Viewing progress payments

Purpose: Demonstrate how locate and view progress payments in FI$Cal

Scenario: Previously, your department posted a progress payment to FI$Cal. You now wish to locate and review the details of that progress payment to confirm with your records.

Roles: Non-FI$Cal Department CSCR Processor

Steps:

1. Begin by navigating to the View Progress Payment Page.

    

   Click the Main Menu button.

   Step 1

2. Click the FI$Cal CSCR menu.

   Step 2

3. Click the View Progress Payment menu.

   Step 3

4. The View Progress Payment page is displayed.

    

   Use the search criteria on this page to locate the specific progress payment(s) that you wish to review.

   Step 4

5. You can use any combination of search criteria on this page to help you narrow the search results.

    

   For example, you could search for all progress payments sent to a particular vendor by entering a Vendor / Supplier Name.

   Step 5

6. The Business Unit is the Department requesting the items. This field defaults to your department based on your user ID.

   Step 6

7. In this scenario, you know the specific PO Number you created the progress payment for and the Progress Payment Reference # you used.

   Step 7

8. Click in the PO Number field.

   Step 8

9. Enter the desired information into the PO Number field.

    

   Enter "0000000217".

   Step 9

10. Click in the Progress Payment Reference # field.

    Step 10

11. Enter the desired information into the Progress Payment Reference # field.

     

    Enter "1".

    Step 11

12. Next, select a Payment Date Range around the time that you think the progress payment was created.

     

    Note: The only required field on the View Progress Payment Page is the Payment Date Range line.

    Step 12

13. Click the Choose a date button.

    Step 13

14. Use the Calendar to set the specific time frame around when you think the progress payment was posted.

     

    Setting a wider date range increases your chances of finding the progress payment.

    Step 14

15. Click the desired date e.g. "1"

    Step 15

16. Click the Choose a date button.

    Step 16

17. Click the desired date e.g. "31"

    Step 17

18. Click the Search button.

    Step 18

19. After clicking Search, all progress payment records matching the search criteria you defined are returned for your review.

     

    In this scenario, you entered enough information as search criteria that FI$Cal was able to determine the exact progress payment record desired.

    Step 19

20. If this is the correct progress payment you were searching for, use the Detail View button to open and view the details of the desired payment.

    Step 20

21. Click the Detail View button.

    Step 21

22. The Progress Payment Information section displays.

     

    This section contains all the details previously entered when initially creating the progress payment.

    Step 22

23. The information on this page includes fields such as:

     

    - the PO Number that the payment was created for

    - the Payment Reference # that identifies this payment

    - the Total Purchase Amount of the PO

    - the Payment Amount of this particular progress payment

    Step 23

24. From this page, you can use the dollar amount of the progress payment you recorded to verify if your records are correct, for example.

    Step 24

25. Click the Return button.

    Step 25

You have successfully completed the "Viewing progress payments" topic.

Key Takeaways:

- After posting progress payments, you may wish to review the payments that you have already recorded

- Use the View Progress Payments page to locate any and all posted progress payments from your department

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