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Mettre à jour la ventilation des coûts d'un sous-traitant en tant que contact de facturation depuis l'outil Facturation

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 For Procore Customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Invoicing Invoicing Progress Billings
      Owner Funding Owner
      Owner/Client Owner/Client GC/Client
      Prime Contract Change Order Funding Change Order Client Contract Change Order
      Prime Contracts Funding Client Contracts
      Revenue Funding Revenue
      Subcontract Contract Subcontract
      Subcontractor Contractor Subcontractor
      Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

Objectif

Comment modifier la ventilation des coûts du sous-traitant sur un engagement en tant que contact de facturation à partir de l'outil Facturation.

Contexte

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. 

sub-sov-remaining-to-allocate.png

Éléments à prendre en compte

  • Autorisations utilisateur requises :
  • Informations supplémentaires :
    • La ventilation des coûts du sous-traitant doit avoir le statut « Ébauche » ou « Réviser et renvoyer ». 
    • La ventilation des coûts du sous-traitant doit être sur « Approuvé » avant que les utilisateurs puissent créer des factures de sous-traitance pour l'engagement.
  • Pour les entreprises qui utilisent l’option icon-erp-synced2.png Outil Intégrations ERP : Afficher/Masquer  
    • La ventilation des coûts du sous-traitant dans Procore détaillée ci-dessous ne se synchronise PAS avec le système ERP intégré.
    • Seule la ventilation des coûts générale sur l'engagement dans Procore est synchronisée avec le système ERP intégré. Voir Ajouter un poste à la ventilation des coûts d'un engagement.

Conditions préalables

Procédure

  1. Rendez-vous sur la ventilation des coûts d'un sous-traitant à partir de l'outil Facturation.
  2. Mettre à jour la ventilation des coûts du sous-traitant

Rendez-vous sur la ventilation des coûts d'un sous-traitant à partir de l'outil Facturation.

 Tip

Did you receive an email inviting you to provide a breakdown of your schedule of values on a commitment? If you are an invoice contact for the 'Contract Company' on a commitment contract, the company that you are performing work for may invite you to provide a detailed breakdown of the schedule of values on a commitment contract. To respond to that email instead of using the steps below, see How do I submit a Subcontractor Schedule of Values for a Procore commitment?

  1. Rendez-vous sur l'outil Facturation du projet.
  2. Cliquez sur l'onglet Sous-traitant.
  3. Dans le tableau, localisez la facture associée à l'engagement.
  4. Cliquez sur le lien Contrat pour l'ouvrir.

Mettre à jour la ventilation des coûts du sous-traitant

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.

  1. 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.
  2. Click Edit. 
  3. Enter a detailed line-item breakdown in the Subcontractor SOV tab as follows:
    sub-sov-remaining-to-allocate.png
    • 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.
  4. 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. 

 

If you would like to learn more about Procore's invoice management software and how it can help your business, please visit our construction invoice management software product page icon-external-link.png.