Measurement Management for Subcontractors

Measurements must be distinguished from customer measurements to vendor measurements. Vendor measurements must be transferred to a customer measurement for invoicing. The vendor measurements should be shown in the execution units. Pricing is based on direct unit costs instead of unit prices.

Measurement Import from Purchase Order

The import of a measurement from a purchase order has two steps: allow the user to check the imported data and then transfer the data to a measurement.

  1. On the Actions menu of the Purchase Order, choose the Import Measurement action. The dialog box opens, just as when importing a Measurement into the Measurement Interfaces page. Choose the process and then choose the OK button.
  2. The export file type dialog box opens, just as the import to the Measurement Interfaces page. Choose the file format and then choose the OK button.
  3. Locate and open the export file. After closing the confirmation message, the Measurement Interface page opens so that the imported data can be checked before Measurement creation and import to the Purchase Order.
  4. After checking the import data, choose the Create Measurement action to apply the import data to the measurement documents. A message opens asking to transfer the measurement. Choose the Yes button.
  5. The Measurement document opens. On the Home menu, choose the Register action.
  6. Choose the Yes button to register the measurement and then choose the OK button to close the confirmation message.
  7. Close the Measurement Interface page.

In the purchase order line, the Measurement Quantity field is updated with the registered measurement values.

You can apply subcontractor measurements to the purchase line by running the Take Over Measurements action, which will update the Qty. to Receive field with the Measurement Qty. - Qty. Received.

Measurements in Execution Unit Page

Fields in the Execution Unit page show the recorded, registered, and invoiced quantities as well as invoiced amounts, for which the execution unit is used in measurements.

Measurement Prices for Placing Unit Jobs

When measurements are created for Placing Unit jobs, the value from the Direct Unit Cost (LCY) field in the BoQ Position is transferred to the Unit Price field in the Measurement Document. This ensures that purchase prices are used instead of sales prices.

The steps for creating the measurement document for a placing unit job are the same as for a BoQ job. For more information, see Create Measurement.

Transfer Measurement Documents from Placing Unit Job to BoQ Job

For invoicing purposes, Registered Measurements created for Placing Unit jobs can be transferred to an Allocated BoQ Job. You can transfer multiple measurement documents from the Registered Measurements page or single measurements from the Registered Measurement page by choosing Functions > Transfer Measurement from the Actions menu.

General setup

If the Process Description for a job is REB 23.003, then the page numbers of the measurement document must be unique. Therefore, a default starting number must be assigned to the Measurement Page Starting No. field in the Placing Unit Job Card to ensure there are no conflicts during transfer. If a duplicate number is used, an error will open and prevent the transfer.

To create measurement documents for transfer

  1. Open the Job Card for the Placing Unit job.
  2. On the Measurement and Construction Invoicing FastTab, ensure that the Measurement Page Starting No. field is populated.
  3. On the Controlling menu, choose the Measurement Overview action.
  4. On the New menu, choose the Create Measurement Document action.
  5. Notice that the Measurement Page No. field is populated based on the setting from step 2.
  6. Fill in the Vendor No., Measurement Date, and Measurement Location fields.
  7. Update the lines with formulas (see REB 23.003 Processing) or enter quantities directly.
  8. On the Home menu, choose the Register action.
  9. Choose the Yes button to register the measurement document and then close the confirmation message.
    The Measurement Overview shows the registered measurement lines (refresh page as needed).

To transfer measurement documents

  1. On the Measurement Overview page, choose the Registered Measurement Documents action on the Home menu.
  2. Begin the transfer process based on multiple or single measurements:
    • If multiple measurement documents need to be transferred, choose the lines to transfer and then choose Functions > Transfer Measurement on the Actions menu in the Registered Measurements page.
    • If a single measurement document needs to be transferred, you can run the function from the Registered Measurements page as described for multiple measurements or you can open the Registered Measurement page and then choose Functions > Transfer Measurement on the Actions menu.
  3. In the Transfer Measurement request page, the Target BoQ Job No. field is automatically populated with the allocated BoQ job.
  4. Turn on the Transfer Measurement Locations toggle to transfer the locations from the measurement document to the BoQ job.
  5. Turn on the Renumber Page Nos. toggle if you do not want to use the page numbers from the subcontractor measurement document. The next new page number will be created based on the BoQ measurements (for example, if 0001 is the BoQ measurement number, then the transferred number will be 0002).
  6. Choose the OK button and then close the confirmation message.
  7. In the General FastTab, the Transfer Status, Transfer Date, and Transferred By fields are updated to show that the transfer is Completed with the date and user ID.

View transferred measurement documents

  1. Open the Job Card for the allocated BoQ job.
  2. On the Controlling menu, choose the Measurement Overview action.
  3. Locate the measurement documents from the Placing Unit job.
  4. Notice that the Measurement Qty. Recorded field is updated with the transferred quantities.
  5. On the Home menu, choose the Recorded Measurement Documents action.
    The transferred measurement document is listed.
  6. Open the Measurement page to view the transferred document information.

The measurement information is the same as in the registered measurement for the Placing Unit job, but the price shown in the lines is now based on the sales amount since it is part of the BoQ job for invoicing. If you open the registered measurement from the Placing Unit job, you will see the direct unit cost reflected in the Unit Price field Measurement Prices for Placing Unit Jobs.

See Also

Registered Measurement Documents

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