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