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.

Function Group	Direction	Posting	Name	Note
AFP	Debit	AFP1	Submitted Application Revenue	Reverse posting
AFP	Credit	AFP2	Accrued Submitted Applications	Reverse posting
AFP	Credit	AFP5	Submitted Application Discount	Reverse Posting
AFP	Credit	AFP6	Submitted Application Deductions	Reverse Posting
AFP	Credit	AFP7	Submitted Application Retention	Reverse Posting
AFP	Credit	AFP3	Certified Application Revenue	New posting
AFP	Debit	AFP4	Accrued Certified Application	New posting
AFP	Debit	AFP9	Certified Application Discount	New Posting
AFP	Debit	AFP10	Certified Application Deductions	New Posting
AFP	Debit	AFP11	Certified Application Retention	New Posting

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.