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Although a new payment program can be put into effect one day from the day it is entered, please keep in mind that service providers should be given ample time to receive, review, and respond to any changes.

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. Click the Add new program button. The Create new program window opens.
   
3. In the Effective date section, enter the date from which you want the program to be effective. Note that you can only set a new program to be effective from a future date.
   

   
   

   Note
   Although a new payment program can be put into effect one day from the day it is entered, please keep in mind that service providers should be given ample time to receive, review, and respond to any changes.

   
   

4. In the Payment terms section, click the Add payment term button.
5. (Optional) Click the Preferred radio button to select the payment term as your preferred choice.
   
   

   
   

   Note
   Within a payment program, you must designate at least one preferred payment term.

   
   

6. Type the discount percentage and the number of days the discount applies in the Discount (%) and Days boxes.

   Note
   You can add up to three payment terms for each program. There should at least be one payment term with no discount for each payment program you add.

   
   

7. (Optional) Repeat steps 4 to 6 to add more payment terms.

   Note
   Should you need to remove a payment term that you entered, click Remove next to the payment term.

   
   

8. Click Save. The new payment program appears in the Proposed program section of the page.
   

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. In the Proposed program section, click Remove in the bottom-right. The program no longer displays, and service providers are notified via email.
   

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. (Optional) In the Contractors details section, enter the name of the desired service provider in the Search textbox in the right. Alternately, you can locate the desired service provider by sorting by Contractor name or Exception status, using the arrows to the far right of the column headers.
3. Click the + icon to the left of the service provider’s name. The payment programs for the provider display in the Current program and Proposed program tabs. For a service provider with an exception payment program, the Exception program tab replaces the Current program tab.
   

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. Click the Excel icon next to Contractor details. An Excel version of the details of payment programs applicable to each service provider is downloaded to your device.

Exception payment programs cannot be set for future dates; they are effective from the current date.

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. (Optional) In the Contractor details section, enter the name of the service provider you are looking for in the Search textbox in the right.
   
3. Check the box corresponding to the service provider’s name. The Create new exception for <Service Provider> pop-up window appears.
4. In the Payment terms section, click Add payment term.
5. (Optional) Select the Preferred radio button to indicate the payment term as your preferred choice.
   

   
   

   Note
   Within a payment program, you must designate at least one preferred payment term.

   
   

6. Type the discount percentage and the number of days the discount applies in the Discount (%)and Days boxes.
   

   
   

   Note
   You can add up to three payment terms for each program. There should at least be one payment term with no discount for each payment program you add.

   
   

7. (Optional) Repeat steps 4 to 6 to add another payment term.
8. Click Save.

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. (Optional) In the Contractor details section, double click the arrow head to the far-right of the Exception column header. Service providers with exception payment terms appear at the top of the list.
3. (Optional) Enter the name of the service provider you are looking for in the Search textbox in the right.
4. Click the + icon next to the service provider’s name. The Exception program tab is selected by default.
5. Under the exception program tab, click Add new in the far right. The Create new exception for <Service Provider> pop-up window opens.
   
6. In the Payment terms section, click Add payment term.
7. (Optional) Select the Preferred radio button to select the payment term as your preferred choice.
   

   
   

   Note
   Within a payment program, you must designate at least one preferred payment term.

   
   

8. Type the discount percentage and the number of days the discount applies in the Discount (%) and Days boxes.
   

   
   

   Note
   You can add up to three payment terms for each program. However, there should at least be one payment term with no discount for each payment program you add.

   
   

9. (Optional) Repeat steps 6 to 8 to add another payment term.
10. Click Save. The new exception program immediately overrides the existing exception program and displays in the Exception program tab. The service provider receives an email notification.

1. On the Compliance Summary page, click the Payment Terms tab. Current and proposed payment programs appear, along with details of payment programs for each service provider.
2. (Optional) In the Contractor details section, enter the name of the service provider you are looking for in the Search textbox in the right.
3. Click the + icon next to the service provider’s name. The Exception program tab is selected by default.
4. Under the Exception program tab, click Delete exception in the bottom-right. A confirmation message appears.
   
5. Click Ok. The exception program is deleted and the default current program for all service providers is set as the current program for the selected service provider. The service provider receives an email notification.