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Purchase Order Report to view details of Checked Qualified Trust Account Payment

CA's can review to ensure that they have not missed selecting any payments.

  • Jess Knight
  • Oct 15 2023
Project Operations
Company NRG
Job Title / Role Accountant
I need it... Yesterday...Come on already
  • Attach files
  • Jess Knight commented
    October 16, 2023 22:44

    Thanks Andrew, my understanding is that they are smaller subcontracts with no retention that we don���t want to create a full subcontract in the system for.

    Work Days: Monday 8:00-5:00 | Tuesday 8:00-5:00 | Wednesday 8:00-12:00

    Jessica Knight
    Accountant
    NRG Services
    P
    0746 317 900
    M
    0438 197 232
    Ejessica.knight@nrgservicesqld.com.au

    ~WRD0003.jpg
    image759934.png
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  • Admin
    Andrew Tucker commented
    October 16, 2023 22:41

    cheers, and out of interest are these small subcontracts being run as PO's
    with no retention or are they PO's to be included under the WA scheme?
    Andrew

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  • Jess Knight commented
    October 16, 2023 22:33

    HI Andrew,
    This is the for the contract administrators to review purchase orders created to ensure that when the invoices come in and are matched they are being picked up for payment.
    We���re having an issue where CA���s believe they have ticked the box but then the payment doesn���t appear when our AP team run the reports, we go back into the PO to see if the box is ticked, and it���s not.

    Thanks
    Jess

    Work Days: Monday 8:00-5:00 | Tuesday 8:00-5:00 | Wednesday 8:00-12:00

    Jessica Knight
    Accountant
    NRG Services
    P
    0746 317 900
    M
    0438 197 232
    Ejessica.knight@nrgservicesqld.com.au

    ~WRD0000.jpg
    image794764.png
    Attachments Open full size
  • Admin
    Andrew Tucker commented
    October 16, 2023 22:25

    Hi Jess,
    Could you please outline the business logic for the check you are thinking
    of? ie does this differ from the exceptions shown on the current PTA Rec
    Report? Would it just interrogate the Qualification flag on the PO's? When
    would this report be run? Do you see a similar requirement on the SC side?
    Let me know your thoughts.
    cheers

    *Andrew*

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