Adjust Vendor Invoice Screen Field Reference

The Adjust Vendor Invoice screen contains the following tabs:

Header
General tab
Distribution tab
Payment tab
Joint Payee tab
Purchase Order/Subcontract tab
Contacts/Routing tab
Activity/History tab
Binder tab

Header


Field	Description
Purchase Amt	Displays the purchase amount for the invoice.
Retainage	Displays the retainage amount for the invoice.
Sales Tax	Displays the sales tax amount for the vendor invoice.
Freight	Displays the freight amount for the vendor invoice.
Total Due	Displays the total amount for the vendor invoice.

General tab


Field	Description
Adjust Type	Click to type of adjustment. Adjust - Creates a standard invoice adjustment. Void and Re-enter with a New Posting Date - Creates a reversal of the original invoice and a duplicate of the original invoice with a new posting date. In this case, most of the fields on the screen are display only. Void and Delete - Creates a reversal of the original invoice and appends the original invoice number with with _V_mmddyyyymmss. The original invoice number is available for use once again.
Invoice Status	Displays the invoice status for the invoice being adjusted. Open - An invoice adjustment with a status of Open can be selected for payment. Payment Hold - An invoice adjustment with a status of Payment Hold cannot be selected for payment.
Control Company	If the adjust type is Adjust, initially displays the default report type for the vendor. If you want to modify the control company for the invoice, enter the code of the Company screen for the invoice or click to select the company from a Lookup List.
Hold Reason	If the invoice status is Payment Hold, displays the reason for holding the payment.
Posting Group	Defaults to the last vendor invoice posting group used for the company and user. If needed, enter the code of the Vendor Invoice Adjustment Posting Group screen for the invoice adjustment or click to select the posting group from a Lookup List.
Invoice Date	If the adjust type is Void and Re-enter with a New Posting Date, enter the transaction date of the invoice adjustment or click to select the date from a Date Picker.
Posting Date	Enter the posting date of the invoice adjustment or click to select the date from a Date Picker. The posting date is the date the adjustment affects the general ledger.
Payment Terms	Displays the payment terms for the invoice adjustment.
Net Due Date	If the adjust type is Void and Re-enter with a New Posting Date, initially displays the date on which payment for the invoice adjustment is due based on the invoice date and the payment terms. If you want to modify the net due date, enter the new date or click to select the date from a Date Picker.
Discount Amount	If the adjust type is Adjust, initially displays the default discount amount for the invoice based on the purchase amount and the discount percentage for the selected payment terms. If you want to modify the discount amount, enter the discount amount for the invoice.
Discount Due Date	If the adjust type is Void and Re-enter with a New Posting Date, initially displays the date on which the discounted payment is due based on the invoice date and the payment terms. If you want to modify the discount due date, enter the new date or click to select the date from a Date Picker.
Owner	Enter the code that identifies the Users screen of the invoice or click to select the owner from a Lookup List.
Assigned To	Displays the user to whom the invoice is currently assigned. If there is more than one document routing distribution with a type of action required, the field displays Various. If there is no document routing assigned to the invoice, the field is blank.
Memo	If the adjust type is Adjust, enter any comments or notes about the invoice adjustment.
Invoice Description	If the adjust type is Adjust, enter a description of the invoice adjustment. This value appears on the vendor payment check stub for the invoice.
Vendor Compensation Report Type	If the adjust type is Adjust, initially displays the default report type for the vendor. If you want to modify the report type for the invoice, click to select the report type. None Rents - 1099-MISC Non employee Compensation - 1099-NEC Interest Income - 1099-INT Construction Subcontractor Payments - T5018
Address Information - For an existing vendor, the address fields display the addresses for each address type set on the Vendor screen. For a new vendor, you can store up to three addresses the vendor. Click to copy the displayed address type to the Windows clipboard. Click to view the location using Google Maps.
Address Type (unlabeled)	Click to select the address type to be displayed. Main Address – The vendor’s main address. Purchase Address – The address for purchase orders to this vendor. Remit To – The address for payments or remittances to this vendor.
Street 1	Displays the first line of the street address for the selected address type.
Street 2	Displays the second line of the street address for the selected address type.
City	Displays the city for the selected address type.
State	Displays the state or province for the selected address type.
Zip	Displays the ZIP Code or postal code for the selected address type.
Country	Displays the country for the selected address type.

Distribution tab

Use the Distribution tab to invoice line items that are not related to the selected Purchase Order (if a purchase order is selected in the screen header). Click next to a row to display the card view. A card view shows the notable information for a row on a single screen, eliminating the need to scroll back and forth. If the adjust type is Void and Re-enter with a New Posting Date, the fields on this tab are display only.


