Configuring Progress Claim Export Settings

To choose progress claim export settings for your Subcontractors:

Navigate to the Subcontracts by Organisation Page
1. From the Organisations menu at the top of the TPM Home Page, choose Search for Subcontractors.
  The Subcontracts by Organisation screen displays.
2. Use the autocomplete feature.
  Note: When you start entering an organisation's name, autocomplete shows a drop-down list of matching organisations with accounts on the system.
3. Select an organisation from the list to see the Subcontracts by Organisation screen for that Subcontractor.
  See Subcontracts by Organisation.
From the Subcontracts by Organisation page, select the Actions button.
Select the Manage progress claim export settings option.
A Manage Progress Claim Export Settings dialogue box displays.
Select your settings:
- Enable progress claim export: By default, this setting is enabled enabled. To disallow the export of Subcontractor progress claims from TPM to your ERP, select this setting.
- Enable payment export: By default, this setting is enabled. To disallow the export of payment information from TPM to your ERP, select this setting.
Select Save.
- A success message displays, confirming you have successfully saved your settings.
- The dialogue box closes.