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The following procedure describes how to export Framework progress claims to Databuild as invoices. All claims invoiced that have not been previously exported will be included in this process.

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This procedure assumes that integration has been installed and configured with all site specific requirements.

Exporting Claims From Framework

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The following procedure describes how to import Databuild receipts as Framework payments. All new receipts not previously imported will be included in this process.

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This procedure assumes that integration has been installed and configured with all site specific requirements.

Importing Receipts To Framework

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The following procedure describes how to perform a consistency check on claim and payment data between Framework and Databuild.

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Info
This procedure assumes that integration has been installed and configured with all site specific requirements.

Performing A Consistency Check

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  • Review the email sent by integration that indicates success/failure and lists any issues encountered.
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The consistency check does not change data in either Framework or Databuild. It simply logs any consistency issues that must be resolved by manual user intervention.

Performing Integration - Automatic

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Batch Claims can only be accessed through the Construction Claims screen in Framework.

  1. From the Production menu, select Construction then Progress Claims. The Construction Claims screen will be displayed.

    Tip
    Tip: From

    From the sidebar, select Construction then Claims.


  2. Click the Batch button. The Batch Claims dialog will be displayed, showing all jobs with progress claims.

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The Batch Claims dialog is used to manage job claims and invoicing at one time. The sections of the screen will be further explained in this document. Invoices may be printed for one or several jobs using the Batch Claims dialog.


Legend

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Toolbar

Provides four functions: 

Refresh List (  ): refreshes the Jobs list based on currently selected criteria/filters.

Select All Items (  ): Places a tick () in the Selected column for all jobs.

Deselect All Items (  ): Removes any remaining ticks () in the Selected column for all jobs.

Remove Highlighted Claim (  ): Removes the highlighted claim from the list. A warning prompt appears to confirm the removal.

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Claim Filter

There are three claim filters:

All Progress Records: displays all progress claim records.

Progress Claims not Invoiced: displays the jobs with claims that have not already been invoiced.

Progress Claims not Sent: displays the progress claims that have not been sent. The To Client field is empty.

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Single JobSearch for a single job for which a claim is to be processed.

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SupervisorFilter records by construction supervisor.

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TeamFilter records by team.

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Final Claims?Click the check box to include the Final/PCI Stage Claims.

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All Region/Divs.Click the check box to include claims from all region divisions.

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Invoice Claims?The default is Yes. If the flag is changed to No, the Invoice number and date fields are made inactive.

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Invoice Number Method

If applicable, offers three methods by which invoice numbers are displayed on an invoice:

Job Number and Claim Number: Displays the job number, and the claim number, separated by a slash.

Sequential Invoice Number: Displays the next automated invoice number. (This preference is selected in the Framework Security module).

Claim Number and Job Number: Displays the claim number and the job number, separated by a slash.

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Invoice DateThe date the claim is invoiced.

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To Client?The default is No. If the flag is changed to Yes, the To Client? date is made active.

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To Client dateThe date the invoice is sent to the client

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Print Claims?The default is Yes. All selected job claim reports will be printed when the OK button is clicked.


Creating A Batch Claim (For A Single Job)

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