Add invoice for fixed-lump-sum prime contract using invoice amounts from original contract and change order lines items

Before you begin, see Add an invoice for a fixed-lump-sum prime contract. This article refers to option A listed under step 3.

Unbilled items form original contract

Enter Invoice Amounts or % Complete on an Individual Basis:

  1. Navigate to the Original Item that needs to be invoiced and enter a value in either Current Work, Current Stored, or % Complete cell.
    Comments:
    Current Work and Stored values DO NOT include previous amounts and are the net values just for the current billing period.
    % Complete is an overall percentage and DOES include prior billing periods.
  2. Repeat step above for other Original Items that are being billed this period.
  3. Click the Add and Next button shown below the grid.

Enter the Same % Complete for Multiple Contract Items:

  1. Select one or more Original Contract Items using the checkbox on the left.
  2. Click the Global Changes button above the grid.
  3. Select the % Complete option and enter a value (ex. 10% = 10) in the field to the right. Percent Complete is an overall percentage and DOES include prior billing periods.
  4. Click the Save button shown in the popup form. This will then move to the next step to invoice COs.

Important Things To Know:

  • This step will automatically be skipped if all Original Items have been billed 100%.
  • Original Items will be removed from the import list if they have been invoiced in full.
  • Only Original Items that will be billed in the current period need to be imported.
  • If the Search field is used to filter Original Items then be sure to click Add not Add and Next if other filtering is required.

Enter unbilled items from change orders

Enter Invoice Amounts or % Complete on an Individual Basis:

  1. Navigate to the CO Line Item and enter a value in either Current Work, Current Stored, or % Complete cell.
    Comments:
    Current Work and Stored values DO NOT include previous amounts and are the net values just for the current billing period.
    % Complete is an overall percentage and DOES include prior billing periods.
  2. Repeat step above for other CO Line Items that are being billed this period.
  3. Click the Add and Next button shown below the grid.

Enter the Same % Complete for Multiple CO Items:

  1. Select one or more CO Items using the checkbox on the left.
  2. Click the Global Changes button above the grid.
  3. Select the % Complete option and enter a value (ex. 10% = 10) in the field to the right. Percent Complete is an overall percentage and DOES include prior billing periods.
  4. Click the Save button shown in the popup form. This will then redirect and show the Prime Invoice Read Only form.

Important Things To Know:

  • This step will automatically be skipped if all COs have been billed 100%.
  • COs Line Items will be removed from the import list if they have been invoiced in full.
  • Approved COs are not available for import unless the COs Issue and Status Date is less than the Prime Invoices Issue Date.
  • Only CO Line Items that will be billed in the current period need to be imported.
  • Negative Approved CO Line Items should be imported and billed fully similar to positive changes.
  • If the Search field is used to filter CO Items then be sure to click Add not Add and Next if other filtering is required.