Configuring Subcontractor Unit Billing
If your project uses Unit Price Billing, you may enter a claim in units and quantities instead of dollar amounts. Some specialised claim formats require Unit Price Billing.
From the Table View drop-down list, select the Unit option to view additional fields in the claim table:
- Unit Price
- Unit Name
- Scheduled Qty (Quantity)
- Previous Qty (Quantity)
- Qty (Quantity) This Period
- Material Qty (Quantity) This Period
- Qty (Quantity) Completed to Date
- Navigate to your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
Notes:
- The Enter Billing Details task remains available until the progress claim is signed.
- The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
- If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Claim link on the Tasks, Project Home, and Period Home pages.
- The Progress tab will display first for most users beginning the claim process.
- If a project allows stored material tracking, this will be the second tab in the claim process.
- If the current period does not allow progress billing, you will not see this tab.
- The action to Enter Billing Details for Period appears under Tasks. You can find it on the Tasks, Project Home, and the Period Home pages.
- Enter billing amounts:
- Choose a line to bill against. The selected field will have a darker border than the other cells in the table.
- In the Work Completed This Period Qty column, enter a quantity.
- Amounts in the % Complete, Work Period, and Qty Completed To Date columns automatically update once the amount billed is entered.
- Retention This Period automatically calculates based on the contract's default percentage, which is selected by the Head Contractor.
- Select the Save & Continue button to progress to the next tab in the billing workflow.
Note: The claim is not submitted for payment until it is signed. Final claims must be signed by the Subcontractor in order to be included in a period.
Last Published Monday, February 5, 2024