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Enable or Disable a Subcontractor SOV

Objective

Enable or disable the subcontractor SOV tab on a commitment. 

Background

In the same way that we can allow our subcontractor to create Invoices for our approval, we can also allow our subcontractor to enter their detailed schedule of values breakdown here for our approval.

With the standard recommended permissions, our subcontractor can only break down each line item but cannot modify the general line items. Note that the subcontractor SOV is enabled by default. 

Things to Consider

  • Required User Permissions: 'Admin' on the project's Commitments tool. 
  • The Subcontractor SOV is not available for Unit-Quantity based commitments. See "How do I determine my accounting method?" in the See Also section below.

Steps

Enable or Disable the Subcontractor SOV by default (for all new commitments)
  1. Navigate to the project's Commitments tool
  2. Click the orange Configure settings  icon.
  3. Under Default Contract Settings, mark the box next to "Enable Contractor SOV by Default" to enable the SOV. To disable the Subcontractor SOV, make sure the box is not marked. 
Enable or Disable the Subcontractor SOV on a Commitment
  1. Navigate to one of the following project-level tools:
    • If you have Admin permissions on the Commitments tool, navigate to the project's Invoicing tool.
      • Under the Subcontractor sub-tab, select the commitment that you want to enable or disable the subcontractor SOV on.
    • If you have Standard or Read Only permissions on the Commitments tool, navigate to the project's Commitments tool.
      • Select the commitment that you want to enable or disable the subcontractor SOV on.
  2. Click the Advanced Settings sub-tab.
  3. Click the Edit button.
  4. Mark the box next to "Enable Subcontractor SOV" to enable the SOV. To disable the SOV, make sure the box is not marked. 
    Note: The Subcontractor SOV is not available for Unit-Quantity based commitments. See "How do I determine my accounting method?" in the See Also section below.

See Also

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.

 

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