How to Approve or Reject a Milestone Payment Request

This article provides the Program Office and client users with the steps necessary to approve or reject a milestone payment request. Content follows Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

To approve a milestone payment request:

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant, click the number link located within the alert sentence, “You have # Project-Milestone Payment Pending Approval tasks awaiting action.” A list of milestone payment requests pending approval displays.
3. Click the Action drop-down arrow of the specific milestone payment request for approval then click View Details. The Project Milestone Payment screen appears.
4. Review the submitted details.
5. Click Approve. The Project Milestone Payment – Approve dialog box opens.
6. Click Approve to complete the action. The milestone payment request is removed from the original Review Alerts list.
7. Proceed to the next milestone payment alert or click Close to return to your Home screen.

To reject a milestone payment request:

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant click the number link located within the alert sentence, “You have # Project-Milestone Payment Pending Approval tasks awaiting action.” A list of milestone payment requests pending approval displays.
3. Click the Action drop-down arrow of the specific milestone payment request for rejection then click View Details. The Project Milestone Payment screen appears.
4. Review the submitted details.
5. Click Reject. The Project Milestone Payment – Reject dialog box opens.
6. Enter Status Comments to explain why you rejected the payment request; then, click Reject. The milestone payment request is removed from the original Review Alerts list and routed to the vendor for adjustment.
7. Proceed to the next milestone payment alert or click Close to return to your Home screen.