Bill of Quantities Management - COSMO Docs

BILL OF QUANTITIES MANAGEMENTOnline Help PDF

Date 09/12/2022

COSMO CONSULTCOSMO CONSULTSchöneberger Straße 15Schöneberger Straße 1510963 Berlin10963 BerlinPhonePhone: +49 30 3438 15 - 0FaxFax: +49 30 3438 15 - 111EmailEmail: [email protected]: www.cosmoconsult.com

Table of ContentsTable of ContentsCOSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management 66

What's new in version 3.1.119189.0What's new in version 3.1.119189.0 88

Features and enhancements 8

Bugfixes 8

Technical specifications 8



Bugfixes 9




Bugfixes 10


What's new in version 2.2What's new in version 2.2 1212


Hotfixes 12


What's new in version 2.1What's new in version 2.1 1313


Hotfixes 13

Removed or deprecated features 13


App InstallationApp Installation 1515

To install in SaaS environment 15

AppSource 15

Extension Marketplace 15

To install in on-premises environment 16

TABLE OF CONTENTS BILL OF QUANTITIES MANAGEMENT - 2 / 62

Docker 16

Server Instance 18

App Registration and LicensingApp Registration and Licensing 2020

To register the app 20

To check the license 22

Bill of Quantities Manager Role CenterBill of Quantities Manager Role Center 2424

To apply this role center 24

SetupSetup 2525

BOQ Management SetupBOQ Management Setup 2626

General FastTab 26

API FastTab 26

Export FastTab 26

App Licensing FastTab 27

Actions Menu 27

BoQ Unit of Measure AssignmentBoQ Unit of Measure Assignment 2828

To assign a BoQ unit of measurement 28

To assign a BoQ unit of measurement in BoQ Card 28

BoQ Log TypesBoQ Log Types 2929

To create BoQ Log Types 29

User SetupUser Setup 3030

Bill of Quantities Report SelectionBill of Quantities Report Selection 3131

To access the report selection and assign BoQ report 31

ProcessingProcessing 3232

Import FilesImport Files 3333

To import a file 33

To review the converter log 33

Bill of Quantities CardBill of Quantities Card 3434

General FastTab 34

Price Splitting FastTab 35


BoQ Positions FastTab 35

BoQ Positions FastTab, Line and Function Menus 37

Position Details Page 37

Job FastTab 38

Placing FastTab 39

BoQ Info FastTab 40

Customer FastTab 41

Contractor FastTab 42

Administration FastTab 43

Action Bar 43

New Menu 43

Process Menu 44

Reports Menu 44

Texts Menu 44

Actions Menu 45

Related Menu 45

FactBoxes 46

Create BoQsCreate BoQs 4747

To create the BoQ 47

To enter price splitting 47

To enter data in the lines 47

To check the BoQ 48

To complete the BoQ 48

Export FilesExport Files 4949

To export a file 49

To review the converter log 49

Compare BoQ VersionsCompare BoQ Versions 5050

Contractors Page 50

Set up contractors 51


Assign versions to contractors for comparison 52

View the price comparisons 52

Update BoQ Version with Base VersionUpdate BoQ Version with Base Version 5454

Create Sales DocumentsCreate Sales Documents 5555

Sales Documents for BoQs 55

Offer pricing to customers 55

To update the BoQ 55

To enter the pricing and calculations 56

To create a sales quote 56

To export the BoQ file with prices 56

Receive order from customer 56

To make an order from the quote 56

To create a direct sales order 56

Create Purchase DocumentsCreate Purchase Documents 5858

Purchase Documents for BoQs 58

Request pricing from contractors 58

Assign vendors to contractors for BoQ 59

To create purchase quotes for contractors 59

To export the BoQ file 59

Update pricing from contractors 59

To update pricing with a BoQ file 60

To manually update pricing 60

To compare pricing 60

Select a winner and make an order 61

To update the purchase quote and create a purchase order 61

To make an order from the quote 62

View purchase quotes and orders 62


COSMO Bill of Quantities ManagementCOSMO Bill of Quantities ManagementThe COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management app imports and exports specification files

of specific formats, such as GAEB files or OeNorm files. GAEB is a German organization that

defines standards in electronic data exchange for construction works industries. For more

information, see http://www.gaeb.de/en/. OeNorm is defined by the Austrian Standards

organization. For more information, see https://www.austrian-standards.at.

GAEBGAEB

There are three different formats of the GAEB standard:

GAEB 90 – file *.d*

GAEB 2000 – file *.p*

GAEB XML – file *.x*

The GAEB data exchange has different exchange phases, each with their own file

definitions. Currently COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management supports the following

exchange phases:

81 Specification

82 Cost Estimate

83 Offer Request

84 Offer

85 Side Offer

86 Order Award

93 Price Request

94 Price Offer

Example files:

*.d81,*.d82,*.d83, *.d84, *.d85, *.d86

*.p81,*.p82,*.p83, *.p84, *.p85, *.p86, *.p93, *.p94

*.x81,*.x82,*.x83, *.x84, *.x85, *.x86, *.x93, *.x94

OeNormOeNorm

There are two different formats of the OeNorm standard:

OeNorm B2063 – file *.dtn, *.dta, *.txt

OeNorm A2063 – file *.onlv, *.onlb

The OeNorm A2063 is available in different versions. Currently COSMO Bill of QuantitiesCOSMO Bill of Quantities

COSMO BILL OF QUANTITIES MANAGEMENT BILL OF QUANTITIES MANAGEMENT - 6 / 62

http://www.gaeb.de/en/

https://www.austrian-standards.at/en/standardization/why-standards/basic-terms/oenorm

ManagementManagement supports the following versions:

A2063 2009

A2063 2015

OeNorm A2063 also supports different data exchange phases that are similar to the GAEB

exchange phases.

Access COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management functionality using the Tell MeTell Me feature

in Microsoft Dynamics 365 Business Central. Choose the icon, enter the page name, and

then choose the related link.

NoteNote

The content in COSMO Docs reflects the most current version of the The content in COSMO Docs reflects the most current version of the COSMO Bill ofCOSMO Bill of

Quantities ManagementQuantities Management app. If your company is using a different version, you may app. If your company is using a different version, you may

not have some of the described features. If you are using an older version or an On-not have some of the described features. If you are using an older version or an On-

Premises version of the app, see the specific product content in Premises version of the app, see the specific product content in COSMO CONSULTCOSMO CONSULT

Product DocumentationProduct Documentation..

FeedbackFeedback

Submit feedback for this page .

COSMO BILL OF QUANTITIES MANAGEMENT BILL OF QUANTITIES MANAGEMENT - 7 / 62

https://solutionhelp.cosmoconsult.com/

https://forms.office.com/Pages/ResponsePage.aspx?id=KAXTlE9GpUWpXoFkKPV7kM-rqG-UEgNJgJds1QkowotUNEc0MEVHV0lQOTcySFlGTVM3WVBDT1FOUSQlQCN0PWcu

What's new in version 3.1.119189.0What's new in version 3.1.119189.0Version 3.1.119189.0 of COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management features a new logo,

cleaner code, and fixes a table lock and an infinite loop.

Features and enhancementsFeatures and enhancements

The following features are included in this release:

Pull RequestPull Request DescriptionDescription

PR5624, PR5734, PR6136 Refactored code to enhance maintainability.

PR5772 Updated app logo.

PR6255 Added additional countries to AppSourceCop.json.

BugfixesBugfixes

This release fixes the following issues found in the previous version of the app:


PR5811 Fixed table lock on BoQ import due to file selection window.

PR6199 Renamed "Bill of Quantities" captions to "Bills of Quantities".

PR6278 Fixed infinite loop on BoQ import with special longtext cases.

Technical specificationsTechnical specifications

DetailsDetails VersionVersion

Requires Microsoft Base Application 19.0.0.0

Requires COSMO Licensing 1.3.0.0

Requires COSMO Project Construction - Integration Library 2.2.0.0

FeedbackFeedback


WHAT'S NEW IN VERSION 3.1.119189.0 BILL OF QUANTITIES MANAGEMENT - 8 / 62


What's new in version 3.0.105249.0What's new in version 3.0.105249.0Version 3.0.105249.0 of COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management adds the ability to

update Purchase Quotes with imported offers.



