Calculation on Product Documentation

Calculation in the bill of quantities

Mon, 01 Jan 0001 00:00:00 +0000

In the bill of quantities, the calculation is made by adding the subitems to the items, which in turn are added up to the title level. The total result of all title levels is then shown in the total line. BE-terna Project allows flat calculations, as well as complex calculations on several levels.

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Subheadings

Since the reference value of the subitems refers only to a unit of measure of the parent item, quantities are maintained accordingly only for a unit of measure of the parent item. These quantities are then factored with the required quantity of the main item and summed up to the title level.

Document Resource Prices

Mon, 01 Jan 0001 00:00:00 +0000

In the project document, it is possible to add a resource group from the master resource groups at each item, if some have not already been maintained in the master data of the article. To do this, the advanced view must be enabled to access the Resource Group column. After the addition, the cost price of this resource group, if any, is inherited.

In addition, there is a “Resource Group Price” table in the project document. These can be used to edit the resource groups contained in the project document retrospectively. If a resource group is entered in this table, the cost price is transferred from the master data to the table. These can be individually adjusted at a later date. The adjusted prices must be updated in the document in order to enter them in the bill of quantities. The table is located in the navigation menu under Related in Settings.

EK VK Price Fixed

Mon, 01 Jan 0001 00:00:00 +0000

These options apply to the entire position and not to a single price component. They can be found under Edit in the FastTab and then back on Edit. In the window for item editing, the two sliders are located in the “Prices” tab.

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Sales price fixed

If activated, it protects the calculated retail price from change due to the final sum calculation of the sales price. Changes to the items can change the price (e.g. a change in the purchase or sale price).

Forming group totals

Mon, 01 Jan 0001 00:00:00 +0000

Group totals can be used to group items in the document according to various criteria and to perform a Final Total Calculation based on the groupings. The function can be called in the document via Edit and Group Totals. It can be grouped according to various characteristics. It is possible to switch between different grouping characteristics via the dropdown. It should be noted that the sum is only calculated from the level at which the document was navigated (title level – total level). The available grouping criteria are customizable by BE-TERNA. It is therefore possible to sum according to your own criteria.

Manual pricing

Mon, 01 Jan 0001 00:00:00 +0000

These options apply to the entire position and not to a single price component. The ticks can be selected in the “Details” tab.

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Manual purchase price

If activated, the purchase price of the selected price share is determined via the Purchase price (total) field. Changes to fields used to calculate this purchase price no longer have any effect on the purchase price. The final total calculation can change this manual price.

Overhead Costs in the Document

Mon, 01 Jan 0001 00:00:00 +0000

Site-specific overhead costs can be stored in a bill of quantities in the navigation menu under Related in Settings.

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The overhead costs increase the cost amount and are not visible to the customer. The values are entered in the overhead lines and the price share to which they are to be allocated is determined. Alternatively, you can work with formulas under Details. By clicking on Assign overhead costs, the costs are allocated 3% to the items in the document as a purchase mark-up and this distribution is reversed by clicking on Uncover overheads.
Attention: This will change the retail amount, unless it has been fixed everywhere by means of batch processing!

Price calculation

Mon, 01 Jan 0001 00:00:00 +0000

With the update to version 22.11 and 23.11 of BE-terna Project, the price calculation has been completely switched to the new data model of Business Central. This means that the price lists for prices and discounts (purchasing/sales) in the Business Central Standard can also be used to their full extent in BE-terna Project.

The prerequisite for this is that the corresponding feature is activated in the function management:

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Price History

Mon, 01 Jan 0001 00:00:00 +0000

Compared to the catalog item history, the price history is displayed in the document. This shows all manually made changes to the prices at item level. It can therefore be traced how prices have been changed in the past. The price history can be found in Document Processing under Details.

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The use of the price history is activated by default.

Price shares

Mon, 01 Jan 0001 00:00:00 +0000

Price shares are partial costs and break down the unit price according to the cost types that cause it. As standard, these are wages, fabrics, equipment and other costs. Also included are any surcharges. Price shares can be defined and adjusted at document and item level.

Any number of price shares can be created. Due to the dynamic property of the price components, they must always be assigned a base category for master data transfer and project statistics.

Raw material surcharges

Mon, 01 Jan 0001 00:00:00 +0000

In the position

To enter or display a raw material, open the “Raw material surcharges” tab in the navigation menu under Details. In this window, there are various setup options for maintaining multiple raw materials in the current position. However, raw material surcharges can also be entered manually at the item. You can choose from a list of non-ferrous materials from the master data or use individual abbreviations. However, the prices then have to be maintained manually.

Work Expense Types in the Document

Mon, 01 Jan 0001 00:00:00 +0000

Exactly one expense type can be defined for each item. Depending on the type of workload, the “wages time costs per minute” are adjusted. To display the corresponding column in the table, select the “Working Effort Type” field in the user-specific view.

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