Adjusting partial payments

When a P2i Contract Officer recommends partial or zero payment, the P2i Contract Manager must send the payment to the Payment Allocation Tool for adjustment by the P2i Payment Allocation Officer.

Adjusting partial payments

Tip You can also click the link in the notification email to access the contract management hub.

  1. From the Contract Management PortalClosed This is known as Acquittals Dashboard by Suppliers (Funded Organisations). It is also known as the Downstream Dashboard by department staff., click Contract Management Hub app.

  2. Click the Filter button to search for the contract.

    Note The P2i Contract Officer can view all contracts, not just the ones they have been assigned to.

  3. Enter the Supplier Organisation Name, Contract Number, Service Outlet Name, Service Outlet Number or Contract Officer and click the Search icon.

  4. Click the Contract Number to access the contract.

  5. Click Trigger Payments.

  6. Click the Payment Id.

    Note Partial payments that have been approved by the P2i Contract Manager have the status, Determined : Agreed.

  7. Click Goto Payment Allocation Tool.

    Note Review any notes or attachments added to support the payment. Click View Notes and View Attachments. The Payment Allocation Tool opens in a new browser tab.

  8. Click the Filter button.

  9. Filter by the Payment ID for the approved partial payment.

  10. Click the Filter button.

  11. Click the Edit icon next to the first amount.

  12. Enter the adjusted amount based on the Determined : Agreed percentage into the Amount (Forecast) $ field. The reduced by amount is entered into the Realised Underspends $ field.

  13. Click Save.

  14. Repeat for the remaining adjustments.

  15. Return to the Contract Management Hub and click Payment Allocation Tool Adjusted.

  16. Enter any Comments.

    Note These comments are only visible to the Department.

  17. Click Approve.

  18. Click Go to Trigger Payments.

    19. Note The Workflow Status of the Payment Id has changed to Determined : Payment adjusted. The P2i Contract Manager can now release the payment. Refer to the topic, Releasing payments.