PullPull

RequestRequestDescriptionDescription

PR5236,

PR5379

Added the Update Purchase Quote action to update the Direct Unit Cost in Bill

of Quantities and Contractors pages.

PR5276 Extended object range.

PR5328 Added options when printing BoQ Report to show long texts and prices.

BugfixesBugfixes


PullPull


PR4930 Fixed layout and language issues in BoQ Report.

PR5338Added code to prevent splitting words in the middle when importing BoQ

from files.






FeedbackFeedback




What's new in version 2.3.95078.0What's new in version 2.3.95078.0Version 2.3.95078.0 of COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management adds the creation of sales

and purchase documents from Contractors and BoQ Card pages, adds FactBoxes to

Contractors, BoQ Card and Comparison Matrix pages, adds default general product

posting groups for sales and purchases, and adds a BoQ report.




PR4572, PR4710 Added creation of Sales Documents from the BoQ Card.

PR4575Extended setup with Default Gen. Prod Posting Group and autofill from

setup if Exchange Type is Customer.

PR4576 Added report selections.

PR4628 Added Contractors FactBox to Comparison Matrix and BoQ Card.

PR4694

Added creation of Purchase Documents from BoQ Card and Contractors

page.

Extended setup with Default Gen. Prod Posting Group and autofill from

setup if Exchange Type is Vendor.

PR4727,

PR4739, PR4857Added BoQ report.

PR4729Added Vendor Statistics and Buy-from Vendor History FactBoxes to

Contractors page.

PR4846 Updated captions.

PR4847 Added Sales Documents and Purchase Documents actions to Role

Center.

BugfixesBugfixes



PR4651 Fixed transfer of sales texts from quotes to orders.







FeedbackFeedback




What's new in version 2.2What's new in version 2.2Version 2.2.74274.0 of COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management adds access of the Price

Comparison Matrix to the Contractor page.




PR3645 Added application insights.

PR3678 Added action to the Price Comparison Matrix in the Contractor page.

HotfixesHotfixes



PR3422 Updated PermissionSet and LicenseGranule namings.

PR3686 Fixed insert and delete properties in BoQ Text page.

PR3692, PR3923 Fixed captions in various pages.






FeedbackFeedback


WHAT'S NEW IN VERSION 2.2 BILL OF QUANTITIES MANAGEMENT - 12 / 62


What's new in version 2.1What's new in version 2.1Version 2.1.45944.0 of COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management adds a new price

comparison matrix.



PullPull


PR 2837Added a new field in the User Setup table to either show or hide the Export

JSON action in the Bill of Quantities Card

PR 2868Added a new Price Comparison Matrix to compare different versions of BoQs,

which are entered in the new Contractors table on the Bill of Quantities Card

PR 2868Implemented a new function to update BoQ versions, such as GAEB 84 imports,

with data from the base version

HotfixesHotfixes



PR 2837 Fixed caption and related translations

Removed or deprecated featuresRemoved or deprecated features

Removed obsolete controls, objects, and methods:


N/A N/A




Requires COSMO Licensing app 1.3.0.0

Requires COSMO Project Construction - Integration Library app 2.0.0.0


FeedbackFeedback




App InstallationApp InstallationThis section covers the installation of the COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management.

Typically an installation is only performed once and is not executed by the user but an

administrator. The installation differs from SaaS and On-Premises (OnPrem) environment.

To install in SaaS environmentTo install in SaaS environment

In SaaS environmentsSaaS environments, the app can be installed from the AppSource. There are two ways

to install the app, from external and internal of Business Central. All dependencies are

installed automatically.

Depending on the current Microsoft upgrade policy, you may not have the most current

version of the app. To upgrade to the most current version, go to the Dynamics 365

Business Central admin center and perform the app upgrade for your environment.

AppSourceAppSource

Visit the AppSource and then choose Free TrialFree Trial . You will be forwarded to page where you

must log in with your Business Central user credentials and select an environment to install

the app to. Follow the wizard instructions to complete the installation.

Extension MarketplaceExtension Marketplace

In Business Central, choose the icon, enter Extension MarketplaceExtension Marketplace, and then choose the

related link. In the marketplace, search for COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management and

then choose Free TrialFree Trial . Follow the wizard instructions to complete the installation.

APP INSTALLATION BILL OF QUANTITIES MANAGEMENT - 15 / 62

https://appsource.microsoft.com/product/dynamics-365-business-central/PUBID.cosmoconsultag%257CAID.boq_management_bc%257CPAPPID.3bccc554-4df8-4160-a04e-cd9557a8f126?tab=Overview

https://appsource.microsoft.com/product/dynamics-365-business-central/PUBID.cosmoconsultag%257CAID.boq_management_bc%257CPAPPID.3bccc554-4df8-4160-a04e-cd9557a8f126?tab=Overview

To install in on-premises environmentTo install in on-premises environment

Depending on the technology, different scripts are provided as the basis to install the app

and its requirements in on-premises environmentson-premises environments. You can find the runtime packagesruntime packages

of the apps in the COSMO CONSULT Solution Portal. Check the technical specifications of

each version to find the minimum dependent version of Business Central and the Base

Application.

Besides the Business Central Base Application, the app depends on additional library apps

that need to be installed in the correct order first.

1. COSMO Licensing appCOSMO Licensing app

2. COSMO Project Construction - Integration Library appCOSMO Project Construction - Integration Library app

3. COSMO Bill of Quantities Management appCOSMO Bill of Quantities Management app

DockerDocker

To install the apps to a docker container, the module BcContainerHelper must be installed

first. Change the file names, container name, and credential type to your values.


https://solutions.cosmoconsult.com/boqmanagement/ProductSupport/

https://www.powershellgallery.com/packages/BcContainerHelper

$licensingAppFileName = Join-Path $PSScriptRoot "COSMO Licensing.app"$prcsAppFileName = Join-Path $PSScriptRoot "COSMO Project Construction - Integration Library.app"$boqAppFileName = Join-Path $PSScriptRoot "COSMO Bill of Quantities Management.app"

$Global:containerName = "your-container-name"$Global:credential = "your-credential"

function Install-CosmoAppToContainer { Param ( [Parameter(Mandatory=$true)] [string] $AppFileName ) Publish-BcContainerApp ` -appFile $AppFileName ` -containerName $Global:containerName ` -credential $Global:credential ` -install ` -sync ` -skipVerification ` -scope Global ` -syncMode Add}

try { if (!(Get-Module -ListAvailable -Name "BcContainerHelper")) { throw "BcContainerHelper must be installed to run this script." }

Install-CosmoAppToContainer -AppFileName $licensingAppFileName Install-CosmoAppToContainer -AppFileName $prcsAppFileName Install-CosmoAppToContainer -AppFileName $boqAppFileName

} catch { throw "Error on installation: $($_.Exception.Message)"}


Server InstanceServer Instance

Change the file names and server instance to your values.

$licensingAppFileName = Join-Path $PSScriptRoot "COSMO Licensing.app"$prcsAppFileName = Join-Path $PSScriptRoot "COSMO Project Construction - Integration Library.app"$boqAppFileName = Join-Path $PSScriptRoot "COSMO Bill of Quantities Management.app"$Global:serverInstance = "your-server-instance"

function Install-CosmoAppToServerInstance { Param ( [Parameter(Mandatory=$true)] [string] $AppFileName, [Parameter(Mandatory=$true)] [string] $AppName ) Publish-NAVApp ` -ServerInstance $Global:serverInstance ` -Path $AppFileName ` -SkipVerification ` -Scope Global

Sync-NAVApp ` -ServerInstance $Global:serverInstance ` -Name $AppName

Install-NAVApp ` -ServerInstance $Global:serverInstance ` -Name $AppName}

try { Install-CosmoAppToServerInstance -AppFileName $licensingAppFileName -AppName "COSMO Licensing" Install-CosmoAppToServerInstance -AppFileName $prcsAppFileName -AppName "COSMO Project Construction - Integration Library" Install-CosmoAppToServerInstance -AppFileName $boqAppFileName -


Install-CosmoAppToServerInstance -AppFileName $boqAppFileName -AppName "COSMO Bill of Quantities Management"

} catch { throw "Error on installation: $($_.Exception.Message)"}

See AlsoSee Also

App Registration and Licensing

FeedbackFeedback




App Registration and LicensingApp Registration and LicensingThis section covers the registration and license check of the COSMO Bill of QuantitiesCOSMO Bill of Quantities

ManagementManagement app. When installing the app, COSMO LicensingCOSMO Licensing is automatically installed.

