Edit an invoice for a Fixed Lump Sum prime contract

Before you begin

• The prime invoice must not be locked. If a prime invoice is locked, an administrator can temporarily unlock it, even if it has already been exported.

Open the prime invoice details

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select Prime Invoices in the Client Contract Admin section.

3. Optionally, use the Search field to filter the prime invoices.

4. To open the details page for a prime invoice, select the Prime Invoice #.

Edit the header information

1. On the Prime Contract Invoice Information page, select Edit.

2. Update the available fields as needed.

3. Select Save & Close.

Edit the original contract items

1. On the Prime Contract Invoice Information page, select View Invoice Details - Original Prime Contract Items in the Invoice Details section.
2. To add or import items, do the following:
   1. Select Add / Import.
   2. Select Import Original Contract Items or Import Original Contract Items and COs by Job Cost Code.
   3. Select one or more of the unbilled items.

      The list includes items that have not yet been fully billed.

   4. For each selected item, enter the Current Work, Current Stored, or % Complete.
   5. Select Add or Add & Close.
3. To edit an item, do the following:
   1. In the Original Contract Item Details section, update the Current Work, Current Stored, or % Complete for the item as needed.
   2. Select Save or Save & Close.
4. To edit multiple items, do the following:
   1. In the Original Contract Item Details section, select the appropriate items from the list.
   2. Select Choose Bulk Action.
   3. Select one or more of the following options:
      • Select Tax Code and select a code in the dropdown.
      • Select Current Work and enter a value in the field.
      • Select Current Stored and enter a value in the field.
      • Select % Complete and enter a value in the field.
      • Select Delete to delete the selected items.
   4. Select Save.

Edit the change order items

1. On the Prime Contract Invoice Information page, select View Invoice Details - CO Items in the Invoice Details section.
2. To add or import items, do the following:
   1. Select Add / Import.
   2. Select Import Approved COs or Import Original Contract Items and COs by Job Cost Code.
   3. Select one or more of the unbilled items.

      The list includes items that have not yet been fully billed.

   4. For each selected item, enter the Current Work, Current Stored, or % Complete.
   5. Select Add or Add & Close.
3. To edit an item, do the following:
   1. In the Approved CO Item Details section, update the Current Work, Current Stored, or % Complete for the item as needed.
   2. Select Save or Save & Close.
4. To edit multiple items, do the following:
   1. In the Approved CO Item Details section, select the appropriate items from the list.
   2. Select Choose Bulk Action.
   3. Select one or more of the following options:
      • Select Tax Code and select a code in the dropdown.
      • Select Current Work and enter a value in the field.
      • Select Current Stored and enter a value in the field.
      • Select % Complete and enter a value in the field.
      • Select Delete to delete the selected items.
   4. Select Save.