Enter Milestones/Stage Payments Manually

Explanation

Use this activity to enter and connect milestone/stage payment lines manually to a purchase order line, i.e., without the use of a milestone/stage payment template. You can, however, add additional lines even if a milestone/stage payment template has been connected.

Prerequisites

A released purchase order line must exist.

System Effects

• The milestone/stage payment lines will be connected to the purchase order line.
• The Milestone/Stage Payment Exists check box will be selected on the purchase order line.

Window

Purchase Order

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

1. Open the Purchase Order window.
2. On the Part Order Lines tab, select the order line(s) you wish to connect a milestone/stage payment line to and right-click, point to Order Line Details and then click Milestone/Stage Payment; or on the No Part Order Lines tab, select the order line(s) you wish to connect a milestone/stage payment line(s) to, right-click and then click Milestone/Stage Payment.
3. On the window that appears, enter a new record.
4. Enter a description, a progress percentage, lead time and previous milestone in the appropriate fields. You also have the option to include notes for each line entered.
5. If the order line is staged, then enter the stage payment percentage, stage amount and right-click on the last stage payment line and then click Last Stage Payment.
6. Save your changes.