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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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| 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.
From the Production menu, select Construction then Progress Claims. The Construction Claims screen will be displayed.
Tip: FromTip From the sidebar, select Construction then Claims.
- 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.
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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. |
| 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. |
| Single Job | Search for a single job for which a claim is to be processed. |
| Supervisor | Filter records by construction supervisor. |
| Team | Filter records by team. |
| Final Claims? | Click the check box to include the Final/PCI Stage Claims. |
| All Region/Divs. | Click the check box to include claims from all region divisions. |
| Invoice Claims? | The default is Yes. If the flag is changed to No, the Invoice number and date fields are made inactive. |
| 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. |
| Invoice Date | The date the claim is invoiced. |
| To Client? | The default is No. If the flag is changed to Yes, the To Client? date is made active. |
| To Client date | The date the invoice is sent to the client |
| 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)
- On the Construction Claims screen, click the Batch button. The Batch Claims dialog will be displayed.
- From the Claim Filter field, select the required claim filter using the drop-down button.
- Click the Single Job field popup button. The Search dialog will be displayed.
- Enter the search criteria.
- Enter the Client Name, Street Name or Job Number to search for the required job.
- Click the Search button. The results of the search will be displayed in the Search Results list.
- Select the required job from the list.
- Click the OK button. The Search dialog will close and the job number will be displayed in the Single Job field.
- If final claims are to be included, tick the Final Claims? check box.
- If claims are to be batched for all region divisions, tick the All Region/Divs. check box.
- If claims are to be invoiced, set the Invoice Claims? field to Yes. The Invoice Number Method and Invoice Date fields will be unlocked.
- Select the required invoice number method by changing the Invoice Number Method field.
- Enter the invoice date or press the spacebar to automatically enter today's date.
- If the invoice is to be sent to the client, set the To Client? field to Yes. The To Client date will be unlocked.
- Enter the date the client will be sent the invoice or press the spacebar to automatically enter today's date.
- If claims are to be printed, set the Print Claims? field to Yes.
- Click the Search button. The Jobs list will be refreshed.
- To select claims from the Job list:
- Click the Select All button on the toolbar. In the Jobs list, a tick will be displayed in Selected column for every claim.
- In the Jobs list, double-click the Selected column for a particular claim. A tick will be displayed in the Selected column.
- Click the Process button. The Updating Progress Claims confirmation dialog will appear.
- Click the Yes button to begin updating progress claims. The Reports - Construction Claims dialog will be displayed if the Print Claims? field was set to Yes.
- Select the required report from the list.
- Click the Print button. A copy of this report will be printed for each of the selected claims. Users are unable to preview the batch claims before printing.
- The Progress Claims Completeprompt will appear.
- Click the OK button.
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