以发票联系人的身份从开发票工具更新分包商分项价格表
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For Procore Customers in the United States
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目标
如何从发票工具编辑作为发票联系人的合约的分包商分项价格表。
背景
If you are an invoice contact who has been invited to provide a detailed breakdown of your schedule of values on a commitment, you will receive an email message from Procore with the subject line: "[Procore User Name] invites you to break down your Schedule of Values for this commitment." A Subcontractor Schedule of Values (Subcontractor SOV) provides downstream contractors with a way to provide a detailed breakdown of specific line items on the contract's general schedule of values.
Example
Let's assume the general 'Schedule of Values' on a subcontract includes a line item for $8500.00 and the upstream party on the contract has invited you, the invoice contact, to provide a more detailed breakdown—to show in more detail how you are allocating that $8500.00. Below is an example of a completed 'Subcontractor SOV'. In this example, the invoice contact has successfully added five (5) separate line items to 'Subcontractor SOV'. You know that you have successfully updated the 'Subcontractor SOV' when the sum of your new line items equals $8500.00 and the value in the 'Remaining to Allocate' field is $0.00.
需要考虑的事项
- 所需用户权限：
- 你必须是合约的发票联系人。
- 你必须是合约的发票联系人。
- 其他信息：
- 分包商分项价格表必须处于“草稿”或“修改并重新提交”状态。
- 在用户可以从合约创建分包商发票之前，分包商分项价格表必须“已获批”。
- 对于使用的公司
ERP集成工具:显示/隐藏
- 下面详述的 Procore 中分包商 SOV 不与集成 ERP 系统同步。
- 在 Procore 中只有合约的一般 SOV 才与集成ERP系统同步。 请参阅将明细项添加到合约的分项价格表。
先决条件
步骤
从发票工具导航到分包商分项价格表
- 导航到项目的发票工具。
- 点击分包商标签页。
- 在表中，找到与合约关联的发票。
- 点击合同链接将其打开。
更新分包商分项价格表
If you are an invoice administrator (or an invoice contact who has been invited to update a Subcontractor SOV), you can perform these steps on the commitment.
- Click the Subcontractor SOV tab.
Note
If you do NOT see a 'Subcontractor SOV' tab on the commitment contract, a user with 'Admin' level permissions on the Commitments tool must enable it. See Add a Subcontractor SOV to a Commitment and Enable or Disable the Subcontractor SOV Tab on the Commitments Tool. - Click Edit.
- Enter a detailed line-item breakdown in the Subcontractor SOV tab as follows:
- Click the +Add Line Item link.
- In the Description box add a detailed description of the work to complete.
- In the Amount box, add the specific amount for that work.
- Continue this step until the 'Remaining to Allocate' amount for that budget code and description reads $0.00.
- When you have allocated all of the amounts in the Subcontractor SOV tab, click the Submit button.
Notes
- The Submit button is dimmed and unavailable until the Remaining to Allocate fields in the Subcontractor SOV all read $0.00.
- After you click the button, Procore changes the status of the Subcontractor SOV to Under Review.
- You will NOT be able to edit your submission unless the invoice administrator changes the status of the Subcontractor SOV to Revise & Resubmit.
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