Field	Description
Line	Displays a unique identifier for this line item.
Distribution Company	Displays the distribution Company screen for the profit center. Note: If the distribution company is different than the control company (which is specified on the General tab), an Intercompany Setup screen posting will be generated when the entry is saved.
Transaction Type	Click to select the transaction type for the distribution line. General Ledger Only Project Cost Equipment Cost For the first line added, the default value in this field is based on the default transaction type specified in the Vendor screen. If there is no default transaction type, the default value is General Ledger Only. For subsequent lines, the default value is the transaction type of the previous line.
Profit Center	If the transaction type is Project Cost, enter the code of the Project screen for the line item or click to select the project from a Lookup List. If the transaction type is Equipment Cost, enter the code of the Equipment screen for the line item or click to select the equipment item from a Lookup List. If the transaction type is General Ledger Only, this field is display only.
Cost Code	If the transaction type is Project Cost, enter the Project screen on which revenue can be tracked for the line item or click to select the cost code from a Lookup List. If the transaction type is Equipment Cost, enter the Equipment screen for the line item or click to select the cost code from a Lookup List. If the transaction type is General Ledger Only, this field is display only.
CMR	If the transaction type is Project Cost, enter the code of the About the Enter Change Management Record screen for the line item or click to select the change management record from a Lookup List. If the transaction type is General Ledger Only or Equipment Cost, this field is display only.
Cost Type	Enter the Cost Type screen for the line item or click to select the cost type from a Lookup List
Division	If only one division is set up for the distribution company, displays the division for the line item. If more than one division is set up for the distribution company, enter the code of the Division screen for the line item or click to select the division from a Lookup List. If the transaction type is Project Cost, displays the project or cost code division and cannot be changed. If the transaction type is Equipment Cost, displays the equipment item division and cannot be changed.
Cost Account	Enter the cost account for the line item or click to select the cost account from a Lookup List. The cost account must have the same transaction type as the line item.
Sales Tax Authority	Enter the code of the sales Tax Authority screen for the line item or click to select the sales tax authority from a Lookup List. You must specify either a sales tax authority in this field or a use tax authority in the following field.
Use Tax Authority	Enter the code of the use Tax Authority screen for the line item or click to select the use tax authority from a Lookup List. You must specify either a use tax authority in this field or a sales tax authority in the previous field.
Taxable	Select the checkbox to indicate that tax should be charged on the line item. Typically, the Taxable checkbox on a new line item is selected by default. However, the Taxable checkbox is unselected by default when any of the following are true: The project on the line item has a tax exemption number for the Project screen The customer associated with the project on the line item has a tax exemption number for the tax authority. The distribution company for the line item has a tax exemption number for the Tax Authority screen The distribution company, transaction type, and cost type combination for the line item is set as not taxable by default for the Tax Authority screen
Quantity	Enter the number of units for the line item.
Unit of Measure	If a unit of measure is set up for the item, displays the code of the unit of measure. Enter or modify the code of the Unit of Measure screen for the line item or click to select a unit of measure from a Lookup List.
Description	Enter a description for the line item.
Purchase Amount	Enter the purchase amount for the line item.
Retainage Amount	Enter the retainage amount for the line item.
Tax Amount	Displays the tax amount for the line item. Note: ProContractor calculates the tax amount for the last line as the remaining tax to be distributed (from the screen header). This ensures that the total tax calculated by ProContractor across all distribution lines exactly matches the tax calculated by the vendor for entire invoice.
Freight Amount	If the Auto Distribute Freight field is set to Yes in the AP Settings, then displays the freight amount for the line item. Otherwise, enter the freight amount for the line item.
Net Invoice Amount	Displays the invoice amount for the line item.
Meter Reading	If the transaction type is Equipment Cost, enter the equipment item meter reading for the distribution line.
Meter UOM	If the transaction type is Equipment Cost, displays the unit of measure for the equipment item meter.
Meter Date	If the transaction type is Equipment Cost, enter the date of the meter reading for the distribution line.
Tax Detail grid - When you click to display the card view, the Tax Detail button appears. Click Tax Detail to display and edit details on the tax authorities for the line item (including linked tax authorities) and the taxable and non-taxable amounts. Each row on the grid is a tax authority for the line item. Click to add a row to the grid. Click to delete the active row from the grid. See Grids for tips on using grids in ProContractor. Note that you can modify or delete any linked tax authorities, but you cannot modify or delete the primary tax authority from the Tax Detail grid. If you want to modify or delete the primary tax authority, modify the Tax Authority field in the Distribution grid. Note: The Taxable Amount, Non-Taxable Amount, and Tax Amount fields are disabled if the Taxable checkbox for the line item is unselected and the distribution company, transaction type, and cost type combination for the line item is set as not taxable by default for the Tax Authority screen.
Tax Authority	Displays the code of a tax authority for the line item.
Taxable Amount	Displays the taxable amount of the line item for the tax authority. If you want to modify the taxable amount, enter the taxable amount.
Non-Taxable Amount	Displays the non-taxable amount of the line item for the tax authority.
Tax Amount	Displays the tax amount of the line item for the tax authority. If you want to modify the tax amount, enter the tax amount.
Tax Payment Amount	Displays the tax paid amount of the line item for the tax authority.

