Procore では、 クライアント契約 、 資金調達 、 元請契約 、 発注書 、または 下請契約 の 会計処理法 を次のいずれかに設定できます。
金額ベース
価値表 (SOV) の項目の一括金額を入力するには、この方法を選択します。
単位 / 数量ベース
マテリアルを数量で注文する場合は、この方法を選択します。この方法では、ユーザーが SOV の項目の数量と単価を入力すると、Procore が自動的に項目の合計を計算します。
Admins can also set the accounting method for bids in a project's Bidding tool. See How do I set the accounting method for bids?
When setting the accounting method for a contract, there are several things to consider:
Always configure the accounting method before you add line items to a Schedule of Values. Once line items are added, you cannot change the accounting method.
Depending on the contract type, users with 'Admin' level permissions on the tool can configure the accounting method.
You can configure the default accounting method for these Procore tools:
Tool Name | To configure the default accounting method for a tool |
|---|---|
Client Contracts | |
Commitments |
You can also configure the default accounting method on an individual contract
Contract Type | To configure the accounting method for a contract |
|---|---|
Client Contract | |
Funding | |
Prime Contract | |
Purchase Order | |
Subcontract |
A change order always uses the same accounting method configured in the funding, prime contract, purchase order, or subcontract. Contracts, fundings, and change orders cannot use different accounting methods:
If a purchase or subcontract is set to Unit/Quantity Based, all Commitment Change Orders for that purchase order must be Unit/Quantity Based. You cannot have an Amount Based CCO when a contract is Unit/Quantity Based.
If a prime contract is Unit/Quantity Based, all Prime Contract Change Orders for that contract must be Unit/Quantity Based. You cannot have an Amount Based PCCO when a contract is Unit/Quantity Based.
When you export an individual client contract, funding, prime contract, purchase order, subcontract, or change order, Procore exports only the fields that are relevant to the accounting method set on the contract. For example, if you have an Amount Based contract, the unit- and quantity-related fields cannot be exported. This is also true for change orders and invoices related to that contract.
If you decide you want to use the Unit/Quantity Based accounting method, keep the following in mind:
The Subcontractor SOV tab is NOT available.
The 'Materials Presently Stored' column is NOT included on the contract's invoice.
You can use the 'Subtotal Override' option on a line item to use the Amount Based accounting method on that line item.
When the override option is ON, the invoices for the contract will bill for the dollar amount.
When the override option is OFF, the invoices for the contract will bill for quantities.
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