Submit Application
Explanation
Use this activity to submit an application to the customer
for payment. Once all the valuations have been done and the application has been
approved, it can be sent to the customer. The application will be printed and
then sent to the customer for certification.
If the customer has agreed to carry out invoicing on submitting
(invoice before receiving the payment) instead of certifying the application, this
can be entered as the default option on the
Sales Contract/Defaults tab, which
makes the Create Invoice option selected by default. If the Create
Invoice option is selected, an invoice will be created and sent to the customer
instead of an application. See the Create Invoice from Application activity for more
information. Once the application is submitted, no changes are allowed on the application header, application lines, and line items. However,
you can enter values in the Certified Released field on the
Application For Payment/General tab and Certified Work, Certified Stored Material, Certified
Quantity and Total Retention Certified Override fields on the
Application For Payment/Item Valuation tab when receiving the
certificate back from the customer.
If an application is supposed to be printed, the Print
Application check box should be selected by default. The application can be
printed even when doing direct invoicing, and will then work as the invoice
details.
Prerequisites
- Application must be in the Approved status.
- All previous applications (not considering previous applications in the
Canceled status) must have been submitted (those in the Submitted, Certified, Partially
Paid, Fully Paid status) before submitting the current one. If a
previous application that is not submitted exists, this must be either submitted or
canceled
before submitting the new one. This is to avoid sending out applications with
older contract contents and outdated valuation values.
- The default project must be active and a released activity must exist.
- All report codes must be valid for the revenue activity defined on the
contract.
- It is not allowed to submit an application with a
payment term that has installments or discounts defined.
- If the contract is On Hold, normally the application should
not be submitted, but it is allowed to be overridden if necessary.
- The Invoice Method must not be Direct Invoice.
System Effects
If the application is submitted:
- The status of the application changes to Submitted.
- If Print Application is selected, an application for payment report is
created and printed.
- If no due date is set prior to submitting the
application, the application for payment due date will be automatically calculated using
the payment terms defined on the application.
- Postings for the submitted applications are created
using the function group Application For Payment (AFP). If a percentage to be recognized
has been defined on the contract
the value of the postings will be adjusted accordingly.
More information about the postings created is available in
Posting Types
for IFS Sales Contract Application for Payment.
If the application is invoiced when submitting:
- The status of the application changes to Certified.
- No changes will be allowed on the application.
- It will not be possible to cancel the application.
- Standard postings will be created by the project
invoice. No AFP postings will be created since the invoice will cover all
revenue postings.
- The Invoice Method will be set to
Invoice on Submit Application.
For further details see the Create Invoice activity.
Window
Applications for
Payment
Application for Payment
Related Window Descriptions
Applications for Payment
Application for Payment
Procedure
- Select the application number to submit in either the
Applications for
Payment or Application for Payment window, right-click,
point to Status and then
click Submit.
- Verify that the User Group,
Application Voucher Type
and Voucher Date fields have correct values.
- If an invoice should be sent instead of an application,
make sure that the Create Invoice check box is selected and that the correct
invoice voucher type is selected. See
Create Invoice from Application for more details.
- Click OK to submit application.