Payment tab

The Payment tab is enabled when the invoice status on the General tab is Pay or Manual Payment.


Field	Description
All Payments
Payment Company	Enter the code for the Company screen from which the payment will be made or click to select the company from a Lookup List. This is the asset company for the payment. Note: If the asset company is different than the company selected on the General tab, an Intercompany Setup screen posting will be generated when the entry is saved.
Cash Account	Enter the cash account for the payment or click to select a cash account.
Payment Type	Click to select the method of payment. Invoice Status = Manual Payment Cash Credit Card Electronic Funds Transfer Hand Written Check Invoice Status = Pay Computer Printed Check - ProContractor assigns a check number for a computer-printed check. When you print the check for the vendor invoice, ProContractor assigns a transaction number and records the transaction date.
Cash Account Balance	Displays the current balance of the cash account.
System Generated Payments - This section is enabled when the invoice status is Pay.
Payment Posting Group	Enter the code of the Vendor Payments Posting Group screen for the payment or click to select the posting group from a Lookup List. Payment groups enable you to group together multiple vendor invoices and to print a single check.
Payment Group	Enter a code of up to 4 numeric characters to identify the payment group. Payment groups enable you to group together multiple vendor invoices and to print a single check.
Payment Posting Date	Enter the posting date for the payment or click to select the date from a Date Picker. The posting date is the date the payment affects the general ledger.
Manual Payments - This section is enabled when the invoice status is Manual Payment. Depending on the payment type in the All Payments section of this tab, the appropriate fields are enabled.
Transaction Number	Enter a unique number to identify the payment. If you are paying with a handwritten check, enter the check number.
Transaction Date	Enter the transaction date for the payment or click to select the date from a Date Picker.
Credit Card Number	Enter the number of the credit card used for the payment. Do not enter dashes or spaces.
Credit Card Expiration Date	Enter the expiration date of the credit card used for the payment or click to select the date from a Date Picker.
Credit Card CVV Number	Enter the Card Verification Value (CVV) of the credit card used for the payment. The CVV is also known as the Card Security Code. It is typically a three-digit number printed to the right of the signature line on the back of the credit card. On some credit cards, the CVV is printed (not embossed) on the front of the credit card.
Credit Card Billing Information	Enter any credit card billing information. This may be the ZIP code of the credit card billing address.
Name as it appears on the Card	Enter the name that appears on the credit card used for the payment.
Bank Routing Number	Enter the bank routing number for the Electronic Funds Transfer (EFT). This is also known as the ABA number. Do not enter dashes or spaces.
Bank Account Number	Enter the bank account number for the EFT.
Transaction Type	Enter the transaction type for the EFT. Checking Savings

Joint Payee tab

If the adjust type is Adjust, use this tab to adjust remittance lines for joint payee checks.

If the adjust type is Void and Re-enter with a New Posting Date, the fields on this tab are display only.

Purchase Order/Subcontract tab

This tab contains three sub-tabs:

