Approved Potential Variation Workflow

If the potential variation is approved:

  1. Enter variation into accounting system: Enter the approved variation details into your accounting system.
  2. Import variation into the system: New variations will be brought across next time the accounting interface is run.
  3. Enter comments: Enter approval comments on the Edit Potential Variations page, including reasons for markdown if required.
    See View/Edit Potential Variations.
  4. Close the Potential Variation: This will remove the unapproved record from the payment schedule so it can be replaced by the approved variation.
    See View/Edit Potential Variations.
  5. (Optional) Mark up the approved variation: If a payment is being made in the current claims period, ensure the approved variation is marked up with the value you will pay against it on the Modify Progress Claim page.

    See the Head Contractor Modifying Subcontractor Progress Claims topic.

    Note: If the variation item does not appear on the page,select the Modify WB in Current Period button to update the WB.

Caution: If approved values are less than the claimed amount, enter comments to indicate why, so as to comply with statutory obligations.