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Claims Management - Data Grooming

To implement Claims Management into Framework, claims against current jobs in Construction must be groomed.

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• Contract Amount - this can be confirmed on the B. Contract screen under the Document group of the list bar.

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STEP 1 - Document Management

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• Select Claims from the Construction group of the list bar.
• Click the Template button and select the appropriate claim template for the job's method of payment.  A list of claims that breaks down the contract value will appear.  Click on the Calc button to calculate the claims.
• Review each claim and confirm the breakdown percentage and dollar amount against the signed contract.
• If using Document Management, you can then go back to the PCV & BVs and edit their status back from Draft to Final (starting at PCV/BV 1) so they appear on the Construction Claims page in the correct order.
• Edit each claim that has already been invoiced in your accounting system and enter the Invoice Number, Invoice Date.  Update the Exported? flag to Yes. If using Databuild, add the Transaction ID into the Accounts Reference field.

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STEP 3 - Document Management

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• Select P.C. Variation from the Document group of the list bar
• Edit the tender and create a Misc group
• Create one item with the Variation Amount in the retail debt field.  In the Notes tab enter "Pre Framework PCV"
• Mark the PCV with a Status of Final
• Repeat this process for BVs

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STEP 4 – Receipting Payments

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• Select Claims from the Construction group of the list bar
• Click in the Payments section of the screen
• Confirm the deposit amount paid - with the initial deposit having been receipted prior to the claim template having been applied you now need to indicate which Progress Claim the deposit belongs to
• Highlight the Initial Deposit payment in the bottom half of the Claims screen and click the lower right Edit button
• Click on the drop down menu of the Progress Claim field and select Contract Deposit
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• Click the OK button
• If the Initial Deposit was not received in one payment, then perform the same steps to any other deposits which make up the Contract Deposit
• Repeat the process for all monies received for Progress Payments, selecting the appropriate Progress Claim from the drop down menu
• Where the deposit has not been receipted previously click New on the bottom right hand corner (Note: Click in the Payments section of the screen first)

STEP 5 - Reporting

The final steps of the data grooming is to run reports at a job level and then at a company level.

Printing at the job level

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• Select Claims from the Construction group of the list bar
• Select the Print Preview icon on the Toolbar
• Select Report #811 - Construction Claim (Tax Invoice) & Statement and click the Preview button to run

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Printing at the company level

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• Select the Reports icon on the Toolbar
• Select the Construction - Claims report category and select the Reports tab
• Select Report #5170 - Outstanding Claims and click the Preview button
• On the Base Criteria tab, select the Administration and Construction work flow stages and click OK to run.

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