Purchase Order Line Item
Purchase Order Lump Sum
Subcontract Line Item


Field	Description
Purchase Order Line Item sub-tab - This sub-tab is enabled only when a purchase order is selected in the header. Each row in the grid is a purchase order line item. Many of the fields are display only. If the adjust type is Void and Re-enter with a New Posting Date, all fields on this sub-tab are display only.
Amount Remaining To Be Invoiced	Displays the purchase order amount remaining to be invoiced.
Purchase Order Item Detail grid - Each row in the grid is a line item from the purchase order. Click to display the card view.
Line	Displays a unique identifier for the purchase order line item.
Distribution Company	Displays the distribution company for the purchase order line item.
Transaction Type	Displays the transaction type for the purchase order line item.
Profit Center	If the transaction type is Project Cost, displays the code of the project for the purchase order line item. If the transaction type is General Ledger Only, this field is blank.
Cost Code	Displays the cost code on which revenue can be tracked for the purchase order line item.
CMR	Displays the code of the change management record for the line item.
Cost Type	Displays the code of the accounts payable cost type for the purchase order line item.
Division	Displays the code of the division for the purchase order line item.
Cost Account	Displays the cost account for the purchase order line item.
Item	Displays the code of the purchase order line item.
Name	Displays the name of the purchase order line item.
Vendor Item Number	Displays the vendor's number for the purchase order line item.
Purchase Order Quantity	Displays the number of units ordered for the purchase order line item.
Order Unit of Measure	Displays the unit of measure for the purchase order line item.
Current Quantity Received	Enter the number of units received for the purchase order line item associated with the invoice.
Prior Quantity Received	Displays the number of units received for the purchase order line item associated with earlier invoices.
Remaining Qty To Be Received	Displays the number of units still to be received for the purchase order line item, based on the purchase order quantity, the current quantity received, and the prior quantity received.
Receiving Complete	Indicates whether receipts for the purchase order line item are closed. When the remaining quantity to be received is 0, ProContractor selects the checkbox. Otherwise, the checkbox is deselected by default. If you don't expect more receipts for this purchase order line item, you can manually select the checkbox.
Unit Cost	By default, displays the cost per unit of the purchase order line item from the purchase order. If needed, enter an updated cost.
Unit Cost Unit of Measure	By default, displays the unit of measure of the purchase order line item from the purchase order. If needed, enter an updated unit of measure.
Current Quantity Invoiced	Enter the number of units of the purchase order line item associated with the invoice.
Invoicing Complete	Select the checkbox to indicate that invoicing is complete for the purchase order line item.
Prior Quantity Invoiced	Displays the number of units of the purchase order line item associated with earlier invoices.
Remaining Qty To Be Invoiced	Displays the number of units still to be invoiced for the purchase order line item, based on the total quantity ordered, the current quantity invoiced, and the prior quantity ordered.
Taxable	Select the checkbox to indicate that the purchase order line item is taxable.
Sales Tax Authority	Enter the code of the sales Tax Authority screen for the purchase order line item or click to select the sales tax authority from a Lookup List. You must specify either a sales tax authority or a use tax authority.
Use Tax Authority	Enter the code of the use Tax Authority screen for the purchase order line item or click to select the sales tax authority from a Lookup List. You must specify either a sales tax authority or a use tax authority.
Purchase Amount	Displays the amount of the purchase order line item on the invoice.
Tax Amount	Displays the amount of sales tax or use tax for the purchase order line item on the invoice.
Freight Amount	Displays the freight amount for the purchase order line item on the invoice.
Invoice Amount	Displays the total invoice amount for the purchase order line item on the invoice.
Description	Enter any comments or notes about the purchase order line item.
Tax Detail sub-grid - When you click to display the card view, the Tax Detail button appears. Click Tax Detail to enter details on the tax authorities and rates for the purchase order line item (including linked tax authorities). Each row on the grid is a tax authority for the purchase order line item.
Tax Authority	Displays the code of the tax authority for the purchase order line item on the invoice. To override this value, enter the code of the sales Tax Authority screen for the purchase order line item on the invoice or click to select the sales tax authority from a Lookup List.
Name	Displays the name of the tax authority for the purchase order line item on the invoice.
Taxable Amount	Displays the taxable amount of the purchase order line item on the invoice for the tax authority, which is calculated based on the current amount invoiced. If you want to override this value, enter the taxable amount.
Tax Amount	Displays the tax amount of the purchase order line item for the tax authority, which is calculated based on the current amount. If you want to modify the tax amount, enter the tax amount.
Non-Taxable Amount	Displays the non-taxable amount (current amount invoiced - taxable amount) of the purchase order line item on the invoice for the tax authority.
