Construction

Subcontractor payment application workflow—Early Adopter

Introducing support for subcontractor payment applications. Record and track applications and valuations in line with regional construction industry practices and requirements.

Key benefits

• Simplified workflow: Replace manual workarounds with a streamlined workflow, starting with a purchase order and moving from application to valuation to invoice.

• Improved visibility: Increase audit readiness and stakeholder confidence with clear, consistent visibility into application, valuation, and invoice documents.

• Greater reporting accuracy: Reduce period‑end adjustments by maintaining accurate, traceable payment amounts across reporting periods.

What's changed

On Purchasing transaction definitions, we added a Payment application workflow section with two new settings:

• Enable payment application workflow: Use to enable the payment application workflow on the selected transaction definition.

  This setting is available only if you select Invoice as the Template type and Workflow category.

• Application document category: Select the document type for the transaction definition: Application, Valuation, or Invoice.

  This setting is available only if you enable the payment application workflow.

How it works

1. Create and post a purchase order or subcontract.

2. Convert the order to an application and post it.

3. When amounts are certified, convert the application to a valuation and post it.

4. Convert the valuation to an invoice.

Good to know

• In the current release, applications and valuations do not post to Accounts Payable or General Ledger. We plan to support General Ledger posting capabilities in a future release.

• As documents move through each stage:

  • For payment applications, converted lines must originate from the same primary document.

  • For valuations, converted lines can come from multiple applications if those applications originate from the same primary document.

  • For invoices, converted lines can come from multiple valuations based on the same primary document.

• Payment application 360-degree view tabs for application, valuation, and primary documents will be available in a future release.

Join the Early Adopter program

We invite you to explore the new capabilities of the payment application workflow as an Early Adopter. Additional functionality will be introduced in a future release.

Your insights are incredibly valuable. We encourage you to share your feedback on your experience.

For this feature, all customers with a Construction subscription are eligible to participate.

Permissions and other requirements