Maintain Payment Certifications - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Contracts Help (2.04)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
2.04

A Payment Certification can be created via execution of an action. A new Payment Certification is created using Contract, Payment Certification Name and Payment Certification Type provided by the user, and the Payment Certification ID established by the system. The Payment Certification ID is managed by the structure established in Contracts > Contract Setup > Contract Register - Register Admin. An event entry is added to the Payment Certification log, and all resources established in Contracts > Contract Setup > Contract Register – Workflow Admin with a Distribution List value of "All Contract Workflow" or "Payments Workflow" are notified.

To create a payment certification, follow the procedure below:

  1. Navigate to Contracts > Payment Certifications.

  2. Click the Actions list and select Create Payment Certification.

  3. Click the Contract ellipsis to select the required contract.

  4. Type a unique Payment Certification Name.

  5. Click the Payment Certification Type ellipsis to select the required payment certification type.

    • Milestone Payment (PAY)

    • Monthly Invoice (PAY)

    • Retainage Payment (PAY)

  6. Click RUN and then OK. The new payment certification appears on the Payment Certification Register tab.

You can customize the view of the Payment Register panel from the view settings.