Construction Services PO
& Invoicing Process

The purpose of this job aid is to walk GCs through the Construction Services PO & Invoicing Process. GCs are responsible for completing and uploading their GC Quote to NexsysOne in order for this process to begin.


Creation of the GC Quote

GCs are responsible for creating their GC Quote utilizing the template provided to them by DISH. NexsysOne refers to the GC Quote as a GC PORT (POR Template), so you will see this naming convention within the system. 

  1. Navigate to ProjectOne > Project Library in NexsysOne.

  2. Select the Templates folder, locate the applicable POR Template, and download the document. There are a total of six POR Templates corresponding to various site types (Rooftop or Collocation) and vendor payment terms (Net 15 One MS, Net 15 Two MS, or Net 60 Four MS).



Note: Most firms should have Net 15 Two Milestone payment terms, unless specific If you are unaware of your payment terms, reach out to the individual at your GC firm responsible for finances.

  1. Update this document by inputting basic site information at the top, and then by editing the Quantity column of the document. Add a quantity of 1 to the appropriate Base Scope task item and the appropriate quantities to any MAOs specific to that site in accordance with the CDs.



  1. For any Out of Scope items, update details and pricing within the OOS Details tab.



  1. Once the quote is completed, save the document to your computer.

  2. Upload the document to the specific site by navigating to the Documentation tab and the Construction folder. Upload to the placeholder titled SiteID_GC_PORT.


The DISH CM will review this document and approve or reject. If the PORT form is rejected, revise according to the CM’s feedback and reupload the PORT form for review.

Reviewing & Acknowledging the PO

The DISH CM is responsible for creating the Purchase Order within NexsysOne. The PO will include one line item for each of the construction payment milestones.


each assigned a percentage of Extended Total (total project price listed on the PORT form). The percentages are as follows:


PO Line Item

Payment Milestone

Percentage of Total Cost

CX-MS1-01

CX200 Construction Start

15%

CX-MS2-01

CX301 Civil Room Ready

35%

CX-MS3-01

CX300 COP Approved

30%

CX-MS4-01

CX506 Lien Release

20%


After the PO is approved by DISH and Oracle has generated a PO number, a notification will be sent to the vendor directing them to acknowledge or dispute the PO within NexsysOne.


  1. Within a specific site, navigate to the POR tab.

Note: If you do not have access to this tab, reach out to your Construction Manager, who will request these permissions on your behalf.

  1. Double click the appropriate line item to open the PO that corresponds to the CX Services BOM.


  1. Once the Purchase Order has been properly reviewed, select the Acknowledge or Dispute button, located in the bottom right corner.

Invoice Approval

An invoice is generated once each of the four payment milestones are actualized. This means there will be four separate invoices corresponding to this single Purchase Order. The GC is responsible for approving an invoice within 3 days of its creation. After 3 days, it will auto-approve. To approve an invoice:

  1. Navigate to that site in N1 and then to the Invoice tab and double click on the invoice line to review the details.

Note: If you do not have access to this tab, reach out to your Construction Manager, who will request these permissions on your behalf.

  1. Double-click the appropriate line item to open the invoice. You will see the invoice details on the left side of the screen and the invoice line items on the right side of the screen.

  2. Review all invoice details and line items.

  3. The Approve and Reject buttons are located in the left panel of the Invoice screen. If an invoice is rejected, a notification will be sent to the creator of the initial PO.



  1. Once approved, a PDF of the invoice will be generated. To view this PDF, open the invoice and locate the File line item within the invoice details.

Change Orders

Changes Before Construction Start

If a necessary change is identified before construction has begun, your DISH CM is responsible for rejecting the original PORT form within NexsysOne. As the GC, you will then revise the PORT form as needed and re-upload to the Construction folder within the Documentation tab. Any additional items will be invoiced like the items on the initial BOM, as four separate line items reflecting a percentage of the cost.


Changes After Construction Start

If a necessary change is identified after construction has begun, the GC is responsible for uploading an additional PORT form containing just the new line items. This will be uploaded to the Supplemental PORT Forms folder in the Documentation tab for that site.

Once uploaded, communicate to the DISH CM that the supplemental PORT form is ready for review.


Once approved, the CM will add these line items to the initial BOM, which will create an individual Purchase Order. Any line item added based on a Supplemental PORT Form will include ‘Change Order’ in the name.


Note: All line items added as changes to the BOM (before or after construction start) will be invoiced entirely at the final construction milestone - CX506 Lien Release.