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How do I claim a Variation?

The following instructions are for Bill to Client Variations only.

Fixed Price Payment Stages
(Standard Contract)
When raising a Variation that is being billed to the client you need to select Bill to Client and leave Use Cost Plus / Lump Sum Claim Method de-selected. Then you need to setup the Variation Payment Claims. Once the Variation has been Approved, it will automatically allocate the Variation costs to its Cost Control Cost Centre Budgets and setup the allocated payment claims in Progress Payments. Then go to Progress Payments and raise a Sales Invoice against the Payment Stage of the Variation and make sure it is marked included ().
Cost Plus (Contract)Option 1 - Cost Plus Variation Claim
Variations in a Cost Plus Contract that need to be billed to the client need to be selected Bill to Client and Use Cost Plus / Lump Sum Claim Method. Then this Variation will show in Cost Control allocated to its Cost Centre for you to enter its expense invoice against. Then go to the Progress Summary and allocate any Unallocated Variations to the required Claim Groups. If you cannot find the Claim Group your wanting to allocate the Variation too, then add a New Claim Group. Then select Cost Plus as the Claim Method and Preview the Progress Summary report. Then the Claim Amount Payable from the progress summary report will need to be manually entered into the next Progress Payment Stage. Then raise a Sales Invoice for the Payment Stage.

Option 2 - Fixed Price Variation Claim
1) Select Bill to Client in the Variation and do not select Use Cost Plus / Lump Sum Claim Method.

2) This will then work the same as Fixed Price Payment Stages above.

3) Make sure you leave the Unallocated Variations in the Progress Summary Unallocated to Claim Groups otherwise you will be double claiming them. Warning!!!
Lump Sum (Contract)
(Claim by % Complete)
Option 1 - Lump Sum Variation Claim
1) In the Variation, select both Bill to Client and Use Cost Plus / Lump Sum Claim Method.

2) Go to the Progress Summary and allocate the Unallocated Variations to the required Claim Groups.

3) Go to Cost Control, enter the % Complete for each Cost Centre required. This will balance the Progress Summary to report the current Claim Amount Payable.

4) Go to the Progress Summary, select Lump Sum Claim Method and make sure all Variations have been allocated to the required Claim Groups.

5) Then Preview the Progress Summary report for the current Claim Amount Payable. (Double check all balances and totals are correct).

6) Once you have confirmed the Progress Summary Claim Amount Payable is correct, then you will need to enter this amount into a Progress Payments as a Claim Amount for the Payment Stage being Claimed.

7) Then raise a Sales Invoice for the Payment Stage.

Option 2 - Fixed Price Variation Claim
1) In the Variation select Bill to Client and do not select Use Cost Plus / Lump Sum Claim Method.

2) After the Variation has been approved, go to the Progress Summary and make sure you leave the Variations Unallocated to Claim Groups otherwise you will be double claiming them. Warning!!!

3) You can now claim the Variation in a Progress Payments Sales Invoice.


User Tips

Un-Approved Variations will not show in Cost Control or Progress Payments until Approved ().



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