This procedure allows you to enter general information for the Payment Certifications.
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Navigate to Contracts > Payment Certifications.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.
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If required, click REFRESH to update the screen.
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Click the Payment Certification Register tab.
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Select the Certification ID hyperlink. The Payment Details panel appears.
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Click the General tab.
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To maintain data, populate as indicated below:
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Certification Name
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Type:
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Milestone Payment (PAY)
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Monthly Invoice (PAY)
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Retainage Payment (PAY)
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Review Due Date
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(Optional) Attach the payment certification related document.
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Click the Attachment ellipsis.
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Click UPLOAD and then click Choose File to select a file to upload.
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Type the description of the document in the Document Description.
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Click SAVE.
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(Optional) Type the required Comment.
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Click SAVE.