We enter a commitment change order for each joint check agreement. That way, we invoice each pay application accordingly. That way we are tracking our joint check agreement, and ensuring the subcontractor only draws the contract amount, less the joint check agreements.

Thank you for your reply!  I should have given a little more information.  We are testing the Procore ERP integration tool for Subcontractor invoicing in attempts to automate our invoicing process.  We could definitely use CCOs to indicate the amounts that need to be paid joint check.  Can you set up the CCO to always know to pay the secondary vendor?

Thank you!!

I believe you can link Commitment Items to Secondary Vendors in either Subonctractor Compliance Management (Manage Secondary Vendors) or the Commitment itself (Secondary Vendors).

Correct- the issue I have found linking at the commitment level is that it tries to pay the whole amount entered for the JCA on the Secondary Vendor on the first invoice.  Do you know if it can be done at the CCO level?  That may help resolve my problem.

I'd send you a sample committed cost report but I can't figure out how to attach to this message. Send your email to [email protected] and I'll send it.
Basically, enter a CO to the commitment, creating a new item for each JCA. Then it's just a matter of invoicing the particular commitment item and paying with joint check.We don't use the secondary vendor feature, finding it easier to just type the supplier's name when paying the invoice.

When paying invocies we request lien waivers from all subs that have material suppliers that file a 20 Day Noitce.  When it's time to pay our subs we issue joint checks by selecting the invocie for payment (using on screen list) and then do a partial pay for the joint check amount.  I click on the "other" button select joint check and type in the reciepients name. After that check has been printed i repeat the process for the sub until all joint checks are processed.  I pay the sub the balace of the invoice by clicking on the "other" button again and going back to joint check feature to remove the suppliers name.