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Prime Invoices

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Sync down the SCM SOV by line item to SIC

Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways. Client will be able to apply CO to the SOV task with...
Patrick Sheppard about 2 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 1 Future consideration

'Prime Contract Invoice Wizard' - view by Owner Code

It would be great to have the feature within the 'prime contract invoice wizard' to be able to fill out the 'Current Work' or 'Current Stored' or 'Complete' percentage by Owner Code, Currently on the "add prime contract original items and COs" you...
Joe Corcoran 3 months ago in Prime Invoices 0 Future consideration

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Prime Invoice Grouped by Owner Code

For both Cost plus contract types types could another option be added for grouping Cost plus Prime Invoices by Owner Code After the planned Feb2025 update it would be the only summing/grouping type that wouldn't have both options. Merge table/fiel...
Tim Smith 8 months ago in Cost Plus With GMP / Cost Plus Without GMP / Prime Invoices 0 Future consideration

Create Prime Invoice by Owner Code

It would be very helpful to be able to create a prime invoice by owner code instead of cost code. Sometimes there are several items within one owner code and it would be very helpful to see them all grouped together when creating the prime invoice...
Guest 6 months ago in Prime Invoices 4 Already exists

Need RetainTotal for PrimeInvOriginalItems MailMerge

There is no mailmerge field for Retainage Totals only the CurrentRetainTotal. If this could be added that would be great as our architects look at this. Thanks!
Rachel Betts 23 days ago in Detail Report Templates / Prime Invoices / Retention Retainage Holdback 2 Already exists

Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
Carl Lyles about 1 year ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

Add due date field to Prime Invoice items and sub invoices

Hello, I am requesting that the Due Date field on bills/sub invoices (Payment Due field label on each) be on display within Prime Invoice items. It would also be helpful to have the same field displayed within the sub invoice list (Payment Due is ...
Trevor Moldenhauer 24 days ago in Prime Invoices / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 3 months ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Sage Intacct GL Posting Date from SCM Bills

Currently when syncing an invoice to Sage Intacct from SCM, the GL Posting date field is populated with the Invoice Date. This can be an issue if a Client has closed that period already. It would be helpful to add a setting in posting preferences ...
Adam Clark 9 months ago in Prime Invoices / Purchase Orders / Subcontract Invoices / Vendor Bills 3 Future consideration