Define agreement payment sets - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Help (10.1)

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Instead of using common progress payment sets, you can define agreement specific payment sets which can be assigned to the line items of this agreement. For information how to assign agreement payment sets to line items, see the description of Agreement Payment Set in View and edit prices.

Agreement payment sets can only be defined if the agreement payment type is set to Milestone Progress, and if Progress Payment Level is set to Line Item.

Add an agreement payment set

  1. Click Add Agreement Payment Set Com_Add ICON.

  2. Type the set name in the Agreement Payment Set box.

  3. Optionally, type the set description and the comments to subcontractor in the corresponding boxes.

    The comments are used to show this to the subcontractor in the Portal where he is expected to define the progress per line item event.

  4. Click Add Progress Payment Event Com_Add ICON.

  5. Type a unique sequence number in the Seq box.

  6. Click Progress Payment Event Com_LOV_Add ICON and select an event.

  7. Type the percentage of payment assigned to this event in the Percentage of Payment box.

    The sum of all payment percentages of this set must add up to 100%.

  8. To add more events, repeat the previous steps .

Add progress payment sets

Instead of adding single progress payment events, you can add pre-defined progress payment sets.

What is a progress payment set?

With a progress payment set you define a set of progress payment events for a particular purpose. For example, you could define sets for painting services or for a fabrication process.

  1. Click Add Progress Payment Set Com_Set_Add ICON.

  2. Select a progress payment set.

  3. Optionally, clear the check box for the events that you do not want to add.

  4. Click Add.

  5. Repeat the previous steps if you want to add further sets.

  6. If needed, adjust the sequences and the percentages.

  7. If required, edit the progress payment events.