After installing the app, you need to register it.

To register the appTo register the app

1. If the registration notification does not show in the notification bar, refresh the

environment.

2. On the notification line, choose Open License OverviewOpen License Overview. The app is listed in the

COSMO License OverviewCOSMO License Overview page with StatusStatus = Unregistered.

3. Choose the Register your AppsRegister your Apps action.

The COSMO App Registration WizardCOSMO App Registration Wizard opens with the app listed.

APP REGISTRATION AND LICENSING BILL OF QUANTITIES MANAGEMENT - 20 / 62

4. In order to agree to the Terms of Use, scroll down, turn on the I understand andI understand and

accept these termsaccept these terms toggle, and then choose the NextNext button.

5. Enter your customer name. The name is used to identify the company. For test

purposes, enter any Cronus-related name.

6. Choose the NextNext button to sign into the COSMO Platform to link the registration with

your account. The COSMO Platform opens in a new browser tab. After sign in you can

close this tab and return to the final page of the COSMO App Registration WizardCOSMO App Registration Wizard.

To skip this step, choose the Skip LoginSkip Login button.

You have successfully registered for a demo version of the app. Contact

[email protected] and use the displayed license key to update your demo

subscription.

NoteNote

Your demo license will be valid for 30 days.Your demo license will be valid for 30 days.

7. The app has StatusStatus = Registered. Choose the FinishFinish button to close the wizard.


mailto:[email protected]

8. The status for each app is updated in the COSMO License OverviewCOSMO License Overview page. Leave the

COSMO License OverviewCOSMO License Overview page to return to the Role Center.

NoteNote

You can register the app and perform other administrative licensing tasks from theYou can register the app and perform other administrative licensing tasks from the

COSMO License OverviewCOSMO License Overview page. page.

To check the licenseTo check the license

The COSMO License OverviewCOSMO License Overview page lists the license status of all COSMO apps and is

accessed using the Tell MeTell Me feature.

1. Choose the icon, enter COSMO License OverviewCOSMO License Overview, and then choose the related link.

This page can also be opened from the last page of the COSMO App Registration

Wizard by choosing Open License OverviewOpen License Overview.

2. In the COSMO License OverviewCOSMO License Overview page, apps can be registered if not done on the

Role Center notification bar. Other administrative tools are available as well.

3. Hover over an action on the COSMO License OverviewCOSMO License Overview page to read a short

description.


See AlsoSee Also

App Installation

FeedbackFeedback




Bill of Quantities Manager Role CenterBill of Quantities Manager Role CenterCOSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management has a special Role Center that is used with the

Bill of Quantities Manager COSMO Profile (Role). This Role Center provides the most

efficient COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management user experience.

This Role Center provides quick access to standard bill of quantities processes, including

master data (contacts, customers, vendors, and resources), setup (BoQ Setup, Log Types,

and Report Selections), as well as links to all BoQs, sales quotes/orders, and purchase

quotes/orders.

The ActivitiesActivities part uses cues to provide a visual overview of the number of open, released,

and upcoming submission BoQs. It also offers an action for creating a new Bill of

Quantities record.

Additionally, the InsightsInsights part allows you to add Power BI reports.

To apply this role centerTo apply this role center

1. Choose the icon and then select My SettingsMy Settings from the menu. Alternatively, you can

use the Tell MeTell Me feature.

2. In the RoleRole field, choose the ellipsis button.

3. In the Available RolesAvailable Roles page, select Bill of Quantities Manager COSMO and then

choose the OKOK button.

4. Choose the OKOK button to close the My SettingsMy Settings page and save your changes.

FeedbackFeedback


BILL OF QUANTITIES MANAGER ROLE CENTER BILL OF QUANTITIES MANAGEMENT - 24 / 62


SetupSetupThis section describes the setup needed to use COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management.

The pages can be accessed using Tell MeTell Me. Choose the icon, enter the page name, and

then choose the related link.

The following table describes a sequence of tasks, with links to the topics that describe

them.

ToTo SeeSee

Define the general settings for COSMO Bill of QuantitiesCOSMO Bill of Quantities

ManagementManagement.

Bill of Quantities

Management Setup

Map units of measure from an external file to units of measure in

Microsoft Dynamics 365 Business Central during import.

BoQ Unit of

Measure

Assignment

Set up the different types used in the BoQ Check Log. BoQ Log Types

Limit access to the Export JSON action on the Bill of Quantities Card

per user.User Setup

FeedbackFeedback


SETUP BILL OF QUANTITIES MANAGEMENT - 25 / 62


BOQ Management SetupBOQ Management SetupThe BoQ Management SetupBoQ Management Setup page contains defaults used in Bill of Quantities (BoQ)

processing.

General FastTabGeneral FastTab

The fields on the GeneralGeneral FastTab are described in the following table.

FieldField DescriptionDescription

BoQ No. SeriesIndicates the number series to be used for new BoQ records

created in Microsoft Dynamics 365 Business Central.

Default General Product

Posting Group Sales

Indicates the default general product posting group to be used

when creating sales documents for BoQs.

Default General Product

Posting Group Purchase

Indicates the default general product posting group to be used

when creating purchase documents for BoQs and contractors.

API FastTabAPI FastTab

The fields on the APIAPI FastTab are internal fields used to communicate with the BoQ

Converter API during import and export. The BoQ Converter API works in the background.

The fields are described in the following table.


URL File to

JSON

Converter

URL for import API endpoint.

URL JSON to

File ConverterURL for export API endpoint.

Request

Authentication

Method

Specifies the method how to authenticate at the API endpoints. The

default option is Access Key.

NOTE: The access key is necessary to import and export files. Request

your personal access key at COSMO CONSULTCOSMO CONSULT. You’ll get your access

key after purchasing COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management.

Export FastTabExport FastTab

On the ExportExport FastTab, turn on the toggles to include the prices when exporting the

specification or offer request.

BOQ MANAGEMENT SETUP BILL OF QUANTITIES MANAGEMENT - 26 / 62

App Licensing FastTabApp Licensing FastTab

The fields on the App LicensingApp Licensing FastTab include the app license key, the validation

period, status of the license, and information regarding your license from the licensing

server. The data is generated when the setup is initialized.

Actions MenuActions Menu

The actions on the ActionsActions menu are described in the following table.

ActionAction DescriptionDescription

About View the current product version and copyright information.

Set

Authentication

Key

Enter your personal access key for authentication at the API. This key is

obtained from COSMO CONSULTCOSMO CONSULT.

FeedbackFeedback


BOQ MANAGEMENT SETUP BILL OF QUANTITIES MANAGEMENT - 27 / 62


BoQ Unit of Measure AssignmentBoQ Unit of Measure AssignmentThe BoQ Unit of Measure AssignmentBoQ Unit of Measure Assignment page is used to map units of measure from an

external file to units of measure in Microsoft Dynamics 365 Business Central during import.

To assign a BoQ unit of measurementTo assign a BoQ unit of measurement

1. Choose the icon, enter Unit of Measure AssignmentUnit of Measure Assignment, and then choose the related

link.

2. Choose the NewNew action.

3. In the BoQ Unit of MeasureBoQ Unit of Measure field, enter the unit of measure in the imported BoQ file.

This field is case-sensitive (depending on your database collation setting).

