Generate Payment Sheet - Single Vendor / Multi Jobs

As of Version 9.5.0.2, the Subcontractor Payments Sheets Screen can now support paying a single subcontractor across multiple jobs in one batch process.  This feature is mainly used by residential developers where each lot in a development project is setup with a separate job number.  For example, if a new development phase was opened for 50 new home sites and the same drywall contractor was going to install the drywall for all 50 homes, this would require processing sub payment sheets for 50 different jobs when each home is set up with a unique job number.  The normal process for sub payment sheets has been to process one job at a time.  With this new feature, you can select a subcontractor, and then process multiple job numbers at the same time which streamlines the payment process.  In order to use this new feature, you will need to enable the Advanced Setting (see Company Configuration Properties screen) entitled “SubPaymentSheetsPayBySub”.

NOTE: There are new Business Rules that are triggered for the subcontractor payment sheets when this option is enabled along with some new and disabled screen settings:

●The Job List control is disabled since the payments are done by subcontractor, not by job.

●The All subcontractors on Job checkbox is disabled since only one subcontractor is processed at a time.

●The Auto and Retention buttons are disabled for this option.

●A new Job Column has been added to the grid so that you can identify the job number when multiple jobs are processed at a time.

●A new Job Picklist Button has been added for selecting one or more jobs for the subcontractor being paid.  After selecting the subcontractor to be paid, the Job Picklist will display a list of OPEN Jobs that the subcontractor is working on.  Select one or more jobs from the picklist list and then use the Fixed % or Manual Button options to generate the payment sheets.

Sort Order - Use this option to sort the subcontractor jobs by job number or by job description.

Selection Buttons - Use the Select All and Clear All buttons at the bottom of the screen for a faster selection process, or simply click on individual jobs in the grid.

Once the payment sheets are generated, you can edit as normal and carry out all the other functions just like the job driven payment sheets.