Bill of Quantities Card
The Bill of Quantities Card contains the complete information from the imported BoQ file. The fields and actions on the Bill of Quantities Card are described in this section.
The fields on the General FastTab are described in the following table.
|No.||Unique identifier of the Bill of Quantities record.|
|Version No.||Indicates the version number of the BoQ. Multiple versions are available for import and export of that BoQ file.|
|Description||Short description of the Bill of Quantities record. If imported, the description is based on the BoQ file.|
|Exchange Format||Indicates the format of the BoQ import or export file. The options are Undefined, GAEB90, GAEB2000, GAEBXML, and OeNorm.|
|File Info Version||Indicates the version of the GAEB import or export file. The options are:
- Undefined: used for GAEB90 and GAEB2000
- 3.0, 3.1, 3.2, 3.3: used for GAEBXML
|Data Exchange Phase||Indicates the Data Exchange Phase of the GAEB import or export file. The options are Undefined, Specification, Cost Estimate, Offer Request, Offer, Side Offer, and Order Award.|
|Commerce Exchange||Indicates whether the Data Exchange Phase of Offer Request and Offer are commerce based or not:
- Commerce based equals data exchange phase 93 and 94 in GAEBXML and GAEB2000
- Non-commerce based equals data exchange phase 83 and 84 in GAEBXML and GAEB2000
|Data Exchange Type||Indicates whether the exchange is customer-based or vendor-based.|
|Bidder Comment Permitted||Determines if the bidder is permitted to comment.|
|Additional Offer Permitted||Determines if an alternative bid is permitted.|
|Contract Rules||Indicates if contract rules exist.|
|No. of BoQ Positions||Indicates the number of BoQ positions.|
|No. of Versions||Indicates the number of BoQ versions for the BoQ card.|
|Person Responsible||Indicates the resource who is responsible for the BoQ.|
|Status||Indicates if the Bill of Quantities record is open, released for processing, or completed.|
Price Splitting FastTab
A maximum of six cost splits can be defined in the Price Splitting FastTab. The fields on this FastTab are described in the following table.
|Split Prices||Determines if prices must be split for this file.|
|No. of Unit Price Parts||Indicates how many price parts are needed for this file. Entering 1–6 provides access to the six price parts.|
|Unit Price Part 1 Description .. Unit Price Part 6 Description||Indicates the name of the Unit Price Part in the BoQ file.|
|Unit Price Part 1 Cost Type .. Unit Price Part 6 Cost Type||Indicates the allocation of the Unit Price Part Description from the BoQ file to the internal Cost Types. The options are Wages, Material, Subcontractor, Equipment, Other, and Other 2.|
BoQ Positions FastTab
The BoQ Positions FastTab contains all the positions (lines) in the BoQ file. The fields on this FastTab are described in the following table.
|Position No.||Indicates the ordinal number of the BoQ Position in a BoQ.|
|Position Type||Indicates the type of the BoQ Position. The options are <Blank>, Group, Normal, Optional, Alternative, and Text.|
|Description||Indicates the 50 first characters of the Short Text of the BoQ Position.|
|Long Text||Indicates whether there is a Long Text or not.|
|Text Supplement Offerer||Indicates whether the Offerer has included supplemental text.|
|Text Supplement Bidder||Indicates whether the Bidder has included supplement text.|
|Quantity||Indicates the Quantity of the BoQ Position.|
|Unit of Measure||Indicates the Unit of Measure of the BoQ Position. This is case-sensitive.|
|Price Type||Indicates if the price is regular or without a total.|
|Unit Price||Indicates the Unit Price of the BoQ Position.|
|Total Amount||Indicates the Total Amount of the BoQ Position.|
|Line Discount %||Indicates the Discount percentage of the BoQ Position.|
|Line Discount Amount||Indicates the Discount Amount of the BoQ Position.|
|BoQ No.||Indicates the Bill of Quantities Card number.|
|BoQ Line No.||Indicates the automatically created line number.|
|Short Text||Indicates whether there is a Short Text or not.|
|Level||Indicates if the row is a main-level or a sub-level of another row. Used with the Superior Line No. field.|
|Superior Line No.||Identifies the line number of the row of which the current line is a sub-level. Used with the Level field.|
|Price Parts Required||Indicates if price parts are required for the BoQ line.|
|Unit Price Part 1 .. Unit Price Part 6||Indicates the Unit Price Part 1 to Unit Price Part 6.|
|Article Number||Indicates an article number which is assigned to the BoQ line. This field only applies to commerce exchange phases.|
|GTIN Article Number||Indicates a GTIN article number which is assigned to the BoQ line. This field only applies to commerce exchange phases.|
|ILN Article Number||Indicates an ILN article number which is assigned to the BoQ line. This field only applies to commerce exchange phases.|
BoQ Positions FastTab, Line and Function Menus
The BoQ Positions FastTab has two menus: Line and Function. The actions on these menus are described in the following table.