4. In the Unit of Measure CodeUnit of Measure Code field, enter the corresponding unit of measure in

Microsoft Dynamics 365 Business Central.

To assign a BoQ unit of measurement in BoQ CardTo assign a BoQ unit of measurement in BoQ Card

You can also assign a BoQ unit of measurement directly in the Bill of Quantities CardBill of Quantities Card for

individual lines or the entire BoQ:

For individual lines, choose the drop-down arrow in the Unit of MeasureUnit of Measure field in the

BoQ PositionsBoQ Positions FastTab and then choose NewNew.

For the entire BoQ, choose the Unit of Measure AssignmentUnit of Measure Assignment action on the ProcessProcess

FastTab.

FeedbackFeedback


BOQ UNIT OF MEASURE ASSIGNMENT BILL OF QUANTITIES MANAGEMENT - 28 / 62


BoQ Log TypesBoQ Log TypesBoQ Log Types are used when the BoQ CheckBoQ Check action is run from a Bill of QuantitiesBill of Quantities

CardCard to look for errors and provide warnings and statistics about the BoQ.

To create BoQ Log TypesTo create BoQ Log Types

1. Choose the icon, enter BoQ Log TypesBoQ Log Types, and then choose the related link.


3. In the CodeCode field, enter a unique code for the log type.

4. In the DescriptionDescription field, enter a short explanation of the log type.

5. Select the StatisticsStatistics, WarningWarning, or ErrorError check box to indicate what type of log

matches the code. Select only one for each code.

6. Repeat steps 2-5 for the two remaining log types.

See AlsoSee AlsoChecking the BoQ

FeedbackFeedback


BOQ LOG TYPES BILL OF QUANTITIES MANAGEMENT - 29 / 62


User SetupUser SetupThe Export JSONExport JSON action on the Bill of Quantities CardBill of Quantities Card creates a JSON file that includes

BoQ data, which is primarily used for technical support capabilities.

This action is only visible for users that have the Allow BoQ JSON ExportAllow BoQ JSON Export check box

selected on the User SetupUser Setup page.

See AlsoSee Also

Bill of Quantities Card

FeedbackFeedback


USER SETUP BILL OF QUANTITIES MANAGEMENT - 30 / 62


Bill of Quantities Report SelectionBill of Quantities Report SelectionThe BoQ Report is defined in the Bill of Quantities Report SelectionBill of Quantities Report Selection page, which is

accessible from the Role Center or the Tell MeTell Me feature.

To access the report selection and assign BoQ reportTo access the report selection and assign BoQ report

1. Choose the icon, enter Bill of Quantities Report SelectionBill of Quantities Report Selection, and then choose the

related link. Alternatively, choose Setup > BoQ Report SelectionSetup > BoQ Report Selection on the Role Center.

2. In the UsageUsage field, choose Bill of Quantities.

3. In the Report IDReport ID field, enter 5292600.

4. Close the Bill of Quantities Report SelectionBill of Quantities Report Selection page.

See AlsoSee Also

BoQ Report

FeedbackFeedback


BILL OF QUANTITIES REPORT SELECTION BILL OF QUANTITIES MANAGEMENT - 31 / 62


ProcessingProcessingWorking with COSMO Bill of Quantities ManagementCOSMO Bill of Quantities Management supports the following types of

main processes:

Bidding based on an imported Bill of Quantities

Creating a Bill of Quantities for tendering

Creating sales and purchase documents from the Bill of Quantities

The following table describes a sequence of tasks, with links to the topics that describe

them.

ToTo SeeSee

Import BoQ files into COSMO Bill of QuantitiesCOSMO Bill of Quantities

ManagementManagement.Import Files

Learn about the fields, actions, and FactBoxes on the Bill

of Quantities Card.Bill of Quantities Card

Create BoQs manually. Create BoQs

Export BoQ files from COSMO Bill of QuantitiesCOSMO Bill of Quantities

ManagementManagement.Export Files

Compare different BoQ versions for different contractors. Compare BoQ Versions

Update BoQ version with position information from base

BoQ.

Update BoQ Version with

Base Version

Create sales documents from the BoQ. Create Sales Documents

Create purchase documents from the BoQ and/or

contractors.Create Purchase Documents

FeedbackFeedback


PROCESSING BILL OF QUANTITIES MANAGEMENT - 32 / 62


Import FilesImport FilesThe process for importing a file into the Bills of QuantitiesBills of Quantities list or the Bill of QuantitiesBill of Quantities

CardCard is the same as long as an empty Bill of Quantities CardBill of Quantities Card exists.

To import a fileTo import a file

1. Choose the icon, enter Bills of QuantitiesBills of Quantities, and then choose the related link.

2. Choose the NewNew action and then press Enter to assign a number.

3. On the ProcessProcess menu, choose the Import FileImport File action.

4. The Import BOQ FileImport BOQ File dialog opens for selecting the file. Choose the ChooseChoose button,

select the file, and then choose the OpenOpen button to import the file.

During the import process, the Bill of Quantities CardBill of Quantities Card is updated with the information

from the BoQ file.

To review the converter logTo review the converter log

The BoQ Converter Log provides information regarding the BoQ Converter API. This can be

helpful for support cases.

1. On the RelatedRelated menu, choose the Converter LogConverter Log action to view the imported file

information.

2. On the ActionsActions menu, choose the Show Incoming PayloadShow Incoming Payload action.

See AlsoSee Also


FeedbackFeedback


IMPORT FILES BILL OF QUANTITIES MANAGEMENT - 33 / 62


Bill of Quantities CardBill of Quantities CardThe Bill of Quantities CardBill of Quantities Card contains the complete information from the imported BoQ

file. The fields and actions on the Bill of Quantities CardBill of Quantities Card are described in this section.

General FastTabGeneral FastTab

The fields on the GeneralGeneral 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.

DescriptionShort description of the Bill of Quantities record. If imported, the description

is based on the BoQ file.

Exchange

FormatIndicates 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 PhaseData 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.

BILL OF QUANTITIES CARD BILL OF QUANTITIES MANAGEMENT - 34 / 62

Additional

Offer

Permitted

Determines if an alternative bid is permitted.

Contract

RulesIndicates if contract rules exist.

No. of BoQ

PositionsIndicates the number of BoQ positions.

No. of

VersionsIndicates the number of BoQ versions for the BoQ card.

Person

ResponsibleIndicates the resource who is responsible for the BoQ.

StatusIndicates if the Bill of Quantities record is open, released for processing, or

completed.


Price Splitting FastTabPrice Splitting FastTab

A maximum of six cost splits can be defined in the Price SplittingPrice 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 FastTabBoQ Positions FastTab

The BoQ PositionsBoQ 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 TypeIndicates 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

OffererIndicates whether the Offerer has included supplemental text.

Text Supplement

BidderIndicates whether the Bidder has included supplement text.

Quantity Indicates the Quantity of the BoQ Position.

Unit of MeasureIndicates 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

AmountIndicates 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.

LevelIndicates if the row is a main-level or a sub-level of another row.

Used with the Superior Line No.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 LevelLevel field.

Price Parts

RequiredIndicates if price parts are required for the BoQ line.

Unit Price Part 1 ..

Unit Price Part 6Indicates the Unit Price Part 1 to Unit Price Part 6.

Article NumberIndicates 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 NumberIndicates 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 MenusBoQ Positions FastTab, Line and Function Menus

The BoQ PositionsBoQ Positions FastTab has two menus: LineLine and FunctionFunction. The actions on these

menus are described in the following table.

MenuMenu ActionAction DescriptionDescription

LinePosition

Details

Opens the Position DetailsPosition 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 IndentIndents the line below the above line. Used when manually

entering BoQ lines prior to export.

OutdentRemoves the indentation of a line. Used when manually entering

BoQ lines prior to export.

FiltersAllows 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 MaskON Mask and

ON Pos. IncreaseON Pos. Increase fields on the BoQ InfoBoQ Info FastTab.

