Update Payment Certification Attributes Using General Tab - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Contracts Help (4.02)

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EcoSys
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EcoSys Standard Version
4.02

This procedure allows you to enter general information for the Payment Certifications.

  1. Navigate to Contracts > Payment Certifications.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Payment Certification Register tab.

  5. Select the Certification ID hyperlink. The Payment Details panel appears.

  6. Click the General tab.

  7. To maintain data, populate as indicated below:

    1. Certification Name

    2. Type:

      • Milestone Payment (PAY)

      • Monthly Invoice (PAY)

      • Retainage Payment (PAY)

    3. Review Due Date

  8. (Optional) Attach the payment certification related document.

    1. Click the Attachment ellipsis.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.

  9. (Optional) Type the required Comment.

  10. Click SAVE.