Enter Summary Certificate Values

Explanation

This activity is used to enter summarized certificate values. It is more common to certify the application (for payment) at a summarized level instead of going through each item. The sub contract is used to define the level at which the application is to be certified, and to create a certificate for the application received. It is therefore possible to enter certificate values, such as the work value, stored material, discount, retention, deduction, retention released, and tax at a summary level, as well as to create a payment certificate.

If the Item Level Certificate check box is not selected, the Total Valuation tab can be used to enter total level certified values. These values are not distributed to the valuation line items. Further, these values must be entered before the valuation is certified, since the values cannot be changed after certification.

Once the total certified values for work and stored material are entered, the remaining certified values will be calculated by using the required data from sub contract default values.

Note: The total certified value cannot be higher than the released sub contract total call off value.

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 not be selected.

System Effects

• Certified values are entered on the valuation/certificate.
• The Certificate Summary tab is updated with certified values in the Total Valuation tab.

Window

Sub Contract Valuation

Related Window Descriptions

Sub Contract Valuation
Sub Contract Valuation/General
Sub Contract Valuation/Total Valuation

Procedure

1. Open Sub Contract Valuation window.
2. Query (F3) for the valuation for which application data is to be entered.
3. In the Application No field, enter a valid application number.
4. Click the General tab.
5. Enter valid values in the Application Date and Application Received Date fields.
6. Click the Total Valuation tab.
7. Enter the certified values for work and stored material.
8. Save the information (F12).
9. Repeat for each tax code that is to be certified.