Approve Application for Payment
Explanation
Use this activity to approve an application. When the application has been valued and the valuation
has been approved internally, it should be set to Approved. After
the application is approved, it is ready to be submitted to the customer.
Prerequisites
- The contract must be in the Awarded,
Under Review, Active, or Completed status.
- The contract revision that was used for
creating this application must be in the Active status .
- The application valuation must have been done.
- The application must be in the Planned or
Approval in Progress status.
- If IFS/Document Management is installed and persons and/or groups of
persons are added into an approval routing for this application, all steps
should be approved before setting the application to approved. To check if
all steps are approved, select the application that you would like to
approve in the Attachment Panel. Notice
that there are no validations to whether all the steps in the approval
routing is approved, and this is considered to be a manual operation.
System Effects
- All items must have a valuation value. Items that are
not valued (empty) will be valued at 0 (zero) automatically.
- The application status changes to Approved.
- No further changes to the application will be allowed.
Only certified values can be entered.
- If the contract is in the Completed status and the
application was in the Planned status at the time of approving, all interim
retention will be released automatically if not
already released. See the Release Retention activity description for more
details.
- The application will be submitted to the customer.
Window
Applications for
Payment
Application for Payment
Related Window Descriptions
Applications for Payment
Application for Payment
Procedure
- Open the
Application for
Payment or
Applications for Payment window.
- Select the application to be approved, right-click,
point to Status and click Approve.
- Click OK to confirm the approval of the application.