|Line||Position Details||Opens the Position Details page that displays additional information from the BoQ import (see Position Details Page).|
|Long Text||Displays long text for the position.|
|Short Text||Displays short text for the position.|
|Function||Indent||Indents the line below the above line. Used when manually entering BoQ lines prior to export.|
|Outdent||Removes the indentation of a line. Used when manually entering BoQ lines prior to export.|
|Filters||Allows you to set and clear up to four levels of filters of the BoQ lines.|
|Create BoQ Position No.||Creates a Position Number based on values in the ON Mask and ON Pos. Increase fields on the BoQ Info FastTab.|
Position Details Page
The Position Details page includes some of the basic information from the BoQ Position line but provides additional GAEB information from the import that are necessary to implement full GAEB data exchange. These fields on the GAEB FastTab are for Alternative Positions, Reference and Repetition Positions, Execution Descriptions with reference to Reference Positions, Sub Descriptions, and Markup Positions, and are described in the following table.
|Base and Alternative Position||Base Position||Indicates if this position is a base position for an alternative position.|
|Base Position No.||Specifies the position number of a base position on an alternative position which belong together.|
|Reference and Repetition Position||Reference Position No.||Specifies the position number of the referenced position. The Position Type of the referenced position must be Reference Description.|
|Reference Type||Specifies the type of reference. The options are Reference Description and Repetition Position.|
|Execution Description||Execution Description||Indicates if an execution description exists for the BoQ line.|
|Execution No.||Specifies the execution description number for either Execution Description positions and Repetition Positions, which are referenced on Execution Descriptions.|
|Lump Sum and Hourly Paid Work||Lump Sum Position||Indicates if this position is a lump sum position.|
|Hourly Paid Work||Indicates if this position is an hourly paid position.|
|Guiding and Sub Description||Guiding Description||Indicates if this position is a guiding description position.|
|Sub Description||Indicates if a sub description exists for the BoQ line.|
|Sub Description No.||Specifies the number of each sub description position to a guiding description.|
|Surcharge Position||Surcharge Type||Specifies the type of surcharge positions. The options are Surcharge on all positions before, Surcharge on any listed, and Surcharge on selected before.|
|Apply Surcharge||Indicates if a surcharge position with Surcharge Type = Surcharge on selected before will apply on this position.|
In addition to the GAEB FastTab, the General FastTab includes the Price Parts Required field which indicates if the position requires price parts and the Long Text FastTab shows long text as well as text from a Supplemental Bidder.
The Job FastTab includes job information from the BoQ file, not from Microsoft Dynamics 365 Business Central. The fields on this FastTab are described in the following table.
|Job Name||Indicates the Job Name of the BoQ.|
|Job Label||Indicates the 50 first characters of the Job Description of the BoQ.|
|Job Short Description||Indicates the Short Description of the BoQ.|
|Currency||Indicates the currency of the BoQ.|
|Currency Description||Indicates the currency description of the BoQ.|
|Total BoQ||Displays the total amount of the BoQ.|
|VAT %||Indicates the VAT percentage of the BoQ.|
|Total Line Discount Amount||Displays the Total Discount Amount of the BoQ.|
If the bid is accepted, the details are defined in the Placing FastTab. The fields on this FastTab are described in the following table.
|Placing Type||Indicates the type of allocation for the BoQ. The options are <Blank>, Open Procedure, Restricted Procedure, Negotiation Procedure, Open Tendering, Restricted Tendering, Direct Award, and Int. NATO-Tendering.|
|Specific Placing Type||Indicates the special type of allocation for the BoQ. The options are Maintenance, Blanket Order, and Blanket Order for Maintenance.|
|Placing Currency||Indicates the allocation currency for the BoQ.|
|Placing Currency Description||Indicates the allocation currency description for the BoQ.|
|Quote Date||Indicates the date of the submitted quote.|
|Submission Date||Indicates the date of submission.|
|Submission Time||Indicates the time of submission.|
|Acceptance Deadline||Indicates the date until quotes are accepted.|
|Delivery Location||Indicates the location of the placing.|
|Estimated Start Execution||Indicates the estimated start date for execution.|
|Estimated End Execution||Indicates the estimated end date for execution.|
|Order No.||Indicates the order number of the customer.|
|Order Date||Indicates the date of the order.|
|Approval Type||Indicates the type of approval.|
|Approval Date||Indicates the date of approval.|
|Period of Warranty||Indicates the period of warranty, which includes only decimal numbers.|
|Unit of Measure Warranty||Indicates the unit of measure of the warranty period.|
|End Warranty||Indicates the end date of warranty.|
BoQ Info FastTab
Details about the BoQ structure and its numbering are defined in the BoQ Info FastTab. The fields on this FastTab are described in the following table.
