Setting Up Invoice Codes
To set up an invoice code from the Setup Invoice Codes page:
- Navigate to the Setup Invoice Codes Page
From the My Contract menu at the top of any page, choose Setup Invoice Codes.
- From the menu at the top of the page, select Invoice Codes.
- 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.
- Create Invoice Codes.
For each group you need, add an Invoice Code.
- Choose Add New Line.
- Enter the Invoice Code and Description.
Create unique codes. Do not create two lines that have the same 01 or A code.
- Select Save Changes.
A Status page confirms you saved the invoice codes.
Last Published Wednesday, July 10, 2024