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Field

Description

Full Reference

Full reference to the standard item in the VPB. This field is locked and cannot be edited.

Example: The
Info
titleExample
The standard item 13.4.3.2 includes the following VPB details:
- 13: Home Technology
- 13.4: Air Conditioners
- 13.4.3: Split Systems
- 13.4.3.2: Coarseair 8.0 kw model split system


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.

Info
titleExample
: A
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
Info
titleExample
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?

  • No (default): The selection of the standard item will not affect the permit approval process.
  • Yes: The selection of the standard item requires special consideration as it will affect the permit approval process.

Energy Significant?

Does the selection of the standard item affect the overall energy rating of the house?

  • No (default): The selection of the standard item will not affect the overall energy rating of the house.
  • Yes: The selection of the standard item will affect the overall energy rating of the house.

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
Info
titleExample
Normal, Bold, etc.


Suppress?

Will the standard item be suppressed on the printed VPB and in the Framework VPB Browserapplication?

  • No (default): The standard item will be included in the printed VPB and in theFramework VPB Browser application.
  • Yes: The standard item will be excluded from the printed VPB and in theFramework VPB Browser application.

An item would be suppressed if it is unavailable.

Available?

Will the standard item be available for selection in a client document? 

  • Yes (default): The standard item will be available for selection in a client document.
  • No: The standard item will be viewable, but not selectable, in a client document.
Info
titleExample
: Let
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.

Warning
Important: The 

The Quantity field cannot equal 0.


Info
Example: Bricks
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.

Info
titleExample
: Each
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
Info
titleExample
If the selected unit is each, the unit description may be ea.


GST Applies?

Does the standard item have GST applied? 

  • Yes (default): GST will be calculated on the Retail Price (ex GST) of the standard item.
  • No: GST is not to be paid on the item and the price of the item will be calculated accordingly.
Info
titleExample
: As
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
Info
titleExample
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: 

  • Fixed Price: The base price is fixed and confirmed.
  • Provisional Price: The base price is an approximate price only.


Tip

Price fields may be locked when there are Retail or Cost formulas applied.

Base Published Price Group

Field

Description

Format

Format used to display the published Price (inc GST) field below.

Info
titleExample
: By
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.

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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.

Info
titleExample

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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.

Administrators can set the price of a standard item for:

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Field

Description

Fixed Amount

Fixed amount added to the standard item price.

Tip
Tip: This

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.

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  1. Click the New toolbar icon. The Area Pricing dialog will be displayed.
    Image Added
  2. Enter the details.
  3. Click OK. The dialog will close and new area pricing will added to the standard item. The Area Pricing list will be updated.
Tip

Formulas can be applied to Area Pricing calculations.  This feature is enabled with a data update. Please Contact Insula Software.

Standard Item Dialog - Validity Tab

The Validity tab is used to manage the availability of a standard item for a region/division or house type.

Info
titleExample

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- 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

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Region/divisions are added to the Region/Divisions list so that validity can be applied to the standard item.

Tip

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To add a region/division to the Region/Divisions list, the This item applies to field must be set to All Except the Listed Region/Divisions or Only the Listed Region/Divisions.

  1. From the Valid For field, select a validity method.
  2. Click the New toolbar icon. The Select Region/Division dialog will be displayed.
  3. Select the required region/division.
  4. Click OK. The dialog will close and a new region/division will added to the Region/Divisions list.

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Repeat steps 2 - 4 to add more region/divisions.

Applying House Type Validity To A Standard Item

House types are added to the House Types list so that validity can be applied to the standard item.

Tip

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To add a house type to the House Types list, the This item applies to field must be set to All Except the Listed House Types or Only the Listed House Types.

  1. From the Valid For field, select a validity method.
  2. Click the New toolbar icon. The Select House Type dialog will be displayed.
  3. Select the required house type.
  4. Click OK. The dialog will close and a new house type will added to the House Types list.

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Repeat steps 2 - 4 to add more house types.

Standard Item Dialog - Formula Tab

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Once selected, and the Validate and apply formula toolbar button has been clicked, the formula is applied to the price of a standard item.

Info
titleExample

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[Item_quantity]*5.50 is the product of the quantity and 5.50

Cost Notes

Free text area for notes regarding the cost notes formula.

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Once selected, and the Validate and apply formula toolbar button has been clicked, the formula is applied to the price of a standard item.

Info
titleExample

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[Item_cost_price]*1.25 is the cost price with a 25% margin.

Retail Notes

Free text area for notes regarding the retail notes formula.

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An instruction on how to round outcomes can be added to the Cost or Retail formulas. The syntax is a combination of a rounding instruction and a specified increment.

Info
titleExample

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[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

roundtowardszeroBoth positive and negative round towards zero

1.50 to 1.00

-1.50 to -1.00

roundawayfromzeroBoth positive and negative round away from zero

1.50 to 2.00

-1.50 to -2.00

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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.

Marketing DescriptionFree text area that can be used in Marketing material


Standard Item Dialog - Image Tab

The Image tab is used to insert a full size image against the standard item.

Image Added

Image

Displays the image recorded against the standard item.

Buttons

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Button

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Description

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Click to clear the image.

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Click to search for an image. Opens a dialog box that allows users to choose a file from the file system.

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Info
Images are stored in the Framework ECM database. Moving or removing the image from the location on the network will not affect Framework ECM.

Standard Item Dialog - BOQ Links Tab

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Warning

BOQ links are ONLY required if information is integrated between Framework ECM and an external estimating system.

Image Added

The BOQ Links tab is used to manage the Bill Of Quantities (BOQ) links for a standard item.

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A BOQ is a document used in estimating in which costs for materials, parts, and labour are itemised to create the total cost for an item. Entering a BOQ link allows the exchange of information between Framework ECM and an external estimating system.

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Info
titleExample
A single wall oven may be connected to a BOQ that contains: 
- Required materials (in this case, the wall oven itself, gas piping, etc.)
- Labour
- Delivery

Multiple BOQ links can be created so that a single item can be tied to multiple BOQs.

Info
titleExample

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A house may be connected to multiple BOQs such as: 
- Bathroom BOQ
- Garage BOQ
- Kitchen BOQ, etc.

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

Image Added

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.

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  1. Click the New toolbar button. The BOQ Link dialog will be displayed.
  2. Enter the details.
  3. Click OK. The dialog will close and a new BOQ link will be created.

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Tip

Multiple BOQ links can be created.