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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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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.
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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 reflect reflects the certified values.
Claim Reports
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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 reflect reflects the claim values.
Certification Stage
This stage essentially remain 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 reflect 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 a tickbox available just above the Send Email popup’s Submit buttonthe 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.