Certify Application for Payment
Explanation
When the application certificate has been received from the customer and all
certified values have been entered into the item valuation, the
application can be certified from the
Application for Payment or Applications
for Payment window.
If you receive a certificate for an
application, and if previous applications that have not been certified exist, you
need to consider these applications. There
can be several reasons for having old applications that are not certified.
However, when
receiving a certificate for a newer application, it will not be allowed to
have more than one submitted but not certified application at a time.
Example:
- Application number 1 is certified.
- Application number 2 is submitted but not certified.
- Application number 3 is submitted but not certified.
If a certificate for application
number 3 is received before the certificate for number 2
there is no need to enter certified values for number 2 since the certification process
is cumulative. When changing the status to Certified on application number 3, all items on
application number 2 will be set to a not-cumulative value of 0 (zero). This means that all
items on application number 2 should be set to the certified values as certified on
application number 1.
If for some reason an application line item has a
valuation value but no certified value, it will copy the certified values
from the previous application (that has
not been canceled). If the previous application is not certified, the valuation values from the next previous application will be copied.
You will notice that if the application is invoiced before
receiving payment
without going through the customer certification process, it will automatically
be set to Certified. See the Create Application For
Payment Invoice activity for details.
Prerequisites
- The application must be in the Submitted status.
- Certified values must have been entered for items that have a valuation
value. This will be handled automatically if the certified value is missing.
- The voucher date used when certifying must be later than the voucher date
used in the postings created when submitting the application.
System Effects
- The status of the application will change to Certified.
- If previously submitted applications that have not been certified exist, they will be automatically set to Certified.
- No further changes are allowed on the application header, application lines, and
application line items.
- Postings will be created. If any postings were created when submitting the
application, they will be reversed. The user group, application voucher type, and
voucher date as selected will be used for creating the postings.
More information about the postings created is available in
Posting Types
for IFS Sales Contract Application for Payment.
- If the
Create Invoice check box is
selected, an invoice will be created for the
certified amounts. Any postings created when submitting the application will
be reversed since the invoice will replace all previously created postings.
The Invoice Method will be set to Invoice on Certify Application.
- If the total certified values were entered on the application, it will be verified
that the rolled up certified amounts match the total certified values. See the
Enter Application Certificate Values
activity for more information.
Window
Applications for
Payment
Application for Payment
Related Window Descriptions
Applications
for Payment
Application for
Payment
Procedure
- Select the application to certify in either the
Applications for
Payment or Application for Payment window, right-click and then
click Certify. The Certify Application dialog box
opens.
- Verify that the User Group,
Application Voucher Type
and Voucher Date fields have correct values. If not, enter the correct
values.
- If an invoice should be sent instead of an application,
select the Create Invoice check box. Select the correct invoice
voucher type.
- Click OK to certify the application.