Purchase Order Lump Sum sub-tab - This sub-tab is enabled only when a purchase order is selected in the header. Each row in the grid is a purchase order lump sum line item. Many of the fields are display only. If the adjust type is Void and Re-enter with a New Posting Date, all fields on this tab are display only.
Amount Remaining To Be Invoiced	Displays the purchase order amount remaining to be invoiced.
Purchase Order Item Detail grid - Each row in the grid is a lump sum line item from the purchase order. Click to display the card view.
Line	Displays a unique identifier for the purchase order lump sum line item.
Transaction Type	Displays the transaction type for the purchase order lump sum line item.
Distribution Company	Displays the distribution company for the purchase order.
Profit Center	If the transaction type is Project Cost, displays the code of the project for the purchase order line item. If the transaction type is General Ledger Only, this field is blank.
Cost Code	Displays the cost code on which revenue can be tracked for the purchase order lump sum line item.
CMR	Displays the code of the change management record for the purchase order lump sum line item.
Cost Type	Displays the code of the accounts payable cost type for the purchase order lump sum line item.
Division	Displays the code of the division for the purchase order lump sum line item.
Cost Account	Displays the cost account for the purchase order lump sum line item.
Lump Sum Description	Displays the description of the lump sum line item from the purchase order.
Current Lump Sum Invoiced	Enter the amount of the lump sum line item to be invoiced.
Prior Lump Sum Invoiced	Displays the total amount of the lump sum line item associated with earlier invoices.
Invoicing Complete	Select the checkbox to indicate that invoicing is complete for the purchase order lump sum line item.
Taxable	Select the checkbox to indicate that the purchase order lump sum line item is taxable.
Sales Tax Authority	Displays the code of the sales tax authority for the purchase order lump sum line item.
Use Tax Authority	Displays the code of the use tax authority for the purchase order lump sum line item.
Tax Amount	Displays the amount of sales tax or use tax for the purchase order lump sum line item on the invoice.
Freight Amount	Displays the freight amount for the purchase order lump sum line item on the invoice.
Invoice Amount	Displays the total invoice amount for the purchase order lump sum line item on the invoice.
Description	Enter any comments or notes about the purchase order lump sum line item.
Tax Detail sub-grid - When you click to display the card view, the Tax Detail button appears. Click Tax Detail to enter details on the tax authorities and rates for the purchase order lump sum line item (including linked tax authorities). Each row on the grid is a tax authority for the purchase order lump sum line item.
Tax Authority	Displays the code of the tax authority for the purchase order lump sum line item on the invoice. To override this value, enter the code of the sales Tax Authority screen for the purchase order lump sum line item on the invoice or click to select the sales tax authority from a Lookup List.
Name	Displays the name of the tax authority for the purchase order lump sum line item on the invoice.
Taxable Amount	Displays the taxable amount of the purchase order lump sum line item on the invoice for the tax authority, which is calculated based on the current amount invoiced. If you want to override this value, enter the taxable amount.
Tax Amount	Displays the tax amount of the purchase order lump sum line item for the tax authority, which is calculated based on the current amount. If you want to modify the tax amount, enter the tax amount.
Non-Taxable Amount	Displays the non-taxable amount (current amount invoiced - taxable amount) of the purchase order lump sum line item on the invoice for the tax authority.
Lump Sum Detail sub-grid - When you click to display the card view, the Lump Sum Detail button appears. Click Lump Sum Detail to enter details on the items included in the purchase order lump sum line item. The Lump Sum Detail sub-grid only displays if items where entered on the lump sum line item in the purchase order. Each row in the grid is an item for the purchase order lump sum line item.
Lump Sum Line	Displays a unique identifier for the lump sum line item.
Item	Displays the code of the lump sum line item.
Name	Displays the name of the lump sum line item.
Vendor Item	Displays the vendor's number for the lump sum line item.
Item Quantity	Displays the number of units ordered for the lump sum line item.
Unit of Measure	Displays the unit of measure for the lump sum line item.
Current Quantity Received	Enter the number of units received for the lump sum line item associated with the invoice.
Prior Quantity Received	Displays the number of units received for the lump sum line item associated with earlier invoices.
Remaining Qty To Be Received	Displays the number of units still to be received for the lump sum line item, based on the purchase order quantity, the current quantity received, and the prior quantity received.
Receiving Complete	Indicates whether receipts for the lump sum line item are closed. When the remaining quantity to be received is 0, ProContractor selects the checkbox. Otherwise, the checkbox is deselected by default. If you don't expect more receipts for this lump sum line item, you can manually select the checkbox.
Subcontract Line Item sub-tab - This sub-tab is enabled only if the invoice is for a subcontract. Each row in the grid is a subcontract line item. Many of the fields are display only. If the adjust type is Void and Re-enter with a New Posting Date, all fields on this tab are display only.
