Start Approval of Application
Explanation
Use this activity to start the approval of an application. When the application has been valued,
it can be
approved internally before setting it to Approved.
This is an optional step and does not have to
be done if no internal approval process is required or the internal approval
process does not use any calendar time. Once everyone involved in
the approval process has approved the application, it can be set to Approved.
It is possible to set the application directly to Approved if desired, see the Approve Application
activity
for details. During the approval, it is also possible to cancel the approval to
make changes to the application.
If IFS/Document Management is installed, it is possible to
add persons or groups of persons into an approval routing. Notice
that there are no validations to whether or not all the steps in the approval
routing is approved, and this is considered to be a manual operation.
Prerequisites
- The contract must be in the Awarded,
Under Review, Active, or Completed status.
- The contract revision that was used for
creating this application must be in the Active status.
- The application valuation must have been done.
- The application must be in the Planned status.
System Effects
- All items will have a valuation value. Items that are
not valued (empty) will be valued at 0 (zero) automatically.
- The status of the application changes to Approval in Progress.
- No further changes to the application will be allowed.
Only certified values can be entered.
- If the contract is in the Completed status, all
interim retention will be automatically released if
not already released. See the Release Retention activity for more
details.
Window
Applications for
Payment
Application for Payment
Related Window Descriptions
Applications for Payment
Application for Payment
Procedure
- Select the application to be approved,
right-click, point to Status and then click Start Approval.
- Click OK to confirm the starting approval of the application.
- If you want to add users to the approval routing, use the Attachment
Panel in the lower part of the window.