“Always editable” SOV for Commitments - Allow edits to Commitment SOV after Invoice, Approved CO, Workflow, etc.
Please add the ability to edit the schedule of values after the status "Approved" in the workflow. While the contract amount does not change the majority of SOV breakdowns have not been fully developed until after a contract goes out the door. As long as the contract amount does not change Procore should allow for "readjustment of the SOV line items"
For modifications to a Commitment that has been synced to ERP, reference: https://feedback.procore.com/forums/183340/suggestions/19144528
Thanks for the feedback! Our team has reviewed your suggestion and we will update this ticket if we proceed.
Quinn Miller commented
It would be helpful to be able to adjust the Description information for a commitment after the contract has reached Approved Status
Chelsie Mowry commented
I can't believe this isn't a feature yet. Not being able to edit the SOV for Commitments has almost rendered the tool useless for us. In the several years it takes to build the homes we build, scope changes, subs change, etc. I need to be able to track all of their scope in one place, and have it import into the Pay App for tracking purposes. Unfortunately that is not doable right now. If the commitments ran more like the Prime Contract that would solve so many issues.
Jake Kool commented
This would be incredibly useful in keeping Commitments updated the same way with Prime Contract updates that are handled in its always editable SOV!
Kaetlyn Porter commented
When an invoice is posted to a PO, the PO is automatically locked. Sometimes we put in a PO without knowing the exact amount the invoice will be for, for example, freight and shipping charges. Once an invoice is entered, we cannot make any changes to the PO to reflect what is being billed on the invoice. If the PO is not ERP linked, we want to be able to add a line to reflect what is being billed when it was unknown before.
Jay Gorman commented
It would be good if SOV's can be changed or edited without having to delete every requisition. On large projects funding issues come up and the clients or lenders require us to revise SOV's mid-project.
Eli Washington commented
This would be great if SOV could be editable in the commitment field after invoices are approved
We need to be able to adjust contract and commitment values in Procore by 'Rise and Fall' contract provisions.
Keith Benjamin commented
Please make commitment SOV's editable even after invoices have been posted. The Change Event process is sooooo overly cumbersome and messes up invoicing, so we need to be able to add or delete scope from Subcontracts and PO's as the project evolves.
Nick Tuttle commented
Yes, please make this editable.
Jill Kronick commented
Edit schedule of values after invoices/payments have been posted
Alex Crowley commented
Allow edits, a user-friendly system similar to the "payments issued" edit screen. At least allow company admins to make these changes, it is very time-consuming to delete and re-upload invoices if an older one has a mistake. Integrity will remain because the change history is still logged.
Kim A commented
The client has a long list of invoices and they would need to be deleted before the commitment sov will become editable.
This can be very time-consuming. Please make the commitment SOV Editable. Similar to the "always editable" SOV on the Prime Contract.
Derek Brongiel commented
Need to be able to edit a subcontractor commitment SOV after they are locked. i.e. sub co issued or approved contract etc.
Ryan Watterson commented
On our Government projects we routinely need to write commitments right away to lock in prices and get people moving forward on the project. In parallel we have to develop a detailed cost loaded schedule with an associated schedule of values. The process of developing the schedule, having it reviewed, making alterations and finally getting the schedule and companion SOV approved often takes several weeks. By the time the final SOV is approved we have executed contracts with subcontractors. Additionally we often have several change orders as the client adds items to the contract.
This leaves us in a situation where we need to add hundreds of SOV line items to the commitments. We need to do this so subcontractors billings match the schedule and Project SOV items, for progress assessment and billing.
• It would be really nice to do this by uploading csv files as it is 100’s to 1000’s of items.
• We don’t want to have to undo and then redo approved items such as Commitments, CCO’s, or Change events
• We don’t want to manipulate Commitments or CCO’s that have been signed and executed.
Gracian Arretche commented
create a way to disassociate a CO from a contract so that SOV can be modified and then associate the CO back to the contract without having to delete the CO
Dale-Lyn Russell commented
We are having a problem with the "closed" function of the commitment order. This achieves nothing.
1. We raise a commitment (PO) often generic and specifics need to be completed when full knowledge of supply is received.
2. If we raise a commitment progress claim against that commitment we can not make any further edits.
3. If the commitment is paid off below the commitment amount, we are left with a residual value that we cannot remove, and have been advised to raise a change event to the commitment and then a variation. This is pretty pointless and more than just ä couple of clicks".
Has any one worked a go around on this? I see a comment above where there is a reference to being able to use the contracts tab has that has more editable functions?
Jill Kronick commented
Zero out a contract when it is complete even if it isn't 100% spent
Eric Rose commented
We need an easy way to modify a PO to capture freight and sales tax issues on the fly without having to go through the change event process. It is common to have to adjust PO's due to a different quantity shipped, or freight being added and either resulting in having to change sales tax. We should be able to quickly adjust the PO and be able to upload to ERP co sync with accounting leaving no balance in the original PO and not having to do a change event. Maybe some kind of PO closeout process.
Brad Tallyn commented
We are unable to fully utilize Procore without this functionality.
Josh Curran commented
Line items should remain editable even after they are billed against. For example, a $50,000 schedule item is billed $10,000 in January. Then in February, the line item is reduced to the $10,000 (meaning it is now billed 100%) and the $40,000 is allocated to a different line item.