View the Scheduled Reports and Payments screens

Once the contract has been activated, the system creates a list of schedule reports and payments based on the details of the contract.

Scheduled Reports

The system will analyse the content of a contract and identify all the report types (process trigger types) defined in the contract. For all the identified report types P2i schedules the report for the duration of the contract based on the frequency defined for each report type. The frequency of a report type can be periodic (monthly, quarterly, half yearly or annually) or non-periodic (one-off reports). If a report type defined in the contract is associated with performance measures then the system will associate the measures identified in the contract (measures for a contract are identified through the Investment Reporting Framework and currently the Performance Based Acquittal is the only report type which will be used to measure supplier performance).

  1. Click .

  2. Review the scheduled reports.

Note All scheduled reports are listed in chronological order based on their Trigger Date.

The scheduled report (work itemClosed Work Item is known by many names ... report, acquittal, form, work order.) will appear for the Funded Organisation on the Trigger Date and is to be completed by the Due Date.

Tip Use to search by the Report Name or filter by the report status. Click the back arrow to return to the contract screen.

Scheduled Payments

The system will analyse the content of the contract and identify the payment amount defined for each financial year. This payment amount for the financial year can be of periodic (monthly, quarterly, half yearly or annually) or non-periodic in nature. When the identified payment amount is periodic then system automatically calculates and schedules the amount based on payment frequency defined in the contract. When the identified payment is non-periodic the system schedules the payment on month specified in the contract.

  1. Click .

  2. Review the scheduled payments.

    3. Note All scheduled payments are listed in chronological order based on their Payment Period.

    Tip Use to search by the Payment ID or filter by the payment status. Click the back arrow to return to the contract screen.

  3. Click beside the Payment Amount to view the payment amount split.

  4. Click the Ok button to close the view.

    5. Note The payment amount split show the amounts for each service type if there is more than one.

Trigger Payments

The system automatically identifies the reports for a payment period and associates the report to the payment. The associated reports are mandated by the system to be in assessed state before the user can process a payment for the payment period. However, a payment can be processed to a supplier without receiving a report by escalating the request.

The system automatically identifies the reports for a payment period and associates the reports to the payment. All associated reports can be viewed in the trigger payments screen.

  1. Click .

  2. Review the Trigger Payments.

    Note All the associates reports and payments are listed in chronological order based on the Payment Period.