Amount Remaining To Be Invoiced	Displays the subcontract amount remaining to be invoiced.
Subcontract Line Item Detail grid - Each row in the grid is a line item from the subcontract. Click to display the card view.
Line	Displays a unique identifier for the subcontract line item.
Change Order	Displays the code of any change orders for the subcontract line item.
Transaction Type	Displays the transaction type for the line item.
Distribution Company	Displays the distribution company for the profit center.
Profit Center	Displays the code and name of the profit center for the subcontract line item.
Cost Code	Displays the cost code on which revenue can be tracked for the subcontract line item.
CMR	Displays the code of the change management record for the subcontract line item.
Cost Type	Displays the code of the cost type for the subcontract line item. The cost type must be set up for use with the selected distribution company and vendor.
Division	Displays the division for the subcontract line item.
Cost Account	Displays the cost account for the subcontract line item.
Item	Displays the code of the subcontract line item.
Description	If the item for the subcontract line item is a catalog item, displays the name of the item. If the item for the subcontract line item is not a catalog item, displays the description for the item.
Subcontract Quantity	Displays the number of units ordered for the subcontract line item (including any committed subcontract change orders).
Prior Quantity Invoiced	Displays the number of units of the subcontract line item associated with earlier invoices.
Remaining Quantity To Be Invoiced	Displays the number of units still to be invoiced for the subcontract line item, based on the subcontract quantity, the prior quantity invoiced, and the current quantity invoiced.
Remaining Amount To Be Invoiced	Displays the number of units still to be invoiced for the subcontract line item, based on the subcontract amount, the prior amount invoiced, and the current amount invoiced.
Prior Amount Invoiced	Displays the amount for the subcontract line item associated with earlier invoices.
Subcontract Amount	Displays the total amount for the subcontract line item (including any committed subcontract change orders).
Current Quantity Invoiced	If the invoice is for a non-lump sum subcontract, enter the number of units of the subcontract line item associated with the vendor invoice. You can enter positive or negative quantities.
Unit Cost	If the invoice is for a non-lump sum subcontract, displays the cost per unit of the subcontract line item from the subcontract. To override this value, enter the updated unit cost for the subcontract line item on the invoice.
Quantity UOM	Displays the quantity unit of measure for the subcontract line item.
Current Amount Invoiced	If the invoice is for a lump sum subcontract, enter the total amount of the subcontract line item associated with the vendor invoice. You can enter positive or negative amounts.
Invoicing Complete	Indicates whether invoicing for the subcontract line item is complete. When the remaining amount to be invoiced is 0, ProContractor selects the checkbox. Otherwise, the checkbox is deselected by default. If you don't expect more invoices for this subcontract line item, you can manually select the checkbox. This field is disabled if the Automatically Set to Invoicing Complete When Subcontract Line Item Is Fully Invoiced checkbox is selected on the Subcontract Settings screen.
Retainage Amount	By default, displays calculated retainage amount for the subcontract line item based on the current amount invoiced and the retainage % for the subcontract line item. To override this value, enter an updated retainage amount for the subcontract line item on the invoice.
Invoice Line Description	Enter a description of the subcontract line item on the invoice.
Taxable	Indicates whether tax should be included for the subcontract line item on the invoice. Select the checkbox to include tax on the subcontract line item.
Sales Tax Authority	By default, displays the sales tax authority for the subcontract line item. To override this value, enter the code of the sales Tax Authority screen for the subcontract line item on the invoice or click to select the sales tax authority from a Lookup List.
Tax Amount	Displays the tax amount for the subcontract line item on the invoice.
Freight Amount	Enter the freight amount for the subcontract line item on the invoice.
Total Due	Displays the total invoice amount for the subcontract line item on the invoice.
Tax Detail sub-grid - When you click to display the card view, the Tax Detail button appears. Click Tax Detail to enter details on the tax authorities and rates for the subcontract line item (including linked tax authorities). Each row on the grid is a tax authority for the subcontract line item.
Tax Authority	Displays the code of the tax authority for the subcontract line item on the invoice. To override this value, enter the code of the sales Tax Authority screen for the subcontract line item on the invoice or click to select the sales tax authority from a Lookup List.
Name	Displays the name of the tax authority for the subcontract line item on the invoice.
Taxable Amount	Displays the taxable amount of the subcontract line item on the invoice for the tax authority, which is calculated based on the current amount invoiced. If you want to override this value, enter the taxable amount.
Tax Amount	Displays the tax amount of the subcontract line item for the tax authority, which is calculated based on the current amount. If you want to modify the tax amount, enter the tax amount.
Non-Taxable Amount	Displays the non-taxable amount (current amount invoiced - taxable amount) of the subcontract line item on the invoice for the tax authority.

