Ability to Move Cost Payment Application to different period

[cmorrisC82MD]

Many times subcontractors are not paying attention to what period they are entering their billing under and just selecting the first one that pops up.  Which could result in a Subcontractor creating a billing in a period that has expired.  This is happening quite often.  The only way to fix this is to delete the billing from the older period and re-enter to the correct period.

The ability as a project administrator to move the Subcontractor billing to the correct period without having to delete it and re-enter it would be very useful.

[danylleu]

We've also found that we go through the entire cost payment application approval workflow only to have the owner reject it during the budget payment application workflow and make us resubmit the exact same billing in the next period with a whole new set of generated documents with the corrected dates. This was not the fault of the creator.

Good suggestion! Additionally, we'd like to request a way for the previous billing periods be locked down once the due date is expired so there's not the opportunity to submit in the wrong period.

We know that using the "request supplier input" email could alleviate them choosing the wrong month, but we wanted to give them the autonomy to create their own payment application instead of waiting on us. 

[jgrimstad]

Yes please!!

[cmorrisC82MD]

Locking down prior pay periods automatically would be great.  The current process requires too much oversight and management.  Needs to be more automatic.  GC Pay had this ability.

[michael_johnsonPAG9G]

Locking down periods needs more consideration. Legislation in Australia varies but generally at PC a claim can be made any between 3-12 months after depending on which state you're in. Only one claim can be made in the DLP period. Then at the end of the DLP period the final claim needs to be made. 

There is also a legislative requirement that contractors can claim in previous periods which I've never understood as they could just claim cumulatively in the latest claim. 

Additionally, if a contractor were to miss a month and claim it a few months later (it happens) I will apply it to the correct period so that the cashflow of when the actual costs were incurred as opposed to paid. Very useful for contractual claims.