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Process Step | Status |
|---|---|
Prepare Claim - Is the initial capture of the claim in Workbench prior to internal review. | Entered |
Internal Claim Review - The claim is internally reviewed with the usual Standard or Workflow approval process and their accompanying statuses, typically ending as with Internal Approval. | Ready for Certification |
Send Claim - Once internally approved the claim certificate will be sent to the client for assessment, indicated by a Send To Client tickbox.Mark as Sent button on the email screen. | Sent for Certification |
Client Claim Review - This is the external review by the client and their response of the certified values. |
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Record Certified - The certified values received from the client are recorded against the initial claim values. | In Certification |
Finalise Invoice - When all the certified values are recorded and the invoice is finalised the claim invoice is generated and attached to the record. It is displayed prompting the user to optionally send to the client at this point. | Certified |
Send Certified - Once finalised the claim invoice can be sent to the client if required, indicated by a Send To Client tickbox.Mark as Sent button on the email screen. | Sent Invoice |
Export Batch - Once ready the batch including the invoice can be exported. | Updated |
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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.