Revise & Resubmit a Subcontractor Payment application as a Payment Application Contact

Objective

To revise & resubmit any line items that were rejected on a subcontractor payment application as an payment application contact. 

Background

After a payment application contact submits a subcontractor payment application to the upstream contractor for payment, an payment application administrator reviews the payment application to approve or reject the payment. See Review a Subcontractor Payment application as a Payment Application Administrator. Once a payment application administrator rejects one (1) or more line item(2) on the payment application's Bill of Quantities, its status changes to Revise & Resubmit and Procore sends an email notification to alert the payment application contact.  

As a payment application contact, you can now review the rejected line item(s) and adjust the amount(s) on the item(s) as needed. To do this, the upstream collaborator must grant you sufficient access permissions. If you have been granted the required user permissions detailed below, one of the following marks appears in the corresponding 'Line Item Approval' column(s) on the payment application's 'Bill of Quantities' card:

• A GREEN tick  shows the line item is approved.
• A RED X  shows the line item is rejected. A reason might appear in the 'Comment' column. A Comment is an optional entry for upstream collaborator's payment application administrator. 

Things to Consider

• Required User Permissions:
  • You must be an payment application contact on the commitment.

Prerequisites

• Create a Subcontractor Payment application
• Review a Subcontractor Payment application as a Payment Application Administrator

Steps

1. Navigate to the project's Commitments tool.
2. Locate the commitment contract related to the payment application in the Commitments list. 
3. Click the Number link to open the commitment contract.
4. Click the Payment applications tab.  
5. Look for the payment application in the Revise and Resubmit status. 
   
6. Click the Payment application # link to open it. 
7. In the payment application, click the Edit button. 
8. Scroll down to the Bill of Quantities card. 
9. In the Line Item Approval column, identify which line items were approved or rejected by the payment application administrator: 
   • A GREEN tick  shows the line item is approved.
   • A RED X  shows the line item is rejected. A reason might appear in the 'Comment' column.
10. Optional: If one (1) or more line item(s) were rejected, review the reason provided in the Comment column.

     Note

    A 'Comment' entry is optional. If a reason is NOT provided and you have questions about the line item, contact your upstream collaborator's payment application administrator. 
    
11. Adjust the amounts in each rejected line item(s). See Submit a New Subcontractor Payment application as a Payment Application Contact. 
12. Choose one (1) of these options:
    
    • Cancel. Click this link to cancel your data entry. 
    • Save as Draft. Click this button to save your data entry without sending the payment application to the payment application administrator for review. This action changes the status of the payment application from Revise and Resubmit to Draft.  
    • Send. Click this button to resubmit your payment application to the payment application administrator for review.

Next Steps

• Review a Subcontractor Payment application as a Payment Application Administrator

See Also

• Create a Subcontractor Payment application