Subcontracts

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...

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.

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...

Even though the default retainage percentage has the same field in both systems (SCM and SIC), there is no API connection between them for that field. Could that connection be created?

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...

When creating a new subcontract, the current “Copy Subcontract” functionality is helpful for efficiency; however, it is creating a significant issue in cost tracking and reporting. When a subcontract is copied from another project, any cost codes ...