F.6.13 Pending SOV WDI: Concur/Modify SOV (Once Agreed to Working Off Line)

Description

The Responsible Individual (RI) will receive Email Notification from vendor if participating or Contract Administrator if not participating.   RI will finalize the schedule of Values (SOV).

 

Outcomes

Fully Executed Contract that the Vendor can submit a Payment against.

 

Detailed Steps

 

Step 1: Log in to NexGEN

 

Step 2: Confirm the Schedule of Values (SOV).

    1. Right click the SOV CODE Field to add additional breakdown (optional).
    2. Click SOV Breakout.

 

If Fee and Reimbursable values do not tie to the original contract value, you will receive an error. Save change as Pending SOV Vendor.

 

Step 3: Set to Fully Executed-Invoicing Authorized.

  1. Click Workflow.
  2. Select Set to Fully Executed-Invoicing Authorized.

  1. Type a message in the Message field to include in the Email notification (optional).
  2. Click Execute.