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Result or Product of this Process
The Pay Req and Invoice process is used to process and obtain approval for a Contractor or Consultant Invoice.
On the last step in this process, there will be future integration between e-Builder and SAP that will automatically notify SAP that the Contractor or Consultant Payment Application/Invoice has been approved and is ready for payment via SAP.
This process is used to submit pay requisitions and invoices. It can started by the A/E Lead, Consultant or Contractor. It can also be initiated by the Administrative Assistant when the A/E, Consultant or Contractor is unable to do so.
This process integrates with SAP. The process includes a step to ensure that invoice numbers submitted by vendors comply with SAP requirements. (11 alphanumeric characters are allowed)
1. Start
- The process is started by the A/E Lead, Administrative Assistant, Contractor or Consultant who fills out the required fields and attaches the associated documents before taking the Submit action.
- The next step is Final Invoice?.
2. Valid Invoice Number
The invoice number is checked to ensure that it complies with SAP requirements.
2. Final Invoice?
- This is a decision step to determine if the final invoice is being processed. (The final invoice is handled differently than others)
- If True the next step is Contractor or CM?
- If False the next step is Contractor or CM?
Note: Though the next steps share a common name they are on separate processing paths. See the process map for clarity.
3. Contractor or CM (Final Invoice True)
- This step determines if A/E Review is Yes.
- If True the next step is A/E Review Final.
- If False the next step is PM Reviews Final.
4. Contractor or CM (Final Invoice False)
- This step determines if A/E Review is Yes
- If True the next step is A/E Review.
- If False the next step is PM Review.
5. A/E Review Final
- The A/E Lead reads the comments and reviews the process fields and has the option to take the Submit or Don't Sign action.
- If Submit is chosen the next step is PM Reviews Final.
- If Don't Sign is chosen the next step is PM Reviews Final.
6. Initiator Submit and Revise
- The Process Initiator reads the comments and reviews the process fields and updates as necessary and has the option to take the Resubmit or Void action.
- If Resubmit is chosen the next step is Final Invoice?
- If Void is chosen the next step is Finish.A/E
7. PM Reviews Final
- The Project Manager reads the comments and reviews the process fields and has the option to take an action to Approve, Reject or Void.
- If Approve is chosen the next step is Waiting for Payment.
- If Reject is chosen the next step is Initiator Revise and Resubmit.
- If Void is chosen the next step is Finish.
8. A/E Review
- The A/E Lead reads the comments and reviews the process fields and has the option to take an action to Submit or Don't Sign.
- If Submit is chosen the next step is PM Review.
- If Don't Sign is chosen the next step is PM Review.
9. PM Review
- The Project Manager reads the comments and reviews the process fields and has the option to take an action to Approve or Reject or Void.
- If Approve is chosen the next step is Waiting for Payment.
- If Reject is chosen the next step is Initiator Revise & Resubmit.
- If Void is chosen the next step is Finish.
10. Waiting for Payment
- The process will hold for the SAP integration to automatically update the process once payment has been made. The automation will cause the Paid action.
- The next step is Finish.
11. Finish