Position Details PagePosition Details Page

The Position DetailsPosition 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 GAEBGAEB 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.

Field GroupField Group FieldField DescriptionDescription

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 TypePosition 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

PositionIndicates if this position is a lump sum position.

Hourly

Paid WorkIndicates if this position is an hourly paid position.

Guiding and

Sub

Description

Guiding

DescriptionIndicates if this position is a guiding description position.

Sub

DescriptionIndicates 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 TypeSurcharge Type =

Surcharge on selected before will apply on this position.

Field GroupField Group FieldField DescriptionDescription

In addition to the GAEBGAEB FastTab, the GeneralGeneral FastTab includes the Price Parts RequiredPrice Parts Required

field which indicates if the position requires price parts and the Long TextLong Text FastTab shows

long text as well as text from a Supplemental Bidder.

Job FastTabJob FastTab

The JobJob 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 LabelIndicates 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

AmountDisplays the Total Discount Amount of the BoQ.

Placing FastTabPlacing FastTab

If the bid is accepted, the details are defined in the PlacingPlacing 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

CurrencyIndicates 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

DateIndicates the date of submission.

Submission

TimeIndicates the time of submission.

Acceptance

DeadlineIndicates the date until quotes are accepted.


Delivery

LocationIndicates 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

TypeIndicates the type of approval.

Approval

DateIndicates the date of approval.

Period of

WarrantyIndicates the period of warranty, which includes only decimal numbers.

Unit of

Measure

Warranty

Indicates the unit of measure of the warranty period.

End

WarrantyIndicates the end date of warranty.


BoQ Info FastTabBoQ Info FastTab

Details about the BoQ structure and its numbering are defined in the BoQ InfoBoQ Info FastTab.

The fields on this FastTab are described in the following table.


ON MaskIndicates 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 BoQCreate BoQ

Position No.Position No. action 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.


Customer FastTabCustomer FastTab

The CustomerCustomer FastTab contains information about the customer who submitted the bid.



Customer

No.

Indicates the Customer Number for creating sales documents. Many of the

fields in this FastTab are updated with the related customer information when

the number is entered. If information already exists, a message will open to

confirm that the information is overwritten.

Contact

No.Indicates the Contact Number for creating sales documents.

Customer

DP

Number

Indicates the Customer Number.

Customer

NameIndicates the Customer Name.

Customer

Name 2Indicates the Customer Name 2.

Customer

AddressIndicates the Customer Address.

Customer

Post

Code

Indicates the Customer Post Code.

Customer

CityIndicates the Customer City.


Customer

Contact

PersonIndicates the Contact Person of the customer.

Customer

Phone

No.

Indicates the Customer Phone number.

Customer

E-MailIndicates the Customer E-Mail.

Customer

Fax No.Indicates the Customer Fax number.


Contractor FastTabContractor FastTab

The ContractorContractor FastTab contains information about the vendor who is awarded the bid.



Vendor

No.

Indicates the Vendor Number for creating purchase documents. Many of the

fields in this FastTab are updated with the related vendor information when

the number is entered. If information already exists, a message will open to

confirm that the information is overwritten.

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

NameIndicates the contractor name.

Contractor

Name 2Indicates the contractor name 2.

Contractor

AddressIndicates the contractor address.


Contractor

Post CodeIndicates the contractor post code.

Contractor

CityIndicates 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-MailIndicates the contractor E-Mail.


Administration FastTabAdministration FastTab

The AdministrationAdministration FastTab displays date, user, and file import and export information.

The General Product Posting GroupGeneral Product Posting Group field in the Sales & PurchaseSales & Purchase group specifies the

General Product Posting Group to use when sales and purchase documents are created.

The value defaults from the fields in the BoQ Management SetupBoQ Management Setup page as follows:

If Data Exchange TypeData Exchange Type = Customer, the value from the Default General ProductDefault General Product

Posting Group SalesPosting Group Sales field is used.

If Data Exchange TypeData Exchange Type = Vendor, the value from the Default General ProductDefault General Product

Posting Group PurchasePosting Group Purchase field is used.

Action BarAction Bar

The action bar includes menus that contain actions specific to COSMO Bill of MaterialCOSMO Bill of Material

ManagementManagement.

New MenuNew Menu

The actions on the NewNew menu are described in the following table.


Create Sales Quote Creates a sales quote for the BoQ.

For more information, see Create Sales Documents.


Create Sales OrderCreates a sales order for the BoQ.



Process MenuProcess Menu

The actions on the ProcessProcess menu are described in the following table.


Import File Imports the file into the BoQ record (see Import Files).

Export FileExports the current iteration of the Bill of Quantities CardBill of Quantities Card into a BoQ file

(see Export Files).

Unit of

Measure

Assignment

Opens the BoQ Unit of Measure AssignmentBoQ Unit of Measure Assignment page, which displays all

assigned and missing units of measure between the BoQ file and Microsoft

Dynamics 365 Business Central.

Contractors

Opens the ContractorsContractors page, where you define the contractors related to

the BoQ for requesting pricing, comparing pricing, and creating purchase

quotes and orders.

For more information, see Compare BoQ Versions.

Comparison

Matrix

Opens the Comparison MatrixComparison Matrix page, which compares the pricing from the

contractors defined in the ContractorsContractors page.

For more information, see Compare BoQ Versions.

Reports MenuReports Menu

The ReportsReports menu contains the BoQ ReportBoQ Report action that allows you to generate a report

including all BoQ positions for a particular BoQ and version. You can choose to show

prices, long texts, and contract rules as well as a summary at the end of the report which

includes the BoQ groups. If prices are shown, the related amounts and the total amount of

the BoQ are included in the summary.

The cover page of the report shows the job name and description and the BoQ number and

description from the BoQ Card as well as the customer and contractor contact information.

The next page shows the contract rules if shown and existing and then the following pages

show all the BoQ positions within group hierarchy, including ordinal number, description,

quantity, and unit of measure. If prices are shown, then the unit price and total amount are

included. Additionally, long texts are displayed below the positions if selected to be shown.

Texts MenuTexts Menu

The actions on the TextsTexts menu are described in the following table.



Contract

Rules

Opens the BoQ LinesBoQ Lines page, which shows the contract rules.

Choose the ProcessProcess menu to open the Position DetailsPosition Details page and the LinesLines

menu to open the long and short text.

Job

Description

Opens the Job DescriptionJob Description page, which shows the job description of the

BoQ.

Actions MenuActions Menu

The actions on the ActionsActions 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 and is only visible for

users that have the Allow BoQ JSON ExportAllow BoQ JSON Export check box selected on the UserUser

SetupSetup page.

Copy BoQ Creates a new BoQ record from a copy of the current BoQ.

Create

VersionCreates a new BoQ version from a copy of the current BoQ.

Check

BoQ

Reviews the BoQ and then opens the BoQ Check LogBoQ Check Log page that shows errors,

warnings, and statistics about the complete BoQ.

Update

Purchase

Quote

Updates the lines of a linked purchase quote after importing a BoQ file with

pricing but is typically only run from a BoQ Version entry.

For more information, see Select a winner and make an order.

Related MenuRelated Menu

The actions on the RelatedRelated menu are described in the following table.


Converter

Log

Opens the BoQ Converter Transfer LogsBoQ 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.

VersionsOpens the Bill of Quantities VersionsBill of Quantities Versions page, where all versions of the BoQ are

shown.

Show

Sales

Quotes

Opens the sales quotes for the BoQ.



Show

Sales

Orders

Opens the sales orders for the BoQ.


Show

Purchase

Quotes

Opens the purchase quotes for the BoQ version.

For more information, see Create Purchase Documents.

Show

Purchase

Orders

Opens the purchase orders for the BoQ version.



FactBoxesFactBoxes

The FactBoxes on the Bill of Quantities CardBill of Quantities Card are described in the following table.

FactBoxFactBox DescriptionDescription

Unit Price

Parts

Displays general and specific price splitting information about the line

selected in the BoQ PositionsBoQ Positions FastTab.

