Approve or Revoke Approval for a Milestone/Stage
Payment
Explanation
Use this activity to approve or revoke approval for a
milestone/stage payment line connected to a purchase order line.
Prerequisites
- At least one milestone/stage payment line must be
connected to a released purchase order line.
- It should only be possible to approve a stage
payment if the stage payment percentage for all stage payment lines on the
purchase order line is equal to 100%.
- There must be a stage payment that is defined as
the last one as it will trigger a reconciliation process when it is
approved.
- The payment method of the purchase order line must be set to Staged.
System Effects
The milestone/stage payment line will get approved or
the approval will get revoked.
Window
Purchase Order
Purchase Order Lines
Milestone/Stage Payment for Purchase Order Lines
Related Window Descriptions
Milestone/Stage Payment - Purchase Order
Purchase Order
Purchase Order/Part Order Lines
Purchase Order/No Part Order Lines
Purchase Order Lines
Milestone/Stage Payment for Purchase
Order Lines
Procedure
- Open the Purchase Order window.
- On the Part Order Lines tab, select the required order line and right-click, point to Order Line
Details and then click Milestone/Stage Payment; or on the
No
Part Order Lines tab, select the required order line,
right-click and then click Milestone/Stage Payment. The
Milestone/Stage Payment window will appear.
Note: This activity can also be done on the
Purchase Order Lines or
Milestone/Stage Payment for Purchase Order Lines windows.
- If the purchase payment type for the order line is Staged, you can
select which line is the last stage payment by right-clicking and then
clicking Last Stage Payment.
- Select the milestone/stage payment line(s) you
wish to approve or revoke approval for.
- Right-click and then click Approve and then OK on the
message that appears to approve the line or click Revoke Approval to
cancel the approval.
Note: The Date Approved field is set to
the system date (today's date). Before approving the last stage
payment, the purchase order line has to be closed and all other milestone/stage
payments have to be approved.