Setting Up Claim Codes
To set up an invoice code from the Setup Invoice Codes page:
- Navigate to the Setup Claim Codes Page
From the My Contract menu at the top of any page, choose Setup Claim Codes.
- From the menu at the top of the page, select Claim Codes.
- From the Claim Document lines will use: drop-down menu, select an option:
- Item Numbers: WB lines will sort by the item number in the progress claim
- Claim Codes: Documents display claim code subtotals without line item detail.
A subtotal line for each claim code will show the whole amount for all lines with that claim code.
- Claim Codes with Detail:
- Work Breakdown (WB) breakout codes appear in claim code order.
- WB phase codes follow the WB breakout.
- The specified WB lines are grouped under one claim code and each group is subtotaled.
- Create Claim Codes.
For each group you need, add an Claim Code.
- Select Add New Line.
- Enter the Claim Code and Description.
Create unique codes. Do not create two lines that have the same 01 or A code.
- Select Save Changes.
A Status page confirms you saved the claim codes.
Last Published Wednesday, July 10, 2024