Milestone/Stage Payment - Purchase Order

[About Milestone/Stage Payments]

[To Initiate Purchase] [To Manage Purchase]

Usage

This window has several uses depending on if a milestone/stage payment template has already been connected to the purchase order line or not.

The connected template type is determined by the purchase payment type set on the PO line. The possible template types are Normal and Staged.

If a template has been connected, you can view and/or edit the milestone/stage payment lines that have been added from the template. You can also, if necessary, add additional lines to those that exist on the template; however these lines will not get updated on the template and will only exist for this particular purchase order line. It is not possible to make stage payments, if the purchase payment type on the PO line is Normal.

If a template has not been connected you have the option to manually enter milestone/stage payment lines without the use of a template.

You can then approve or revoke approval for a specific stage payment by right-clicking and clicking the required option.

For a milestone payment, the right mouse button options Approve/Revoke will be disabled when you enter/remove the approval date manually, and when the line status changes to Approved/Released accordingly. You are able to change the approval date to another date, even after the approval date.

Activity Diagrams

Enter purchase order
Handle purchase order

Activities

Approve or revoke approval for a milestone/stage payment
Enter milestones/stage payments manually