Import Sub Invoices Into Work Order Transactions

Prerequisite For Importing Sub Invoice Items

• "Target" Work Order transaction must be saved.

Import Data Entry Steps

1. Click the 'Add / Import Items' drop-down shown above and to the right of the transaction items grid.
2. Click 'Import Sub Invoices' option in the drop-down. This will refresh the page.
3. Navigate to the Filter information Section.
4. Select the Subcontractor from the drop-down.
5. Select the Sub Invoice from the drop-down. This will refresh the Sub Invoice Items grid below.
6. Select the item(s) in the list by clicking the checkbox. Items listed are actually a summary of the details by Job Cost Code since there are various contract types.
7. Click the 'Add' or 'Add and Close' button.