Pryme Project Subcontracting

• 1: Setup and configuration
• 1.1: Basic setup
• 2: Project Subcontracting
• 2.1: Subcontractor Usage Tracking
• 2.2: Subcontractor statements
• 2.3: Batch Create Subcontractor Statements
• 2.4: Create self billing invoices
• 2.5: Match subcontractor statements to invoices
• 2.6: Closed Subcontractor Statements
• 3: Pryme Project Subcontracting Release Notes
• 4:

1 - Setup and configuration

1.1 - Basic setup

Basic setup

The Purchases & Payables Setup page holds the core settings for Pryme Project Subcontracting, including number series and tolerance rules for statement matching.

Configure Fields in the Setup Page

1. 🔍 Search for Purchases & Payables Setup

2. Go to the Project Subcontracting section

3. Set the following fields:

   • Subcontractor Statement Nos.
   • Self Billing Purch. Inv. Nos.
   • Subc. Stmt. Match. Difference %
     Defines the maximum allowed percentage difference between the subcontractor statement amount and the purchase invoice total for the system to automatically consider them a full match.
   • Require Self Billing Agreement Specifies whether a self-billing agreement is required in order to create purchase invoices for subcontractors.

Link Resources to Vendors

To link a resource with a subcontractor:

1. 🔍 Search for Resources
2. Open the Resource Card
3. Set Subcontract Vendor No. on the General tab

This enables automatic vendor tagging on project entries.

Once configured, the system is ready to generate statements and self-billing invoices.

2 - Project Subcontracting

Project Subcontracting in Business Central enables accurate tracking, invoicing, and validation of subcontracted project work. This includes:

• Logging subcontractor usage from journals, time sheets, and expense sheets
• Creating subcontractor statements
• Generating self-billing invoices
• Matching vendor invoices with statements
• Producing formatted statement reports

There are two supported processes for handling subcontractor billing:

• Self-billing allows you to generate purchase invoices based on approved subcontractor statements. This ensures internal control over invoicing and simplifies the payment workflow. Learn more.
• Invoice matching is used when subcontractors send their own invoices, and you want to validate them against recorded project usage. It helps confirm that the invoiced amount aligns with approved work and allows for tolerance-based checks. Learn more.

Both methods ensure accurate financial tracking and prevent duplicate billing for the same work.

This documentation covers each part of the process, from setup to automation.

2.1 - Subcontractor Usage Tracking

Subcontractor usage can be recorded through project journals, time sheets, and expense sheets, with automatic linking to the subcontractor vendor based on the resource setup.

Project Journal Lines

You can use project journals to manually enter subcontractor-related work:

1. Open Project Journal.
2. Fill in fields like Project No., Project Task No. and select a Resource.
3. If the resource has a Subcontractor Vendor No., it will auto-fill on the journal line.
4. Post the journal to create Project Ledger Entries with the vendor link.

Business Central Time Sheets

When recording time through standard BC time sheets:

• Assign a subcontractor resource on a Project-type time sheet line.
• When posted, the Subcontractor Vendor No. flows into the ledger entry.

Progressus Time Sheets

In Progressus Time Sheets:

• Submit time entries for a subcontractor resource.
• Posting the time sheet creates the ledger entries with the info about the subcontractor.

Progressus Expense Sheets

To track Progressus subcontractor-related expenses:

• Enter expenses for a subcontractor resource in a Progressus Expense Sheet.
• Posting the expense sheet creates the ledger entries with the info about the subcontractor.

Summary

Subcontractor usage entered through journals, time sheets, or expense sheets is automatically linked to the subcontractor vendor using the setup on the resource. This ensures all project costs are properly tracked and attributed to the correct vendor.

2.2 - Subcontractor statements

Subcontractor Statements group unpaid project usage for a vendor and a period. They’re used as a basis for self-billing or invoice validation.

When to use it

Use subcontractor statements when:

• You need to summarize subcontracted work before processing payment.
• You intend to generate a self-billing invoice for recorded project usage.
• You want to compare an incoming vendor invoice with recorded usage.

How to create a statement

1. Choose the 🔎 icon, enter Subcontractor Statements, and select the related link.
2. Choose New to create a blank statement.
3. On the statement page, fill in the following fields:
   • Subcontract Vendor No.
   • Period Start and Period End

Document date will be today’s date by default. Vendor info and currency are auto-filled.

Add project entries to the statement

4. Choose Get project entries
5. A list of eligible unpaid project ledger entries will appear. The system includes entries that:
   • Match the vendor and date range
   • Are not assigned to another subcontractor statement.
6. All entries are set to Included by default. You can deselect any entries you don’t want to include in the statement.
7. Click Close. All entries marked as Included will be added to the statement.

The selected entries are now linked to the statement. The system does not create new entries but assigns the Subc. Stmt. No. field on each ledger entry.

