Page Comparison

Overview

The enhancement supports clear distinction of the claim and certification stages with updates to the process, retaining the individual values of each stage, and reflecting these in the associated reports.

This feature is enabled on the ‘BETA FEATURE - Contract Claims’ control parameter. Pre-existing claims will reflect as claim values only regardless of their status.

Process

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• Job Invoices list

• Job Enquiry, Invoicing tab

• Job Contract, Claims tab

Claim Get Sales

The main user interface enhancement is on Get Sales to distinguish the claim and certification stages as depicted.

Claim Stage

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• Prior to internal approval, the familiar ‘Claim To Date’ and ‘This Claim’ sections are available to prepare or edit the claim.

• The initial values are based on the certified values of the previous claim.

• Any report viewed or printed at this stage reflect the claim values.

Certification Stage

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• After internal approval the new ‘Certified To Date’ and ‘This Certified’ sections are available to prepare or edit the certification values.

• The initial values are based on the certified values of the previous claim.

• Ticking a line certifies the claimed value for the line.

• Comment and Reason fields added.

• Any report viewed or printed at this stage reflects the certified values.

Claim Reports

The report enhancements also relate to the separation of the claim and certification stages. No reports were added; simply the sourcing of values based on the stage was enhanced.

Claim Stage

The Claim Stage is the notable introduction from a report perspective since the certification is essentially an invoice.

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• Invoice Type has been enhanced to support the specification of a Claim Certificate format to automatically use at internal approval based on the selected invoice type on the claim.

• A warning is displayed on the claim if the Invoice Type selected does not have a Claim Certificate format specified.

• Any report viewed or printed before the ‘In Certification’ status reflects the claim values.

Certification Stage

This stage essentially remains unchanged as it is equivalent to an invoice.

• The Invoice Report Format on the Invoice Type dictates the format used to auto-generate the Claim Invoice when the claim is finalised.

• Any report viewed or printed after and including the ‘In Certification’ status reflects the certified values.

Sent To Client

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• In order to record whether the claim or final invoice has been sent to the client, versus sent to anyone else, the user needs to indicate this action.

• This indicator is the option Mark as Sent in the Send Email popup screen.

Contract Claim Accruals

A Contract Claim Accrual batch will include any Contract Claims with a status before Certified.