AIA Billing Process in NAV4Construction

NAV4Constrution vertical solution for Microsoft Dynamics NAV fully provide AIA billing process for construction business. The AIA billing system is a standardized method of construction percentage of completion contract billing developed by the American Institute of Architects (AIA).

Typically, AIA billing system consists of two forms or pages and on the same way NAV4Construction works with them:

  • G-702 Contractors Application for Payment
  • G-703 Continuation Sheet

When you want to print Invoice from posted document, you can print both of these forms in the same moment or separate if you want this.

Complete process of AIA billing process is presented on the next flow chart:

Image

You can find here completed process with collection and correction systems. This is simplified process on flow chart, and in practice, you can find more milestones for these activities.

You can see part of G-703 Continuation Sheet on the next picture:

Image

This is the great benefit in operational work, because completing the AIA G-702 and G-703 forms by hand is usually frustrating and difficult with lot of possible mistakes. This is only one benefit among all other in this construction vertical solution.

Buying new resource or keeping old one?

When you have a lot of resources (hundreds or thousands), you usually have a problem with detail analysis. Maybe, the most important question is when you have to buy new resource? I know, the new resources is prettier, but are you really need new resources. Is your old resource still good?

Using “smart” analysis in BI4Construction, you can make a right business decision. You can make smart comparison of actual costs of each resources per hour (or mileage, or…) in each cost group with cost of e.g. loan or leasing installment costs.

Image

You can see what maintenance cost analytically for old resources is. You can also see what is you additional fuel or oil cost for old resources in comparison with new one. You have realistic cost of staying time for old resources because maintenance periods…

With all of these details, you can always make a right decision. This is usually requirement for big construction companies with lot of trucks and other machinery.

Road Construction Company Continues Business Growth by Using a New ERP Solution

With its substantial growth, the road construction and maintenance company ‘Novi Pazar – Put’ has overcome the possibilities of a functionally and technologically outdated business software they were using. Rational and efficient management of complex business processes and expensive resources created the need for the introduction of a new, modern and flexible business solution, so the company chose Microsoft Dynamics NAV, complemented with add-on solutions (NAV4Construction) developed by NPS.

I already wrote about this on my old blog post https://nav4construction.wordpress.com/2013/05/22/true-story-nav4construction-in-civil-engineering-company/.

Now, Microsoft officially released this case study on Microsoft site: http://www.microsoft.com/casestudies/Microsoft-Dynamics-NAV/Novi-Pazar-put/Road-Construction-Company-Continues-Business-Growth-by-Using-a-New-ERP-Solution/710000003788

MVP Award

On the first day of January this year, I was visited by Santa Claus. He left me one e-mail. Mail started as below:

“Dear Aleksandar Totovic,

Congratulations! We are pleased to present you with the 2014 Microsoft® MVP Award! This award is given to exceptional technical community leaders who actively share their high quality, real world expertise with others. We appreciate your outstanding contributions in Dynamics NAV technical communities during the past year…”

I’m really proud of this award. Also, I’m very thankful to Microsoft and to all Dynamics Community members and of course, my company NPS. I hope to I will provide a lot of useful information and quality solutions to entire community and my clients. Also, I hope, this is only my first MVP Award.

Image

Operational work – The bid evaluation – part 9

When we have some construction position we cannot do it, we need to find subcontractor. When we engage subcontractors, we usually have a less margin. Because of that, we need to find the subcontractor with the best condition for each position. Bid evaluation in NAV4Construction is based only on the lowest cost recommendation, but we have many other information in decision process (e.g. discounts, payment methods, due date, warranty period…).

Requirement for subcontractors we fill in Requisition Worksheet, with other requirements, as items. When we fill required positions, we need to fill Quote Query No. for all positions we want to purchase from one vendor (on one quote).

Image

From Requisition Worksheet, we can print Quote Requirement document or export requirement in Excel file.

When we get offers from potential vendors, we need to put them in Purchase Quote in NAV. We can do it manually or automatic using import from filled Excel files. We must to fill Quote Query No. on Purchase Quote Header. This is mandatory data if we want to use bid evaluation process.

Image

We can do bid evaluation process for complete quotes, or for each construction position individually.

Image

Individual                                   

We need to fill Quote Query No., type as Position and Position No. We can use Best quote windows for bid evaluation, not only for position; we can use it for item, resource… Because of that, we need to choose Type option as Position. System will make ranking based on Direct Unit Cost, with many other information.

Image

When we choose position for ordering, we need to run Apply and system will update Requisition Worksheet with data from this quote. After that, on Requisition Worksheet, we need to run Accept the action and we will get Purchase order with choosing positions.

Complete

If we want to make bid evaluation for complete offers, process is similar as individual process. We need to fill Quote Query No. and Row number. Row number is mandatory, because we cannot compare Quotes with different number of lines.

Image

System will make ranking based on Amount including discount (sum of Direct Unit Cost with discount), with many other information. Acceptation process is the same as in the previous example.

Posting Operational Work (Subcontractors) – Part 8

When we post purchase invoice from subcontractor with construction position works, we get standard Posted Purchase Invocie, but with Type = Position on Invoice Line:

Image

 

Next difference, we can see when look at Navigate:

Image

Besides all standard entries, we can see new entry type – Position Ledger Entry. Job Ledger Entry is different, as well.

When we look at Jov Ledger Entry, the most importabnt thing is that we get entry type as Usage and G/L Account as type. We got G/L Account No. from Posting Groups Setup.

Image

 

When we look at Position Ledger Entry, we have standard NAV4Construction entry table, but Document Type is Invoice (that mean, we get invoice from subcontractor). We don’t have to post usage a Position again. System enable us to prepare Certificate for Sales Invoice by automatic.

Image

Microsoft Dynamics NAV Inspires People To Do More

A business solution has many functions, but in the end, it’s the people that use it who make the difference. Microsoft Dynamics NAV inspires the people who work at your business to do more: increasing productivity, working together better and getting closer to your customers.
Your employees want your company to thrive just as much as you do. Learn more about how you can grow your business with Microsoft Dynamics.

Look this clip:

Microsoft Dynamics NAV Inspires People To Do More