Maintaining Contract Payment Items
In this Topic
Contract payments made to the prime contractor are made based on the contract work items that were completed during the payment period.
The Items tab on the Contract Payment Summary component contains an accordion list of all the contract items that are being paid in the associated contract payment. Each row represents one payment item record and displays the Contract Item Line Number, Item ID, and an Actions button.
To maintain a contract item record, expand the row to display all the available information. You can view or change the following information:
Click in a field and add, change, or delete information as required. When you have finished making changes, click the Save button to apply your changes to the system. The system displays a message to confirm that your changes were saved in the database.
To delete a payment item, click the Delete icon on the payment item's row.
Adding a Contract Payment Item
Follow these steps to add a new payment item for this contract:
Click the Select Items button.
The system displays a modal window for selecting items.Locate the item you want to add by typing criteria in the Quick Find search box or by clicking Show first 10.
The system lists all the items that meet your search criteria.Click the row for each item you want to add.
The system adds a check mark beside each item you select and shades the row. To cancel a selection, click the selected row again.Click the Add to Contract Payment button.
The system closes the modal window and takes you to the Items tab of the Contract Payment Summary with the new items added to the list.For each added item, enter information in the Quantity Paid and Extended Amount Paid fields.
Click the Save button.
Note: You cannot add payment items to contracts that were imported from SiteManager or CAS, or when all the items in the contract have been associated with contract payments. In these cases, the Select Items button is not available.
