Construction Base extends the MEGABAU 365 Site Pick List feature, which is used to pick material and machinery for a construction site (job), with an approval workflow.
It also extends the standard Business Central Bin Content and Warehouse Entry/Warehouse Journal Line tables so that stock can be tracked and analyzed per job.
Site Pick List
The Site Pick List page (base object "Site Pick ListMGB") is extended with the following fields:
Field
Description
Approval Status
Shows the current approval status of the site pick list. The field is not directly editable; it is changed with the approval actions described below.
Site Manager
The site manager responsible for the job. When the Job No. of the site pick list is set, this field is filled automatically from the job's site manager.
Foreman
The foreman responsible for the job. When the Job No. of the site pick list is set, this field is filled automatically from the job's foreman.
Actions
Reset
Sets the approval status of the site pick list back to Open.
Request Approval
Sets the approval status to Approval Request, so that the site manager or foreman can approve or reject the list.
Approve
Sets the approval status to Approved. This is only possible while the status is Approval Request, and only for the users entered as Site Manager or Foreman on the site pick list (or a user responsible for the corresponding job task).
Reject
Sets the approval status to Rejected. This is only possible while the status is Approval Request, subject to the same user restrictions as Approve.
Approval Entries
Opens the log of approval-status changes (who changed the status, when, to which value, and with which comment) for the current site pick list.
Note
The approval-status changes are recorded in the same generic approval-entry mechanism that Construction Base also uses for other documents, such as time sheets. See Approval Workflow for details on how this mechanism works.
Get Assigned Material
Fills the site pick list with the material that has been planned for the job/job task in job planning.
Get Refueling from Construction Site
Retrieves refueling records booked at the construction site for the job/order of the site pick list.
Suggest Material Return
Proposes lines to return unused material from the construction site back to the warehouse.
Copy Machinery Plan
Copies the planned machinery for the job onto the site pick list.
Suggest Lines for Posting Mach. Back
Proposes lines to book machinery back from the construction site, based on the machinery currently deployed there.
Copy
Copies the current site pick list to create a new one.
Create TM Document
Creates a time-and-material (T+M) document from the site pick lines that have a quantity and are not yet assigned to a T+M order.
Print Customs Bill
Prints the customs bill for the site pick list. This action is only shown on the phone client.
Site Pick Lists
The list page Site Pick Lists (base object "Site Pick ListsMGB") is extended with the Approval Status column, so the status of every site pick list is visible without opening the document.
Site Pick List Lines
The lines page Site Pick List Lines (base object "Site Pick List LinesMGB") is extended with the following action:
Actions
Basket
Opens the item basket search (the same full-text item search as on the purchase document lines, see Purchase Documents) so you can quickly find and add multiple items as site pick lines.
Site Pick List Lines - Machinery
The machinery variant of the site pick list lines, Site Pick List Lines - Machinery (base object "Site Pick List Lns - MachMGB"), is extended with the No. field for entering the machinery.
Field
Description
No.
The machinery number of the line. The assist-edit button opens a machinery search. On the phone client, a separate field ("No. Mob.") with its own machinery search is shown instead.
After a machinery number is selected, Construction Base automatically suggests machinery accessories to take out, based on the "Machinery Take Out Suggest" setting in the Machinery Mgt. Setup.
Note
The machinery variant of the site pick list lines is the picking document used to take machinery out to (and back from) a job. See Machinery on Job for more information on tracking machinery on jobs.
Approval Status (Site Pick List)
Construction Base introduces the following approval-status values for site pick lists:
Value
Meaning
Open
The site pick list has not (yet) been submitted for approval.
Approval Request
Approval has been requested and is pending.
Approved
The site pick list has been approved.
Rejected
The site pick list has been rejected.
Bin Content
The standard Bin Content table is extended with the following fields, so that the quantity in a bin can be broken down per job:
Field
Description
Job Filter
A flow filter on the job number, used internally to calculate the job quantity below.
Job Quantity (Base)
The quantity (in base unit of measure) of this bin content that is booked to the job entered in Job Filter, summed from the Warehouse Entry table.
On the Bin Content and Bin Contents pages, the field On Jobs is added after Quantity (Base). It shows the number of jobs for which this bin content currently has quantity on hand. Selecting (drilling down into) the value opens the Bin Content per Job list, described below.
Bin Content per Job
The new page Bin Content per Job lists, for a bin content, the location, bin, job number and quantity (base) for every job that currently has quantity in that bin. It is opened by drilling down on the On Jobs field of the Bin Content pages.
Warehouse Entry
The standard Warehouse Entry table is extended with the following fields:
Field
Description
Job No.
The job that the warehouse entry is related to.
Quantity (Base)
The quantity (in base unit of measure), summed from all warehouse entries for the same location, bin, item, variant and unit of measure that are booked to the same job.
On the Warehouse Entries page, the Job No. field is added before the Reason Code field.
Warehouse Journal Line
The standard Warehouse Journal Line table is extended with the field Job No., so that warehouse journal lines (for example, from posting a site pick list) can be related to a job.
Related information
Original Construction Base Features, Approval Workflow The Automatic Approval workflow tracks and enforces the approval of Site Pick Lists that include machinery/equipment usage. As long as such a Site Pick List has not been approved, it cannot be posted...
Original Construction Base Features, Machinery on Job Machinery in Job is a Construction Base feature that lets you see, select and transfer the machinery currently assigned to a job, search for suitable machinery, get suggestions of machinery already logged on a job, and manage accessory machineries and location responsibles...
Business Central Extensions, Purchase Documents Construction Base extends the standard Business Central purchasing documents (Purchase Order, Purchase Quote, Blanket Purchase Order, Purchase Receipt and the Requisition Worksheet) with a construction-specific Delivery Type and a fast item search called the Basket...
Site Pick Lists & Warehouse
