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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.
Procedures
Creating A Progress Claim
When a template is applied, the resulting progress claims will have a number of details already completed, relevant to the claim name, work flow stage, stage percentages, references, and notes. For each claim, further notes and work flow dates can be added. Some details will be automatically updated by other functions, such as by payments.
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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
If a Claim has a Raised date that needs to be removed to 'Unclaim', there are several steps to follow;
Deleting A Progress Claim
Progress claims can be deleted by selecting the claim and clicking Delete from either the bottom of the screen or the toolbar icon. This action cannot be reversed. Deleting a claim item removes all references to work flow and invoice details relating to that claim.
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| - Deleting a claim removes it but does not re-number the remaining claims. If the claim is to be added back in manually, it will be created as the next sequential claim in the list. - Claims generated by a variation cannot be deleted when the variation status is Final. |
Creating A Batch Claim
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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. |
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- 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.
Note: IfInfo 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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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.
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