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Nearly 6 years old. We all agree that a pending invoice should not hold up a PO or Subcontract being changed. Offer a warning? Sure. It's very frustrating on both the accounting side and the project management side to have to delete and re-enter an invoice because of a PO or Subcontract adjustment. Let's get this fixed. In September 2018, it sounded as though a fix was on it's way. In April 2021, still no update.

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Please change my contact information in your system to:

mel@eaglemech.net

Thank you,
Mel Wright
Eagle Mechanical, LLC
423-619-1755

Glad to hear this change will be coming!  I agree on all this - stops workflow and causes additional work for all involved.  A subcontract/PO should be able to be edited with a pending invoice and the coding on the subcontract/PO be updated when the invoice is re-opened to allow the coding to be corrected.

The team has reviewed and estimated this work. Not we are working to determine a release to put the work into. 

Michael, any update on this?

This is a longstanding problem for us as well - We would like to see the prohibition replaced with a warning that there are invoices in process on the subcontract in question and allow us to decide how to proceed.  Like many others have noted, we have both invoice and change order processing happening in that busy several days every month-end, often with different people responsible for the two pieces, and this issue can be a significant and frustrating efficency-drain in that tight processing window.  Need to be able to address both simultaneously without having to back-track, delete, and re-enter invoices, or making invoice approvers and posters drop what they're doing in order to review, approve, and post invoices so that others can then move forward with change order processing - and if there happens to be an invoice that isn't ready to be approved, or perhaps never will be approved, it grinds change-order processing to a halt.

In most cases I am far more concerned about the ability to remove the pay hold on the subcontract than I am about adjusting item lines. If we are adjusting the item lines through a subcontract change order, or adjusting the original contract, I would not expect it to alter the invoiced amounts, rather just give the individual approving the ability to now see the new item lines/adjustments so the invoice amount can be distributed there if needed. Again, the priority is not on making adjustments to the unapproved invoice, but on the ability to adjust the subcontract.

Thanks,

Krystofer Gardner

A few questions about this:

- Are you wanting to add new lines to the Change order or are you wanting to change the existing lines that have already been attached to an invoice/with proposed payments?

- If changing existing lines attached ot an invoice/ how would you expect it to change the invoice(s)?

Along with this is that you cannot remove a "Payment Hold" made on a contract if you have any pending invoices. In our case, we use the "Payment Hold" function to determine whether or not a contract has been received back signed.  If it hasn't been signed, then we don't pay the invoices.  The problem comes that if we put in an invoice against the subcontract and the Project Manager waits 3 weeks to approve the invoice, we can't remove the payment hold off the subcontract until the invoice has been posted.  Major issue.

I ALSO AGREE WITH ALL COMMENTS! GET THIS FIXED AND GET ON THE SAME PAGE AS YOUR CUSTOMERS!

Yes, this is a problem that must be fixed. This situation occurs at least 10 times per month, every month, for us. It causes way too much additional work.

William D. Wright
H. E. Wright & Co., Inc.
P.O. Box 5428
Texarkana , Texas 75505
3123 W 7th Street
Texarkana , Texas 75501
Office: (903) 838-8502
Fax: (903) 838-8504
Cell: (903) 276-0240
williamwright@hewright.com

I totally agree. What a waste of time, because you don't necessarily know until you try to save.

I agree,  It is really inconvenient to have to stop, delete the invoice, adjust the po or subcontract and then reenter the invoice.  There are a lot of areas with this problem.  This should be a no brainer.  Things constantly change in the construction business and constantly having to stop and re-do things is a real waste of time.  I cointinue to be disappointed by the slow response in fixing things that should be common sense.  After all the years Management Suite and American Contractor have een around you would think they would know better.

I agree!  Also, if the part is shipped to a different county the sales tax will change.  It is a pain to have to create another PO to correct it! 

This has a big impact on workflow. Frequently we have invoices that are pending in the system for approval that are holding up a subcontract change order. Sometimes the PM doesn't want to approve the invoice until all the change orders are processed (especially when the invoice may be for a material deposit that would put the invoiced value over the contract value at current without the change order). In these cases, the invoices either have to be deleted out, project management has to be notified to process the change order, then AP has to re-input the invoice. All of this would be solved if the subcontract could be edited and/or a subcontract change order could be made even when the invoice is pending.