Use this activity to create an application for payment based on a contract. If any previous application exists for this contract, the valuation values or certified values will automatically be copied. See the Copy Previous Valuation for details activity.
The currency, supply country, unique project and billing sequence of the item is used to create a unique application for payment. Billing sequence is a numeric value that you can assign to items that you wish to be grouped together when you create the application for payment for them. Example:
Currency | Supply Country | Unique Project | Billing Sequence | Group |
USD | Sweden | P1 | - | AFP group 1 |
USD | United States | P1 | - | AFP group 2 |
USD | Sweden | P2 | - | AFP group 3 |
USD | Sweden | P2 | 1 | AFP group 4 |
SEK | Sweden | P2 | 2 | AFP group 5 |
If the Copy Contract Item Tax check box has been selected for the contract at the time of creating the application for payment, only the saved tax codes and percentages on the contract will apply to the created application. Any new tax codes in the system will not apply to the created application.
Sales
Contract
Sales Contracts
Manage
Sales Contract Items
Application for Payment
Applications for Payments
Sales Contract
Sales Contracts
Manage Sales Contract Items
Application for Payment
Applications for
Payments
To create an application for payment from the Sales Contract or Sales Contracts window, follow these steps:
To create an application for payment from the Applications for Payments or Applications for Payment windows, follow these steps:
To create an application for payment from the Manage Sales Contract Items window, follow these steps: