LOA
LOA records the Letter of Award — the client's confirmation that you have won the tender, and the document that defines what you are contracted to deliver. Its line items are what invoices are billed against, so the LOA is the reference point for the whole execution phase.
Where to find it
Go to TenderPro > LOA.
What the list shows
| Column | Description |
|---|---|
| ID / Reference | The LOA number. |
| Customer | The awarding authority. |
| Date | When the award was issued. |
| EMD / SD / SD Paid | The deposits tied to the award. |
| GST | The tax position on the award. |
| Status | Open, Billed or Not Billed. Any Status shows all. |
Creating an LOA
| Requirement | Detail |
|---|---|
| Project | Required. An LOA cannot exist without a project to belong to. |
| LOA No | Required and unique. A duplicate is rejected. |
| Line items | At least one. The award has to say what is being delivered. |
Enter the LOA line items as the client wrote them, quantity and rate included. Every invoice bills against these lines, and a summary entered for convenience means every bill afterwards has to be justified against a document that no longer matches.
Editing an award
Whether an existing LOA can be changed is controlled by Allow LOA Edit in Settings. Leaving it off is the safer default once billing has started — the award is a contractual document, and an edited one no longer matches what the client holds.