Approve or Revoke Approval for a Milestone/Stage Payment

Explanation

Use this activity to approve or revoke approval for a milestone/stage payment line connected to a purchase order line.

Prerequisites

• At least one milestone/stage payment line must be connected to a released purchase order line.
• It should only be possible to approve a stage payment if the stage payment percentage for all stage payment lines on the purchase order line is equal to 100%.
• There must be a stage payment that is defined as the last one as it will trigger a reconciliation process when it is approved.
• The payment method of the purchase order line must be set to Staged.

System Effects

The milestone/stage payment line will get approved or the approval will get revoked.

Window

Purchase Order
Purchase Order Lines
Milestone/Stage Payment for Purchase Order Lines
 

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 required order line and right-click, point to Order Line Details and then click Milestone/Stage Payment; or on the No Part Order Lines tab, select the required order line, right-click and then click Milestone/Stage Payment. The Milestone/Stage Payment window will appear.

Note: This activity can also be done on the Purchase Order Lines or Milestone/Stage Payment for Purchase Order Lines windows.

3. If the purchase payment type for the order line is Staged, you can select which line is the last stage payment by right-clicking and then clicking Last Stage Payment.
4. Select the milestone/stage payment line(s) you wish to approve or revoke approval for.
5. Right-click and then click Approve and then OK on the message that appears to approve the line or click Revoke Approval to cancel the approval.

Note: The Date Approved field is set to the system date (today's date). Before approving the last stage payment, the purchase order line has to be closed and all other milestone/stage payments have to be approved.