Purpose
The Payment Applications business process is used in procurement processes to request payment on Total Commitments (approved Contract, budget, and Change Orders). Each Payment Applications record:
- References a specific Contracts record
- Displays a ledger of that contract's payment and retainage information
- Updates that contract's schedule of values
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.
- Canceled, a terminal status.
Groups associated with this business process:
- Creation: Subcontractors
- Review: Project Managers. All Project Users can be copied.
- Revision: Subcontractors. All Project Users can be copied.
Relationships associated with this business process
The record creator must associate it with a contract.
Additional Information
- The Payment Application schedule of values is available after association with a contract.
- The Payment Application business process shows an abridged cost sheet on the Upper form.
- Cost Rules: A budget line item cannot be reduced below $0.
- Step completion policy and resolving actions can differ between steps.
- The Payment Application business process is enabled for smart phones and other hand held devices.
- The Payment Application business process is enabled for custom print.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in 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.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
- Enabled for custom print.
Print using a custom layout
Custom printing can be used with templates created in Microsoft Word and PDF format. Depending on the template used for custom print, you can print the upper form, the current workflow step, comments and attachments of the record. The template may also allow printing of specific line items in their tabs. The printed output will list the name of the table with the line items following on separate lines.
Note: In Unifier 9.14 release, a specific Custom Print template has been added to the Payment Applications Business Process.
To print a business process form with a custom print layout, do the following:
- Open the business record that you want to print.
- From the File menu, select Print Preview > Custom.
- Click Save.
Note: When opening a business Process form that includes fields that are auto-populated, or automatically updated, the system considers these automatic updates as changes and requires that you Save the work.