Setting Up Invoice Codes

To set up an invoice code from the Setup Invoice Codes page:

  1. Navigate to the Setup Invoice Codes Page
  2. From the menu at the top of the page, select Invoice Codes.
  3. From the Invoice Document lines will use: drop-down menu, select an option:
    • Phase Codes: SoV lines will sort by the phase code in the invoice
    • Invoice Codes: Documents display invoice code subtotals without line item detail.

      A subtotal line for each invoice code will show the whole amount for all lines with that invoice code.

    • Invoice Codes with Detail:
      • Schedule of Values (SoV) breakout codes appear in invoice code order.
      • SoV phase codes follow the SoV breakout.
      • The specified SoV lines are grouped under one invoice code and each group is subtotaled.
  4. Create Invoice Codes.

    For each group you need, add an Invoice Code.

    1. Choose Add New Line.
    2. Enter the Invoice Code and Description.

      Create unique codes. Do not create two lines that have the same 01 or A code.

  5. Select Save Changes.

    A Status page confirms you saved the invoice codes.