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The General tab is used to manage the basic details for a standard item, such as quantity, unit details, base pricing, and notes.
Item Group
Field | Description |
|---|---|
Full Reference | Full reference to the standard item in the VPB. This field is locked and cannot be edited. Example: The standard item 13.4.3.2 includes the following VPB details: |
BOQ Count | Number of BOQ links for the standard item. These are created and maintained in the BOQ Links tab. This field is locked and cannot be edited. |
Nature | Category applied to the standard item. Click the Nature popup button to select. Example: A standard item called Split System may be categorised as Electrical. Other examples include Structural, Fittings, Painting, etc. |
Location | Area of the house to which the standard item applies. Click the Location popup button to select. Example: A standard item called the Terra Incognita Garage Door may have their location set to Garage. Other examples include Facade, Windows, Doors, Garage Variations, etc. |
Permit Significant? | Does the selection of the standard item affect the permit approval process?
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Energy Significant? | Does the selection of the standard item affect the overall energy rating of the house?
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Programme Impact | Total number of programme impact days the selection of the standard item will affect the anticipated completion date (contract duration). |
Style | This field/function is currently disabled. Font style applied to the standard item when printed. Click the Style popup button to select. Standard items may be printed on a VPB, a report, or a document. Example: Normal, Bold, etc. |
Suppress? | Will the standard item be suppressed on the printed VPB and in the Framework VPB Browserapplication?
An item would be suppressed if it is unavailable. |
Available? | Will the standard item be available for selection in a client document?
Example: Let's say a brick is temporarily unavailable for three months due to a shortage. The salesperson can access the details of the brick but it cannot be selected for the client. As a temporary measure, a note explaining the situation could be added to the Notes field explaining the situation. |
Quantity | Number of items required. Important: The Quantity field cannot equal 0. Example: Bricks (per 1,000) are selected based on the size of the house. If 15.0 is entered for a house type, it indicates that 15,000 bricks are required for the selected standard item. |
Unit | Unit of measurement used to describe the quantity. Example: Each, Per Job, m, m2, lm, etc. |
Unit Description | Manually entered text to describe the unit. The unit description is displayed on the document. Example: If the selected unit is each, the unit description may be ea. |
GST Applies? | Does the standard item have GST applied?
Example: As GST is not applied to items relating to finance or interest, an example of a standard item that does not have GST applied would be Interest for Late Payment. |
Base Pricing Group
Field | Description |
|---|---|
Cost Price (ex GST) | Cost price (ex GST) of the standard item. |
Retail Price (ex GST) | Retail price (ex GST) of the standard item. |
Retail Price (GST) | GST amount for the retail price of the standard item. This field is locked and cannot be edited. If the GST Applies? field is set to No, this will display the figure $0.00. |
Retail Price (inc GST) | Retail price (inc GST) of the standard item. This field is calculated by the addition of the Retail Price (ex GST) and Retail Price (GST) amounts. Example: If the Retail Price (ex GST) field is $1000 and the Retail Price (GST) field is $100, then the Retail Price (inc GST) will be $1000 + $100 = $1100. |
Pricing | Base price status of the standard item. Click the Pricing popup button to select. Standard selections include:
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Base Published Price Group
Field | Description |
|---|---|
Format | Format used to display the published Price (inc GST) field below. Example: By Owner, Included, No Charge, Not Available, etc. If the selected format is [Retail Price], a dollar amount will be displayed in the Price (inc GST)field. However, if a string field such as No Charge is selected, the No Charge text string is copied to the Price (inc GST) field. The ability to enter custom text into the Price (inc GST)field is also supported. |
Price (inc GST) | Published price of the standard item. This field will display either a dollar amount or text. |
Notes Group
Free text area for notes regarding the standard item. Notes entered here will be available on table intersection items, documents, document variations, document templates, sales advice quotes, and the VPB.
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The Area Pricing tab is used to manage area pricing for a standard item. Area pricing is applied to standard items whose price is affected by location or area, using both area percentage and fixed amount values.
Example: Let's say the price of an item for the metropolitan region is $100 but in regional centres is 20% more. Rather than creating multiple standard items for different regions, the Area Pricing tab can be used to apply area based pricing to a single item.
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- All Unlisted Areas: Using the For Unlisted Areas? popup button. This will open the Select VPB Item Rule - Area Pricing dialog.
- For All Listed Areas: By clicking the New toolbar button (see Adding Area Pricing to a Standard Item).
Area pricing is allocated to a VPB version via the Area Pricing tab of the Version dialog (see Version Dialog - Area Pricing Tab).
