Edit a subcontract invoice for a Fixed Lump Sum subcontract

Before you begin

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

Open the subcontract invoice details

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

2. On the Project Home page, select Sub Invoices in the Procurement section.

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

4. To open the details page for a subcontract invoice, select the Sub Inv #.

Edit the subcontract invoice header information

1. On the Sub Invoice Information page, select Edit.
2. Update the available fields as needed.
3. Select Save & Close.

Edit the original subcontract items (schedule of values)

1. On the Sub Invoice Information page, select View Invoice Details - Original Subcontract Items in the Invoice Details section.
2. To add or import items, do the following:
   1. Select Import.
   2. Select one or more of the unbilled items.
   3. For each selected item, enter the Current Work, Current Stored, or % Complete.
   4. Select Import.
3. To edit an item, do the following:
   1. In the Subcontract Original 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 Subcontract Original 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 SCO items

1. On the Sub Invoice Information page, select View Invoice Details - SCO Items in the Invoice Details section.
2. To add or import items, do the following:
   1. Select Import.
   2. Select one or more of the unbilled items.
   3. For each selected item, enter the Current Work, Current Stored, or % Complete.
   4. Select Import.
3. To edit an item, do the following:
   1. In the Billed SCO Items 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 Billed SCO Items 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.