The Contract Sales Management Module is fully integrated with the Valuations and Contract Management modules. In addition it links to core financials to update the Debtors Ledger with Contract Sales and Multi Works Invoices and receives information from core financials re payments received. The module deals with Applications for Payment, Payment Certificates, Contract Sales Invoices and Multi Works Invoices. It is suitable for use by a main contractor billing a client or by a subcontractor billing a main contractor.
Payment Certificates can be allocated against one or more Applications for Payment. A Contract Sales Invoice can be automatically generated from the Payment Certificate and ideally this is done when payment has been received. This is user driven and the invoice can be produced at any time. Invoices can also be input without using the application and certificate routines.
There are payment types for Measured Work, Materials, Variations and Dayworks. Retentions, Discounts, CITB Levy, Tax Deductions and Contras are all dealt with in this module. Reports are available on balances outstanding as well as retentions due with due dates.
The Contract Management module has separate columns for Sales Applications, Certificates, Invoices and Cash Received. This means that all sales information on a contract from the initial application through certification and invoicing to actual payment is available.
The Multi Works Invoice routine is to allow for the billing of items from a database of goods and services. It may also be used for the free typing of supply description with comprehensive coding facilities.
There are extensive reporting and enquiry facilities and all enquiries can be exported directly to Microsoft Excel for further analysis if required.