Modifying a progress payment

Purpose: Demonstrate how to modify a progress payment in FI$Cal.

Scenario: Previously, your department recorded Progress Payment Reference #8745632 towards a purchase order. It has come to your attention that some of the information entered on that progress payment was incorrect, so you must now locate it and update the payment details.

Role: Non-FI$Cal Department CSCR Processor

Steps:

1. Begin by navigating to the Progress Payment page.

    

   Click the Main Menu button.

   Step 1

2. Click the FI$Cal CSCR menu.

   Step 2

3. Click the Progress Payment menu.

   Step 3

4. The Find an Existing Value and Add a New Value tabs are usually shown together in FI$Cal.

    

   The Find an Existing Value tab is used to locate Progress Payments already created by your department.

    

   In this scenario, the Find an Existing Value tab will be used.

   Step 4

5. Click the Find an Existing Value tab.

   Step 5

6. The Find an Existing Value tab offers several fields to help you locate the progress payment desired.

    

   For this scenario, search by Payment Number.

   Step 6

7. Click in the Payment Number field.

   Step 7

8. Recall that the desired payment reference number for this scenario is 8745632.

   Step 8

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

    

   Enter "8745632".

   Step 9

10. Click the Search button.

    Step 10

11. The Progress Payment Information page automatically displays for the particular progress payment you defined on the previous page.

     

    From this page, all fields are editable, thus you are able to correct any information necessary.

    Step 11

12. In this scenario, you previously entered the wrong Total Purchase Amount value for the PO.

     

    You can now update the value to the appropriate dollar amount.

    Step 12

13. Click in the Total Purchase Amount field.

    Step 13

14. Press [Delete].

    Step 14

15. Enter the desired information into the Total Purchase Amount field.

     

    Enter "4000".

    Step 15

16. If necessary, update any other information on this progress payment at this time.

     

    In this scenario, the Total Purchase Amount value was the only field that required correction.

    Step 16

17. Once you are finished making corrections, save the updated progress payment by using the Save button.

    Step 17

18. Click the Save button.

    Step 18

19. Click the OK button.

    Step 19

You have successfully completed the "Modifying a progress payment" topic.

Key Takeaways:

- In some cases, you may need to correct the values from previously created progress payments

- Use the Find an Existing Value tab from the Progress Payment page to locate the existing payment that needs correcting

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