Production Units by Detail Item - Technical Notes

Production Unit Master Records

The Job Detail Items are used for Bid Item Master records and must be set up according to the following business rules in order to be used for this type of production unit tracking:

•Bid Item Numbers must be unique

•Bid Item Numbers must be INTEGER – No Decimal Places such as 1.0 etc.

•Bid Item Numbers must be the same as the Billing Phase

•Bid Item records are stored in the ESTDETL Table and each Bid Item must contain a SINGLE Master Record and one or more task records:

Bid Item Master Record – One Master Record per Bid Item and will normally be the same record as the Contract Billing Record:

•Bid Item No –> SCHEDULEIDTASK3A

•Bid Item Type –> SCHEDULEIDTASK3B (“ 0” (zero)  indicates Master Record)

•Bid Item Description -> BILL_DESC

•Bid Item Quantity -> ITEM_CONTRUNITS

•Bid Item Unit Description -> UDFCHAR1

•Bid Item Unit Price -> ITEM_CONTRUNITCOST

•Bid Item Amount -> ITEM_CONTR

•Job Cost Phase -> The Job Cost Phase Associated with the Bid Item where Payroll Labor Hours will be tracked

Bid Item Task Record – One or More Task Records for each Bid Item Record and is used to track labor hours required to complete the task:

•Bid Item No –> SCHEDULEIDTASK3A (Ties the Task Record to the Bid Item)

•Bid Item Type –> SCHEDULEIDTASK3B (“ 1” indicates Task Record)

•Task Description -> BILL_DESC

•Job Cost Phase -> The Job Cost Phase Associated with the Bid Item where Payroll Labor Hours will be tracked – MUST BE Same as Bid Item Master Record

Production Unit Transaction Records

Daily transaction records for recording production units and labor hours are maintained in the JOBDETL Transaction Table using a special transaction type of 18 with the following fields being used to track the historical production unit transactions:

•Job Number -> JOB

•Job Cost Phase Number -> PHASE

•Date of Work -> TRANS_DATE

•Transaction Description “Units Completed” -> TRANS_DESC

•Transaction Type = 18 Detail Item Production Units -> TRANS_TYPE

•Production Units Completed -> UNITS

•Hours Completed -> CHECK_NO

•Set Amount Field to ZERO -> AMOUNT

•Job Detail Item – ESTDETL.ITEM -> INV_REF_NO