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How to understand the use of the 'Payment Authorised' field in Confirm

UPDATED: August 16, 2017


1. If the ‘Payment Authorised’ field on the Contract Management System Settings screen is left blank, what effect would this have on the payment run? 

In the Contract Management System Settings screen we enter a Status that will allow the Job to be paid. If this field is left blank the Job will not move automatically to the Status that allows the Job to be paid. The existing payment run process will hence be impacted as it depends on the configuration of that Job Status. 

2. If the Job Status 1000 was utilised [in the ‘Payment Authorised’ field on the Contract Management System Settings screen] and the ‘Outstanding’ box was left unchecked for this Job Status, what effect would this have? 

If in the Job Status screen for status 1000 you see that the 'Outstanding' option is unchecked, then you wouldn't be able to commit payments for Jobs at this Status. To commit the payments we would need to check the 'Outstanding' checkbox as well. After checking the "Outstanding" checkbox we need to log off from the application then log in again to have the settings take effect.

Environment Details

Product Feature: Confirm
                            Payment Processing

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