This article is a guide on the configuration options for Payment Workflows.
This guide contains the following:
Relevant articles:
Introduction
You can add additional Placeholders by clicking the Select dropdown list.
After each Placeholder is edited you must click Save in order to save your changes. Once you are done configuring your Payment workflows, click Update Workflow Group, then click Update in the bottom left corner.
Mandate Attachment
By default, it is not mandatory to add an attachment to your Payment Application or Certificate before you can communicate it. A full application/certificate will always be in quite a lot of detail, so the intent within the Contract Management Platform is to complete a high level summary for the system, but the full application/certificate in detail should be added as an attachment. The Payment workflows can be configured in the template so that users cannot create an application without adding attachments.
Tax Enabled
By default, the Tax Enabled placeholder will appear in your list of placeholders, but it will be switched OFF. Under the resources tab - you will see the Tax which the law requires the Employer to pay to the Contractor field - this will only appear in your Payment Applications and Certificates if Tax Enabled is ON.
If you wish to add this field from your applications/certificates, add the placeholder to your contract template and toggle the below option to Yes.
This will appear in the workflow as below, if it is switched on:
PO Number Enabled
By default, PONumberEnabled is switched off. You can switch this feature on to add a new field into Payment Applications and Certificates that require the user to enter the PO Number.
This will appear in the workflow as below:
Application Types
You can add the ApplicationTypes placeholder to add a new field into Payment Applications that require the user to specify what type of Payment Application they are submitting.
This will appear in the Payment Application workflow as below:
Certificate Types
You can add the CertificateTypes placeholder to add a new field into Payment Certificates that require the user to specify what type of Payment Certificate they are submitting.
This will appear in the Payment Certificate workflow as below:
Comments
0 comments
Please sign in to leave a comment.