Payment applications - Workflow Diagrams Last updated Save as PDF Subcontractor Payment Applications Accept or Decline an 'Invite to Bill' as a Payment Application Contact Accept or Decline an '... DRAFT DRAFT START START Does the purchase order or subcontract have an 'Invoice Contact'? Does the purchase order or subcontract have... Add Payment application Contacts to a Purchase Order or Subcontract Add Payment application Contacts t... Create Automatic Billing Periods Create Automatic Billi... Create Manual Billing Periods Create Manual Billing... AUTOMATIC AUTOMATIC MANUAL MANUAL How do you want to create the current billing period? How do you want to create the c... COMMITMENTS COMMITMENTS PAYMENT applications PAYMENT applications Add an 'Invoice Contact' with the Commitments or Payment applications tool? Add an 'Invoice Contact' with the Co... Add Payment application Contacts to a Purchase Order or Subcontract Add Payment application Contacts t... INVOICE CONTACT (an external collaborator) INVOICE CONTACT... INVOICE ADMINISTRATOR (an internal user) INVOICE ADMINISTRATOR... Who will create the new payment application? Who will create the new payment application? Optional Step Optional Step LEGEND LEGEND Payment application Administrator (an internal user) Payment application Administrato... Payment application Contact (an external collaborator) Payment application Contact... Commitments Commitments Payment Applications Payment Applications Create a New Payment application on Behalf of the Payment application Contact Create a New Payment application o... END END Send an 'Invite to Bill' to a Payment Application Contact Send an 'Invite to... Revise and Resubmit a Payment Application as a Payment Application Contact Revise and Resubmit... REVISE AND RESUBMIT REVISE AND RESUBMIT Does the payment application contact want to submit a payment application for the current billing period? Does the payment application contact want t... RECEIVE EMAIL RECEIVE EMAIL ACCEPTED ACCEPTED Did the Payment application Administrator reject any line items on the payment application? Did the Payment application Administrator... END END DECLINED DECLINED General Availability Submit a New Payment application as a Payment Application Contact General Availability... Review a Payment Application as a Payment Application Administrator Review a Payment Application as an... Are you using one of the supported ERP Integrations to sync payment applications? (Sage 300 CRE, QuickBooks, Yardi) Are you using one of the supported... DRAFT DRAFT Limited Release Submit a New Payment application as a Payment Application Contact Limited Release... Continued from the 'Create a Commitment' workflow Continued from the 'Create a C... Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflow Continue to the 'Export Approv...
