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  • Company- Subcontractor submitting the payment request.

  • Contract- Contract associated with the subcontractor.

  • Apply Retention / VAT on Retention- Option to hold back a portion of the payment to ensure work quality; VAT is to be calculated on the retained amount.

  • Recognize Expenses in Payment Application Received - 

If the Subcontractor Agreement Basis is set to Recognize Expenses by Payment Application, expense recognition and financial postings occur when the document is approved/posted

GL Transactions:

Dr Expense (based on the linked cost item and analytics)

Cr Unbilled Purchase (liability representing the subcontractor’s claim)

When the subcontractor’s invoice is later received, this liability is cleared to Payables

  • Subcontract Agreement Initial-Reference  Reference to the original subcontract agreement document.

  • Project- Project linked to the payment claim.

  • Delivery Date- Indicates the time period or cut-off date for the claimed work.

  • Type- Indicates the billing method (e.g., progressive billing or advance billing).

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