Long TextDisplays the long text relating to the line selected in the BoQ PositionsBoQ Positions

FastTab.

GAEB

Position

Details

Displays the GAEB information relating to the line selected in the BoQBoQ

PositionsPositions FastTab.

ContractorsDisplays the vendor name and total amount from the comparison. For

more information, see Compare BoQ Versions.

See AlsoSee Also

Import Files

Create BoQs

Export Files

FeedbackFeedback




Create BoQsCreate BoQsIn addition to importing information from a file into the Bill of Quantities CardBill of Quantities Card, you can

manually enter information.

To create the BoQTo create the BoQ



3. Choose the Enter key to insert a new record and automatically assign a number from

the number series.

4. In the DescriptionDescription field, enter a short explanation of the BoQ file.

5. In the Exchange FormatExchange Format field, select the relevant format to be used for the

export/import process.

6. In the Data Exchange PhaseData Exchange Phase field, select the current phase of the BoQ file.

7. Turn on the Commerce ExchangeCommerce Exchange, Bidder Comment PermittedBidder Comment Permitted, and AdditionalAdditional

Offer PermittedOffer Permitted toggles as needed.

8. Enter a resource in the Person ResponsiblePerson Responsible field as needed.

To enter price splittingTo enter price splitting

1. In the Price SplittingPrice Splitting FastTab, turn on the Split PricesSplit Prices toggle.

2. In the No. of Unit Price PartsNo. of Unit Price Parts field, enter the number of cost splits that are needed.

3. In the Unit Price Part X DescriptionUnit Price Part X Description fields, enter the unit price part name for the file.

4. In the Unit Price Part X Cost TypeUnit Price Part X Cost Type fields, select the internal cost type to map to the

file.

To enter data in the linesTo enter data in the lines

1. In the Position No.Position No. field, enter a unique number for the BoQ line.

2. In the Position TypePosition Type field, enter the type of the BoQ line.

Choose Group for the first in a group of related lines. These lines are bolded.

Choose Normal for lines within the group that have no special circumstances.

Choose Optional or Alternative for lines that are not required or are associated with

another line item.

Choose Text for lines that are solely used for informational purposes.

3. In the QuantityQuantity field, enter the quantity of the BoQ line.

4. In the Unit of MeasureUnit of Measure field, enter the unit of measure relating to the quantity for the

CREATE BOQS BILL OF QUANTITIES MANAGEMENT - 47 / 62

BoQ line.

5. In the Price TypePrice Type field, choose whether this BoQ line is a regular line with totals or a

line without totals.

6. In the Unit PriceUnit Price and Line Discount %Line Discount % fields, enter the pricing and discount for the

line.

7. Repeat steps 1-6 to add more lines.

To check the BoQTo check the BoQ

1. On the ActionsActions menu, choose the Check BoQCheck BoQ action.

2. In the BoQ Check LogBoQ Check Log page, review the errors and warnings and then make necessary

changes in the BoQ lines.

To complete the BoQTo complete the BoQ

1. Fill in the fields on the other FastTab as needed.

2. On the GeneralGeneral FastTab, change the StatusStatus field as needed to continue with the BoQ

process.

See AlsoSee Also


FeedbackFeedback


CREATE BOQS BILL OF QUANTITIES MANAGEMENT - 48 / 62


Export FilesExport FilesOnce the Offer Request has been reviewed and updated, it can be sent back to the

customer by creating an export file in the next phase (Offer).

To export a fileTo export a file


2. Select the BoQ record to export.

3. On the ProcessProcess menu, choose the Export FileExport File action.

4. A message opens at the bottom of the page asking what you want to do with the file.

Choose OpenOpen to open the file or Save asSave as to save the file to a storage location.

After export, it is possible to view the exported file using a tool like Notepad.

To review the converter logTo review the converter log

The BoQ Converter Log provides information regarding the BoQ Converter API. This can be

helpful for support cases.

1. On the RelatedRelated menu, choose the Converter LogConverter Log action to view the exported file

information.

2. On the ActionsActions menu, choose the Show Outgoing PayloadShow Outgoing Payload action.

See AlsoSee Also


FeedbackFeedback


EXPORT FILES BILL OF QUANTITIES MANAGEMENT - 49 / 62


Compare BoQ VersionsCompare BoQ VersionsThe Comparison Matrix compares different versions of BoQs for different contractors,

which allows you to see the prices for each BoQ position for each contractor. The versions

to be compared must be entered in the ContractorsContractors page, which is accessible from the

BoQ Card.

Contractors PageContractors Page

The fields on the ContractorsContractors page are described in the following table.


Code Unique identifier of the contractor.

Vendor No. Indicates if a vendor exists for the contractor.

Vendor

Name

Auto-populated if a vendor is selected. Otherwise, you can manually enter

the contractor's name.

Version No.

Indicates the current BoQ version for the contractor.

A version is automatically created if a purchase document is created. For

more information, see Create Purchase Documents.

Compare Determines if the contractor is included in the price comparison.

Reference

Contractor

Determines if the contractor is designated as the price difference

calculation.

Total

Amount

Indicates the total amount from the lines in the BoQ PositionsBoQ Positions FastTab in

the BoQ version.

Purchase

Quote

Indicates whether a purchase quote exists.


Purchase

Order

Indicates whether a purchase order exists.


The actions on the ContractorsContractors page are described in the following table.


ProcessComparison

Matrix

Opens the Comparison MatrixComparison Matrix page that shows the BoQ

positions, including general position information as well as

quantities and units of measure.

COMPARE BOQ VERSIONS BILL OF QUANTITIES MANAGEMENT - 50 / 62

Create

Purchase

Quote

Creates a purchase quote for a BoQ to request pricing from the

selected contractor.


Create

Purchase

Order

Creates a purchase order for a BoQ after accepting a quote from

the selected contractor.


Purchase

Show

Purchase

Quote

Opens an existing purchase quote for the selected contractor.


Show

Purchase

Order

Opens an existing purchase order for the selected contractor.


Actions

Update

Purchase

Quote

Updates the lines of a linked purchase quote after importing a

BoQ file with pricing.

For more information, see Select a winner and make an order.

RelatedShow

Version

Opens the version of the related Bill of Quantities Card for the



The Vendor StatisticsVendor Statistics and Buy-from Vendor HistoryBuy-from Vendor History FactBoxes provide additional

information about the selected contractor.

Set up contractorsSet up contractors

After you create the BoQ, define the contractors that you want to send the BoQ to for

offers.


2. Select the BoQ where you need to assign contractors.

3. On the RelatedRelated menu, choose the ContractorsContractors action.

4. In the CodeCode field, enter a unique code for the contractor.

5. In the Vendor No.Vendor No. field, select a vendor if one exists for the contractor. Otherwise,

leave blank.

6. In the Vendor NameVendor Name field, enter the contractor's name if not auto-populated by a

selected vendor.

7. Select the CompareCompare check box to include the contractor in the price comparison.

8. Repeat steps 1-7 for the remaining contractors.


Assign versions to contractors for comparisonAssign versions to contractors for comparison

After you receive the 84 files from the contractors, create a new BoQ version for each and

import the file. Then you need to assign the versions to the contractors.

1. On the main BoQ page, open the ContractorsContractors page.

2. In the Version No.Version No. field for each contractor, select the BoQ version to be included in

the price comparison.

3. The Total AmountTotal Amount field is updated to match the amount from the imported file.

4. On one of the contractor lines, select the Reference ContractorReference Contractor check box to be

designated as the price difference calculation. In the Comparison MatrixComparison Matrix, the other

contractor's prices will be calculated with a percentage of this contractor's prices.

View the price comparisonsView the price comparisons

On theContractorsContractors page, choose the Comparison MatrixComparison Matrix action on the ProcessProcess menu.

You can also open the Comparison MatrixComparison Matrix page from the main Bill of Quantities CardBill of Quantities Card

by choosing the Comparison MatrixComparison Matrix action on the ProcessProcess menu.

