Accept Subcontractor Payment

Description

This function allows PENNDOT to accept subcontractor payment data submitted by the prime contractor on a construction project. The workflow for DBE/MBE/WBE Payments occurs online from the DBE/MBE/WBE Payment detail screen, and begins when the prime contractor enters the payment data and submits it. The payment is then statused as "IIC Review", and the Inspector on the project team may accept the payment. For all non-Final Payments, the payment status becomes "Accepted" and it is then included in the calculation of the project's goal attainment. For all Final payments, the status becomes "District Review" and the district reviewer (for the administering district) must accept the payment.

Whenever a payment is submitted, accepted, or rejected, a workflow comment can be entered. The system then automatically generates and sends an email notification to the appropriate party that includes the comment. Authorized users may access the payment detail screen either from a link contained in the email notification, from the list of payments for the project, from My Work Queue, or from the Pending DBE/MBE/WBE Payments screen (available from a link on the Contractor Information home page).

Quick Navigation

From this screen….	perform this action:
Navigation bar	Select Contractor Services, followed by Contractor Information
Contractor Information home page	Click the Pending DBE/MBE/WBE Payments link
DBE/MBE/WBE Payments screen	Click the blue twistie in front of the category you wish to expand Click the Payment date hyperlink
DBE/MBE/WBE Payment screen	Click the EDIT button (Screen switches to edit mode) Click the ACCEPT button (Confirmation message displayed) Click OK on message box (Payment status updated to "Accepted" or "District Review" for final payments; system sends email notification to Prime Contractor or District Reviewer)

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left. Note: You can quickly access the payment detail screen for a payment awaiting review by clicking the hyperlink contained in the email notification you received, then logging into ECMS with your user ID and password.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services options available to your user group are displayed.
Select the Contractor Information option beneath Contractor Services on the navigation bar.	The Contractor Information home page is displayed.
Click the Pending DBE/MBE/WBE Payments link.	The DBE/MBE/WBE Payments list is displayed.
Click the twistie in front of the appropriate review category.	The category expands and shows links to the payments awaiting review.
Click the Payment date hyperlink.	The DBE/MBE/WBE Payment detail screen is displayed in read mode.
Click the EDIT button.	The screen switches to edit mode.
Click the ACCEPT button.	A message is displayed asking you to confirm that you want to accept the payment.
Click OK on the message box.	The message box closes, and a processing message is displayed; when processing is complete, a 'successful' message is displayed.
Click OK on the message box.	The message box closes, and you are returned to the Pending DBE/MBE/WBE Payments list. The payment status has been updated to the next status, and the system has generated and sent an email notification to the appropriate parties.

Created by	Last Modified by
Joseph D Howe/PennDOT on 03/16/2005 at 10:47:16 AM	Wanda Taylor/PennDOT on 03/18/2005 at 08:33:06 AM