Purpose
A process for requesting project payments sent by the contractor to the owner. Each Payment Applications record:
- References a specific Budget Items record.
- Displays a ledger of that Budget Items payment and retainage information.
- Updates that Budget Items-SOV.
Business process characteristics
This is a cost-type business process that includes an approval workflow. Approved data from this business process rolls up to the project cost sheet and updates the schedule of values. An individual help file is available for this business process.
Record Statuses
- Pending, a non-terminal status
- Approved, a terminal status
- Rejected, a terminal status
Groups associated with this business process
- Creation: Project Coordinators
- Review: Customer. All Project Users can be copied.
- Revision: Project Coordinators. All Project Users can be copied.
Additional Information
- Step completion policy and resolving actions can differ between steps.
- Not enabled for integration.
- Not enabled for publish path.
- Files attached to business process forms or to line items will be automatically published to Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log