approving what portion has been completed and a progress report for internal purposes or to send to your subcontract showing what has been approved for processing as a vendor invoice from the Subcontract Purchase Order. 3.1 CREATING PROGRESS PAYMENT FROM SUBCONTRACT PO To use … <\/p>\n