WO to prime invoice wizard

Review these items before running the wizard:

  • Prime Contract Type is Cost Plus with or without GMP.
  • Prime Contract is selected on WO.
  • WO Status = Approved
  • WO Billable Status = Approved
  • WO Issue and Status Date < Prime Invoice Date
  • Estimated or Actual Vaules > 0
  • WO has not been invoiced yet.

Run the wizard

  1. Click the Projects icon on the left menu.
  2. Select the Project in the Quick Select section.
  3. On the Project menu, select Prime invoices.
  4. Click the Actions button on the far right.
  5. Click Add From WO option from the drop-down menu.
  6. In the data entry form, the Project # should be selected already but can be changed.
  7. Select the Prime Contract. This will automatically refresh the Work Orders listing below.
  8. Select the values for the invoice item price: estimated or actual.
  9. Select one or more WOs to be included in the Prime Invoice by clicking the checkbox on the left.
  10. Click Next.
  11. The next Order and Prime Invoice # should automatically be selected but can be changed.
  12. Select the Invoice Date.
  13. Optional: Select the Payment Terms. This will automatically set the Payment Due Date in the field below.
  14. Select the Payment Due Date.
  15. Optional: Select if the Prime Invoice is approved otherwise it will be in draft mode.
  16. Optional: Tag related uploaded WO files to the Prime Invoice.
  17. Click the Finish button.