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Import Subcontract Retainage PO Status Updates

Use the Import Subcontract Retainage PO Status Updates application to enter progress payment requests and completion status updates for Costpoint subcontract retainage purchase orders.

You can record work completed, stored materials, and retention amounts in Costpoint. You can define values for work completed and retention percentages. The system can use subcontract retainage POs and subcontractor status updates to calculate commitments, and generate accounts payable vouchers, and retention payable journal entries. Currently, subcontract retainage POs are limited to zero quantities PO lines, meaning that quantities, units of measure, and unit costs cannot be specified. This input file, therefore, is also limited to the appropriate amount fields.

The application reads the specified input file and performs relevant process validations against subcontractor retainage PO lines.

After you select the Process Input File or Process and print the report from the option on the toolbar, the application generates an error report if there is at least one set of header/line records with an error or warning message. If you select Process Valid Records from the drop-down list in the Error Handling group box, the application processes only the input file records that have no errors (warnings are allowed); it does not process records with errors. If you select Process No Records from the drop-down list, and there is an error in any of the input file records, the application does not process any rows.

Once the transactions have been successfully processed and imported, you can view them in the Update Subcontract Retainage PO Status screen in Costpoint Purchasing. To process the status updates and create vouchers, use the Create Subcontract Purchase Order Vouchers screen in Costpoint Accounts Payable.

Warning: You can use this process only to update the status of subcontract retainage purchase orders that match your company. Only one user at a time can run this application.

For detailed information regarding the files necessary to run this application, see Prerequisite Files.

There are two ways to work with input files in Costpoint

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.