|ON Mask||Indicates the used Ordinal Number (ON) mask of the BoQ, for example, 12233PPPPI.|
|BoQ Level 1 Type .. BoQ Level 7 Type||Indicates the BoQ hierarchy type of the BoQ.|
|BoQ Level 1 Length .. BoQ Level 7 Length||Indicates the length of a BoQ hierarchy, at maximum 14 characters.|
|ON Pos. Increase||Used with the ON Mask to create a position number when the Create BoQ Position No. function is run. The value entered determines how to increment the position number. You can enter any number in the range of 1 - 10.|
|BoQ Date||Indicates the date of the BoQ.|
|BoQ Name||Indicates the name of the BoQ.|
The Customer FastTab contains information about the customer who submitted the bid. The fields on this FastTab are described in the following table.
|Customer DP Number||Indicates the Customer Number.|
|Customer Name||Indicates the Customer Name.|
|Customer Name 2||Indicates the Customer Name 2.|
|Customer Address||Indicates the Customer Address.|
|Customer Post Code||Indicates the Customer Post Code.|
|Customer City||Indicates the Customer City.|
|Customer Contact Person||Indicates the Contact Person of the customer.|
|Customer Phone No.||Indicates the Customer Phone number.|
|Customer E-Mail||Indicates the Customer E-Mail.|
|Customer Fax No.||Indicates the Customer Fax number.|
The Contractor FastTab contains information about the vendor who is awarded the bid. The fields on this FastTab are described in the following table.
|Contractor DP Number||Indicates the contractor number.|
|Contractor Bidder No.||Indicates the bidder number of the contractor.|
|Contractor Placing No.||Indicates the allocation number of the contractor.|
|Contractor Name||Indicates the contractor name.|
|Contractor Name 2||Indicates the contractor name 2.|
|Contractor Address||Indicates the contractor address.|
|Contractor Post Code||Indicates the contractor post code.|
|Contractor City||Indicates the contractor city.|
|Contractor Contact Person||Indicates the contact person of the contractor.|
|Contractor Phone No.||Indicates the contractor phone number.|
|Contractor Fax No.||Indicates the contractor fax number.|
|Contractor E-Mail||Indicates the contractor E-Mail.|
The Administration FastTab displays date, user, and file import and export information. The fields in the Source group display from where the BoQ originated.
The action bar includes menus that contain actions specific to COSMO Bill of Material Management.
The actions on the Process menu are described in the following table.
|Import File||Imports the file into the BoQ record (see Import Files).|
|Export File||Exports the current iteration of the Bill of Quantities Card into a BoQ file (see Export Files).|
|Unit of Measure Assignment||Opens the BoQ Unit of Measure Assignment page, which displays all assigned and missing units of measure between the BoQ file and Microsoft Dynamics 365 Business Central.|
The actions on the Texts menu are described in the following table.
|Contract Rules||Opens the BoQ Lines page, which shows the contract rules.
Choose the Process menu to open the Position Details page and the Lines menu to open the long and short text.
|Job Description||Opens the Job Description page, which shows the job description of the BoQ.|
The actions on the Actions menu are described in the following table.
|Export JSON||Creates a JSON file that includes BoQ data. This is primarily used for technical support capabilities.|
|Copy BoQ||Creates a new BoQ record from a copy of the current BoQ.|
|Copy BoQ as Version||Creates a new BoQ version from a copy of the current BoQ.|
|Check BoQ||Reviews the BoQ and then opens the BoQ Check Log page that shows errors, warnings, and statistics about the complete BoQ.|
The actions on the Related menu are described in the following table.
|Converter Log||Opens the BoQ Converter Transfer Logs page where information about the BoQ Converter API is stored. This includes incoming and outgoing payload, versions, a response code, the time when the file was processed, and the user ID of who processed the file.|
|Versions||Opens the Bill of Quantities Versions page, where all versions of the BoQ are shown.|
|Contractors||Opens the Contractors page, where you can define the contractors that you want to send the BoQ to.
For more information, see Compare BoQ Versions.
|Comparison Matrix||Opens the Compare Matrix page, which shows the price comparison of the different contractors specified in the Contractors page.
For more information, see Compare BoQ Versions.
The FactBoxes on the Bill of Quantities Card are described in the following table.
|Unit Price Parts||Displays general and specific price splitting information about the line selected in the BoQ Positions FastTab.|
|Long Text||Displays the long text relating to the line selected in the BoQ Positions FastTab.|
|GAEB Position Details||Displays the GAEB information relating to the line selected in the BoQ Positions FastTab.|
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