Measurement Invoicing

To invoice by measurements, the Contract Type field must be set to Unit Price Contract. The registered measurements are calculated using the Calculate Measurement function and are transferred to the Net Amount (LCY) field on the Construction Invoice Plan line.

The registered measurement value includes all measurement lines prior or equal to the Planning Date. Measurement lines that have been invoiced already are considered in cumulative invoicing.

To create the construction invoice plan

  1. Open the job that needs the Construction Invoice Plan.
  2. Open the BoQ Budget Calculation and create the WBS position for the invoicing entries.
  3. For purchases, open the Job Planning and Processing and create the job procurement number.
  4. Go back to the job card.
  5. On the Related menu, choose Construction Invoicing > Construction Invoice Plan Sales or Construction Invoice Plan Purchase.
  6. Choose the Yes action to create a new invoice plan.
  7. Fill in the General FastTab, being sure to assign the WBS position in the WBS field, choose the Contract Type = Unit Price Contract.
  8. In the Sales Order No. or Purchase Order No. field, enter the number of the sales or purchase order.
  9. If necessary, enter the total value to be invoiced in the Order Value (LCY) field.
  10. In the Status field, choose Released.

To add lines to construction invoice plan

Lines can be added manually or automatically from a template.

To add lines manually

Note

Ensure that a sales order has been created for the associated WBS position in the BoQ Budget Calculation or a purchase order has been created for the associated WBS position and Job Procurement No.

  1. In the Invoice Plan Lines FastTab, select the relevant invoice process in the Type field.
  2. In the No. field, enter a unique number for the process.
  3. In the Description field, enter a brief description of the process.
  4. In the Planning Date field, enter the date to filter the registered measurements.
  5. On the Invoice Plan Lines FastTab, choose Process > Calculate Measurement.
  6. Choose the Yes button to calculate the measurement value.
  7. The Filter Measurements page opens with available measurement lines. Set filters as needed and then choose the OK button.
    The Measurement Quantity field is updated on all lines that were included in the Filter Measurements page.
  8. Notice that the complete measurement lines (within the Planning Date and filter) are totaled in the Net Amount (LCY) field. The previous net amount was copied to the Net Deductions (LCY) field and the difference was calculated in the Net Total Amount (LCY) field.
  9. Go to the next line and repeat steps 1-4.
  10. In the Predecessor Down Payment No. field, enter the value from the No. field in the previous line.
  11. Continue the remaining steps.

To add lines with a template

  1. Choose the Get Invoice Plan Template action.
  2. Choose the template.
  3. Choose the OK button.
  4. Update the lines and calculate the measurement using the descriptions in To add lines manually.

For more information about the templates, see Construction Invoice Plan Templates.

Measurement Summary

After the Calculate Measurement function is run, a Measurement Summary Code is assigned to each Construction Invoice Plan line and is transferred to the Construction Invoicing FastTab in the Sales Invoice or Purchase Invoice.

Choosing the value in the Measurement Summary Code field or by choosing Line > Measurement Summary on the Lines FastTab opens the related Measurement Summary page, which shows all positions included in the invoice. The fields on the page are described in the following table.

FastTab Field Description
General Code Unique identifier of the measurement summary.
Job No. Indicates the number of the job related to the measurement summary.
Description Indicates the description from the job.
Status Specifies the current status of the Measurement Summary. The options are Registered and Posted.
Invoice Model Indicates the invoice model specified in the job.
Person Responsible Indicates the person responsible specified in the job.
Lines BoQ Pos. No. Indicates the number of the BoQ Position from the calculated measurement.
Description Indicates the description of the BoQ Position from the calculated measurement.
Quantity Indicates the quantity of the BoQ Position from the calculated measurement.
Unit of Measure Code Indicates the unit of measure code of the BoQ Position from the calculated measurement.
Unit Price (LCY) Indicates the single unit price of the BoQ Position from the sales/purchase line.
Total Price (MW) Indicates the total price of the BoQ Position from the sales/purchase line.
Line Discount % Indicates the line discount percentage applied to the BoQ Position from the sales/purchase line.
Line Discount Amount (LCY) Indicates the amount of the line discount applied to the BoQ Position from the sales/purchase line.
Line Amount (LCY) Indicates the amount less any line discounts from the sales/purchase line.
n/a Total Amount Excl. VAT Indicates the total amount of all measurement summary lines.

To create an invoice

Invoices are created by choosing the Release Line action on the Process menu in the Invoice Plan Lines FastTab.

  1. Select the line to invoice.
  2. In the Posting Date field, enter the date the invoice will be posted.
  3. On the Invoice Plan Lines FastTab, choose Process > Release Line.
  4. Choose the Yes button to release the selected line.
    The status of the line is changed to Released and the unposted invoice is created.
  5. Choose the Yes button to open the created invoice.
    • The invoice has the job line information and uses the component attached to the WBS position. The Description matches the description from the Construction Invoice Plan line or is Net Amount (LCY) if no description was entered and the unit price is set to the value from the Construction Invoice Plan line for a Quantity of 1. If there are deductions, a second line is added with a Quantity of -1 for the deducted amount.
    • The Construction Invoicing FastTab has the Invoice Plan No., Invoice Plan Line No., and Invoice Plan Line Type fields for reference to the originating Construction Invoice Plan. These fields are also on the Posted Sales Invoice or Posted Purchase Invoice.
  6. On the Home menu, choose the Post action.
  7. Choose the Yes button to post the invoice.
  8. Go back to the Construction Invoice Plan.
  9. Notice that the line status is set to Released, the Amount Invoiced (LCY) is updated with the invoice amount, and the Posted Invoice No. field is updated with the posted amount. Additionally, the Total Amount Invoiced (LCY) and Remaining Value (LCY) fields are updated in the General FastTab.
  10. Repeat these steps for the remaining down payment and final invoice entries.

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