Commitments - Workflow Diagrams Last updated Save as PDF Share Share Tweet Share Create a Commitment Create a Purchase Order or Subcontract Configure Settings: Commitments Configure Settings: Co... START START 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... Create a Subcontract Create a Subcontract Create a Purchase Order Create a Purchase Orde... Send a Commitment to ERP Integrations for Accounting Acceptance Send a Commitment to E... LEGEND LEGEND General Contractor General Contractor Subcontractor Subcontractor Requires an Integration Requires an Integration Purchase Order Purchase Order Subcontract Subcontract Do you want to create a purchase order or a subcontract? Do you want to create a purchase o... Email Email DocuSign © DocuSign © How do you want to collect signatures on the contract? How do you want to collect signatures... Email a Commitment Email a Commitment Approve and Sign a Subcontract Approve and Sign a Su... Are you syncing commitments with the ERP Integrations tool? Are you syncing commitments wi... Invoices Invoices END END Change Orders Change Orders Are you ready to create change orders or invoices? Are you ready to create change... Continue to the 'Commitment Change Order Tiers' workflow Continue to the 'Commitment Ch... Continue to the 'Subcontractor Invoices' workflow Continue to the 'Subcontractor... Subcontractor Invoices Accept or Decline an 'Invite to Bill' as an Invoice Contact Accept or Decline an '... DRAFT DRAFT START START Does the purchase order or subcontract have an 'Invoice Contact'? Does the purchase order or subcontract have... Add Invoice Contacts to a Purchase Order or Subcontract Add Invoice Contacts t... Create Automatic Billing Periods Create Automatic Billi... Create Manual Billing Periods Create Manual Billing... AUTOMATIC AUTOMATIC MANUAL MANUAL How do you want to create the current billing period? How do you want to create the c... COMMITMENTS COMMITMENTS INVOICING INVOICING Add an 'Invoice Contact' with the Commitments or Invoicing tool? Add an 'Invoice Contact' with the Co... Add Invoice Contacts to a Purchase Order or Subcontract Add 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 Step Optional Step LEGEND LEGEND Invoice Administrator (an internal user) Invoice Administrato... Invoice Contact (an external collaborator) Invoice Contact... Commitments Commitments Invoicing Invoicing Create a New Invoice on Behalf of the Invoice Contact Create a New Invoice o... END END Send an 'Invite to Bill' to an Invoice Contact Send an 'Invite to... Revise and Resubmit an Invoice as an Invoice Contact Revise and Resubmit an... REVISE AND RESUBMIT REVISE AND RESUBMIT Does the invoice contact want to submit an invoice for the current billing period? Does the invoice contact want t... RECEIVE EMAIL RECEIVE EMAIL ACCEPTED ACCEPTED Did the Invoice Administrator reject any line items on the invoice? Did the Invoice Administrator... END END DECLINED DECLINED General Availability Submit a New Invoice as an Invoice Contact General Availability... Review an Invoice as an Invoice Administrator Review an Invoice as an I... Are you using one of the supported ERP Integrations to sync invoices? Are you using one of the suppo... DRAFT DRAFT Limited Release Submit a New Invoice as an Invoice Contact Limited Release... Continued from the 'Create a Commitment' workflow Continued from the 'Create a C... Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow Continue to the 'Export Approv...
