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.

Note: If the Use Price Incl Tax check box is selected on the Purchase Order/Misc Order Info tab, the Stage Amt/Curr and the Stage Amt/Base fields are non editable and the stage amount is calculated based on the stage amount including tax value and the connected tax codes. The Stage Amt Incl Tax/Curr and Stage Amt Incl Tax/Base fields are editable.

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.