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Article Index
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- Progress Claim: Any claim to be submitted to the customer for payment; such as an initial deposit or variation.
- Construction Claim: A specific type of progress claim that is related directly to a construction stage; such as base, frame, lockup, fix, PC inspection, etc.
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Procedures
Creating A Progress Claim
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Construction claims can only be created on the Construction Template Claim screen as they must link to a work flow stage. |
Click the Progress Claims list. A shadow will appear around the list to indicate it is selected.
Click New. The General tab of the Progress Claim dialog will be displayed.
Enter the details.
Select the Notes tab.
Enter any notes.
Click OK. The dialog will close and a new progress claim will be added.
Reversing A Progress Claim Date
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Important: Batch Emails use the Framework Gateway Communication process from FWECM 7.0.9826 onwards. If login access and Security Preferences have not yet been set up, please Contact Insula Software. |
Batch claims is used to process numerous claims in one simple step. Claims can be printed, to be sent to the client via mail, or emailed directly to the client.
Click Batch. The Batch Claims dialog will be displayed.
Enter the details and select the required jobs.
Click Process. The claims will be processed.
For more information on emailing batch claims, see Emailing Progress Claims Using Batch Claims.
Creating A Batch Claim Email Log
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Before a progress claim is invoiced, it must be raised. Most claims are raised automatically when a job reaches a particular key construction stage. The following procedure is for those progress claims that are to be raised manually.
From the Progress Claims list, edit a progress claim. The General tab of the Progress Claim dialog will be displayed.
In the Work Flow group, enter a Raised date.
Info If the Raised field is locked, modify the Raised By Stage? field to No. Click OK. The dialog will close and the progress claim will be raised.
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| title | In Framework ECM 2020 |
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In Framework ECM v7.1 additional fields have been added to the Progress Claim;
- Interest Charged?
- Reminder Letter Required?
- Reminder Letter Sent.
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Creating A Payment
Progress payments may be made directly from the Construction Claims screen. The Payments list is used to enter progress payments into Framework ECM. All payments are calculated and appear in the Summary group (below the context bar on the Construction Claims screen).
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If a progress claim is made in full, the Progress Claims list will automatically update to display the paid amount and date. When a progress claim is partially paid, the amount is added to the Paid column but the date remains empty until all payments are made to complete the progress claim. |
Click the Payments list. A shadow will appear around the list to indicate it is selected.
Click New. The Deposit dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new payment will be added.
Deleting A Payment
Payments can be deleted by selecting the payment and clicking Delete from either the bottom of the screen or the toolbar icon. This action cannot be reversed, and all details against the payment record will be deleted.
Applying A Construction Claim Template
Click Template. The Create New Construction Claims confirmation prompt will appear.
Click Yes to create new construction claims for the job. The Select Template Construction Claims dialog will be displayed.
Select a template.
Click OK.
Processing Calculations
Click Calc. The Contract Stage Calculated confirmation prompt will appear.
Click OK. The confirmation will close and the calculations will be recalculated.
Searching For An Invoice
Click Search. The Select Invoice dialog prompt will appear.
Enter the required Invoice Number.
Click OK.