SP Vendor - How to Request a Milestone Payment

This article provides Services Procurement Vendors with the steps necessary to request a milestone payment.

This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.

 To request a milestone payment:

1. Navigate to the Beeline Enterprise Home screen.
2. Click the Simple Search pull-down selection arrow and select Search Projects.
3. Enter all or part of the Project number, Project name, or vendor in the search box. If you do not know this information, click the advanced search icon to display a list of all projects you have access to view.
4. Click the Number of the Project you want to open. This opens the Project Edit – Summary screen.
5. Click the Milestone tab. The Project - Milestone screen opens.
6. Click the check box of the specific Milestone you want to submit for payment.
7. Click Schedule Payment. The Milestone Payment screen appears.
8. Enter the Milestone Payment section details. Required fields are indicated by an asterisk (*).

   Monetary amounts should be entered in as numbers with or without decimals. Do not enter currency symbols or commas.

9. Click OK. The Milestone Payment screen reappears with the updated payment information and a list of Approvers.
10. Click Submit. A status message, “Milestone Payment Request Submitted” displays on the Project – Milestone screen. The payment amount is displayed in the Payments Pending column.
11. Click Return to exit the Project record.