Contacts/Routing tab

Each row in the grid is a contact associated with the document. Click Add Document Routing Distribution Group to add users from one or more document routing distribution groups to the tab. The Document Routing Distribution Control checkbox on the Document Management Settings screen must be selected for the routing fields to be enabled. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.

Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.

If you are reviewing the document, update the Status and Memo from User fields.


Field	Description
One Time Contact	Select the checkbox to indicate whether this contact is a one-time contact.
Contact Type	Enter the Contact Type screen for this contact or click to select the contact type from a Lookup List. If you select a contact type, the lookup list for contacts is filtered by that contact type. If you select a contact before selecting the contact type, the contact type defaults to the most recent contact type used for that contact or, if the contact does not have a contact type, the contact type defaults to General. You can enter or select a new contact type for contact. ProContractor will associate the contact with the new contact type when you save the document.
Name	Enter the name of an existing Contact screen or click to select the contact from a Lookup List. The lookup list for contacts is filtered for the contact type you selected in the grid. In addition, the lookup window displays a column for each default contact type, which you can use to further filter the list. You can select to include one-time contacts and/or only contacts on the selected project in the lookup window. Tip: You can add new contacts or modify existing contacts from the lookup window. To add a contact, click New in the List of Contacts lookup window and complete the fields on the Contact screen popup window. When you are finished, click OK to save the contact. To modify a contact, in the List of Contacts lookup window, click on the contact you want to modify and click Open. Modify the fields on the Contact screen popup window as needed. When you are finished, click OK to save the contact.
Role	Click to select the contact's role. To From
E-mail As	Click to select the type of e-mail recipient for the contact. If you do not select a type, the contact will not receive an e-mail. Primary CC BCC
Notes	Enter any comments or notes about the routing. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Type	Click to select the type of review expected of the user for this document distribution. You can only add routing for contacts who have a ProContractor user ID. Review Only - No response is expected from the reviewer. Action Required - A response is expected from the reviewer. No Routing - The contact does not review the document.
Routing Date	Enter the routing date or click to select the date from a Date Picker.
Routing Due Date	Enter the date the contact's response is expected or click to select the date from a Date Picker.
Routing Priority	Click to select the priority of the contact's response to the routing distribution. High Normal Low
Routing Status	Enter the code for the Document Management Types screen for the routing distribution or click to select the status type from a Lookup List. The status type sets the active/inactive status of the routing distribution.
Closed Date	Enter the date the routing distribution is closed or click to select the date from a Date Picker.
Routing Memo To User	Enter any comments or notes about the document to the user on this line. If you are the user on this line, other users can enter memos to you here. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Memo From User	Enter any comments or notes about the document if you are the user on this line. This memo appears from you to all other users. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Routing Created By	Displays the user who added the contact to the document and the date and time the contact was added.
Company	Displays the company for the contact.
E-mail Address	Display the e-mail address for the contact.
Work Phone	Displays the work phone number for the contact.
Extension	Displays the work phone extension for the contact.
Cell Phone	Displays the cell phone number for the contact.
Main Address Street 1	Displays the first line of the contact's main address.
Main Address Street 2	Displays the second line of the contact's main address.
Main Address City	Displays the city of the contact's main address.
Main Address State	Displays the state of the contact's main address.
Main Address Zip	Displays the zip code of the contact's main address.
Main Address Country	Displays the country of the contact's main address.

Activity/History tab

Use this tab to record actions taken on the document and view the history of the document.


Field	Description
Document Activity sub-tab - Use this sub-tab to record actions taken on the document. ProContractor automatically enters activities for printing the PDF file using the On Save of Document options, sending an e-mail with the PDF file attached, and importing daily field report information into ProContractor. In addition, you can enter other activities manually based on the activity types you defined on the Document Management Types screen. Click to add a row to the grid. Click to delete the active row from the grid.See Grids for tips on using grids in ProContractor.
System Generated	Indicates whether ProContractor automatically created the row. If the checkbox is selected, the row cannot be modified or deleted. This field is display only.
Date	Enter the date the activity occurred or click to select the date from a Date Picker.
Time	Enter the time the activity occurred.
Type	Enter the code for the Document Management Types screen or click to select the activity type from a Lookup List.
Description	Enter a description of the activity.
Memo	Enter any comments or notes about the activity. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Document History sub-tab - This sub-tab records details every time the document is saved, including when it was saved, who saved it, and the owner. If a PDF file was created when the document was saved, you can view the document.
Change Comment	If you are modifying the document, enter the reason for the changes. You can enter formatted text in this field. Click to open the Formatted Text Editor. Depending on your Document Management Settings, this field may be required.
Revision History grid - Each row in the grid is a revision of the document. The fields are display only.
Revision Number	Displays the number for the document revision.
Modified Date	Displays the date the revision was saved.
Modified By	Displays the user who saved the revision.
Owner	Displays the document owner at the time the revision was saved.
Change Comment	Displays the change comment saved with the revision.
Document File	Click View to view the PDF file created when the document was saved. If the PDF file was not created the button is disabled.

Binder tab

This tab contains the following sub-tabs:

