Start Certificate Approval
Explanation
This activity is used to start the certification process for a valuation. The
certification process can take a considerable amount of time, therefore it is
necessary to indicate that the valuation is undergoing the certification
process. Once the certificate has been approved, the valuation can be set to the
Certified status.
When the valuation is set to the Certification In Progress status, it
will not be possible to enter or change the values on the header of the
valuation as well as its lines and line items. The following check boxes, on the header of the valuation, should be
taken into consideration at this stage:
- Valuation Completed - If this check box is not selected,
it will be possible to start the certification process without completing
the valuations or even without any valuation to certify the applications
received.
- Receive Application - If this check box is selected, application
values need to be entered on the valuation prior to starting certification.
The Application Total Value field, in the
Item Valuation
or
Total Valuation tab,
should have a value.
Prerequisites
- The sub contract should be in any of the following statuses: Awarded,
Under Review, Active or Completed.
- The sub contract revision that was used to create the valuation should be
in the Active status.
- The valuation should be in either the Planned or Application
Received status.
- If the Receive Application check box is selected, the
Application No field (on the header of the valuation) should have a value,
i.e., an application for payment must be connected to the valuation.
- A call-off in the Released status should exist for the valuation.
System Effects
- The valuation is set to the Certification In Progress status.
- Since all items need to have a valuation value, items that are not
valued (empty) will be valued at zero automatically.
Window
Sub
Contract Valuation
Related Window Descriptions
Sub Contract
Valuation
Procedure
- Open the
Sub Contract Valuation window and query (F3) for
the necessary valuation.
- Right-click anywhere in the header, point to Status, and then
click Start Certificate Approval.
- A message requiring approval of the step appears, click Yes.