Production Units by Detail Items Setup

A|B recommends that the following steps be used setting up Production Units by Detail Items.  

1.In the File > System Administrator > AccuBuild Mobile Settings screen, enable the By Detail Item option on the Production Units Settings.

2.In the File > System Administrator > Configuration > Accounting Tab, enable the Advanced Property Setting titled EnableProductionUnitByDetailItemJobCheck. This option allows specific jobs to ignore the business rules for entering production units through the AB Mobile app.  Review the topic link for more information.

3.Import job estimates, SOV and production units by detail item through Job Cost > Job Estimate Import utilizing a specialized spreadsheet, a customized import structure and a customized Import Report.

•AB Import_ProdUnitsbyDetailItem.xlsx

•JCIMPT2S_SharpeBudgetProposalCombo_FinalNew.adt  

•EstimateImportwithProduction.445  (custom report script required)  (Set this up on Project Management Forms menu)

▪COMPANY_RBSCRIPT_CLASS_445.adt

•Custom scripts that must be installed to control the import on the COR

▪COMPANY_RBSCRIPT_CLASS_102010

▪COMPANY_RBSCRIPT_CLASS_102012

▪COMPANY_RBSCRIPT_CLASS_102013

•Refer to the Technical Notes in this document regarding other custom scripts that may be used in conjunction with the Production Units by Detail Items option.

4.If import spreadsheet cannot be used, then

•User must set up the cost estimates first in Update Jobs > Detail Items

▪Manual entry or import from simple spreadsheet (no custom import script)

•User must manually set up the Master Bid Items and Bid Item Tasks through Update Jobs > Production Units by Detail Item

▪Creating the Master Bid Items will also create the Schedule of Values for Contract Billing Purposes

oNote:  Job must be set up with AIA billing format; you cannot use the Unit Billing format. Due to the manner in which the Production Units by Detail Item are stored in the Job Detail Items table, the project cannot be billed with a Unit Billing format in Contract Billings.  The Production Units utilize the Units and Contract Amount fields on the Billing Tab.  It does not store a Unit Price value.  The Unit Billing format only allows the user to enter quantities and unit price; it then auto calculates the contract amount.  Switching the billing format to Unit Billing from AIA may erroneously overwrite the Production Units that have been set up on the project.

5.When creating change orders on the job, you must import the Master Bid Item (SOV) and the Bid Item Tasks in the COR > Breakdown Items Screen.   The import spreadsheet and Import Structure are the same that are used to create the original job items.

•New task items can be added to the COR manually but this can only be accomplished through the Production Units by Detail Item Screen.  

▪If the Master Bid Item is selected on this screen, and the record contains a COR PMID > 0, when you add a new Task to the bid item, it will also automatically link to the same COR.  

▪If the import option cannot be used to set up production units, then the items cannot be linked to a COR.

6.Production Unit Adjustments

•All adjustments to bid items and task must be maintained through Job Cost > Production Units by Detail Items menu

•Once a Master Bid Item or Bid Item Task is added through this screen, the record is saved in the ESTDETL table.