Overview:

An optional field for the stated claim value is introduced to support a more robust subcontract claim process that allows the claim lines total to be validated. Leave this value as zero to omit validation.

Screen Guide:

Open

A. The ‘New Claim Attachments’ popup from the Subcontract Claims List functions as usual.
B. The field ‘This Claim ex GST’ may be specified to indicate the claim total.
C. On saving the indicative claim value is displayed as ‘This Claim ex GST’. Note this differs to ‘Sub Claimed This Claim’ that is the total claimed on the lines.
D. The standard Subcontract Claim popup can be displayed from the Claim No link, and this also displayed ‘This Claim ex GST’ on the Main tab.
E. If ‘This Claim ex GST’ is non-zero on saving then a warning message is displayed if it differs to the actual ‘This Claim’ lines total on the Work Orders tab. If attempting to approve then any this will be an error.

Batching

Batching of the Subcontract Claim can be set to be Manual or Auto-batching. This is set with control Parameter 'Subcontract Claim Auto Batch'. If set to Yes, the Claim is batched for export after approval. If set to No, a Batch button will appear on the main tab of the Subcontract Claim after approval. This will add it to an existing open batch or create a new Batch if there is not open opened for the period.

Batching Negative Subcontract Claims

'Batch Negative Subclaims as AP Credits', Control Parameter indicates if a negative Subcontract Claim should be batched in an AP Credit batch or stay on a Subclaim batch. This is supported in either manual batching and auto batching modes. If CP is set to Yes, then a negative Subcontract Claim will be batched in an AP Credit batch, instead of a Subcontract Claim batch. This will merely depend on your Financial System, and whether it supports a negative Claim in a Subclaim Bath or if it has it be in an AP Credit Batch.

Next Steps: