Initiation of payment application by the project manager
Subcontractor view and activities
Actions of the project manager after confirmation by subcontractor
1. Initiation of payment applications by the project manager
The payment application process at Bauwise looks like this:
The first payment application in each contract must always be drawn up by the project manager himself. To do this, you need to go to the budget view in the project and open the corresponding subcontract where you want to prepare the payment application:
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2. Then you need to open the "Payment applications" module (Explanations and setting information for the view of the payment application list can be found here: https://bauwise.atlassian.net/wiki/spaces/KB/pages/5603489/ATV+lepingu+vaade#4.-Aktid)
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8. Bauwise generates an automatic letter, the content of which can be corrected in the opening view. By pressing the "Send email" button, the Bauwise login details and a notification about the preparation of the document will be sent to the added contact.
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2. Subcontractor view and activities
The subcontractor receives the user credentials from e-mail: no-replay@bauwise.com:
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2. When logging into the system, a view opens where the subcontractor must press the "My payment applications" button:
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6. When the Subcontractor has reviewed the payment application, made the desired corrections, he presses the "Confirm payment application" button. After confirmation, the Project Manager receives a notification that the Subcontractor has confirmed the payment application.
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3. Project Manager's actions after subcontractor's confirmation
In the project manager's view, all changes made by the subcontractor are marked in color, comments are also visible. The added change order line is red:
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2. If the project manager accepts the change order, he has to select a work code for this change order, where this cost goes:
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3. Kui ka ülejäänud muudatused on sobilikud, siis Projektijuht vajutab nuppu "Kinnita akt" ning akti menetlus on lõppenud. Sellekohane automaatne email läheb alltöövõtja poole teele koos PDF aktiga. Soovi korral on võimalik Bauwise keskkonnas arve digiallkirjastada. If the other changes are also suitable, the Project Manager presses the button "Confirm the payment application" and the procedure of the payment application is finished. An automatic email about this is sent to the subcontractor along with a PDF of the payment application. If desired, it is possible to digitally sign the invoice in the Bauwise environment.
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4. If the content of the payment application is not suitable, the Project Manager presses the button "Change the payment application" and the whole process starts over. The payment application is changed until an agreement is reached.
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Järgmise akti menetlust saab Alltöövõtja nüüd juba ise alustada, kuna tal on kasutajatunnused olemas. Saates välja vaid akti lingi seda võimalust pole! The Subcontractor can now start the procedure of the next payment application himself, since he has the user credentials. By sending only a link to the payment application, this is not possible!
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