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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 uncertified values from previous Claims. There are scenarios where a PM (Workbench user) mightbe waiting for certification on multiple past claims.
Any report viewed or printed at this stage reflect the claim values.
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Find CP ‘BETA FEATURE - Contract Claims’ in SCAFFOLD, and change it to Yes.
Invoice formatsTypes: Must populate the Invoice format type used for Contract Claims with the default Claim Certificate Format. So on internal approval, the correct Contract Claim renders.is rendered:
Do you have any custom Contract Claim Payment Certificates reports OR a custom Ar Invoice report Certificate reports for Contract Claims? They might not work with the new process
New Previous Claims section:
The new section with a list of Previous Claims at the bottom of the standard Contract Claim Payment Certificates will not display in your custom reports unless you add this. This section displays from claim #2, as claim #1 does not have previous claims:
Each Claim now records Claimed values and Certified values. Custom reports will be missing the new logic on the standard Payment Certificate reports, where based on the new statuses the report will either read Claimed values (Entered, Ready for Certification, or Sent for Certification - Job Outputs Claimed Values), or Certified Values (any status from In Certification and after - Job Outputs Certified Values). This logic will need to be added to your custom report.