Managing Payment Estimate Types

Reference payment estimate types are used in conjunction with user roles, security groups, and contract authority to establish different approval levels for contract payment estimates at different stages of the estimate's development. This enables your agency to authorize different users to approve the same payment estimate at different stages in the workflow.

When you click the Payment Estimate Type link in the Reference Data component, the system takes you to the Reference Payment Estimate Type Overview where you can add, change, and delete information for reference payment estimate types. The component contains a list of all the payment estimate types in the system.

Each row contains an Actions button and current values for the following fields:

To change the information in a reference payment estimate type, click the link in the Name field or select Open from the row Actions menu to go to the Payment Estimate Type Summary. For more information, see Maintaining a Payment Estimate Type.

To add a new reference payment estimate type to the system, select Add from the Actions menu on the component header. For more information, see Adding a Reference Payment Estimate Type.

To delete a reference payment estimate type, select Delete from the row Actions menu. The system shades the row to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

Note: You cannot delete a reference payment estimate type that is currently associated with an active contract payment estimate.

When you are finished maintaining reference payment estimate types, 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.