Binder sub-tab
User-Defined Fields sub-tab


Field	Description
Binder sub-tab - If user-defined fields exist for this function, the Binder sub-tab appears. Otherwise, the information appears on the Binder tab with no sub-tabs. Each row in the grid is a binder item. A binder item is an item associated with the record. You can attach a file to a binder item and set reminders for binder items. It can be useful to create binder items for contracts, legal documents, and photos. Use the Binder Item Types screen to create and manage categories for binder items. A paper clip icon appears on the tab when it contains binder items. Use the View Binder Items screen to manage all of your binder items in ProContractor. Click to add a row to the grid. Click to delete the active row from the grid. Note: Any binder items attached to the bid are not copied to the project when it is created from the Enter Project Manager Worksheet screen. When you create the pdf document for a contract invoice, multiple binder items are automatically created —one for each individual format that is valid for the invoice (based on its billing format) and one that includes all formats. The binder item for the Pending COR format is created only if there are pending change order requests for the project. Binder items for a contract invoice can also be manually created by adding rows to the grid. Tip: You can create a binder item with an attachment by dragging and dropping a file from the following programs: From Windows Explorer, drag and drop a file to the Binder Items grid to add the file as linked attachment. From Microsoft Outlook, drag and drop an item (such as an e-mail, note, or meeting) to the Binder Items grid to add the item as an embedded attachment. Note that Microsoft Outlook must be installed on your computer to drag and drop an item to the Binder items grid.
Reference Existing Binder Item	If a binder item already exists in ProContractor and is shared, you can reference it (rather than creating a new, separate binder item). Click Reference Existing Binder Item, select the binder item you want to reference from a Lookup List, and click OK.
Open	You can open one or more binder item attachments. You must have the software required to open an attachment—such as Adobe Reader—installed on your computer to be able to view it. Any changes you make to a binder item attachment are saved when you close the attachment. In the Select column, select the checkbox for each binder item you want to include in the e-mail and click Open.
E-mail	You can send one or more binder items in e-mail message. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with a binder item. In the Select column, select the checkbox for each binder item you want to include in the e-mail and click E-mail.
Binder grid
Select	Select the checkbox to perform an action on the binder item, such as opening the item's attachment or sending the item in an e-mail.
Binder Item Type	Enter the Binder Item Types screen for the binder item or click to select the binder item type from a Lookup List. The binder item type determines the various behaviors of binder items.
Description	Enter a description of the binder item.
Date	Initially displays the current date. If you want to modify the date for the binder item, enter the new date or click to select the date from a Date Picker.
Shared	Select the checkbox to make this binder item available for reference throughout ProContractor.
Attachment Value	Enter the full path and file name of the binder item attachment or click and navigate to select a binder item attachment.
Attachment Type	Displays the file type for the attachment.
Attachment Method	Defaults to the last attachment method used. Click to select the method to use for the attachment. Link - A linked attachment is stored within a file system (either on your computer or on your network). Other users must be able to access this file system in order to view or send the attachment in an e-mail. Note: If you delete a binder item with a linked attachment, you are deleting only the link. The attached document remains in your file system. Note: If you delete the attachment file from the file system, the link is broken. Embed - An embedded attachment is stored within ProContractor. You can set an embedded attachment so that it can be shared throughout ProContractor. Sharing an embedded attachment allows other users to reference it in other records in ProContractor. For example, if you create an embedded attachment of a contract, you might reference it in both the vendor record and the project record. Note: If you delete a binder item with an embedded attachment that is referenced in another record, you are deleting only the link. The attached document remains embedded in ProContractor. Note: If you delete a binder item with an embedded attachment that is not referenced in any other record, you are actually deleting the attached document. The document will no longer be available in ProContractor.
Attach when E-mailing	Select the checkbox to have ProContractor include the attachment when sending an e-mail using the On Save of Document E-mail checkbox. This checkbox is always selected for the document's PDF file.
Status	Click to select the status of the binder item. Active - Binder item is available for use and appears in lookup lists. Inactive - Binder item is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.
Owner	By default, displays the current ProContractor user ID. If needed, enter the Users screen for the binder item owner or click to select the owner from a Lookup List.
Reminder Date	Enter the date for the reminder for the binder item or click to select the date from a Date Picker. ProContractor uses this date to determine whether this binder item appears on the View Alerts screen and the View Tasks screen.
Notes	Enter any comments or notes about the binder item. You can enter formatted text in this field. Click to open the Formatted Text Editor.
Inactive Date	If the status is Inactive, enter the date the binder item became inactive or click to select the date from a Date Picker.
Priority	Click to select the priority of the binder item. High Normal Low
Source Type Grid - When you click to display the card view, the Show All References button appears. Click Show All References to display and edit details for additional sources where the binder item is attached. Each row in the grid is a source where the binder item is attached. The first row in the grid is always the current source. Click to add a row to the grid. Click to delete the active row from the grid. When you add a binder item to another source using the Source Type grid, the binder item is automatically shared. Note: You cannot add binder items using the Source Type grid for the following source types: Connect Settings, Meeting Minutes Agenda, Meeting Minutes Action Item, Customer Lien Releases, and Vendor Lien Releases.
Source Type	Enter the type for the source to which you want to add the binder item or click to select the source type from a Lookup List.
Source Area	Displays the additional information about the source where relevant. For example, if the source is a vendor invoice, this field would display the company and vendor for the invoice. Source area information is not available for all sources.
Source	Enter the code that identifies the source to which you want to add the binder item or click to select the source from a Lookup List.
Source Name	Displays the name of the source.
User-Defined Fields sub-tab - If any user-defined fields exist for this function, this sub-tab appears. You can User-Defined Fields screen to customize this function. Any user-defined fields appear on this sub-tab. Complete the user-defined fields as needed.