Add Deduction

The process to add a deduction to a contract is available through the Deductions Tab.

A user must be authorized to edit contract accounting deduction information.

To add a deduction:

Search for and select a contract from the Select Contract drop-down menu.
Navigate to the Deductions Tab.
Click on the Add Button.
Note that a new deduction entry is added to the Deductions table.
Enter the information in the required fields.
- Enter a name in the Claimant field ("IDOT," for example).
- Select an option from the Type drop-down menu.
Edit other fields as necessary.
- Enter a dollar amount in the Amount field.
- Enter the dates in the Established and Expiration date fields or choose the dates using the date picker.
Add pertinent comments.
Upload pertinent documents.
Click on the Save Button.

The Claimant and Type fields are required.
Liens cannot be added when a contract has a "Final Voucher Pending," "Final Vouchered," or "Closed" status.
A deduction entry can be deleted from the Deduction table if it is no longer necessary.
The "Status" column auto populates according to the Expiration date of the entry in the Deduction table. The status will read "A" (for active) when the present date falls within the established and expiration dates, and will read "I" (for inactive) outside those dates.
The notes for each deduction entry in the Deductions table automatically log any edits made to the associated entry. Manual notes appear using the same format, including user name and time stamp.
Users are prevented from saving changes to a system item to which changes have already been made. This prevents concurrency errors.