KBA-01654: Change Items and SOV Line ItemsKBA-01654: Change Items and SOV Line Items

Purpose & Scope: There is a fair amount of flexibility when it comes to how Change Items (on a Change Order) appear on the corresponding SOV worksheet.  Possible options are

Project WIP ReportProject WIP Report

This report details the value of work-in-progress as of a specific fiscal period. Note: although the image above does not show the Output drop-down, you can select an output method

KBA-01326: Acquire an Invoice Number for Pay ApplicationKBA-01326: Acquire an Invoice Number for Pay Application

Question: When my Pay Application is ready, how do I acquire an Invoice Number from my accounting system? Do I have to open the SOV Workbook to acquire an Invoice

KBA-01352: Using multiple chains of Pay Applications (SOV) in one projectKBA-01352: Using multiple chains of Pay Applications (SOV) in one project

Purpose & Scope: Through the SOVConfig | SOVPlural rule (see KBA-01369), your project can allow multiple initial Pay Application documents and corresponding SOV workbooks to be created.  Each of these

KBA-01554: Construction Billing Entry must have an application with status ‘In Process’ for AIA ItemKBA-01554: Construction Billing Entry must have an application with status ‘In Process’ for AIA Item

Question: When setting the Change Order to Pending, the following message appears: Construction Billing Entry must have an application with status ‘In Process‘ for AIA Item. Why? Answer: If your

KBA-01550: When You Do Not Want to Print Certain SOV Line ItemsKBA-01550: When You Do Not Want to Print Certain SOV Line Items

Question: Can I prevent certain line items on my SOV from being included in the PAPT (Pay Application Print Template) output. Answer: Yes, if you use Billing Codes. Make the

KBA-01381: Where does the information on the Contract For field on the Project Summary come from?KBA-01381: Where does the information on the Contract For field on the Project Summary come from?

Question: I notice a Contract For field that is automatically populated on the Project Summary form of the SOV workbook.  Where does it get its information from? Answer: You can

KBA-01402: What is the source for the values in the Project WIP report?KBA-01402: What is the source for the values in the Project WIP report?

Question: Where do the values in the Project WIP report come from? Answer: The values are a combination of amounts gathered from the Microsoft Dynamics SL (a.k.a. Solomon) tables, the

KBA-01343: Adding a Billing Code field to the Project Setup (Contract)KBA-01343: Adding a Billing Code field to the Project Setup (Contract)

Question: How can I configure my Project Setup (Contract) document so that it includes a Billing Code field? Answer: Open the UI Configuration tool (formerly called Customization tool) on the

KBA-01346: How do I release Retention on a Payment Application?KBA-01346: How do I release Retention on a Payment Application?

Question: How do I release Retention on a Payment Application? Answer: To change the Retention % going forward (does not release any prior retention amounts): On the Payment Application document,