The Comparison MatrixComparison Matrix page shows the BoQ positions, including general position

information as well as quantities and units of measure. The contractors included in the

comparison are separated in the following columns and the last column shows the average

price of all the contractors. The ContractorsContractors FactBox shows the total amount per

contractor.

For each BoQ position, each contractor shows the unit price, total price, and percentage of

the reference contractor's price, which is always 100%.

For example, Contractor 1 is set as the Reference Contractor. The table below shows the

results for all contractors.

PositionPosition

No.No.Contractor 1Contractor 1 Contractor 2Contractor 2 Contractor 3Contractor 3 Average PriceAverage Price

05. 11580.00 (100%) 11280.00 (97.4%) 11760.00 (101.6%) 11540.00 (99.7%)

05.001.120.00 | 1440.00

(100%)

110.00 | 1320.00

(91.7%)

140.00 | 1680.00

(116.7%)

123.00 | 1480.00

(102.8%)

05.002.120.00 | 1440.00

(100%)

110.00 | 1320.00

(91.7%)

140.00 | 1680.00

(116.7%)

123.00 | 1480.00

(102.8%)

05.003.600.00 | 5400.00

(100%)

580.00 | 5220.00

(96.7%)

600.00 | 5400.00

(100%)

593.00 | 5340.00

(98.9%)


05.004.550.00 | 3300.00

(100%)

570.00 | 3420.00

(103.6%)

500.00 | 3000.00

(90.9%)

540.00 | 3240.00

(98.2%)

PositionPosition

No.No.Contractor 1Contractor 1 Contractor 2Contractor 2 Contractor 3Contractor 3 Average PriceAverage Price

If a contractor does not provide a price for a BoQ position, then the entry will be 0.00 |

0.00 | (0%).

The contractor with the best prices is shown in bold green. Based on the table above,

Contractor 2 would be shown as best price.

NoteNote

Contractors are deleted if a Bill of Quantities with version 0 is deleted.Contractors are deleted if a Bill of Quantities with version 0 is deleted.

FeedbackFeedback




Update BoQ Version with Base VersionUpdate BoQ Version with Base VersionAfter importing an 84 file into a BoQ Version, it is possible that the file includes pricing

information but excludes the Position Type, Description, or Unit of Measure. You can add

this information to the BoQ version by running the Update From Base VersionUpdate From Base Version action.

On the BoQ version, choose Function > Update From Base VersionFunction > Update From Base Version on the BoQBoQ

PositionsPositions FastTab. The Position TypePosition Type, DescriptionDescription, and Unit of MeasureUnit of Measure fields are

updated with the values from the original BoQ.

FeedbackFeedback


UPDATE BOQ VERSION WITH BASE VERSION BILL OF QUANTITIES MANAGEMENT - 54 / 62


Create Sales DocumentsCreate Sales DocumentsSales Quotes and Sales Orders can be created from the Bill of Quantities CardBill of Quantities Card based on

the BoQ customer information.

The reason for creating a sales quote for a BoQ is to provide requested pricing to

customers. Once you receive an offer request from a customer, you can either create the

BoQ manually or with an imported BoQ file. After entering and calculating your prices, you

can create the sales quote and then export the BoQ file with the prices.

If the customer selects your bid, you can create the sales order from the existing sales

quote or you can create a sales order directly from the Bill of Quantities CardBill of Quantities Card.

Sales Documents for BoQsSales Documents for BoQs

In the Bill of Quantities CardBill of Quantities Card, a customer number, contact number, and general product

posting group are defined for use in the sales documents. The BoQ Position No., BoQ

Position Type, Description, Unit of Measure Code, Quantity, Unit Price, BoQ Price Type and

Line Discount % are transferred to the sales lines.

Additionally, the BoQ Short/Long Texts are transferred from the BoQ to the sales

documents and from the quote to order with the Make OrderMake Order action.

Offer pricing to customersOffer pricing to customers

The general processes for offering pricing to customers is described in this section.

To update the BoQTo update the BoQ

1. Open the Bill of Quantities CardBill of Quantities Card page.

2. Set the fields in the GeneralGeneral FastTab as defined by your business process but ensure

that the Data Exchange PhaseData Exchange Phase = Offer and Data Exchange TypeData Exchange Type = Customer.

3. In the CustomerCustomer FastTab, enter the customer or contact information:

In the Customer No.Customer No. field, enter the number to be set as the customer in the sales

quote.

In the Contact No.Contact No. field, enter the number to be set as the contact in the sales

quote if a customer does not exist yet. You will be prompted to select a customer

template when creating the quote.

4. In the ContractorContractor FastTab, enter your company information.

5. In the AdministrationAdministration FastTab, choose the relevant posting group in the GeneralGeneral

Product Posting GroupProduct Posting Group field if not automatically populated from BoQ Management

CREATE SALES DOCUMENTS BILL OF QUANTITIES MANAGEMENT - 55 / 62

Setup.

To enter the pricing and calculationsTo enter the pricing and calculations

If a BoQ file was sent, import it into the BoQ by choosing Import FileImport File on the ProcessProcess

menu. Locate and select the file to import.

If a BoQ file was not sent, manually enter the information in the BoQ PositionsBoQ Positions FastTab.

To create a sales quoteTo create a sales quote

5. On the NewNew menu, choose the Create Sales QuoteCreate Sales Quote action.

6. Choose the YesYes button to create the quote.

7. If creating a quote for a contact, you do not need to create a customer for the contact

but you do need to choose the customer template in the follow-up questions.

To export the BoQ file with pricesTo export the BoQ file with prices

For customers that transmit BoQ files, export the file from the BoQ version.

1. In the Bill of Quantities CardBill of Quantities Card, choose the Export FileExport File action on the ProcessProcess menu.

2. Save the file and then send to the customer requesting the pricing.

Receive order from customerReceive order from customer

If your company has the winning offer, then you can create the sales order using the MakeMake

OrderOrder action from the sales quote. If a sales quote does not exist, you can create a sales

order directly from the Bill of Quantities Card.

To make an order from the quoteTo make an order from the quote


2. On the RelatedRelated menu, choose the Show Sales QuotesShow Sales Quotes action.

3. On the ProcessProcess menu, choose the Make OrderMake Order action.

4. If the quote was created from a contact, then you will need to make a customer either

at this point or prior to creating the order.

To create a direct sales orderTo create a direct sales order


2. Ensure that the Customer No.Customer No. , Contact No.Contact No. , and General Product Posting GroupGeneral Product Posting Group

fields are populated.

3. On the NewNew menu, choose the Create Sales OrderCreate Sales Order action.

4. Choose the YesYes button.


FeedbackFeedback




Create Purchase DocumentsCreate Purchase DocumentsPurchase Quotes and Purchase Orders can be created from a BoQ version or the

ContractorsContractors page. Many of the fields in the Bill of Quantities CardBill of Quantities Card page are used when

the documents are created from the ContractorsContractors page.

The reason for creating a purchase quote for a BoQ is to request pricing from contractors.

Once a BoQ is created and you are in the Offer Request phase, you can open the

ContractorsContractors page, add the vendors to create quotes for and then create the quotes to

send for pricing. A BoQ version is automatically created for each vendor/quote

combination and then you can export the BoQ file from the version. When the pricing is

returned, you can enter the prices manually in the purchase quote or you can import the

BoQ file into the BOQ Version if one is provided.

After gathering all pricing, you can compare total amounts of the quotes in the

ContractorsContractors page and/or all individual prices of the quotes in the Comparison MatrixComparison Matrix

page.

Once a contractor is selected, you can create the purchase order from the existing

purchase quote. Alternatively, you can create a purchase order directly from the

ContractorsContractors page.

Purchase Documents for BoQsPurchase Documents for BoQs

In the Bill of Quantities CardBill of Quantities Card, the general product posting group is defined for use in the

purchase documents. When the purchase document is created, the BoQ Position No., BoQ

Position Type, Description, Unit of Measure Code, Quantity, Unit Price, BoQ Price Type, and

Line Discount % are transferred to the purchase lines. Additionally, the BoQ Short/Long

Texts are transferred from the BoQ to the purchase documents and from the quote to order

with the Make Order action.

