Contract frequently asked questions

Yes, InEight Control can be configured to automatically receive contract commitment and change order values.

To have contract commitment amounts update the Control budget automatically from Contract, the Drive committed cost values from Contract setting must be turned on under Project Settings > Control > Project Tracking > Actuals:

For change orders, if both InEight Change and InEight Control are active, executed change orders from Change will update the Changes Register of InEight Control automatically, where they can go through a final review and be accepted into the budget.

Yes. Contract line items can be broken down into detailed Schedule of Value (SOV) items.

See the following for more information:

Schedule of Values Tab

Yes, when a contract is set up with costs for deliverables, documentation, and all related information, it can then be created as a Purchase Order.

See also:

PO Creation

If the VCO is executed and published, then there is no way to reopen it. If the published VCO has no details, however, you could create a new VCO with the appropriate details.

Line items must have a positive quantity and cannot be 0. You can instead reduce the unit price to 0, which will remove the value of the line item from the contract. You can also delete a line item which is no longer needed if it has not had any goods receipts or invoices posted against it.

Under Organization Settings > Contract > Contracts > Notifications, you can set up Supporting documents expiration settings. Once configured, any role or user specified to receive notifications will receive notifications for each product they are assigned to by default.

Any notifications set up at the project level will be considered in addition to the organization-level settings and will be for that project only.

Yes. From the Schedule of Values tab of a contract, you can select Export > With data from the right toolbar to export your schedule of values to an Excel spreadsheet. Once exported, you can open the spreadsheet and use columns K, L, and M to claim quantities.

After adding values and saving the spreadsheet, you can select Import on the Schedule of Values tab to import the updated values. On the Import data from template window, you can select the claim option to use for updating values.

Under Organization Settings, you can set up one to many taxes. Taxes will automatically flow down to projects based on the Country code of the tax in Settings matching the Country code in the Project details page. Those taxes are then applied to each line item in the contract when the Is taxable setting is set to True. When the organization is not integrated with an ERP, the taxes from the project tax settings will be applied to all line items when Is taxable is set to True. When the organization is integrated with an ERP, the taxes from the ERP will be applied to the line items based on the purchase order response.

Yes. On the Payment Form tab of a contract, when creating or editing a payment form, the Estimated posting date under Invoice Attachments is used as the posting date in Control when there is not an ERP integration. When there is an ERP integration, the posting date sent from the ERP will be used.

Yes, when the InEight Document module is set up to integrate, supporting documents can be added from InEight Document to InEight Contract.

See also:

Document Issue Correspondence