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We need some guidance  With Payment Schedule for Purchase Order and the function Approve for Pay.

How can I approve a record for Payment?

 

 

Hi @Susith Setunga ,

If I understood your question correctly, and If I remember correctly, Pay Schedule line types which are in ‘Retention’ can be Approved for Pay.

 

@Susith Setunga   If the payment schedule line type is 'Down Payment', you are not supposed to approve the payment, because it is already paid. When the payment schedule line type is 'Retention' then you have to approve the payment.

  1. Check the Invoice for Accuracy. ...
  2. Cross-Reference Invoice Dates. ...
  3. Confirm the Work with the Project Manager. ...
  4. Check the Vendor Details. ...
  5. Record the Invoice Due Date. ...
  6. Schedule a Payment. ...
  7. Streamline Decision Making. ...
  8. Save Money.

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