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
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Click Add Agreement Payment Set
.
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Type the set name in the Agreement Payment Set box.
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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.
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Click Add Progress Payment Event
.
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Type a unique sequence number in the Seq box.
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Click Progress Payment Event
and select an event.
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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%.
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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.
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Click Add Progress Payment Set
.
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Select a progress payment set.
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Optionally, clear the check box for the events that you do not want to add.
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Click Add.
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Repeat the previous steps if you want to add further sets.
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If needed, adjust the sequences and the percentages.
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If required, edit the progress payment events.