Supply BOQ Billing
Supply BOQ billing handles material supply items that are billed through measurement and RA Bills. Items designated as "Primary Supply Items" in the BOQ follow a specialized workflow that combines procurement, material receipt, measurement, and automated stock management.
How Supply BOQ Works
Unlike standard BOQ items where you measure completed work, Supply BOQ items track physical materials that are procured, received at site, and then billed to the customer. The measurement records that the material has been supplied, and the system handles inventory adjustments automatically.
Only BOQ items marked as Primary Supply Items follow this workflow. This designation tells JobNext that the item represents a physical material that must be procured and tracked through inventory before it can be billed.
Process Flow
Step 1: Mark Items as Primary Supply Items
In the BOQ setup, designate the relevant line items as Primary Supply Items. This links them to the material master and enables the supply billing workflow.
Step 2: Procure and Receive Material
Procure the material through the standard SCM workflow and receive it at the job site via a Material Receipt Note (MRN). The material must be physically in stock before it can be measured.
Step 3: Record Measurements
Once the material has been received at site, record measurements against the Supply BOQ items. Measurements can only be created after the material is in stock at the job location.
Automatic Actions on Measurement Approval
When a Supply BOQ measurement is approved, the system triggers several automatic actions:
| Step | Automatic Action | Effect |
|---|---|---|
| 1 | Primary Supply Item is automatically issued to the customer | Material ownership transfers to the customer |
| 2 | A Material Issue Note is created and approved | Formal documentation of the material issuance |
| 3 | Stock is reduced by the measured quantity | Inventory reflects the outgoing material |
| 4 | Item returned to stock as "Customer Free Issue Material" at zero value | Tracks that material is now with the customer |
The Supply BOQ's unit of measurement (UOM) and the Primary Supply Item's stocking UOM must match or have a conversion factor of exactly 1. If the UOMs do not align, the system will not allow the measurement to be processed.
Generating the RA Bill
After the measurement is approved and the automatic actions are completed, you must create a separate RA Bill for the recorded measurement. The RA Bill process is the same as for standard BOQ items — compile the approved measurement into an RA Bill and submit it for certification.
Net Effect
The combined effect of the Supply BOQ workflow is:
- Material is issued to the customer and removed from active inventory value
- A Material Issue Note documents the transfer
- Stock quantities are adjusted automatically
- The RA Bill captures the billing for the supplied material