The Progress Claim object provides for documenting and processing of Cost Contracts with Simple Claims set for a project.
Source of Data
The source of this is the Contract supplier information for a Cost Contract on a project, and the amount being claimed against specific contract deliverables.
Template View
The template view provides only for the selection of the Progress Claim object. There are a number of configurable settings which can be applied to this control.
Document Edit View
The Select Contract option allows for selection of the relevant contract. The Certification date, and Contractors Claim date are both mandatory fields. The Tax value is automatically calculated based on the Tax settings in the Admin area and should not be changed without administration approval.
Document Output View
The output view includes an auto-incremented Claim number and the details as set in the document creation phase.
The Claim No: value is controlled by the number of documents issued within the selected project. If documents are created but left in private mode the claim number will still be allocated to that document and any claim should be validated for the correct issuing sequence before sign-off.
A template that uses the Progress Claim object will automatically appear in the Related Templates panel within the contract
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