Add a Subcontractor SOV to a Commitment as a Subcontractor
Objective
Background
Things to Consider
- Required User Permissions:
- Your user account must be granted the required permissions to Create a Purchase Order or to Create a Subcontract.
OR - 'Standard' permission on the Commitments tool.
AND- Your user account must be designated as the invoice contact on the commitment. See Create Invoice Contacts.
- Your user account must be a member of the 'Private' drop-down list on the commitment. See Create a Commitment.
- Your user account must be granted the required permissions to Create a Purchase Order or to Create a Subcontract.
- Requirements:
- The Subcontractor SOV tab must be enabled. See Enable or Disable the Subcontractor SOV Tab on a Commitment.
- The Subcontractor SOV must be in 'Draft' or 'Revise & Resubmit' status.
- You must add line items to the Subcontractor SOV before subcontractor invoices are created for the commitment.
- Limitations:
- The Subcontractor SOV is not supported with the Unit/Qty Based accounting method. See How do I set the accounting method for a commitment or prime contract?
- Only the detail line items added on the Subcontractor SOV tab will carry over to the invoice.
- For companies using the ERP Integrations tool:
- The Subcontractor SOV in Procore detailed below does NOT sync with the integrated ERP system.
- Only the general SOV on the commitment in Procore is syned with the integrated ERP system. See Add a Line Item to a Commitment's Schedule of Values.
Steps
Navigate to the Subcontractor SOV
There are several ways to navigate to the Subcontractor SOV:
- From an email invite
If you have been designated as an 'invoice contact' (see Add Invoice Contacts to a Commitment), your general contractor may send you an email invitation to submit a subcontractor SOV. Open that message and click the Go to Procore button. If you are not logged into Procore at that time, you will be prompted to enter you login credentials. After logging in, the Subcontractor SOV tab for the commitment will be opened in edit more. - From the Commitments tool
If your Procore user account has been granted 'Read Only' or 'Standard' permission on the Commitments tool, you can also log into Procore and follow these steps:- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the commitment to work with and click View.
- Click the Subcontractor SOV tab.
- From the Invoicing tool
If your Procore user account has been granted 'Admin' permissions on the Commitments tool, you have permission to use the Invoicing tool. Follow these steps:- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the commitment to work with and click its link.
- Click the Subcontractor SOV tab.
Once you have located the Subcontractor SOV tab, continue with the next step.