Maintaining a Payment Estimate Type

The Reference Payment Estimate Type Summary includes all of the information recorded for a reference payment estimate type. Information is grouped in two tabs, located on the left side of the component.

To access the summary, click the Payment Estimate Type link in the Reference Data component, locate the payment estimate type you want to view, and then click the link in the Name field on that row.

The component opens on the General tab, where you can view or change information in these fields:

• Name

• Payment Estimate Type

Click in either field and add, change, or delete information as needed.

Contract Types

The General tab includes an expandable section listing all the contract types associated with this reference payment estimate type. Each contract type row contains an Actions menu and the Contract Type field.

To remove a contract type from the payment estimate type, select Delete from the row Actions menu and click Save.

To add a new contract type to this payment estimate type, follow these steps:

1. Click the Select Contract Types button.
   
   The system displays a window for selecting contract types.

2. In the window, locate the contract type you want to add to the payment estimate type by typing criteria in the Quick Find search box or by clicking Show first 10.
   
   The system lists all the contract types that meet your search criteria.

3. Click the row for each contract type you want to add.
   
   The system adds a check mark beside each contract type you select and shades the row. To cancel a selection, click the selected row again.

4. Click the Add to Ref Payment Estimate Type button.
   
   The system closes the modal window and adds the new contract types to the list on the General tab.

5. Click the Save button.

Approval Levels

The Approval Levels tab on the Reference Payment Estimate Summary contains a list of all the approval levels this payment estimate type requires. Each row contains an Actions button and current information for these fields:

• Level

• Role

You can add or change information in both fields.

You can add up to nine levels of required approvals for each reference payment estimate type name. To add a new level to a reference payment estimate type, click the New button. The system adds a new level row at the bottom of the list. All fields in the new row are blank. To save the new level, you must enter information in both fields and click Save.

• Note: Each Level field value for the same estimate name must be unique.

To delete an approval level, select Delete from the Actions menu on the level's row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.