When a CS Certification has been adjusted, users can now see indicators of that adjustment via Adjustment flags and columns within Contract Sales. Also, the following statuses are available in Certificates Enquiry: Adjustment DD/MM/YY and Adjusted (instead of Paid DD/MM/YY and Part Paid).
Certificate Input
A Contract Sales Certificate summary screen is available when drilling down on the Certificate Reference link from either the Contract Sales or Commercial Manager Certifications browse. If a payment is allocated to the Certificate, the Payments tab appears in the summary screen.
The Adjustment column is available on the Payments tab, as shown in Certificate Payments Browse. This column appears if a Certificate has been adjusted and checked on payment line(s) coming from the adjustment Certificate(s).
Certificate Payments Browse
Applications/Certificates Enquiry
The Applications/Certificates Enquiry is available on the Contract Sales > Applications/Certificates menu.
Adjusted Certificate Status
The Certificates Enquiry was previously showing Part Paid as the status for Certificates that were adjusted (and therefore allocated to the zero-balance adjustment payment), but not allocated on any Cash Payment. It now shows an Adjusted status instead of a Part Paid status if the Cash Payment does not exist, as shown in Adjusted Certificate Status.
Adjusted Certificate Status
If a partial payment is entered (both an adjustment and a Cash Payment exist), the status changes to Part Paid.
Adjustment Certificate Status
The status of Adjusting Certificates with no actual payments processed was previously displayed as Paid MM/DD/YY. It now displays as Adjustment MM/DD/YY, as shown in Adjustment Certificate Status.
Adjustment Certificate Status