Remove lines from a statement

• To remove a line from a statement:
  1. Select one or more lines
  2. Choose Delete Line.

This action is only available for open statements.
It clears the Subc. Stmt. No. field on the project ledger entries but does not delete the entries themselves. The total amount on the statement is recalculated automatically.

Print the Statement Report

To print or export a formatted version of the subcontractor statement:

• Choose Print on the statement page.
• The report summarizes header and line details for distribution or record-keeping.

Statement status

• Open — still editable
• Approved — ready for invoicing or matching
• Closed — finalized after invoice is posted

See Also

• Batch Create Subcontractor Statements
• Create Self-Billing Invoices
• Match Subcontractor Statements to Invoices
• Closed Subcontractor Statements

2.3 - Batch Create Subcontractor Statements

You can automate the creation of subcontractor statements by running the Create Subcontractor Statements batch job.
This process collects all eligible project ledger entries and creates statements in bulk for all selected vendors and periods.

When to Use It

• You want to generate statements for multiple subcontractors at once.
• You regularly create statements for a defined billing period (e.g., weekly or monthly).
• You want to ensure no eligible project usage is missed for invoicing.

How to Run the Batch Job

1. 🔎 Go to Subcontractor Statements.
2. Choose Create Subcontractor Statements.
3. In the request page, specify the required filters and options.

Filters

Mandatory fields include:

• Document Date – Sets the document date for the created statements. It is set by default to today’s date.
• Period Start / Period End – Defines the date range for included project ledger entries.

Optional fields include:

• Vendor No. – Limits statement creation to specific vendors.
• Project No. – Limits statement creation to a specific project.
• Project Task No. – Limits statement creation to a specific task.

Options

• Create Empty Statements – When enabled, creates statements even if no project ledger entries exist for the selected vendor and period.

After confirming, the system runs the batch job and shows how many statements were created.

Result

• One Subcontractor Statement per vendor that meets the criteria
• All related unpaid project ledger entries are linked automatically
• Each statement is created with Status = Open, ready for review and approval

2.4 - Create self billing invoices

Self billing lets you create a purchase invoice on behalf of a subcontractor, using data from an approved Subcontractor Statement. This ensures accurate billing for recorded project work, without waiting for the vendor’s invoice.

When to use it

Use this functionality when:

• The subcontractor does not send their own invoice, and billing needs to be generated internally
• The company has a self-billing agreement with the subcontractor
• The Subcontractor Statement has been reviewed and approved for payment

Create a self billing purchase invoice

1. 🔎 Go to Subcontractor Statements
2. Select an Approved statement
3. Choose Create Self-Billing Invoice

Pre-filled fields and currency logic

The purchase invoice header is auto-filled with vendor details, statement period, and document dates. The language code from the vendor card is also applied.

The invoice lines include:

• A summary line displaying the billing period.
• Detailed lines for each project ledger entry included in the statement.

If any project ledger entry uses a different currency than the invoice, the system automatically converts the amounts to the invoice currency using the current exchange rate set.

Self-billing Agreement Validation

To comply with tax regulations (e.g., in the UK), a valid self-billing agreement must exist between the customer and subcontractor before generating self-billing invoices.

Setup

• In Purchase & Payables Setup, enable Require Self Billing Agreement.
• On the Vendor Card, set the Self Billing Agrmt. End Date.

Behavior

• If the date is missing or in the past, the system prompts the user before allowing invoice creation.
• If the date is valid (in the future), the invoice is created normally.

See Also

Closed Subcontractor Statements

2.5 - Match subcontractor statements to invoices

Matching purchase invoices with approved Subcontractor Statements ensures that subcontractors are paid accurately and only for confirmed project work. This process is especially useful when subcontractors issue their own invoices instead of using self billing.

The system allows you to link a vendor invoice to a subcontractor statement, compare amounts, and automatically detect discrepancies based on a configured tolerance. This improves financial control and ensures that invoicing aligns with recorded project usage.

When to use it

Use invoice matching when:

• The subcontractor submits their own invoice instead of using self billing.
• You want to verify the invoice against an Approved Subcontractor Statement.
• You need visibility and control over discrepancies before posting the invoice.

How to match a subcontractor statement to a purchase invoice

1. Open the purchase invoice for the subcontractor.
2. Enter the subcontractor statement number in the Your Reference field. Alternatively, use the lookup on the Subcontractor Statement No. field to manually select the correct statement.
3. If a matching approved statement is found:
   • The Subc. Stmt. No. field is auto-filled.
   • The system compares the invoice total with the statement amount.
4. Based on the comparison:
   • If the amounts are within the configured tolerance the match status is set to Full Match.
   • If the difference exceeds the tolerance the match status is set to Partial Match.
5. If necessary, you can manually override the match result by updating the Subc. Stmt. Match field.

