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 AR sales invoice.

• Improved visibility: Increase audit readiness and stakeholder confidence with clear, consistent visibility into application, valuation, and AR sales 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 AR sales invoice as the Template type and Workflow category.

• Application document category: Select the document type for the transaction definition: Application, Valuation, or AR sales 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 AR sales 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 AR sales 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

Subscription	Construction Projects configured for Project costing and billing Purchasing
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	To configure transaction definitions Purchasing PO transaction definitions: List, View,  Add, Edit, Delete To use the payment application workflow Purchasing Purchasing transactions: List, View, Add, Edit, Delete
Dependencies or other requirements	Purchasing On purchasing transaction definitions: The option to enable the payment application workflow is available only if you select AR sales invoice as the Template type and Workflow category. The Application document category setting is available only if you enable the payment application workflow.
Restrictions	You can only convert transactions with a State of Pending or Partially converted.