Sales - Progress Claim
Menu Selection: Document - Sales - Progress Claim
Purpose
This document allows the user to create a Progress Claim against a Job prior to a Tax Invoice.
Prerequisites
Job Number
The Job should already be open, however a new job will open and job number will increment automatically if the Job Number field is blank.
The customer associated with the job must exist in the database via the Debtor - Account document.
The site address associated with the job must exist in the database via the Name and Addresses - Name and Address document.
Context
LILAC uses an eight digit reference number when posting to Debtor account. It is essential that these reference numbers are unique for each customer. A typical Progress Claim Tax Invoice reference number would be 12345/01.
If the reference number generated is more than 8 characters in length, then duplicate reference numbers can be created in the debtors account. If there are duplicate reference numbers the Debtors - Receipt document will fail to work correctly. To correct duplicate reference numbers go to the Document - Utility - Elim Dups - Debtors document.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Job No | Yes | Enter past this field to create a new job. Otherwise type in the job number (or click the right mouse button) and select the job number from the list. |
| Claim No | Yes |
If the Job No is 4 digits in length, type in the 3
digit Claim No
(or click the right mouse button and select the
claim number from the list). If the Job No is 5 digits in length, type in the 2 digit Claim No (or click the right mouse button and select the claim number from the list). |
| Date | Yes | Type in the date the order was created. If a new order is being created, this field will be be set to the Working Date. |
| Customer | Yes | Type in the customer's key (or click the right mouse button) and select the key from the list. |
| Site | Yes | Type in the site address key (or click the right mouse button) and select the key from the list. |
| Cust Order No | Yes | Type in the customer's purchase order number if one has been provided. Otherwise this field can be left blank. |
| List Products | Yes | list products on the progress claim |
| Closed | No | If this field is ticked, the document has been turned into a Tax Invoice and is closed from further changes. |
| Job Name | Yes | Job name can be entered here, however usually the job name is entered when the job is opened. |
| Previous Claims | No | Total of previous (approved) amounts |
| This Claim | No | Total of this claim |
| Total Claims | No | Up to and Including this claim |
| Original Contract | No | The Initial Contract Revenue |
| Contract Variations | No | The subsequent (agreed) change to the contract |
| Revised Contract | No | Up to date Contract Revenue Amount |
| Balance | No | Of contract as yet unclaimed |
| Total Cost | No | Total Costs accumulated in Job |
| Total Recovery | No | Costs Recovered so far |
| Work In Progress | No | the WIP balance for this job |
| Next Recovery | Yes | all unrecovered costs to date displayed by Refresh Button |
| Contract Value | Yes | Value of this item |
| Variations | Yes | additional agreed amounts |
| Total Claim | Yes | What we are asking for |
| Retention | Yes | Retention on this invoice |
| Amount Approved | Yes | Final Amount approved for this progress claim |
| GST | No | GST Calculation (Total Claim includes GST) |
| Posted | No | Revenue already posted for this claim |
|
Lines of the Document |
||
| Details | Yes | Description of the work being claimed |
| Contract Value | Yes | Value of this item |
| Variations | Yes | additional agreed amounts |
| Approved | Yes | a |
Transaction Processing
| Button | Description |
| Refresh | all unrecovered costs to date displayed by Refresh Button |
| Fax | Automatic Faxing of document using LILAC Fax Server |
| Confirm | Converts the approved Progress Claim to Tax Invoice |
From Here
Description of what can be done from here