How to use Maximo 7.6 – Subcontractor Portal – Application for Payment(AFP)
How to create an AFP.
This section will help you to create an AFP on the Maximo 7.6 – Subcontractor Portal.
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Click New AFP.
(Note: A new screen will open.)
![1a](https://mitiesuppliers.com/wp-content/uploads/1a.png)
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Select the AFP Type.
![1b](https://mitiesuppliers.com/wp-content/uploads/1b-1.png)
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Choose the AFP Start Date using the calendar.
![1c](https://mitiesuppliers.com/wp-content/uploads/1c-1.png)
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Choose the AFP End Date using the calendar.
![1d](https://mitiesuppliers.com/wp-content/uploads/1d-1.png)
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Click Create AFP.
(Note: Once the AFP is created you can see the Number of Application Line populated with the number of lines allocated to this AFP in the selected time frame.)
![1e](https://mitiesuppliers.com/wp-content/uploads/1e.png)
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Click the AFP Lines Tab.
(Note: Here you can see the list with the AFP lines)
![1f](https://mitiesuppliers.com/wp-content/uploads/1f.png)
Watch a video on how to create an AFP.
How to add labour cost on AFP – MFA supplier.
This section will help you add labour cost on AFP – MFA supplier.
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Click the drop-down icon next to the AFP line.
(Note: A new section will open under this selected AFP line)
![3a](https://mitiesuppliers.com/wp-content/uploads/3a-2.png)
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Click ‘Add Row’.
(Note: A new blank row is created.)
![3b](https://mitiesuppliers.com/wp-content/uploads/3b-2.png)
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Click the blank row under ‘Description’ and select the relevant cost type from the list.
![3c](https://mitiesuppliers.com/wp-content/uploads/3c-1.png)
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Change the number of hours your engineer was on site under ‘Qty’ when you select the labour hours option from the drop-down.
(Note: Repeat the process for all the AFP Lines. Once the cost is added you will see this under the AFP Line Cost.)
![3d](https://mitiesuppliers.com/wp-content/uploads/3d-1.png)
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Click ‘Save AFP’.
![3e](https://mitiesuppliers.com/wp-content/uploads/3e.png)
Watch a video on how to add labour cost on AFP – MFA supplier.
How to add material cost on AFP.
This section will help you to add material cost on AFP.
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Click ‘Add Row’.
(Note: A new blank row is created.)
![4b](https://mitiesuppliers.com/wp-content/uploads/4b-1.png)
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Click the blank row under ‘Description’ and select the material cost option from the list.
![4c](https://mitiesuppliers.com/wp-content/uploads/4c-1.png)
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Add the material description in ‘Notes’, the Quantity – ‘Qty’ and ‘Unit Cost’.
(Note: Repeat the process for each material cost you want to allocate against the AFP Lines. Once the cost is added you will see this under the AFP Line Cost.)
![4d](https://mitiesuppliers.com/wp-content/uploads/4d.png)
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Click ‘Save AFP’.
![4e](https://mitiesuppliers.com/wp-content/uploads/4e-1.png)
Watch a video on how to add material cost on AFP.
How to add costs on AFP – ad-hoc works.
This section will help you to add costs on AFP – ad-hoc works.
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Click the drop-down icon next to the AFP line.
(Note: A new section will open under this selected AFP line)
![5a](https://mitiesuppliers.com/wp-content/uploads/5a-1.png)
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Click ‘Add Row’.
(Note: A new blank row is created.)
![5b](https://mitiesuppliers.com/wp-content/uploads/5b-1.png)
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Add the cost description in ‘Notes’, the Quantity – ‘Qty’ and ‘Unit Cost’.
(Note: Repeat the process for each cost you want to allocate against the AFP Lines. Once the cost is added you will see this under the AFP Line Cost.)
![5c](https://mitiesuppliers.com/wp-content/uploads/5c-1.png)
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Click ‘Save AFP’.
![5d](https://mitiesuppliers.com/wp-content/uploads/5d-1.png)
Watch a video on how to add costs on AFP – ad-hoc works.
How to add relevant comments.
This section will help you to add relevant comments.
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Click the drop-down icon next to the AFP line.
(Note: A new section will open under this selected AFP line)
![6a](https://mitiesuppliers.com/wp-content/uploads/6a-1.png)
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Add your comment under ‘Notes’.
(Note: Using these comments you can potentially reduce the chance of any queries against costs.)
![6b](https://mitiesuppliers.com/wp-content/uploads/6b-1.png)
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Click ‘Save AFP’.
![6c](https://mitiesuppliers.com/wp-content/uploads/6c-1.png)
Watch a video on how to add relevant comments.
How to submit a completed AFP.
This section will help you to submit completed AFP.
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Go to ‘AFP’ tab.
![7a](https://mitiesuppliers.com/wp-content/uploads/7a-1.png)
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Add any notes regarding this application in the ‘Description’ section.
![7b](https://mitiesuppliers.com/wp-content/uploads/7b-1.png)
- Select the new ‘AFP Status’ – ‘SUBMITTED’.
![7c](https://mitiesuppliers.com/wp-content/uploads/7c-1.png)
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On the new pop-up window click ‘OK’ to submit the AFP.
(Note: Now the AFP has been submitted and all the cells will be greyed out, meaning no further changes can be made. We recommend saving the AFP number for future reference.)
![7d](https://mitiesuppliers.com/wp-content/uploads/7d-1.png)
Watch a video on how to submit a completed AFP.
How to review queried AFPs.
This section will help you to review queried AFPs.
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Click the filter icon next to the Search bar.
![8a](https://mitiesuppliers.com/wp-content/uploads/8a-1.png)
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Select ‘Queried AFPs’.
![8b](https://mitiesuppliers.com/wp-content/uploads/8b-1.png)
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Click the AFP line you want to review from the list.
![8c](https://mitiesuppliers.com/wp-content/uploads/8c-1.png)
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Go to ‘AFP Lines’ tab.
![8d](https://mitiesuppliers.com/wp-content/uploads/8d.png)
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Check more details about the query under ‘Status Memo’.
![8e](https://mitiesuppliers.com/wp-content/uploads/8e.png)
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Click the drop-down icon to see details about the cost assigned to the queried line.
![8f](https://mitiesuppliers.com/wp-content/uploads/8f.png)
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Under ‘Notes’ add your comment to resolve the query.
![8g](https://mitiesuppliers.com/wp-content/uploads/8g.png)
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Change the ‘AFP Line Status’ to WAPPR.
![8h](https://mitiesuppliers.com/wp-content/uploads/8h.png)
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Click ‘Save AFP’.
![8i](https://mitiesuppliers.com/wp-content/uploads/8i.png)
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Go to ‘AFP’ tab.
![8j](https://mitiesuppliers.com/wp-content/uploads/8j.png)
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Change the ‘AFP Status’ to ‘SUBMITTED’.
(Note: A pop-up window will appear.)
![8k](https://mitiesuppliers.com/wp-content/uploads/8k.png)
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Click ‘OK’.
(Note: The AFP is resent to Mitie to be reviewed.)
![8l](https://mitiesuppliers.com/wp-content/uploads/8l.png)
Watch a video on how to review queried AFPs.
Milestone reached!
You have completed the training for Maximo 7.6 Subcontractor Portal – Application for Payment.
Click here for training on other modules.
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If you cannot find the answer to your question please contact [email protected]