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
Tip: From
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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Image Modified	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.
Image Modified	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.
Image Modified	Single Job	Search for a single job for which a claim is to be processed.
Image Modified	Supervisor	Filter records by construction supervisor.
Image Modified	Team	Filter records by team.
Image Modified	Final Claims?	Click the check box to include the Final/PCI Stage Claims.
Image Modified	All Region/Divs.	Click the check box to include claims from all region divisions.
Image Modified	Invoice Claims?	The default is Yes. If the flag is changed to No, the Invoice number and date fields are made inactive.
Image Modified	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.
Image Modified	Invoice Date	The date the claim is invoiced.
Image Modified	To Client?	The default is No. If the flag is changed to Yes, the To Client? date is made active.
Image Modified	To Client date	The date the invoice is sent to the client
Image Modified	Print Claims?	The default is Yes. All selected job claim reports will be printed when the OK button is clicked.