Recording Stored Materials on the Stored Materials Tab for Subcontractors
To enter stored materials as a part of your Billing Workflow for Subcontractors:
- 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.
When projects have stored material recording enabled, this is the first tab you will see when you begin the billing process in your Billing Workflow.
- 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.
- Choose a line to bill against. The selected field will have a darker border than the other cells in the table.
Notes:
- Cannot edit one of these fields? Some Head Contractors use component types to specify how labour or stored materials can be billed. When used, Subcontractor billing is limited by the component type.
- If a line includes a Sub-Tier subcontract, the Self-Performed and Contracted lines display beneath the Total line. You can enter amounts on the Total line or the Self-Performed line.
- For materials used on site, review and enter an amount for the following fields:
- Previous Stored Materials: Review this field to see the total amount of materials received on site before the current period.
- Consumed This Period: Use this field to record materials that are used during the current period. The materials may have been received in a prior period or in the current period. This field is not used to calculate payment.
- Received This Period: Use this field to record materials that are received and stored on site during the current period. This field is used to calculate the payment.
- Materials Stored to Date: Review this field. This field includes the Previous Stored Materials amount plus the Received This Period amount less the Consumed This Period amount.
- For materials used off site, review and enter an amount for the following fields:
- Previous Stored Materials: Review this field to see the total amount of materials received off site before the current period.
- Consumed This Period: Use this field to record materials that are used during the current period.
- Received This Period: Use this field to record materials that are received and stored off site during the current period.
- Materials Stored to Date: Review this field. This field includes the Previous Stored Materials amount plus the Received This Period amount less the Consumed This Period amount.
- Select the Save & Continue button to progress to the next tab in your billing process.
- Amounts added to the Stored Material tab are shown in the Material columns on the Progress tab.
- You can return to the Stored Materials tab at any time while working through the billing process.
Tips
- Amounts are automatically saved when you move from one line to the next.
- Material Stored to Date is the sum of the Off Site Stored to Date amount and the On Site Stored to Date amount.
Last Published Monday, February 5, 2024