Enter Item Certificate Values

Explanation

This activity is used to enter item certificate values, such as the work value, stored material, discount, retention, deduction and retention released. These values must be entered on the item level before the valuation is certified. Note: It will not be possible to change the values once the valuation is certified.

When certifying, the certified values cannot be higher than the latest released sub contract call off value except for items with the Rate Only calculation method. If it is, certification will not be allowed.

Prerequisites

• The valuation should be either in the Planned or Application Received status. Planned if the Receive Application check box is cleared, Application Received if the Receive Application check box is selected.
• The Item Level Certificate check box should have been selected.

System Effects

• The Certificate Summary tab is updated with certified values from the Sub Contract Valuation/Item Valuation tab.

Window

Sub Contract Valuation

Related Window Descriptions

Sub Contract Valuation
Sub Contract Valuation/Item Valuation
Sub Contract Valuation/Certificate Summary

Procedure

1. Open the Sub Contract Valuation window and query (F3) for the necessary valuation.
2. Click the Item Valuation tab.
3. For each item or tax code, enter the certified amounts for both work and material.
4. Save the information (F12).
5. Repeat the procedure for each item or tax group that is to be certified.