Framework ECM includes many components that assist with the management of the construction stage of the work flow. Management of construction must be precise to ensure that not only does the job progress as per the construction programme, but that progress claims are made in a timely manner. Progress claims are accounts submitted to the customer for payment on an agreed regular basis for payment on work completed.

Before a progress claim is invoiced, it must be raised. This is done by way of entering a Raised date against the claim. Whilst this can be done manually, claims are usually raised automatically by the job entering key construction stages (Base Complete, Frame Complete, etc.). Claims can also be raised by the creation and finalisation of document variations. This process ensures that no claims are missed or forgotten.

Progress claims related Framework preferences can be used to modify settings such as the claims rounding method, processing zero claim amounts, batch claims emailing, etc. Preferences are set in the Security module of Framework ECM.

- 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.

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;

1. Remove the relevant Stage Complete date from the Construction Overview.

2. Remove the Complete date form the Claim Logistics Activity in the Logistics Programme (if applicable)

3. Once the source dates have been deleted, remove the Raised date from the Progress Claim dialog, by toggling the Raised By Stage? value to No, then back to Yes.

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.

- 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

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

Logs can be created when running Batch Claims to capture details of the claims processed and emails sent.

Raising A Progress Claim.

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.

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.

In Framework ECM 2020

Expand for more information

In Framework ECM v7.1 additional fields have been added to the Progress Claim;

Interest Charged?
Reminder Letter Required?
Reminder Letter Sent.

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).

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.

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