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a) Purchasing→ Purchasing documents → Invoice received
b) Invoice received document can also be created using the ‘Generate’ option from the Payment Certificate issued.
Main Tab
This tab mainly contains key identification and control information for the invoice.
Company - The company receiving the invoice.
Contract - Refers to the contract related to the service.
Recognize expenses in Payment Application received - Option to recognize costs at the stage of payment application instead of invoice posting. If it was enabled, it will appear further in the invoice received
Apply Retention - Enables retention deduction based on the agreement settings.
Ret. VAT at Retention Invoice - Indicates that VAT on retention will be accounted for when retention is invoiced.
Subcontractor Agreement - References the subcontractor agreement under which this invoice was processed.
Project - Links the invoice to a specific project for cost tracking.
Transaction Type - Defines the nature of the transaction: Receipt from Vendor for subcontractor invoices.
Basis - The document from which this invoice is generated is typically a Payment Certificate Issued.
Warehouse - Optional, used only when materials are involved (not applicable for services).
Regular / Progressive - Defines the invoicing method:
Regular - Used for one-time or standard service invoices not linked to cumulative progress.
Progressive - Used for ongoing subcontractor works where the invoice is based on certified progress or cumulative quantities.
Comment - Free-text field for additional notes or internal references.
Note: The Inventory tab is not used for subcontractor service invoices received.
Expense Tab
The tab lists all service or subcontractor work items being invoiced.
- Subcontractor WBS -Project Project WBS code linked to the subcontractor’s scope of work.
- Content -Description Description of work or service performed; must align with the contract scope.
- Agreement
- Unit Price-Rate per unit as agreed in the subcontractQty - Agreed quantity of work or service.
- Agreement Amount-Total contractual value = Agreement Quantity × Unit Price.
- Agreement Discount-Discount applied to the agreed amount, if any.
- Payment Certificate
Qty-Quantity certified for the current payment period.
Amount-Certified amount corresponding to the approved quantity.
%-Percentage of the total agreement certified for payment.
- Invoiced
- Previous Qty-Quantity invoiced in previous payment periods.
- Previous Amount-Amount invoiced in previous payment periods.
- Previous %-Percentage invoiced up to the last period.
- Current %-Percentage invoiced in the current period.
- Cumulative %-Total invoiced percentage to date.
- Qty -Current Current claimed quantity of work or service.
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