The system evaluates match status automatically and updates it as values change.

See Also

Closed Subcontractor Statements

2.6 - Closed Subcontractor Statements

When the purchase invoice is posted, the related Subcontractor Statement is automatically closed.
Keeping closed statements separate from active ones ensures clarity in project accounting, serve as an audit trail and provides a traceable history of subcontractor billing.

Overview

A closed statement contains all data from the original approved statement, including:

• Vendor details
• Statement period and total amount
• Linked project ledger entries
• Reference to the connected purchase invoice

These records are read-only and cannot be modified.

Where to Find Closed Statements

To view historical subcontractor statements:

1. 🔎 Go to Closed Subcontractor Statements.
2. Use filters such as Vendor or Period to locate the desired record.
3. Open the statement to review its details and links to related documents.

Available Actions

On the Closed Subcontractor Statement page, you can:

• View all linked Project Ledger Entries
• View the related Posted Purchase Invoice
• Export or print the statement for reporting or audit purposes

3 - Pryme Project Subcontracting Release Notes

10.2 (October 2025)

Application enhancements

Easier deletion of open statements

Users can now delete subcontractor statements that were created by mistake even if they contain lines. If a statement is still in Open status, it can be deleted directly. Any related lines are automatically removed and released for reuse on another statement. Approved or closed statements remain protected and cannot be deleted, ensuring data integrity and auditability.

Manual closing and reopening of statements without invoices

Users can now manually close subcontractor statements that are not linked to any invoice, such as those totaling zero or not requiring payment. These statements can also be reopened if needed. Statements connected to invoices remain locked from manual closing or reopening.

Fixes and minor adjustments

• #71 Add resource name on the Subcontractor statement
• #100 Change the captions and tooltips
• #115 Reversal entries missing vendor link after timesheet re-post

10.1 (September 2025)

Application enhancements

Added Set Included and Clear Included actions on the Select Project Ledger Entries page

Two new actions have been added to the Select Project Ledger Entries page. Set Included marks the selected rows as included, while Clear Included removes the included flag from the selected rows. These actions make it easier to update multiple entries at the same time.

Fixes and minor adjustments

• #61 Add teaching tips
• #62 Add Unit of Measure Code to the pages and report
• #64 UI cleanup: renaming tab & actions in Subcontractor Statement
• #65 Create New Subcontractor Statement from Vendor List and Vendor Card
• #66 Modifications to Create Self-Billing Invoice behavior
• #67 Navigate to invoices from the Subc. Stmt. and add table relations on PLE
• #72 Creating subcontractor statements - Filter on project
• #77 Sales type PLE are updated when updating a resource
• #78 You can select the same statement on multiple invoices

1.2 (August 2025)

Fixes and minor adjustments

• #57 Batch creation should skip blocked vendors
• #58 Missing Posting No. Series on invoice from Subcontractor Statement
• #59 Skip project ledger entries with Subcontractor Invoice No. in batch creation

1.1 (July 2025)

Application enhancements

Batch creation of statements

Self-billing invoice creation now checks for a valid self-billing agreement when enabled in setup. If the vendor’s agreement end date is expired, the system prompts the user before proceeding. This ensures compliance with tax regulations where self-billing agreements are required.

Self-billing agreements

A new batch action allows automatic creation of subcontractor statements for all vendors with project usage in a selected period. This streamlines the process, reduces manual effort, and supports optional creation of empty statements. Duplicate statements for the same period and vendor are automatically skipped.

Retroactively update existing project ledger entries with subcontract vendor

When a subcontractor vendor number is added to a resource, the system now prompts to update existing project ledger entries. If confirmed, only entries not linked to a statement are updated for accurate tracking.

Warning when posting a purchase invoice with partial match

When posting a purchase invoice linked to a subcontractor statement, users will now see a warning if the statement match status is Partial Match. This helps prevent unintentional posting of invoices that are not in balance, without blocking the process.

Separate page for closed statements

A new dedicated page has been introduced to manage closed subcontractor statements. This page provides a clear overview and allows for easier tracking and management of these statements.

Navigate to project ledger entries from the statement

From the subcontractor statement, users can now open the related project ledger entries for deeper insight and easier validation of the source data.

Fixes and minor adjustments

• #19 Subcontractor statement list, sorting in descending order by Subcontractor Statement No.
• #20 Set posting date = document date from the Subcontract statement
• #21 Add due date on the purchase invoice created from the Subcontract statement
• #27 Add new lines in the purchase invoice
• #33 It’s not possible to delete a Purchase invoice created from a statement
• #36 Dimension values on self billing lines from ledger entries
• #38 Don’t recalculate the cost when changing the Qty

1.0 (June 2025)

First version of Pryme Project Subcontracting.

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