Revise & Resubmit an Payment Application as an Payment Application Contact

Objective

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

Background

After an payment application contact submits a new subcontractor payment application, an payment application administrator must review your payment application before it is approved for payment. For details, see Review a Subcontractor Payment Application as an Admin.

As an payment application contact, you may have been granted sufficient access permissions to view the status of the individual line items after this review. For each line item on the payment application, you are informed of the status as follows:

• Lines with a green checkmark  indicate the line item was Approved.
• Lines with a red x  indicate the line item was Rejected. The payment application manager might also enter an explanation for the rejection in the 'Comments' column. 

If a line item is rejected, the payment application's status is updated to 'Revise & Resubmit.' This allows the payment application contact to review the rejected line items on the payment application and adjust the values on those line items as needed. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.
    OR
  • 'Standard' level permissions on the project's Commitments tool and you must be added as an 'Payment Application Contact' on the commitment. See Add Payment Application Contacts to a Purchase Order or Subcontract.

Prerequisites

• An payment application manager must first review the payment application's line items. See Review a Subcontractor Payment Application as an Admin.

Steps

1. Navigate to the project's Payment Application tool.
2. Click the Subcontractor tab.
3. Click the payment application to work with from the list. 
4. Click Edit.
5. Review the payment application. 
6. On the Detail tab, keep the following in mind:
   • Line items with a green checkmark  have been approved by the company you are billing.
   • Line items with a red X  have been rejected by the company you are billing. Check the entry in the 'Comment' column for a rejection reason. 
     
7. Adjust the line item amounts as appropriate. 
8. Choose from these options:
   • If you are not ready to submit your payment application for review, click Save.
     OR
   • If you are ready to submit your payment application for review, click Submit for Review.

Next Steps

• Review a Subcontractor Payment Application as an Admin

See Also

• Submit a New Payment Application as an Payment Application Contact