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AIA
  • 03 Apr 2024
  • 2 Minutes to read
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Contents

AIA

  • Updated on 03 Apr 2024
  • 2 Minutes to read
  • Contributors
  • Print
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  • PDF
Article summary

CenPoint allows you to create AIA applications utilizing data from the job and it's invoices. In this article we will cover the following topics.
1. How to create, print, and delete an AIA application
2. Where does the data come from page 1
3. Where does the data come from page 2


1. How to create an AIA application

1a. You must first go through the typical invoicing process in CenPoint. See Invoicing Intro Videos for more info.

1b. Next open the Job, and go to the “Project Info” tab, which displays your invoices.


1c. AIA applications are created based off of invoices. Flag 1 or more Invoices, with the flag checkbox, and click “Create AIA Application”.


1d. Accept or modify the application number.


1e. Confirm you would like to proceed.


1f. Congratulations, you have created your AIA application, and can print, save, or email it.


1g. After your AIA application has been created, you can reprint with the “Print AIA Application” button.


1h. If adjustments need to be made, you can simply delete the AIA application, and re-created once the your changes have been made.

 

2. Where does the data come from Page 1?

The data displaying on the AIA report does not solely pull from the invoices. Let’s go over each column and field, to see where this data populates from.


2a. Column B & C: Description of Work

i. The task descriptions and there prices pull from the Job tasks.

ii. Additionally if a task is added to a field ticket, that was not included in the Job tasks, it will also display in this column.


2b. Column D: From previous application

This column displays the price associated with each task from all previous AIA applications.  In the example above we are looking at application number 2. Column D displays info from application number 1.


2c. Column E: This Period

This column displays the price associated with each task on the Invoice(s) associated with this AIA application.


2D. Columns G & H:

These columns are calculated with the previously defined columns


2E. Column I: Retainage

The retainage is calculated by taking the retainage percentage (specified on the Job) and multiplying it by column C.


3. Where does the data come from page 2?

3a. To Owner

The name and address populate from the customer.

 

3b.From Contractor

The name and address populate from the branch.

 

3C. Application number

You get to specify the application number when you first create the AIA application

 

3D. Period To

Populates from the Invoice date.

 

3E. KA#

Populates from the requisition number.

 

3F. Job

Populates from Job name.

 

3G. Contract Date

Populates from the first work order date.


3H. Original contract sum

Pulls from column B on the first page.

 

3I. Net change by Change Orders

If a Job has a change order, the Job task price of the change order job will display here.

 

3J. Retainage

The percentage pulls from the Job retention percentage field.
 

For AIA FAQ's use the following link:https://help.cenpoint.com/docs/aia-2


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