Enter a payment type for an agreement - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

It is important to set a payment type because subcontracts can only be approved if the payment type has been set.

• If the payment type of a subcontract is Milestone Progress, at least one progress payment event must be entered on the Prog Pay Events tab in order for the agreement to be approved. You do not need to have a progress payment set assigned, however.

• If the payment type of a subcontract is Measured Qty, there must be line items with quantities greater than zero in order for the agreement to be approved.

• If the payment type of a subcontract is Schedule of Values, at least one record must be available in the corresponding folder in order for the agreement to be approved.

1. In the menu tree, navigate to Smart Materials > MSCM > P.50 Agreements (Orders/Subcontracts).

2. Double-click P.50.01 Agreements.

3. Query for an agreement.

4. On an agreement, double-click in the Agreement Number field to call P.50.07 Maintain Agreements.

5. In the Payment Type box, select a type.

   • If the payment type is set to Schedule of Values or Measured Qty, the Payment Term box displays SOV or MQ, respectively.

   • If the payment type is set to Milestone Progress or not set at all, the Payment Term box displays the stored payment term.

To see the Payment Type box, you must be in the default configuration (empty value at the end of the dropdown list on the right hand side in the toolbar), or you must add the fields to the current configuration.