Split a payment

Warning  

  • Payments once split cannot be merged (i.e. a split can not be undone).

  • Split payments cannot be further split.

  • Payments cannot be split if they are Recommended or Escalated. (i.e. the P2i Contract Officer is not current actioning officer of the payment).

  • A non-split payment which is recommended and rejected can be split when it is assigned back to the P2i Contract Officer.

  1. From the contract's Trigger Payment screen, click the Actions' Split Payments icon.

    Tip Refer to Search for contracts in the Contract Management Hub and Navigate to trigger payments screen

    Trigger payments screen

  2. Select a number from the Select the Number of Splits dropdown list.

    Split Payments screen with the number of splits and notes and attachements

  3. Enter the Amount $ for each selected split.

    Enter Notes and add Attachments. (these are not viewable by the Funded Organisation

    Warning Amount of each split must be entered as whole numbers (i.e. no decimal place) and cannot be 0.

    The following warning appears until the Total Split Amount $ equals Payment Amount ($ ex GST).

    split payment screen displaying error messages in amount of each split section

    split payment screen with 2 splits and $

  4. Click Save.

  5. Click Confirm.

    Split payments screen displaying the confirm dialog box

  6. Click Go to Trigger Payments.

    go to trigger payments screen

    Note The P2i Payment Allocation Officer has been notified to adjust the payment in the Payment Allocation Tool.

    Trigger payments screen displaying the split payment

Note  

The original payment (con_21943_CP_2) is available as view only.

Tip Click the Actions' View Split Payments icon to display the Amount $ for each split, Notes and Attachments added when the split was created.

The split payments are displayed with unique Payment Ids (con_21943_CP_2_1 and con_21943_CP_2_2).