Approve Application for Payment
Explanation
Use this activity to approve an application. When the application has been
valued and the valuation has been approved internally, it should be set to Approved.
After the application is approved, it is ready to be submitted to the customer.
Prerequisites
- The contract must be in the Awarded, Under
Review, Active, or Completed
status.
- The contract revision that was used for creating this application must
be in the Active status .
- The application valuation must have been done.
- The application must be in the Planned or Approval in Progress status.
- If IFS/Document Management is installed and persons and/or groups of
persons are added into an approval routing for this application, all steps
should be approved before setting the application to approved. To check
if all steps are approved, select the application that you would like to
approve in the Attachment Panel. Notice that there are no validations to
check whether all the steps in the approval routing is approved, and this
is considered to be a manual operation.
System Effects
- All items must have a valuation value. Items that are not valued (empty)
will be valued at 0 (zero) automatically.
- The application status changes to Approved.
- No further changes to the application will be allowed. Only certified
values can be entered.
- If the contract is in the Completed status and the application was in
the Planned status at the time of approving, all interim retention will
be released automatically if not already released. See the Release Retention
activity description for more details.
- The application will be submitted to the customer.