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Information About Requisitions

About Requisitions 

Requisitions allow subcontractors to progressively bill at several stages during the construction process, and these billings are based on a verified percentage of that commitment's completion.General contractors can configure billing period start and end dates, as well as the billing date, for each billing period. They can invite subcontractors to complete requisitions for the most recent billing period, or they can create requisitions on behalf of the subcontractor. Once the requisition has been approved, payment can be issued against the commitment. 

Recommended Workflow for GCs

req-invoicecontacts.png Start a New Billing Period Create a Requisition on Behalf of a Subcontractor Create a Requisition on Behalf of a Subcontractor Create Requisition Invoice Contacts Create Requisition Invoice Contacts Send Requisition Emails Submit a Requisition as a Subcontractor

Workflow Details

  1. Configure the advanced workflow in the Commitments tool to set up monthly billing periods and billing dates. You can also enable reminder emails for requisition invitations. See Configure Advanced Settings: Commitments.
  2. Create a billing distribution for requisitions for each commitment so you can select who you want to receive requisition invitations. See Create Requisition Invoice Contacts
  3. Create a billing period to send requisitions out for. See Start a New Billing Period and Send Requisition Emails.
  4. Send Requisition invitations to the billing distribution. See Start a New Billing Period and Send Requisition Emails.
  5. Subcontractors who were invited to create requisitions can do so by clicking the link in their invitation email. To edit their requisition, or create on their behalf, see Create a Requisition on Behalf of a Subcontractor.

 

Training Videos

Set Up Requisitions in Procore

Create and Submit Requisitions for Subcontractors

Create, Review, and Edit Requisitions for Contractors

Log Payments Issued for Requisitions for Contractors  

 

 

 

 

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