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

1. Open the Application for Payment or Applications for Payment window.
2. Select the application to be approved, right-click, point to Status and click Approve.
3. Click OK to confirm the approval of the application.