Commitments - Workflow Diagrams Last updated Save as PDF Create a Commitment Configure Settings: Commitments Configure Settings: Co... Approve and Sign a Commitment Contract Approve and Sign a Co... Start Start END END Create a Commitment Create a Commitment Complete a Commitment with DocuSign© Complete a Commitment... Edit the Advanced Settings Tab on a Commitment Edit the Advanced Sett... Add a Subcontractor Schedule of Values to a Commitment Add a Subcontractor Sc... Email a Commitment Email a Commitment Add a New Payment to the Payments Issued Tab in a Commitment Add a New Payment to t... Create a Subcontract Create a Subcontract Create a Purchase Order Create a Purchase Orde... Create an Invoice for the Release of Retention Money Create an Invoice for... Send a Commitment to ERP Integrations for Accounting Acceptance Send a Commitment to E... Does your company use the ERP Integrations tool? Does your company use the ER... Do you use Procore+ DocuSign©? Do you use... LEGEND LEGEND General Contractor General Contractor Subcontractor Subcontractor Optional Step Optional Step Subcontractor Invoices Accept or Decline an 'Invite to Bill' as an Invoice ContactAccept or Decline an '...DRAFTDRAFTStartStartDoes the purchase order or subcontract have an 'Invoice Contact'?Does the purchase order or subcontract have...Add Invoice Contacts to a Purchase Order or SubcontractAdd Invoice Contacts t...Create Automatic Billing PeriodsCreate Automatic Billi...Create Manual Billing PeriodsCreate Manual Billing...AUTOMATICAUTOMATICMANUALMANUALHow do you want to create the current billing period?How do you want to create the c...CommitmentsCommitmentsInvoicingInvoicingAdd an 'Invoice Contact' with the Commitments or Invoicing tool?Add an 'Invoice Contact' with the Co...Add Invoice Contacts to a Purchase Order or SubcontractAdd Invoice Contacts t...INVOICE CONTACT(an external collaborator)INVOICE CONTACT...INVOICE ADMINISTRATOR(an internal user)INVOICE ADMINISTRATOR...Who will create the new invoice?Who will create the new invoice?Optional StepOptional StepLEGENDLEGENDInvoice Administrator (an internal user)Invoice Administrato...Invoice Contact(an external collaborator)Invoice Contact...CommitmentsCommitmentsInvoicingInvoicingCreate a New Invoice on Behalf of the Invoice ContactCreate a New Invoice o...ENDENDSend an 'Invite to Bill' to an Invoice ContactSend an 'Invite to...Revise & Resubmit an Invoice as an Invoice ContactRevise & Resubmit an I...REVISE & RESUBMITREVISE & RESUBMITDoes the invoice contact want to submit an invoice for the current billing period?Does the invoice contact want t...RECEIVE EMAILRECEIVE EMAILACCEPTEDACCEPTEDDid the Invoice Administrator reject any line items on the invoice?Did the Invoice Administrator...ENDENDDECLINEDDECLINEDSubmit a New Invoice as an Invoice ContactSubmit a New Invoice...Review an Invoice as an Invoice AdministratorReview an Invoice as an...Are you using one of the supported ERP Integrations to sync invoices? Are you using one of the suppo...Sage 300 CRESage 300 CREQuickBooksQuickBooksAre You Using Sage 300 CRE or QuickBooks? Are You Using Sage 3...See the 'Export Approved Subcontractor Invoices to QuickBooks' WorkflowSee the 'Export Approved S...See the 'Export Your Approved Subcontractor Invoices to Sage 300 CRE' WorkflowSee the 'Export Your Appro...
