Raising Progress Claims

With Sage Timberline Accounts Receivable Method 2 , progress claims are raised in Timberline, and not Framework.

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 through Timberline refer to the Timberline product documentation.

Invoicing Progress Claims (Method 2)

Framework Claims can have their invoice details updated from Timberline if Claims Method 2 is chosen in the .ini file.

For this to work, jobs in Timberline must be setup as Contracts billing method. A job must also have all cost codes entered against it.

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

Updating Framework Claims From Timberline

Open 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 any issues encountered.
Any claims updated will have their Exported? field changed to Yes.

Importing Receipts As Payments

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

Importing Receipts From Timberline

Open 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 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 and Sage Timberline.

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

Performing A Consistency Check

Open 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 or Sage Timberline. 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 the Open button.
Click the Start button to begin integration based on the settings in the selected ini file.
When the process has completed and the integration status is displayed, click the OK button.
Click the Output tab to display a detailed summary of what was processed.
Click the Close button.

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