Certification

When you and the vendor have agreed on a payment amount, you can certify the payment claim. You must certify a claim before you can convert a schedule item to a payment form. After the payment is certified, you might have a certain number of days to make the payment, depending on your business practices and local laws.

Approval workflow

If workflow is configured for the payment claim, the claim must be approved before it can be certified. To start the approval workflow, click Save and start approval on the payment claim Details page.

Certify a payment claim

To certify a payment claim, select Certified from the Payment claim status drop-down menu in the Payment claims header. The Certification Actual date is updated on the Details page and on the Payment claims register.

After the payment claim is certified, the claim becomes locked, and you can edit only the Comments field on the Details page. Contract also saves and stores snapshots of the Payment claim Schedule of values and Line items tabs, so you can see the values at the time of certification. These values can help you track progress.