Answer: Ensure Group and Sub Group details are provided to enable the selection of activities during Bill of Quantity creation. 

Answer: Workflow approval settings for project budget amendment need rectification. 

Adjust workflow approvals to include: 

   a. BU-wise approval and  

   b. Positive and negative amount approvals

Answer: Create Addition Deduction setup from Terms & Condition setup under General Master.  For instance, set up Material and Labour separately. During RA Bill creation, choose these deductions individually on the Deduction tab.

Answer:

Cause: Item Info is concealed when selecting Document Type as Project Requisition (Non Activity-wise). If you later switch to Document Type Service Indent Work Order, the Item Info malfunctions. 

Solution: Delete the existing entry and re-enter with the correct Document Type (Service Indent Work Order) to resolve the issue with Item Info.  

Answer:

Cause: The Resource Requirement Register Report reveals two resource types: Contract Cost and Free Issue Material. The Free Issue Material Cost hasn't been considered in the Project Budget for this Business Unit.   

Solution: Review and add Free Issue Material Cost in the Project Budget for this Business Unit to rectify the error in BOQ Amendment.   

Answer: The Project Budget Revision considers the higher value between BOQ amount and Work Order amount for MAX EXECUTED AMOUNT.

Answer: System validation prevents the creation of a work order exceeding the Budget amount.

Answer: Suppose you have given discount 1% on basic value (Billing Term) of Main Work Order, and you want to change nomenclature of discount of the above work order through amendment.

In this situation, to change the nomenclature of the discount for a Main Work Order in an amendment, remove both the percentage and amount of the discount and then input the direct amount in the billing terms. 

Answer: Auto Indent is not based on Document Type, which is now free. Avoid using Direct Indent TOD while generating the Auto Indent to prevent incorrect activity tagging. 

Answer:

A. If you have created from Activity Master then why it is required to be changed from BOQ. 

B.  If work orders are already tagged, changing the description may not be possible.

C. If the activity is not needed, remove it from BOQ. Change the description in Activity Master and then re-tag it in BOQ.   

Answer:

Issue: When creating a new Work Order from a Service Indent, you may encounter a situation where the already tagged quantity appears again for selection. 

Resolution: This issue arises when all the quantities against the first Work Order have been consumed. To check if a Work Order has been completed for the specific Service Indent: 

Select the desired activity for the new Work Order. 

Observe that no quantity is displayed, indicating that a Work Order has already been executed against this Service Indent. 

Ensure to review the completed Work Order status and quantities before creating a new one. 

Answer: Try downloading during periods of lower user activity (less active users). This should help control the timeout problem.   

Answer: The system prevents the deletion of this RA Bill due to a prior payment being made against it. Verify the Receipt/Payment Entry document number associated with this RA Bill for reference. 

Answer: To accurately reflect the amount in the Adjustment Info of the Credit Note (Revised RA Bill), ensure the gross amount from the billing terms is entered and saved.  

Answer: Ensure the "Auto generate from activity master" column in the sheet is marked as 'N' instead of 'Y' for successful import.   

Answer: If a Work Order is short closed through Work Order Amendment, it cannot be further amended. Subsequent amendments are restricted for short-closed Work Orders.    

Answer: You are requested to check the report from Budget vs. Actual > Budget Validation Register and as well as check the resource requirement register detail.  

Further we have provided the Budget Validation and Reconciliation Process Document in the following link. 

https://help.farvisioncloud.com/Engineering/Engineering/Tutorial/Budget_Validation___Reconciliation_Process.htm    

Answer:  Ensure that the required account head is set in the Billing Term Template. Configure the billing terms accordingly before submitting the Customer Revised RA Bill.     

Answer: It is likely due to the absence of a budgeted amount in the project budget in contract cost. Ensure that the necessary budget head has been allocated to make it appear during the work order creation process. 

Answer: Once a final bill has been generated against a Work Order, it becomes unavailable for further transactions.

Answer: When uploading the resource requirement sheet (excel sheet), please ensure the following corrections for a successful import: 

1. For "Option type," select "Against work order (Activity wise - Lumpsum)" instead of "Against work order (Activity wise)-Lumpsum."

2. In the "Activity" column, use "Ref No." instead of "Description." 

3. For "Code (For Option: Against Activity with variant)," input "Ref No." (This option is unnecessary if you've selected the correct option in point 1).

4. For "Resource Type (For Option: Against Project Budget)," omit this option if you've chosen the correct option in point 1. 

Answer: Ensure that you have set TDS Check Limit, not Transaction Check Limit, for the relevant contractor under the specified company. This adjustment is necessary for accurate TDS calculation.  

Answer: Review the account head mapping for the associated Budget head in the Setup. 

Answer: Ensure correct HSN tagging by selecting HSN without abetment and save the RA Bill.

Answer: Verify that the correct resource type "Free Issue Material" is selected instead of the incorrect option.

Answer: Once saved, Project Budget Amendment reason cannot be edited. 
For making changes to Amendment reason, create a new one or delete the existing document.   

Answer: Ensure a Resource Requirement is created against work order (activity wise lumpsum). Check and proceed with Auto Issue.   

Answer: If you are unable to remove activities in the Work Order Amendment even after saving/final approval, follow these steps: 

a. In the next amendment, open the activity, and find the "Action" dropdown. 

b. Change the dropdown selection to "DELETE." 

c. Save the changes.   

This will allow you to delete the activities. 

Answer: Please check the report of BUDGET VS ACTUAL report > BUDGET VALIDATION REGISTER. 

1. Check the BOQ Material amount column.  
2. Check the Resource Requirement Register Report  
    a. Select option type: Against BOQ (Co Efficient Based)  
    b. Select BU & Sub Project and generate the report. Filter the Budget Head.   

Answer: You cannot edit Project Budget, BOQ if once an amendment has been done.  
If you want to any increase / decrease of the same, follow the Amendment process. 

Answer: Multiple Budget Heads may be associated with one Budget Group. Verify the discontinue action applies to the specific Budget Head rather than the entire Budget Group.

Answer: No, the retention amount payable isn’t reflected in the Retention Report if the retention amount payable is updated in the finance module opening balance.

Answer: In order to view all the reports at a single space, navigate to Engineering> Report> Budget vs Actual> Budget vs Actual Document Detail.