Creating an Application

To begin creating an application for payment, either:

1. Open SC Orders. Right-click the order you wish to create an application for, or left-click the order and click the menu icon , then click Create Application for Order. This opens the Add New Application screen for the order you selected.

   Or

2. Open Applications. Right-click an application, or left-click an application and click the menu icon , then click Add New Application. The opens the Add New Application screen for the same order as the application you selected.

Note that there can be only one active application per valuation period. If you submit an application for a valuation period which already has a submitted application, the previous application is superseded.

Note that the field labels for the first three steps below are customisable by the main contractor in Certificate Definition Maintenance, so they may appear differently than in the above image. The process for completing the fields and the underlying calculations remain the same regardless of the field labels.

1. Enter values for the Recharge, Costed Amount and Variations Requested. Note that these are cumulative values - you will see a warning icon next to a field if its value is not equal to or greater than the value in the Previously Applied column.

2. The Discount and Retention values will be calculated automatically, but you can still edit them if you wish.

3. Enter the Set Off value if necessary.

4. Enter values for the Anticipated Final Accounts if you wish. These are memorandum fields for your own use.

5. The Cost of Materials (This App) field in the This Period column may or may not be editable, based on the CIS status of the subcontract. If it is editable, you must enter a value for this period. If necessary, you can enter a negative value for this period for the purpose of correcting the total applied to date amount, though note that the cumulative cost of materials must remain positive. The Labour Liable for Tax value will be calculated automatically.

6. Enter any notes or messages for the main contractor in the Notes field.

7. You must attach at least one file as backup to the application before it can be submitted. To attach a file:

   1. Click the Browse button at the bottom of the screen to open your local directory.

   2. Find the file you wish to upload, then double click it or drag and drop it to the Add New Application window.

   3. Click to upload the file.

      You can attach multiple files this way if you wish.

      To view each of the files attached to the application, open the Attachments tab at the top of the screen.

      

      To delete an attachment that you have uploaded, right-click it and click Delete File, then click  on the popup.

8. Click to save the application. The application will be added to the list on the Applications screen but will not be sent to the main contractor and will be available to edit.

9. Click to submit the application to the main contractor.