Create Application for Payment
Explanation
This activity is used by a business to business (B2B) supplier user (Contractor)
to create an application for payment (AFP) against a selected contract. This
AFP is appearing as a sub contract valuation at the Contract Owner.
The AFP can be created against a combination of currency, unique project
and billing sequence of the line items used in the called off sub contract.
The combination of these will create a unique AFP. Unique project and billing
sequence can be blank if they are not used.
Prerequisites
- The supplier (contractor) is defined as a B2B supplier by the Contract
Owner.
- The B2B user is connected to the supplier in B2B User - Supplier
by the Contract Owner.
- The sub contract at the Contract Owner should exist in either the
Awarded, Under Review or Active status.
- A sub contract revision in status Active should exist.
- The B2B supplier must be allowed to create an AFP against the sub contract
i.e. the option B2B Supplier, Create Valuation Allowed is enabled
in Sub Contract/Default tab.
System Effects
- An AFP is created which appears as a valuation in Planned
status.
- A snapshot of the sub contract lines and line items, connected to selected
comination of curreny, uniqe project and billing sequence, is copied to
the valuation.
- The B2B-status of the valuation is set to Released which means
that the Contractor can start entering application values.