Add a field to subcontractor contracts to choose if contract is signed or pending
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...
Purchase Order (PO) and Subcontract Close - Automated Change Order Process
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...
It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
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over 1 year ago
in Procurement
2
Future consideration
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.
If a change order is dated May but it doesn't go through the workflow until June, we are unable to add it to the sub invoice. It would be helpful to be able to add it to the May sub invoice since that is when the work was completed and need to be ...
Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
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 ...
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 ...