Request and Review Supplier Input
This article covers the workflow for requesting input, managing revisions, and completing cost payment applications with suppliers.
Request Input or Cost Payment Application Revision from a Supplier
Once you have entered all the necessary details for your payment application, click Request Input to proceed. The supplier will then receive the information and can submit it in Cost Management, unless:
- Project administrator established a compliance workflow and its fulfillment is required.
- An approval workflow is set up. Then, a project administrator has to send an email to reviewers to get approval. You can make this process more automatic by toggling the Auto start after submission option. See the Cost Settings article to learn more.
A supplier will be notified of the cost payment application for review by email when they have a collaborative permission for cost payment applications.
Respond to Cost Payment Application Email as a Supplier
When receiving a cost payment application email, as a supplier:
Open the email and select Open in Cost Management. When Cost Management opens, only the information pertaining to a supplier's cost payment application will be visible.
Scroll to review details. In the columns within This Period, click the fields to enter the completions. The information will autopopulate based on the Amount or % entered.
To autopopulate data based on the item being 100% complete, select the More
menu next to a line item and choose to mark as % completed.Once the payment application information has been populated, select Submit.
Include a message in Submit.
Once submitted, the system will notify a general contractor by email. They can review line-by-line and accept, reject, and leave comments. If a revision is required, they may request it. A supplier can respond directly to the comments left by a general contractor and make necessary updates.
When done, a supplier submits the payment application back to a general contractor. A general contractor can accept all line items. The system will notify a supplier by email.