Data views and standard log reports for subcontract invoices
- Go to Reports.
- Select Project Specific Reports from the Report Category dropdown.
-
Select Sub Invoices from the Report Sub-Category dropdown.
-
Select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Project Home page:
- Select Sub Invoices in the Procurement section and select Reports on the Sub Invoices page.
- Select Procurement Overview in the Procurement section and select the reports icon (
) in the Sub Invoices row of the Procurement Stats - Cost To Date section.
Primary data views
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
- vw_SubcontractInfo
- vw_SubcontractInfoSimple
- vw_SubInvoiceInfo
- vw_SubInvoiceInfoFinancialSummary
- vw_SubInvoiceItemsCostPlus
- vw_SubInvoiceItemsFLS
- vw_SubInvoiceItemsFLSHistory
- vw_SubInvoiceItemsUnitPrice
- vw_SubInvoiceItemsUnitPriceHistory
- vw_SubInvoiceJCCSummary
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_JobCostCodes
- vw_ChangeOrderInfo
- vw_ChangeOrderInfoSimple
- vw_WorkOrderInfo
- vw_WorkOrderInfoSimple
- vw_SubcontractItemsFLS
- vw_SubcontractItemsUnitPrice
- vw_SCOInfo
- vw_SCOInfoSimple
- vw_SCOItems
Single project standard log reports for subcontract invoices
| Report name | Filter parameters |
|---|---|
| Fixed Lump Sum Subcontract Item Invoice History | ProjectId, PrimeContractId, SubcontractId, JCCId, SubcontractItemId, SCOId |
| Sub Invoices Details by Contract, Division and Cost Code | ProjectId, PrimeContractId, SubInvStatus, JCCDivision |
| Sub Invoices Details by Contract, Status and Cost Code | ProjectId, PrimeContractId, SubInvStatus, JCCId |
| Sub Invoices Details by Contract, Status and Owner Code | ProjectId, PrimeContractId, SubInvStatus, OwnerCostCodeId |
| Sub Invoices Grouped by Prime, Status and Subcontract | ProjectId, PrimeContractId, SubcontractType, SubInvStatus |
| Sub Invoices Grouped by Prime, Status and Subcontract With Payment Info | ProjectId, PrimeContractId, SubcontractType, SubInvStatus, PaymentStatus |
| Sub Invoices Grouped by Subcontractor and Status With Payment Info | ProjectId, PrimeContractId, SubcontractType, SubInvStatus, PaymentStatus |
| Unit Price Subcontract Item Invoice History | ProjectId, PrimeContractId, SubcontractId, JCCId, SubcontractItemId, SCOId |
Single project standard log reports for subcontract invoices
| Report name | Filter parameters |
|---|---|
| Cross Project - Approved Sub Invoice Retainage Balance by Project, Prime and Sub | |
| Cross Project - Approved Sub Invoice Retainage Balance by Sub | |
| Cross Project - Sub Invoices Grouped by Export Status, Subcontractor and Project | SubInvFromDate, SubInvToDate, Exported, SubCompanyId |
| Cross Project - Sub Invoices Grouped by Project and Subcontractor | SubInvFromDate, SubInvToDate, SubCompanyId, SubcontractType, SubInvStatus |
| Cross Project - Sub Invoices Grouped by Status and Subcontractor | SubInvFromDate, SubInvToDate, SubCompanyId, SubcontractType, SubInvStatus |
| Cross Project - Sub Invoices Grouped by Subcontractor and Status | SubInvFromDate, SubInvToDate, SubCompanyId, SubcontractType, SubInvStatus |
| Cross Project - Sub Invoices Grouped by Status and Subcontractor With Payment Info | SubInvFromDate, SubInvToDate, SubInvStatus, SubcontractType, PaymentStatus |
| Cross Project - Sub Invoices Grouped by Subcontractor and Status With Payment Info | SubInvFromDate, SubInvToDate, SubInvStatus, SubcontractType, PaymentStatus |
| Cross Project - Sub Invoices Grouped by Project Subcontractor and Status With Payment Info (Not completed) | SubInvFromDate, SubInvToDate, SubInvStatus, SubcontractType, PaymentStatus |