Reset tax codes in subcontract invoices

The Reset Tax Code function updates all tax code references in a subcontract invoice using the default tax code from the job cost code table. This ensures tax codes remain consistent throughout the invoice.

This function does not affect other features or invoices.

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. Select the subcontract invoice number from the list.
4. In the Reset Functions section, select the tax code from the Reset Tax Code for Invoice Details dropdown.
5. Select Apply.
6. In the dialog, select OK to confirm your action.

The following information is updated based on the subcontract type:

• Fixed Lump Sum subcontracts:

  • Original subcontract items

  • Subcontract change order items

  • Billed retainage (retention/holdback)

• Cost Plus subcontracts (with or without GMP):

  • Cost plus subcontract invoice items

  • Billed retainage

• Unit Price subcontracts:

  • Original subcontract unit price items

  • Subcontract change order items

  • Billed retainage