BOQ in OMS

Important helpful Links - 

1. LMS Course Link - here 

2.  Reference Document Link - here

FAQs - 

1. What is BOQ?

Ans - BOQ" typically stands for "Bill of Quantities." It's a document used in the construction industry that provides a detailed breakdown of materials, parts, and work required for a particular project. The BOQ lists out each material/item required along with its quantity, description, unit of measurement, and sometimes its unit rate and total amount.

2. What is a Parent Child Relationship?

Ans - Parent line items refer to main categories or sections of work, while child line items are sub-items that break down the parent items into specific tasks or components

3. How will you create BOQ items in OMS ?

Ans- Please follow below steps to create BOQ in OMS system at zetwerk.

• Go to OMS Menu Panel, Select Menu option of BOQ
• Create New BOQ
• Mention BOQ Title ,Select BU, currency & cost head template
• Select Appropriate Cost Heads
• Choose BOQ creation option which are -Excel upload, Manual or Using CN line items
• Fill up details & excel template & then upload the template
• Filled up data is uploaded in the system & sent to the Finance Team for approval
• BOQ Sent for approval will be checked & approved by the Finance Team.
• Use the Revised BOQ option to revise the BOQ.
• BOQ revision can be done manually as well as via upload excel
• Option to delete the line items where supplier orders are not created or Invoice is not done.

4. In BOQ revision flow what all can be done?

Ans- User can revise BOQ on screen as well as via excel upload. Below points can be revised -

- New Line Item (Parent or child) can be added

- Quantity, rate, description can be revised upward/downward, if line item is not consumed (not used in

PO/Bill/Invoice)

- Quantity, Rate can be increased for consumed items OR can be reduced up to consumed rate or qty..

- Cost heads can be revised anytime for parent/child items

5. BOQ upload is taking too much time, what should you do?

Ans- Based on the quantum of data to be uploaded, the processing time of BOQ is defined. For BOQ with 100+ line items the processing time can be as high as 1 hour as well. Also the BOQ uploads are processed in batches, which means if one BOQ is under upload then your BOQ will be in upload Queue. 

In such cases where the processing is time taking, user should not close the window of upload till operation is completed. In the mean time user can create another duplicate tab of OMS & work there.

6. Can Baseline version be changed for BOQ? 

Ans- Baseline of BOQ can be changed in OMS system however this is not recommended. Only in exceptional cases where the Qty changes are made, same should be highlighted to Finance team as well.

7. What all points should be considered in case while creating line item in BOQ?

Ans- User should consider below points for creating line item in BOQ - 

• Billable (Invoiceable to client) Items should always be created as Parent Items & all cost items should be created under it separately.
• 
  
• Each line item should be tagged to one cost head only. Existing dump of cost heads can be found here
• Create BOQ line item with smallest possible UOM 
• Std UOM symbol should be inserted in line item level. Existing UOM dump can be found here
• Quantity up to 3 decimal places should be used so that same can be used in PO
•  

8. In case if user is facing Rounding Up issue while summing up, what should be done?

Ans. - New Differential Item should be created for rounding up issue while sum-up

9. I have mapped wrong BOQ to PO line item, What can I do to de-link the wrong mapped BOQ?

Ans - 

• Before Bill Submission - Directly revise PO with correct BOQ
• After Bill Submission - Get the bill reversed with Supplier DN Note reason “Cancellation of bill” & then amend PO by adding new line item with correct BOQ

10. I want to add new cost head in system, what should I do?

Ans. - Cost head addition is done via backend & thus for any cost head addition in system you should raise ZOS support Ticket. Tech team will pick-up tickets from there. TATs for this activity can be little higher as this involves the Tech Team intervention.

11. What precautions should be taken for IDC amendments? 

Ans. - Any variance in IDC might impact the project margins directly; thus all IDC amendments should

be run through finance for approval (Email).

13. Where and all the BOQ is used in zetwerk? 

Ans. - At zetwerk, BOQ is created for all EPC projects & it can be used in below artefacts- 

• PO creation
• Bill
• Invoice
• Supplier CN/DN
• Customer CN/DN
• ZISO - Project Planning Tool
• CTC in system

14. What is the difference between Baseline and Budgeted? 

Ans. - Baseline qty, rate and amount are initial management approved budget for project completion

Budgeted qty, rate and amount at which the project activities are executed/completed

15. What is the difference between BOQ and BOM? 

Ans. - BOM is a detailed list of material required whereas BOQ is a list of material, service, labor, overheads required for the defined work

16. Who has access to Ebable and Diable BOQ ?

Ans. - "Project Head" role has access to Diable/Enable BOQ in OMS. To get the access , please raise OMS access ticket to IT team with approval of Finance Head