Textura Payment Management

Problem Statement

• Many invoice documents include change order and/or adjustment sections that show current and prior-period activity.
• Today, when a customer enters change orders or adjustments in the current period and then needs to reject the previous period (often due to owner requests), the system rolls the current-period change orders/adjustments back into the previous period.
• As a result, users must manually “undo” the current-period entries, fix the previous period per the owner’s request, and then recreate those same change orders/adjustments in the current period—creating duplicate work and risk of error.

Proposed Solution

• Decouple the handling of change orders and adjustments from prior-period rejection events.
• Introduce an option or default behavior that preserves change orders and adjustments in the draw/period where they were originally created, even if a prior period is rejected/re-opened.

Business Impact

• Reduces rework: Eliminates the need to undo and recreate entries after a prior-period rejection, saving time.
• Improves accuracy: Minimizes data entry errors and period misclassification caused by manual redo steps.
• Increases customer satisfaction: Aligns with common owner-request workflows where prior periods are frequently adjusted without disrupting current-period progress billing.