This is an improvement to an existing feature that helps avoid double inventory consumption and installation entries during progress billing in commercial construction.
What's changing?
Before, when you used both Application for Payment (AFP) and requisition closeout in progress billing, inventory and equipment could be added to invoices twice. This created inaccurate inventory balances and equipment records. Now, there's a setting in the AFP configuration that lets you control whether AFP-generated materials and equipment should consume inventory or install equipment. You can also override this setting per AFP record.
Resources
Before and After
Before (Current)
Go to Project Tracking.
Use Application for Payment to add line items to an invoice.
Requisition closeout also adds materials and equipment.
Both AFP and requisition closeout consume or install the same items.
Inventory and installed equipment data become inaccurate.
Impact: Duplicate material costs and equipment installations cause reporting issues and extra cleanup work.
Try the current workflow in your account.
After
Go to Settings > Application for Payment.
Turn the setting on or off based on how you want AFP to handle quantities.
Create or edit an AFP.
Override the setting if needed for that AFP.
Proceed with progress billing and requisition closeout.
Impact: Prevents double posting of the same materials or equipment, helping you maintain accurate records.
Test the changes in the NEXT environment.
Who uses this feature
Commercial Construction
Administrators, Managers, Accountants, Bookkeepers
Region availability: All regions
How it works for your industry
Commercial Construction
When submitting an Application for Payment (AFP), enabling this setting lets the invoice consume inventory directly, avoiding double posting when requisition closeout is used.
If both AFP and requisition closeout add the same item, you can now prevent duplicates by toggling this setting.
Overrides per AFP allow flexibility on large, complex projects where billing methods vary by phase.
How to Prepare?
Confirm which teams use both AFP and requisition closeout.
Identify current projects with billing discrepancies due to double consumption.
Train accounting staff to use the new setting and override feature.
Align workflows with project managers to avoid duplication.