Page History

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Contract - Defines billing and certification based on the selected contract type.

• Apply Retention – -Withholds a specified portion of the payment according to the contract’s retention rules.

• Ret. VAT at Retention Invoice – -Applies VAT to the retention amount when the retention invoice is issued.
  Both options are automatically set based on the linked contract and are non-editable in the document.

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Progress / Advance
Defines the purpose of the certificate:

• Progress – -Used for certification of actual work completed by the subcontractor.

• Advance – -Used to acknowledge or certify advance payments as per the contract. Selecting this activates the Advance tab for managing prepayments instead of progress-based work.

Subcontractor Agreement Initial – -Links the certificate to the original Subcontractor's Agreement document.

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Displays the work items or services being certified for the current period. Each line represents a scope element from the Subcontractor Agreement (SA) and shows actual certified quantities and amounts.

• Subcontractor WBS – Project WBS used for cost tracking and allocation.

• Item / Content – -Description of the work or service performed.

• UOM – -Unit of measure (e.g., m, pcs, hrs).

• Price – -Unit rate as defined in the SA.

• Agreement

  1. Qty – -Original contracted quantity.

  2. Amount – -Original contract value.

• Payment Application
  1. Qty

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• 1. -Quantity claimed by subcontractor in the payment application.
  2. Amount

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• 1. -Claimed amount.
  2. %

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• 1. -Percentage of the agreement claimed.

• Payment Certificate

  1. Previous Qty

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• 1. -Quantity certified in prior certificates.

  2. Previous Amount

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• 1. -Amount certified in prior certificates.

  2. Previous %

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• 1. -Percentage certified in prior certificates.

  2. Current %

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• 1. -Percentage certified in the current certificate.

  2. Cumulative %

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• 1. -Total percentage certified to date, including current and previous certificates.

• Quantity – Quantity of work certified in this certificate

• Amount (Excl. VAT) – Certified amount excluding VAT.

• VAT % – Applicable VAT rate (e.g., 5%).

• Retention Total (before retention) – Certified amount before applying retention.

• Retention% – Retention percentage

• Retention VAT – VAT portion attributable to the retained amount.

• VAT Amount – VAT on the non-retained portion.

• Total – Final amount payable, including VAT, after retention.

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  Project Task – Specific task linked to the item.

• Description – Detailed label or scope of work.

• Project WBS – Work Breakdown Structure reference.

• Requisition – Reference to the requisition document.

• Comment – notes for clarification or remarks.