NoteNote

Prior to creating the purchase documents, ensure that unit of measure codes havePrior to creating the purchase documents, ensure that unit of measure codes have

been assigned to the BoQ unit of measure codes of the positions in the been assigned to the BoQ unit of measure codes of the positions in the Bill ofBill of

Quantities CardQuantities Card. For more information, see . For more information, see BoQ Unit of Measure AssignmentBoQ Unit of Measure Assignment..

Request pricing from contractorsRequest pricing from contractors

The general processes for requesting pricing from contractors is described in this section.

CREATE PURCHASE DOCUMENTS BILL OF QUANTITIES MANAGEMENT - 58 / 62

Assign vendors to contractors for BoQAssign vendors to contractors for BoQ


2. Set the fields in the GeneralGeneral FastTab as defined by your business processes but ensure

that the Data Exchange PhaseData Exchange Phase = Offer Request and Data Exchange TypeData Exchange Type =

Vendor.

3. In the CustomerCustomer FastTab, enter your company information.

4. In the AdministrationAdministration FastTab, choose the relevant posting group in the GeneralGeneral

Product Posting GroupProduct Posting Group field if not automatically populated from BoQ Management

Setup.

5. On the ProcessProcess menu, choose the ContractorsContractors action.

6. Enter a unique CodeCode.

7. Assign the Vendor and repeat this step for all other contractors.

To create purchase quotes for contractorsTo create purchase quotes for contractors

Similar to COSMO Purchase Quotes ManagerCOSMO Purchase Quotes Manager functionality, purchase quotes are created

per vendor (contractor).

1. Select the first contractor and then on the ProcessProcess menu, choose the CreateCreate

Purchase QuotePurchase Quote action.

2. Choose the YesYes button to create the quote.

If any of the Unit of Measure Codes have not been assigned to the units of measure

in the BoQ Positions, a message will open stating the missing code.

Go back to the Bill of Quantities Card and enter the missing code.

3. The purchase quote is created and the BoQ Version No. is 1.

4. Go back to the ContractorsContractors page and notice that the Version No.Version No. field is updated

and the Purchase QuotePurchase Quote field is set to Yes.

5. Create the purchase quote for the next contractor. Notice that the BoQ Version No. is 2

for this quote.

6. Create the purchase quotes for the remaining contractors.

To export the BoQ fileTo export the BoQ file

For contractors that transmit BoQ files, export the file from the BoQ version.

1. In the ContractorsContractors page, select the contractor to export the BoQ file to.

2. On the RelatedRelated menu, choose the Show VersionShow Version action.

3. In the Bill of Quantities CardBill of Quantities Card, choose the Export FileExport File action on the ProcessProcess menu.

4. Save the file and then send to the contractors for pricing.

Update pricing from contractorsUpdate pricing from contractors


Once you receive the pricing from the contractors, you can either import a provided BoQ

file into the BoQ Version or enter it manually in the Purchase Quote.

NoteNote

When updating pricing with a BoQ file, the pricing in the Purchase Quote is notWhen updating pricing with a BoQ file, the pricing in the Purchase Quote is not

updated automatically but can be done with the updated automatically but can be done with the Update Purchase QuoteUpdate Purchase Quote action action

(see (see Select a winner and make an orderSelect a winner and make an order). When manually updating pricing in the). When manually updating pricing in the

Purchase Quote, the BoQ Version pricing is not updated.Purchase Quote, the BoQ Version pricing is not updated.

To update pricing with a BoQ fileTo update pricing with a BoQ file

1. In the ContractorsContractors page, select the contractor and then choose the Show VersionShow Version

action on the RelatedRelated menu.

The Bill of Quantities CardBill of Quantities Card opens for the selected vendor and version.

2. On the ProcessProcess menu, choose the Import FileImport File action.

3. Locate and select the BoQ offer file .*84.

4. Repeat these steps for the other contractors that provided BoQ offer files.

To manually update pricingTo manually update pricing

1. In the ContractorsContractors page, choose the Yes value in the Purchase QuotePurchase Quote field or choose

Show Purchase QuoteShow Purchase Quote from the PurchasePurchase menu to open the purchase quote for the


2. In the LinesLines FastTab, enter the prices from the contractor in the Direct Unit Cost...Direct Unit Cost...

field for the BoQ Positions.

3. Repeat these steps for the other contractors where manual entry is necessary.

To compare pricingTo compare pricing

If pricing is added through the BoQ file import, the Total AmountTotal Amount field is updated in the

ContractorsContractors page (a page refresh might be needed).

To see the individual prices for each BoQ Position, open the Comparison MatrixComparison Matrix.

NoteNote

Pricing added manually to a purchase quote is not included in the ComparisonPricing added manually to a purchase quote is not included in the Comparison

Matrix.Matrix.

1. In the ContractorsContractors page, choose the CompareCompare check box on each line to include in

the comparison.

2. On the ProcessProcess menu, choose the Comparison MatrixComparison Matrix action.


3. Go back to the ContractorsContractors page.

Select a winner and make an orderSelect a winner and make an order

Once you have compared the bids from the contractors, you can choose the winner and

prepare to create the purchase order. The process for creating the purchase order differs

depending on how the pricing was updated.

If you updated pricing by importing the BoQ file, you can run the Update PurchaseUpdate Purchase

QuoteQuote action from the ContractorsContractors page, which updates the purchase quote lines

based on settings in the request page, such as quantity or direct unit cost. Then you can

create the purchase order using the standard Make OrderMake Order action.

If you manually entered the pricing in the purchase quote, then you can make any

necessary adjustments in the purchase quote and then create the purchase order using

the standard Make OrderMake Order action.

NoteNote

A purchase order is created directly from the A purchase order is created directly from the ContractorsContractors page if page if COSMO Bill ofCOSMO Bill of

Quantities ManagementQuantities Management is used without is used without COSMO Project ConstructionCOSMO Project Construction. If used. If used

with with COSMO Project ConstructionCOSMO Project Construction, then the purchase order would be created using, then the purchase order would be created using

the Procurement functionality.the Procurement functionality.

To update the purchase quote and create a purchase orderTo update the purchase quote and create a purchase order

1. In the ContractorsContractors page, choose the contractor who won the bid.

2. On the ActionsActions menu, choose the Update Purchase QuoteUpdate Purchase Quote action.

3. In the Update Purchase Quote OptionsUpdate Purchase Quote Options request page, select what information to

update. The options are:

Select all

Update Unit of Measure

Update Direct Unit Cost

Update Line Discount

Update Quantity

Update Position Type

Update Price Type

4. Choose the OKOK button.

A message opens stating that the purchase quote was updated and asks if you want

to open it.

5. Choose the YesYes button.



7. Choose the YesYes button to create the purchase order.

8. Go back to the ContractorsContractors page and notice that the Purchase QuotePurchase Quote field is set to

No and the Purchase OrderPurchase Order field is set to Yes.

To make an order from the quoteTo make an order from the quote

1. In the ContractorsContractors page, choose the contractor who won the bid.

2. Select the Yes value in the Purchase QuotePurchase Quote field.


4. Choose the YesYes button to create the purchase order.

5. Go back to the ContractorsContractors page and notice that the Purchase QuotePurchase Quote field is set to

No and the Purchase OrderPurchase Order field is set to Yes.

View purchase quotes and ordersView purchase quotes and orders

On the Bill of Quantities CardBill of Quantities Card for the BoQ Versions, you can view related purchase

quotes and purchase orders from the RelatedRelated menu.

On the ContractorsContractors page, you can view the related purchase quotes and purchase orders

from the PurchasePurchase menu or by choosing the Yes value in the Purchase QuotePurchase Quote and

Purchase OrderPurchase Order fields.

FeedbackFeedback




Bill of Quantities Management - COSMO Docs

Documents

Transcript of Bill of Quantities Management - COSMO Docs