Contract 24.11 Release Notes

This is a preview of the upcoming release. General release is available starting 09-DEC-2024.

Updated 21-NOV-2024

• Add invoices for retention release – You can now create invoices for retention release in the Payment forms module, so you can easily manage your retention release activities. Read more

  The Add retention release invoice option has been added to the Add invoice function on the project-level Invoices register and the Payment forms > Invoice attachments tab. The Add retention release invoice dialog box is like the Add new invoice dialog box; however, the Add retention release invoice dialog box only shows the taxes marked Net amount in the organization and project configurations.

  

  To add the invoice, enter values for the required fields. The value in the Retention release amount field cannot exceed the total of the retention withheld on the contract. Click Add to add the invoice.

  Payment form Line items tab

  To allocate the retention release invoices, Retention release columns have been added to the Payment forms Line Items tab in all sections except the Details section.

  • This submission section – The Retention release column lets you enter the amount of retention you want to release for this line.

  • Pending submission section – The Retention release column shows the sum of This submission retention release on pending payment forms on the current contract.

  • Previous submission section – The Retention release column shows sum of This submission retention release on submitted payment forms on the current contract.

  • Current total section – The Retention Release column shows the sum of This submission retention release and the Previous submission retention release.

  • Remaining section – The Retention release column shows the remainder of the current retention minus This submission retention release, Pending submission retention release, and Previous submission retention release.

  The tax for the net amount is calculated on the retention to be released. When you add a value to the Retention release column in the This submission section, on the payment forms Line items tab, the tax is calculated and displayed in the tax column.

  New and changed columns and fields

  On the Payments form page, the Remaining to Allocate field on the Payments form header has been renamed Invoice pre-tax remaining. It is the total of all non-retention invoices not yet allocated. The Retention release remaining field has also been added to the Payment forms header.

  

  The following register columns and detail page fields have been added or updated:

  

  For more information about retention release invoices, see Invoice attachments.

• Retention release permissions – The Edit retention release permission has been added. You must have this permission to have create, edit, convert, or delete a retention release invoice. For more information about permissions, see Permissions.

• Payment form auto submission for retention release – The Payment form auto submission now fails when the retention released on a line item across payment forms is more than the total retention withheld. For more information about payment form submittal, see Payment form submittal.

• Remove or delete schedule of values – The schedule of values now has separate functions for removing or deleting items. When you remove a schedule of values item, it is permanently removed from the contract, and subsequent schedule of value items are renumbered. When you delete an item, the item shows with a strikethrough, and it cannot be edited. The remaining schedule items are not renumbered, so you can maintain the schedule of values ID order. Read more

  To remove a schedule item, select it, and then click the Remove schedule of value icon (a circle with a minus sign).

  

  To delete a schedule item, select it, and then click the Delete schedule of value icon (a circle with an X). The item is deleted and shows a strikethrough. The Hide in plan and progress check box is automatically set to Yes and disabled.

  

  You can remove a schedule item if it has never been associated to a vendor change order, payment claim, or payment form. You can delete a schedule item with a strikethrough if the vendor change order, payment form, or payment claim have a net value of 0. If a schedule item is claimed in InEight Plan, InEight Progress, or Contract, it cannot be deleted or removed. For more information about removing or deleting schedule items see Schedule of Values Tab.

• Undo deletion of schedule of values item via a VCO – You can now re-add schedule of value items that were deleted from the parent Schedule of values page via a vendor change order. Read more

  To re-add the schedule item, you can click the Undo schedule of value removal icon in the Contract schedule of values register or the vendor change order Schedule of values tab.

  

  The strikethrough is removed from the schedule item, and the change order adjustment is updated. For more information, see Schedule of Values Tab.

• Disable Schedule of values Push to or Pull from buttons – To help prevent losing all line items when you push line items from the Schedule of values page to the Line items page, or pull line items from the Schedule of values page, the Push and Pull buttons are now disabled when a line item ID is blank for all schedule items. Read more

  On the Schedule of values pages for Payment forms and Vendor change orders, the Push to line items button is now disabled when the Contract line item ID is blank for all items. On the Line items pages, the Pull from schedule items button is now disabled when the line item ID is blank on all schedule of value items. The buttons are still enabled if any of the schedule items have a Contract line item ID.

  For information about pushing or pulling schedule items to the Line items tab see Vendor Change Orders and Payment Forms.

• Reuse deleted vendor change order IDs in the numbering scheme – When the toggle Generate vendor change order ID's sequentially (project Settings > Contract > Configurations > ID customization) is set to Yes, the last deleted vendor ID numbers can be reused in the numbering scheme. The reused vendor ID numbers reduce the number of gaps when you must delete vendor change orders created in error. Read more

  Deleting the last active vendor change order lets the vendor change order ID be reused for the next new vendor change order.

  For example, if vendor IDs 001, 002, and 003 were in use, and you deleted 003, the next vendor change order added would use the ID 003.

  For more information, see ID Customization.

• Workflow completion email for the person who started the workflow – Contract now sends the person who initiated a workflow an email when the workflow is complete. Previously, only users who created items or who completed the last step were sent completion emails.

• Line items page total additions – New totals have been added to the totals row of the Line items page. Read more

  Totals are now calculated for the following columns.

  Change orders section:

  • Potential change net amount

  • Executed net amount

  Progress section:

  • Goods receipt

  • Invoice receipt

  • Invoice receipt

  • Proposed accrual

  • Retention withheld

  Payment forms section:

  • Submitted net amount

  • Submitted retention amount

  • Submitted retention amount

  • Draft net amount

  • Draft retention amount

  Accruals/Receipts section:

  • Submitted accrual amount

  • Draft accrual amount

  • Submitted receipt amount

  • Draft receipt amount

• Project master agreements considered in Home page tile – Project master agreements are now included in the statuses listed in the Contracts tile on the project Home page. Previously only contracts were included.