Considerations for Creating Work Confirmations for Purchase Orders with Progress Payment Schedule

Here are some of the considerations for creating working confirmations for purchase orders with progress payment schedules:

• You can create work confirmations either online or using the REST resources.
• You can bypass approval for work confirmation requests using the Work Confirmations REST API only. You must have the required security privileges to bypass approval.
• You can enable work confirmation only on document styles that have progress payments enabled and if there are no receipts created for the purchase orders of that style.
• You can create work confirmations for progress payment schedules that don't have a pending cancellation request and aren't in these statuses: Canceled, Closed, Closed for Receiving, and Finally Closed.
• You can delete a work confirmation or its lines only when the work confirmation is in the incomplete status.
• You can't update or cancel an approved work confirmation request.
• You can't submit another work confirmation request against a progress payment schedule if the previously submitted work confirmation is in the pending approval status.
• You can't receive the complex work purchase orders using the My Receipts UI if the document style has work confirmation enabled.
• To manage work confirmation requests on behalf of other agents, you must be an active procurement agent with FULL access to other procurement agents' purchase orders.
• You can't cancel a progress payment schedule if there are one or more work confirmation requests against the schedule in the approved or pending approval status. Instead, you can reduce the progress payment schedule's amount and quantity to match the total amount and quantity requested through work confirmations.
• You can't update the type and description of a progress payment schedule if there are work confirmation requests against the schedule in the approved or pending approval status.
• You can't update the price of a rate-based schedule that has approved work confirmations or pending approval work confirmation requests.
• If the progress payment schedules are set to accrue-at receipt, Receipt Accounting will book the accrual for the work confirmation amount when the receipt is recorded. Otherwise, Receipt Accounting will book the accrual for uninvoiced receipts as part of the period end accrual process.