Edit an invoice for a fixed-lump-sum prime contract

Edit the header information

1. At the Prime Contract Invoice listing, click on the Prime Invoice # to view the details.
2. Review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
3. Click the Edit button to the right of the Prime Contract Invoice Information heading.
4. Edit the Prime Contract Invoice header information as needed.
5. Click Save and Close.

Edit invoice details for original contract items or change orders

1. With the Prime Contract Invoice form open, review the Lock status to make sure it is unchecked. Admins can temporarily unlock it even if it has been exported.
2. Scroll down to the Invoice Details section.
3. Click on View Invoice Details - Original Prime Contract Items or View Invoice Details - CO Items link.

  To edit an existing item in the list:

1. Navigate to an item and enter a value in either the Current Work, Current Stored, or % Complete cell.  (See Invoice Amount Notes below.)
2. Repeat step above for other items that are being billed this period.
3. Click the Save or Save and Close button shown below the grid.

  To import items not in the list:

1. Click the Import Items drop-down shown above the grid and to the right.
2. Select either Import Original Contract Items or Import Original Contract Items and COs by Job Cost Code.
3. This will list items that are not 100% percent billed.
4. Navigate to an item and enter a value in either the Current Work, Current Stored, or % Complete cell.  (See Invoice Amount Notes below.)
5. Repeat step above for other items that need to be imported.
6. Click the Save or Save and Close button shown below the grid.

  To apply a global change to selected items or to delete:

1. Select one or more items by using the checkbox shown on the left.
2. Click Global Changes. This will open a popup form.
3. Select one of the following options:
   • Tax Code
   • Current Work  (See Invoice Amount Notes below.)
   • Current Stored  (See Invoice Amount Notes below.)
   • % Complete  (See Invoice Amount Notes below.)
   • Delete
4. Click the Save button shown within the form.

  Invoice Amount Notes:

• Current Work and Stored values DO NOT include previous amounts and are the net values just for the current billing period.
• % Complete is an overall percentage and DOES include prior billing periods.

For information on editing retainage, see Billed retainage on prime contracts