Receiving Application for Payment Certificate—Exercises

Required Data

Posting Controls for Certifying - Application for Payment

Purpose: The purpose of this exercise is to prepare the required posting control information used in certifying Application for Payment.

Windows:
Posting Control

 1.       Make sure that the following posting types are defined:  

General exercise for Creating Posting Controls

Main Exercise

Purpose: The purpose of this exercise is to receive a payment certificate for a submitted application for payment.

Windows:
Application for Payment.

Entering Application Certificate Values

1. Open the Application for Payment window and query for the application you wish to enter certificate values. The application should be in the Submitted status.
2. Click the Item Valuation tab.
3. Select the item line that needs to be certified and enter the certified amount in the Certified Work field.
4. Enter any amount in the Certified Stored Material field, if you used any stored material.
5. If the item is quantity based, the Certified Quantity field value will be automatically calculated.
6. Save the information and repeat the steps for each item that needs to be certified.

Certifying Application

1. Open the Application for Payment window and query for the application you wish to certify. The application should be in the Submitted status.
2. Click the Item Valuation tab and verify if the certified values have been entered for the relevant items.
3. Right-click on the header section of the window, point to Status and then select the Certify menu option.
4. In the Certify Applicaiton dialog box that opens, verify that the User Group, Voucher Type for the application and Voucher Date fields have correct values. If not, enter the correct values.
5. Click OK.
6. Observe that the application for payment will be in the Certified status.