Link Onsite & Offsite Materials from a Sub contractor Claim

You can link any costs that flow through on a Sub contractor's claim as Onsite or Offsite materials.

Introduction

Sub Contract Onsite / Offsite Items in Trade Summary Lines

Sub Contract View of Onsite / Offsite Amounts

Approve Sub Contractor Invoices for Offsite / Onsite Materials

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Introduction

In a Sub contract, you can mark all or part of a Trade Summary line or Invoice line as Onsite or Offsite. These amounts can then be included in the next claim for your Project.

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Sub Contract Onsite / Offsite Items in Trade Summary Lines

In a Sub contract, you can specify part of the amount of a Trade Summary line as Onsite / Offsite.

• Start at Payment Claims > Sub contract.
• Select the Sub contract you want.

On the Contract tab:

On the Trade Summary line that you want to mark as Onsite or Offsite:

• Click the value in the On/Off Site column.

 

In the Onsite/Offsite Item window:

• Type: Select On site or Off site from the dropdown list.
• Description: Enter a description for the item.
• Amount: Enter the amount that relates to this item.
• Click Add, then click Finish.

 

Back on the Edit Sub contract screen, you can now see the amount you have flagged as Offsite.

• Click Save.

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Sub Contract View of Onsite / Offsite Amounts

In a Sub Contract you can view and edit any lines that have Onsite / Offsite amounts.

• Start at Payment Claims > Sub contract and select the Sub contract you want.

On the Contract tab:

Cost code: Click the O icon above this field.

 

 

In the Onsite/Offsite Items window, you can view and edit any items, and attached documents to a line.

• Double click a line to edit it.
• Click the Document icon to add supporting documents.
• Click Finish.

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Approve Sub Contractor Invoices for Offsite / Onsite Materials

If all or part of the materials on a Sub Contractor invoice are held Offsite / Onsite, you can now record this for the Invoice line and relate it to the relevant Cost Code so it can be included in your next claim.

• Start at Payment Claims > Approve.
• Select the Invoice to approve and go to the Invoice Lines.

In the Invoice lines section:

• Click Add Offsite materials.

 

In the Onsite/Offsite Item window:

• Type: Select On site or Off site from the dropdown list.
• Description: Enter a description for the item.
• Amount: Enter the amount that relates to this item.
• Click Save.

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Last updated: 15 February 2024