Adjusting a Job Contract Manager Certificate

Go to Job Receivables > Applications/Certificates > Amend Posted Certificates (Figure 1).

Click the Open folder in the row of the appropriate certificate to edit (Figure 1).

Figure 1: Open Appropriate Certificate

Items that can be changed include the Description, Certificate Reference, Due Date, and Certificate Comments (Figure 2).

When finished making changes, click Save in the bottom, right corner of the page (Figure 2).

Figure 2: Make Changes, Click Save

If the desired changes can’t be made by amending a posted certificate, there are two more options:

Go to Job Contract Manager > Select Working Job (Figure 3).

Click the hyperlink of the appropriate job (Figure 3)

Figure 3: Select Working Job

A sub-folder for the job will appear in the tree menu. In Job Contract Manager, go to (job number) > Billing > Certifications (Figure 4).

Click Add to add an adjustment batch (Figure 4).

Figure 4: Click to Add an Adjustment Batch

Select the Series of the certificate to adjust (Figure 5).

Enter in the Internal Reference number of the certificate to adjust in the field for Adj To. This number can be found by using the Lookup (…) (Figure 5).

Select JRCT-Job Rec Certificate as the Transaction Type (Figure 5).

Enter in the Certificate Date (Figure 5).

Then, click Save in the bottom, right corner of the screen (Figure 5).

Figure 5: Enter in Adjustment Certificate Information, Click Save

Back at the Certifications page, click the hyperlink of the adjustment certificate, which should be marked “1-STARTED” (Figure 6).

Figure 6: Click the Hyperlink of the Started Certificate

Under Measures, click Items with Retention.

Figure 7: Click Items, Retention and Material

Click the Open folder in the appropriate row (Figure 8).

Figure 8: Click the Open Folder

For this example, let’s say the original certificate was incorrectly entered in as $17,000 when it should have been entered in as $15,000.

In the line, enter in “-2,000” under Work Completed This Measure (Figure 9).

Notice that the value for Completed & Stored TD re-calculates and changes from 17,000 to 15,000 after “-2,000” is typed in for Work Completed This Measure (Figure 9)

Then, click the floppy disk to Save the line (Figure 9).

Figure 9: Enter Work Completed This Measure, Click Save

Click to view the Certificate Details tab for reference, which shows the cumulative, previous, and current amounts related to the certificate (Figure 10).

Figure 10: Certificate Details Tab

When finished entering the values of the adjustment certificate, go to the Options drop-down at the top, right corner of the screen and click Submit to move forward (Figure 11).

Figure 11: Click Submit

The Status should change to 2-SUBMITTED (Figure 12).

Go to the Options drop-down again and select Create Unposted Batch to move forward (Figure 12).

Figure 12: Click Create Unposted Batch

The Status should change to 3-UNPOSTED (Figure 13).

Under Options, click Post Batches to move forward (Figure 13).

Figure 13: Click Post Batches

Click Next in the bottom, right corner of the screen (Figure 14).

Figure 14: Status is Posted, Click Next

The Status for the adjustment certificate should now be 4-POSTED (Figure 15).

Figure 15: Adjustment Certificate is Posted

Next, go to Job Receivables > Inquiries > Applications/Certificates Inquiry (Figure 16).

In Figure 16, the rows of the original certificate batch (17080010) and the adjustment certificate batch (17080012) are shown.

Figure 16: Applications/Certificates Inquiry

The Balance in the row of the original certificate batch will update to the corrected amount ($15,000 for this example) if the CS parameter AUTOCASH (to Auto Post Prepayment Cash Batches) is set to Y.

Figure 17: CS Parameter AUTOCASH

Go to Job Receivables > Cash Receipts > Cash Entry (Figure 18).

Highlight the batch that was auto-created as a part of the adjustment process (Figure 18).

Then, select Post from the drop-down on the bottom action bar and click the arrow to “Apply Action” (Figure 18).

Figure 18: Post the Cash Entry Batch

Once the Cash Entry for the adjustment batch is posted, go back to Job Receivables > Applications/Certificates > Applications/Certificates Inquiry (Figure 19).

Now, the amounts for the original certificate are updated and accurate (Figure 19).

Figure 19: Amounts for Original Certificate are Updated/Accurate

Go to Job Receivables > Applications/Certificates > Void Applications/Certificates (Figure 20).

Click Add at the bottom of the screen to create a new batch (Figure 20).

Figure 20: Click Add

Make sure the batch information that pre-populates is appropriate and enter in a Description (Figure 21).

Click Save in the bottom, right corner of the screen (Figure 21).

Figure 21: Enter in Description, Click Save

In the Transactions tab, click Add at the bottom of the screen (Figure 22).

Enter in the Internal Reference number of the certificate to void. This can be found using the Lookup (…) (Figure 22).

Then, click the floppy disk in the line to Save (Figure 22).

Figure 22: Click Add, Enter Certificate Reference Number, Click Save

Select Post from the drop-down at the bottom of the screen, then click the arrow to “Apply Action” (Figure 23).

Figure 23: Post the Batch to Void the Certificate

Once the batch is posted, the certificate will be voided.

Now the user can re-enter the certificate with the correct information.