You are able to add Variation to an existing job and have the option to update the existing job. If you are generating progress claim for that particular job, you have the option to include the variation details as well. To make it possible, you must first update your progress claim template and then generate a new claim after adding a variation.
Updating Progress Claim Template
Updating Progress Claim Template
1. Go to Administration → Document Templates.
2. Select the template where you'd like a merge fields added to by clicking the Pencil icon.
In this example we are editing the template called Progress Claim by adding the merge fields and table for Variation details.
3. Click Download Template.
3.1 Depending on your computer settings, it will either download automatically which you will need to open from your Downloads Folder or it might ask you to save the file manually.
4. Open the download template and click Enable Editing if prompted. Add a table and add the corresponding merge fields that will capture the variation details once generated.
Note: Similar to adding other tables, it must contain a table start and table end merge fields and you can add the rest of the details in the middle such as Contract Value, Total Claimed, etc.
How to properly add merge fields?
5. On the Insert Menu in Word Document, click on Quick Parts, then Fields.
6. Select MergeField in the Field names area and enter the name of the field to be displayed then click Ok.
In this example, we are adding the merge field called WorkUndertaken.
Note: See Document Template User Guide for a list of available field names.
Copying and pasting the merge field and changing it to a different name does not work as it only changes the physical component of the merge field but not the actual command associated with it.
8. Once you've completed the changes by adding the table and merge fields, save the template in your computer by clicking File → Save As and you might edit the file name to indicate it's an updated copy.
9. Go back to Ascora page in Administration → Document Templates → and click Add New and Enter the template name then click Save.
In this example we call it Progress Claim with Variations.
10. Click Upload a new Template and select the updated version that you've just saved and then click Save button.
We've just completed the process of updating progress claim template by adding the table and merge fields for variation details.
Adding Variation
Add variation to a job by going to the Variations tab and click Add New. Once you've converted it to a job and have chosen "Update Existing Job with this Quote" you'll be able to add a new claim in your progress claim which will already capture the variation details.
To learn more about adding variation please access Add a Variation to a Job user guide.
Generating Progress Claim with variation details
Click Progress Claims and you should immediately see the variation having been automatically added in Progress claim Sections.
Click on Create New Claim and enter the Claim Name. If applicable, enter a claim amount or percentage and click Save.
To generate the progress claim document, click Download Progress claim.
Downloading Progress Claim
After downloading progress claim, variation details will show in the document as shown in the example below.