Area Pricing Group
Field | Description |
|---|---|
For unlisted areas? | Method by which an area that has been created for the VPB, and that has not been included in the Area Pricing list, is priced by Framework for a selected standard item. For all unlisted areas, the standard selections include:
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Pricing Details Group
Field | Description |
|---|---|
Fixed Amount | Fixed amount added to the standard item price. Tip: This field only applies when the For unlisted areas? field is set to Base Price + Area % + Fixed Amount. |
Area Pricing List
The items in this list are edited using the Area Pricing dialog (see Area Pricing Dialog).
Column | Description |
|---|---|
# | Area pricing number. |
Area | Name of the area pricing applied to the standard item. |
BOQ Ref | Bill Of Quantities (BOQ) reference in an estimating system for the standard pricing in the area. |
Method | Method used to calculate the published price. |
Published Price | Retail price (inc GST) of the standard item. |
Notes | Notes about the area pricing item for internal purposes. |
Procedures
Adding Area Pricing To A Standard Item
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The Validity tab is used to manage the availability of a standard item for a region/division or house type.
Example:
- A specific air conditioning unit may not be available for the Metro - North region/division as the supplier used in that particular region/division does not handle those unit types.
- A specific facade is only available to a particular house type as it may not fit onto other house types.
Region/Division Validity Group
Field | Description |
|---|---|
Valid For | Specific region/division validity for the selected standard item. Click the This item applies topopup button to select. Standard selections include:
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Region/Divisions List
Column | Description |
|---|---|
Name | Name of the region/division to which validity will be applied. |
Ref | Reference name of the region/division to which validity will be applied. |
House Type Validity Group
Field | Description |
|---|---|
Valid For | Specific house type validity for the selected standard item. Click the This item applies topopup button to select. Standard selections include:
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House Types List
Column | Description |
|---|---|
House Class | Name of the house class to which validity will be applied. |
House Type | Name of the house type to which validity will be applied. |
Procedures
Applying Region/Division Validity To A Standard Item
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The Formula tab is used to enter cost and retail formulas that are applied to the pricing of a standard item. Variables used in the formulas are added to a VPB via the Version screen.
Cost Formula
Displays a cost formula that has been selected for use on the pricing of a standard item.
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Example : [Item_cost_price]*1.25 roundup1 is cost with a 25% margin, rounded to the nearest whole $1.00
Rounding Instructions
Argument | Behaviour | Example |
| round | Positive rounds away from zero Negative rounds towards zero | 1.50 to 2.00 -1.50 to -1.00 |
| roundup | Positive rounds away from zero Negative rounds towards zero | 1.50 to 2.00 -1.50 to -1.00 |
| rounddown | Positive rounds towards zero Negative rounds away from zero | 1.50 to 1.00 -1.50 to -2.00 |
| roundtowardszero | Both positive and negative round towards zero | 1.50 to 1.00 -1.50 to -1.00 |
| roundawayfromzero | Both positive and negative round away from zero | 1.50 to 2.00 -1.50 to -2.00 |
The values to round to are expressed using a number at the end of the round argument.
Rounding Increment Examples
Integer | Increment | Example (roundup) |
| .1 | One decimal place | 1.57 to 1.60 |
| .25 | Nearest .25 | 1.57 to 1.75 |
| 1 | Nearest whole number | 1.57 to 2.00 |
| 5 | Nearest whole 5 | 1.57 to 5.00 |
Standard Item Dialog - Miscellaneous Tab
The Miscellaneous tab is used to manage miscellaneous content about the standard item, such as tooltips and catalogue details.
Tool Tip Group
Field | Description |
|---|---|
Tool Tip | Text displayed when the mouse pointer hovers over an item on the Items list of the Browse VPB screen. |
Sales/Catalogue Identification Group
Field | Description |
|---|---|
Code | Unique code used identify a catalogue item. |
Reference/Name | Reference name used to identify a catalogue item. |
Standard Item Dialog - Image Tab
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Displays the image recorded against the standard item.
Buttons
Button | Description |
|---|---|
Click to clear the image. | |
Click to search for an image. Opens a dialog box that allows users to choose a file from the file system. |
Note: Images are stored in the Framework ECM database. Moving or removing the image from the location on the network will not affect Framework ECM.
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The details in this list can be edited using the BOQ Link dialog (see BOQ Link Dialog).
Column | Description |
|---|---|
# | Order of the BOQ link on the BOQ Links list. BOQ links may be moved to a different position in the list by using the directional buttons on the toolbar. |
Primary | Indicates the primary BOQ link. The primary BOQ link is indicated with a icon. |
QTY | BOQ link quantity. |
Qty Method | Selected quantity method for BOQ links. |
BOQ Reference | BOQ reference item in an estimating system for the standard item. |
Export | Export method for the BOQ link from Framework ECM to an external estimating system. |
Pricing | Sales pricing import method for the BOQ link from an external estimating system to Framework ECM. |
Notes | Free text area for notes regarding the BOQ link. |
Procedures
Adding A BOQ Link
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