Trimble Pay Suggestions Portal
We’ve observed that Stored Materials, while used more frequently by subcontractors than initially expected, can easily be overlooked during client billing. To address this please consider the following enhancement request:
Billing Cycle Integration
Enable the ability to automatically move Stored Materials to “Previously Billed” based on the close of the billing cycle (billing period open/close logic). instead of when the subcontractor bills.
This would streamline tracking and improve accuracy across pay applications.
Monthly Billing Summary Report Update
Include a dedicated section or line item that summarizes Stored Materials billed during that cycle.
This would provide greater transparency and help ensure these amounts aren’t missed during billing reviews.
Stored Materials continue to be a nuanced aspect of the billing process, and these enhancements would help reduce manual oversight while aligning with actual usage trends we’re seeing in the field.
Thanks in advance for considering this request
The issue I have with stored materials is it is not treated like it is on a traditional AIA billing document. Stored materials should stay in the Stored Materials column until goods are installed or partially installed. The amount installed should be entered by the subcontractor in the Work Completed This Period column along with any other non-stored materials WIP for that billing period (the value of stored materials billed is included in work completed this period total but technically is not billed again to the owner). Then the next invoice would show a Work Completed From Previous that includes the installed stored materials value from prior. If it was handled this way then an owner can reconcile SM totals from sub bills to the Owner Invoice SM column by looking at balances carried on sub invoices. Currently Stored Materials disappears after the initial billing from subsequent sub bills. The Owner has no way to see what the sub is currently carrying for Stored Materials. While it does not make a difference financially because it has already been billed, some owners and PMs want to see what a sub is showing as not installed.