Standard Crystal Report - Subcontract Progressive Estimate
Issue/Symptom/Question
Standard Crystal Report - Subcontract Progressive Estimate
Applies To
Penta for Windows
Crystal Report - Subcontract Progressive Estimate
Project Management
Resolution/Fix/Answer
Use this report to provide a Subcontract Pay Estimate to your subcontracts.
This report was designed to address the following process:
- Your customer (e.g., the Department of Transportation) provides you with a pay estimate listing the contract items they will pay for with the next progress payment.
- You use the DOT’s pay estimate to determine what you will pay your subcontracts.
- You don’t receive an invoice from your subcontractor, you tell them what you are paying them based on what your customer is paying you (i.e., pay when paid).
- You record an AP invoice against the subcontract based on what you are paying the subcontractor.
- You run this report to generate the Subcontract Pay Estimate that you send to the subcontractor.
Report Code: jc_scPayEst_p80_cr11.rpt
Available Parameters:
Example Report Results:
Fields
Item Number Description of Work - ID and description of the line item(s) for the subcontract.
Unit Price – Original - The subcontract line item’s unit price.
Units – Original - The subcontract line item’s separate units, if any exist.
Amount – Original - Original committed cost of the subcontract line item.
Units – Revised - If the subcontract line item’s units are associated with a subcontract change order, the new value of units displays here.
Amount – Revised - If the subcontract line item’s cost is associated with a subcontract change order, the new amount displays here.
Billing Units – Current - The total units billed on the accounts payable invoice.
Billing Amount – Current - The total amount billed on the accounts payable invoice.
To Date Units - The total units billed to date on all accounts payable invoices.
To Date Amount - The total amount billed to date on all accounts payable invoices.
Units To Complete - Calculated as: The subcontract revised units – The work completed to date
Total Retainage - The line item’s open accounts payable retention balance.
Totals - The sum of each line item.