Raising Progress Claims

For progress claims to be exported to Arrow, they must first be raised within Framework, indicating that they are ready to be invoiced.

Claims are typically raised by the input of construction progress on a regular basis. As a part of inputting progress information and either forecasting or completing construction stages, progress claims are raised.

For more information on raising progress claims refer to the Framework Claims Management documentation.

Invoicing Progress Claims

For progress claims to be exported to Arrow they must first be invoiced within Framework ECM.

Claims are typically invoiced using the batch claim process with final claims invoiced using the Claims Management screen.

Invoicing a claim typically involves the following:

Applying an invoice number to the claim.
Entering an invoice date for the claim
Optionally entering a sent to client date for the claim.
Printing and sending the claim using a tax invoice report.

For more information on invoicing progress claims refer to the Framework Claims Management Documentation.

Exporting Claims As Invoices

The following procedure describes how to export Framework progress claims to Arrow as invoices. All claims invoiced that have not been previously exported will be included in this process.

This procedure assumes that integration has been installed and configured with all site specific requirements.

Exporting Claims From Framework ECM

In Framework Integration:

From the File menu, select Open.
Select the .ini file for exporting claims.
Press the Start button. If the export output file already exists you will be prompted to overwrite it.
When integration completes, click the Close button.

When Integration Completes:

Review the email sent by integration that indicates success/failure and lists only issues encountered.
An ARInVImport.txt file will have been produced in the location specified in the .ini file.
Any claims exported will have their Exported? field changed to Yes, preventing them from being exported a second time.

Importing Claims Into Arrow

For information on importing and posting invoices refer to your Arrow documentation.

Importing Receipts As Payments

The following procedure describes how to import Arrow receipts as Framework ECM payments. All new receipts not previously imported will be included in this process.

This procedure assumes that integration has been installed and configured with all site specific requirements.

Importing Receipts From Arrow

In Framework Integration:

From the File menu, select Open.
Select the .ini for importing receipts.
Press the Start button.
When complete, click the Close button.

When Integration Completes:

Review the email sent by integration that indicates success/failure and lists any issues encountered.
New payments will be visible in Framework ECM with a payment type of Accounts Receipt (Net) or Accounts Receipt (Tax).

Checking Invoice Consistency

The following procedure describes how to perform a consistency check on claim and payment data between Framework ECM and Arrow.

This procedure assumes that integration has been installed and configured with all site specific requirements.

Performing A Consistency Check

In Framework Integration:

From the File menu, select Open.
Select the .ini file for performing the consistency check.
Press the Start button.
When complete, click the Close button.

When Integration Completes:

Review the email sent by integration that indicates success/failure and lists any issues encountered.

The consistency check does not change data in either Framework ECM or Arrow. It simply logs any consistency issues that must be resolved by manual user intervention.

Performing Integration - Automatic

From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
Select the location of the ini file.
Click Open.
Click Start. Integration will begin based on the settings in the selected .ini file.
When the process has completed, click OK.
Select the Output tab to display a detailed summary of what was processed.
Click Close.

Batch Claims

The batch claims feature of Framework is used to process numerous progress claims in one action. Using the filters and other options, batch claims created by Framework will better manage the way in which claims are produced, allowing many claims to be printed at one time. Batch claims can be run on a weekly or month basis, ensuring that progress claims do not get overlooked.

Opening Batch Claims

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.

From the sidebar, select Construction then Claims.
Click the Batch button. The Batch Claims dialog will be displayed, showing all jobs with progress claims.

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.

Legend
	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 Complete prompt will appear.
Click the OK button.

How To Create A Batch Claim (For Multiple Jobs)

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 Supervisor field popup button. The Select Construction Supervisor dialog will be displayed.
Select the required supervisor from the list.
Click the OK button. The selected construction supervisor's name will be displayed in the Supervisor field.
Click the Team field popup button. The Select Construction Team dialog will be displayed.
Select the required team from the list.
Click the OK button. The selected construction team's name will be displayed in the Team 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 Complete prompt will appear.
Click the OK button.

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