Additional Detail

Select the Additional Detail tab.

3rd Party (third-party)

Enter the address number of the architect for the contract or project.

3rd Party Ref (third-party reference)

Enter the architect contract number as recorded on the owners books. This information will be for reference and kept for use on the Contract Search form.

Status

Enter a two-character code from UDC 52/CS to provide status information about a contract.

Type

Enter a code from UDC 51/CT to identify the type of contract.

If you leave this field blank, the system retrieves the type for the project from the Business Unit Master table (F0006).

Bill When Paid

Enter 1 if you want only accounts payable invoices that have been paid to be billed to the owner of the contract. Enter 0 or leave this option blank if you want all transactions to be billed. This option is maintained at the contract level, or at the owner pay item level, or both.

The system passes the value that you enter on the contract to the billing lines that are associated with the contract. However, you can override the Bill When Paid value for individual billing lines. The system always uses the Bill When Paid value on the billing line, rather than the value on the contract master.

Fee Summ Lvl (fee summarization level)

Specify whether to process fees in summary or detail. Values are:

Blank: Process fees in summary. The Invoice Generation (R52121) and Journal Generation programs (R48132) create one summarized fee record for all transactions on which the fee is calculated.

1: Process fees in detail. The R52121 and R48132 programs create an individual fee record for each transaction on which the fee is calculated.

Caution: If you process fees in detail, be aware that this feature significantly increases the number of records in the Billing Detail Workfile (F4812) and Billing Workfile History (F4812H) tables. For example, if your invoice batch contains 100 workfile records on which a fee is calculated, the system creates 100 fee records in the F4812 and F4812H tables.

Retainage Rule / Offset / Control Flag

Specify a rule the system uses to calculate retainage on a contract to define retainage for the contract. For example:

Retn % - 10.00; Percent Complete - 50.00

Retn % - 5.00; Percent Complete - 95.00

This rule indicates that there is a 10 percent retainage until 50 percent of the job is complete. Then a 5 percent retainage is calculated for the next 45 percent of the job until 95 percent of the job is complete. Once 95 percent of the job is complete, retainage is no longer withheld.