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Progress Payments > Troubleshooting


Contract Total Lock
(Adjustment)
Claim Method - Progress Payment (claim stages preset)
When the Contract Total has been locked, it will only allow you to setup progress payment claims to the Contract Total locked amount. After a Contract Total has been locked, a job cost adjustment can only be made through Variations or Job Specifications PC & PS item balances. The Progress Payments view will then show the Revised Contract Total.

Unlocking the Contract Total will cause SoloAssist to re-calculate the Contract Total to any adjustments made to date. If you have done this, then you will need to open the Contract Total Lock window and re-enter the original Contract Total amount again, then lock it. You should then find that your Progress Payment claim stages have re-balanced correctly to the Contract Total amount.

If you have run the job with the Contract Total unlocked and made adjustments that have effected the Contract Total amount, and you have raising progress payment claims as well, then after re-entering the Contract Total and locking it, you will need to re-enter the Progress Payments Sales Invoices with the payments received in date order from the start of the job to re-balance the claim stages. You may also have to Un-Approve then Re-Approve some of your Variations so each claim stage balances correctly.

See Contract Total Lock to learn more ►

Claim Method - Lump Sum (% Complete per week / fortnight / month)
If you have manually adjusted the Contract Total in the Contract Total Lock window, and you're using a Lump Sum (% Complete) claim method in the Progress Summary, you will then need to adjust a Cost Centre in Cost Control to the same difference of the Contract Total manual adjustment to balance your claim amounts.
Variationsa) Un-Approved variations will not show in Cost Control or Progress Payments until they are marked Approved.
b) Variations selected as Bill to Client will only show in Progress Payments.
Withhold Deposit ReceivedNote: This option is only available in the first and final payment stages.

When selecting to Withhold Deposit Received, this will apply a rule to the whole first payment stage (typically called a Deposit Stage). Once selected you will not be able to raise multiple Sales Invoice for this stage. This is because the deposit stage will not total the 2nd and on Sales Invoices into the total Received. You will need to allocate the 2nd and on Sales Invoices into the next payment stage or add a new payment stage for the received amounts to total. This option is only used for Lump Sum and Cost Plus claim methods that you want to withhold the deposit payment received to help keep the job cash flow positive until the final payment stage in which you can then apply the withheld deposit received back into the total received amount to balance the final payment stage owing.
PC & PS CreditsIf the PC & PS Credits are not balancing in the final payment stage, try the following:

1) Make sure you have entered the Actual Costs of each PC & PS against their respective budget totals in Job Specifications.
2) Delete any unused Payment Stages marked as N/A in the Stage # column.

Note: PC & PS item credits should deduct automatically from the Final Payment Stage.



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