Enable Payments for Project

<H2 class=form>Description</H2>
<BLOCKQUOTE>By default, the payments for all active contracts within ECMS are enabled, but the system allows an authorized PENNDOT user to stop payments to a contractor for a specific contract. The Enable Payments function allows PENNDOT to enable payments for a contract where the payments had previously been stopped.
 When an authorized user selects the Enable Payment indicator on the Construction Project Information page, the internal flag which was set to stop payments is deleted, and the Estimate and Adjustment process can continue. Note: When the Enable Payment function is successfully processed, the system automatically generates and sends an email notification informing that payments for the contract have been enabled. The Enable Payment function provides part of the Payment functionality and can be accessed from the Construction Project Information page when the user selects the Enable Payment indicator and saves the screen. </BLOCKQUOTE> 
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199>From this screen…</TD>
<TD width=391>perform this action:</TD></TR>
<TR vAlign=top>
<TD width=199>My Projects</TD>
<TD width=391>Select the project for which you want to stop payments by clicking in the checkbox
Select ‘Construction Project Information’ from the Go links and click the GO button </TD></TR>
<TR vAlign=top>
<TD width=199>Construction Project Information screen</TD>
<TD width=391>Click EDIT button
Select ‘Enabled radio button from Payment radio button group
Click SAVE & EXIT (email generated and sent to Project Inspector, ACE/M, ADE, and DE)</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>

<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=151>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.</TD></TR>
<TR vAlign=top>
<TD width=151>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.</TD>
<TD width=439>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).</TD></TR>
<TR vAlign=top>
<TD width=151>From the navigation bar, select the Contractor Services option. </TD>
<TD width=439>The Contractor Services options available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Select the My Projects option beneath Contractor Services on the navigation bar.</TD>
<TD width=439>The My Projects page is displayed and lists the projects associated with your personalized search.</TD></TR>
<TR vAlign=top>
<TD width=151>If desired, update your personalized search by clicking the Personalize Project Search link.</TD>
<TD width=439>The search fields are displayed and open for entry.</TD></TR>
<TR vAlign=top>
<TD width=151>If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.</TD>
<TD width=439>The My Projects page is updated based on the search criteria.</TD></TR>
<TR vAlign=top>
<TD width=151>Locate the project for which you want to enable payments and select it by clicking in the checkbox.</TD>
<TD width=439>An ‘X’ appears in the selected checkbox.</TD></TR>
<TR vAlign=top>
<TD width=151>Select Construction Project Information from the Go links and click the GO button.</TD>
<TD width=439>The Construction Project Information screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>If necessary, use the down arrow at the upper left of the display to jump to the bottom of the screen.</TD>
<TD width=439>The lower portion of the screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the EDIT button.</TD>
<TD width=439>The screen switches to edit mode.</TD></TR>
<TR vAlign=top>
<TD width=151>Select ‘Enabled’ from the Payment radio button group.</TD>
<TD width=439>The selected radio button appears with a darkened center.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the SAVE & EXIT button.</TD>
<TD width=439>A message is displayed asking you to confirm that you want to enable payments on the contract.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and a ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.
Note: The system automatically generates and sends an email notification informing that payments for the contract have been enabled.</TD></TR>
<TR vAlign=top>
<TD width=151>Click OK on the message box.</TD>
<TD width=439>The message box closes, and you are returned to the Construction Project Information screen.</TD></TR>
<TR vAlign=top>
<TD width=151><IMG height=1 alt="" src="/icons/ecblank.gif" width=1 border=0></TD>
<TD width=439>Use the Go links to access other project-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.</TD></TR></TBODY></TABLE></BLOCKQUOTE> 
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>

<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=174>Topic</TD>
<TD width=456>Help Document</TD></TR>
<TR vAlign=top>
<TD width=174>Estimates</TD>
<TD width=456>Tell Me About Estimate Screen
How Do I Create Estimate
How Do I Approve Estimate</TD></TR>
<TR vAlign=top>
<TD width=174>Screen fields and definitions</TD>
<TD width=456>Tell Me About Construction Project Information</TD></TR>
<TR vAlign=top>
<TD width=174>Stop payments</TD>
<TD width=456>How Do I Stop Payments for a Project</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

By default, the payments for all active contracts within ECMS are enabled, but the system allows an authorized PENNDOT user to stop payments to a contractor for a specific contract. The Enable Payments function allows PENNDOT to enable payments for a contract where the payments had previously been stopped.

When an authorized user selects the Enable Payment indicator on the Construction Project Information page, the internal flag which was set to stop payments is deleted, and the Estimate and Adjustment process can continue.

Note: When the Enable Payment function is successfully processed, the system automatically generates and sends an email notification informing that payments for the contract have been enabled.

The Enable Payment function provides part of the Payment functionality and can be accessed from the Construction Project Information page when the user selects the Enable Payment indicator and saves the screen.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen… perform this action:

My Projects Select the project for which you want to stop payments by clicking in the checkbox
Select ‘Construction Project Information’ from the Go links and click the GO button

Construction Project Information screen Click EDIT button
Select ‘Enabled radio button from Payment radio button group
Click SAVE & EXIT (email generated and sent to Project Inspector, ACE/M, ADE, and DE)

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.

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 My Projects option beneath Contractor Services on the navigation bar. The My Projects page is displayed and lists the projects associated with your personalized search.

If desired, update your personalized search by clicking the Personalize Project Search link. The search fields are displayed and open for entry.

If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button. The My Projects page is updated based on the search criteria.

Locate the project for which you want to enable payments and select it by clicking in the checkbox. An ‘X’ appears in the selected checkbox.

Select Construction Project Information from the Go links and click the GO button. The Construction Project Information screen is displayed.

If necessary, use the down arrow at the upper left of the display to jump to the bottom of the screen. The lower portion of the screen is displayed.

Click the EDIT button. The screen switches to edit mode.

Select ‘Enabled’ from the Payment radio button group. The selected radio button appears with a darkened center.

Click the SAVE & EXIT button. A message is displayed asking you to confirm that you want to enable payments on the contract.

Click OK on the message box. The message box closes, and a ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.
Note: The system automatically generates and sends an email notification informing that payments for the contract have been enabled.

Click OK on the message box. The message box closes, and you are returned to the Construction Project Information screen.

Use the Go links to access other project-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.

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.
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 My Projects option beneath Contractor Services on the navigation bar.	The My Projects page is displayed and lists the projects associated with your personalized search.
If desired, update your personalized search by clicking the Personalize Project Search link.	The search fields are displayed and open for entry.
If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.	The My Projects page is updated based on the search criteria.
Locate the project for which you want to enable payments and select it by clicking in the checkbox.	An ‘X’ appears in the selected checkbox.
Select Construction Project Information from the Go links and click the GO button.	The Construction Project Information screen is displayed.
If necessary, use the down arrow at the upper left of the display to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode.
Select ‘Enabled’ from the Payment radio button group.	The selected radio button appears with a darkened center.
Click the SAVE & EXIT button.	A message is displayed asking you to confirm that you want to enable payments on the contract.
Click OK on the message box.	The message box closes, and a ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed. *Note*: The system automatically generates and sends an email notification informing that payments for the contract have been enabled.
Click OK on the message box.	The message box closes, and you are returned to the Construction Project Information screen.
	Use the Go links to access other project-related screens; or use the navigation bar to access other ECMS functions or to log out of the system.

Topic	Help Document
Estimates	Tell Me About Estimate Screen How Do I Create Estimate How Do I Approve Estimate
Screen fields and definitions	Tell Me About Construction Project Information
Stop payments	How Do I Stop Payments for a Project

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:52:51 AM