Approved Requested Variation Workflow

Note: Some accounting systems support Unapproved Variation Exports, and may allow you to skip steps one and three. Contact your implementation team if you are not sure which process to follow.

If the 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. Match variations—This will link the variation requested by the Subcontractor to the record brought in from your accounting system.
  4. (Optional) Mark up the approved variation—If the approved payment amount is different to the amount claimed by the Subcontractor, adjust values on the Modify Progress Claim page.

    Note: If the variation item is still labelled as Submitted, 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.