- On a Project, click on the Material tab and scroll to the Groups 1 – 5 columns (SOV Invoices are created in conjunction with these Group columns). This is where you may view current Groups if any have already been defined
- Navigate to the SOV tab of the Project and click the Create SOV button
- A drop down menu will appear and you may select your Group option for which you would like to create the SOV
- SOV Line Items will appear in the SOV Items grid. Use the checkboxes to select all Sales Tax Applicable SOV Line Items
- From the grid Extended Menu, choose “Set Master for Selected Items”
- On the form that appears, choose an M-Type Master that has been configured for SOV taxation i.e. SOV-TAXABLE. Repeat the above steps for non-taxable SOV Items, but for those, choose SOV-NONTAXABLE (or something
- Put the form in EDIT mode and change the description if desired
- Note: before you can invoice the SOV, you must fill in the Application Date, Period To, Application Number, and Architect Project No. fields. The SOV Number is automatically generated