The app Construction Base is a NAVAX extension for Microsoft Dynamics 365 Business Central that adds construction-industry functionality on top of MEGABAU 365 (published by Network Dimensions GmbH), on which Construction Base depends.
Current Version:
1.0.1.0as of Business Central 26
Manual
Creation date: 2026/09/16 The current version of this manual can be found at:
☰ Contents
General
Construction Base Construction Base is a NAVAX extension for Microsoft Dynamics 365 Business Central that adds construction-industry functionality on top of MEGABAU 365 (published by Network Dimensions GmbH), on which Construction Base depends...
Setup
CB Setup The CB Setup page contains the general setup for Construction Base. It currently controls how Default Dimension 2 is handled on jobs...
Setup Extensions (Megabau, Marketing, Purchases & Payables) Construction Base adds configuration options to several setup areas: the Megabau Setup from MEGABAU 365, and the standard Business Central Marketing Setup, Purchases & Payables Setup, Email Scenarios and Companies...
Original Construction Base Features
Basket The Basket is a personal, temporary collection of item numbers. It lets you search for items with flexible filters, collect the ones you need in a shopping-cart-like list, and then insert all of them at once as new lines into a supported document - instead of adding items to the document one by one...
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...
Contact Attributes Contact Attributes let you tag contacts with your own, freely defined characteristics - independent of the standard Contact fields - so contacts can be filtered, evaluated or flagged based on criteria specific to your organization...
Contact Branches & Industry Groups Construction Base classifies contacts by branch/industry using the Industry Groups tree, and keeps a contact's industry-group assignment synchronized across multiple companies using the Contact Branch Companies setup...
Job Time Recording Job Time Recording is Construction Base's own site/job time recording system. For every job and every day you record who worked how long, which equipment and materials were used, and which type of work the hours belong to - and eventually release the recorded hours into the weekly time sheets...
Mobile App Integration Mobile App integration lets Construction Base recognize which Business Central users are working in a mobile role, and offers them a small set of mobile-optimized entry points for common site tasks - time recording, repair time, machinery overview and machinery logistics...
Data Mirroring Data Mirroring is a generic mechanism that keeps two or more Business Central tables automatically synchronized, record for record. Once a mirror is set up between tables, any insert, change, deletion or rename of a record in one of the mirrored tables is automatically copied to the matching record in every other active table of the same mirror...
Inventory Overview Inventory Overview is a set of read-only overview and drill-down pages that let site and warehouse staff quickly check how much of an item is currently in stock - broken down by location or by job - and jump straight into the underlying postings...
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...
MEGABAU 365 Extensions
Machinery Management Construction Base extends several machinery-related objects of MEGABAU 365 instead of introducing new ones. This page documents these extensions, grouped by the MEGABAU 365 object they modify...
Team Member Overview The Team/Crew Overview is a Construction Base page that gives you a read-only, grouped overview of teams/crews and their members. It is built on top of a small Construction Base extension of MEGABAU 365's Resource Team Member table, which adds the fields needed to group and sort the overview and to count the jobs a team member is assigned to...
Role Centers Construction Base extends the Business Central role center experience in three different ways...
Bill of Quantities (BoQ) Bill of Quantities (BoQ) is the MEGABAU 365 feature for building, calculating and selling structured lists of construction services and materials on a sales quote or order. Construction Base extends the BoQ sales process with an overview of the production orders and item ledger entries generated from a BoQ sales order, and adds the Basket item picker to the BoQ calculation lines...
Circle Search Circle Search is the MEGABAU 365 feature that finds contacts located within a given radius of an address, for example to locate nearby subcontractors, suppliers or customers around a construction site. Construction Base extends Circle Search with a contact attribute filter and automatically excludes blocked contacts from the results...
Material Requests & Demand Requisition The material demand-to-purchase flow in MEGABAU 365 starts with a Demand Request that collects the items needed for a job, routes them into a requisition worksheet, and from there into purchase documents. Construction Base extends this flow: it can automatically route demand into a dedicated planning worksheet, adds its own Delivery Type classification that is kept in sync with the underlying worksheets, and adds an item picker and additional overview fields along the way...
Site Pick Lists & Warehouse 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...
CSD Incidents & Daily Constr. Site Report Construction Base extends the MEGABAU 365 CSD Incident functionality with a reference to the machinery involved in an incident, and adds a new CB Activities part that gives quick access to incidents, machinery search and the current Daily Construction Site Report from a role center...
Job Expense & Time Sheet MEGABAU 365 provides the job expense / weekly time sheet (Wochenzettel) functions for recording employee working time and related expenses against jobs, together with a separate recording function for material used on repair jobs. Construction Base extends the header, line and posted line tables of this area, the related time sheet pages, the repair recordal material lines, and the Type of Work master data with additional fields and actions needed for construction site operations...
Business Central Extensions
Job Construction Base extends the standard Business Central Job and Job Task tables, the MEGABAU 365 Job EmployeesMGB table and the standard Jobs Setup to support construction-specific job costing and workforce administration - most importantly linking jobs to manufacturing production orders, tracking a foreman per job task, and managing crews (Partie/Kolonne) in a job's resource assignments...
Manufacturing Construction Base links Business Central production orders to construction jobs and Bills of Quantities, and extends the MEGABAU 365 machinery usage line with a site pick category. Two new factbox pages surface the linked production orders on jobs and on Bills of Quantities...
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...
Contact & CRM Construction Base adds a small number of fields and actions to the standard Business Central Contact, Industry Group and Vendor areas: a Blocked indicator and attribute count on contacts, a hierarchical structure for industry groups, an attribute count on industry group assignments, and a Bill of Quantities order count on vendors. One extension in this group (Industry Group Contacts 2) belongs to MEGABAU 365 rather than to standard Business Central...
Item Construction Base extends the standard Business Central Item master data area with the data and actions needed for construction and project business: visibility of inventory held on jobs, industry classification of item categories, convenient display of item attribute values, and project references carried through item journal lines and item ledger entries...
Fixed Asset Construction Base extends the standard Business Central Fixed Asset functionality so that machinery and equipment which is managed as a fixed asset can be linked to its corresponding machinery record...
Developer Information
Event Subscribers & Management Codeunits This page is intended for partners and implementers who need to understand the technical integration points of Construction Base: which standard Business Central / MEGABAU 365 events are subscribed to, and what the shared helper codeunits do. It does not describe end-user functionality...
Appendix
Release Notes
Docs / Solution / Construction Base / General Construction Base
Construction Base is a NAVAX extension for Microsoft Dynamics 365 Business Central that adds construction-industry functionality on top of MEGABAU 365 (published by Network Dimensions GmbH), on which Construction Base depends.
Construction Base is made up of two kinds of functionality:
Original Construction Base Features - entirely new objects (tables, pages, codeunits) that are not part of MEGABAU 365 or standard Business Central, such as Job Time Recording, the Mobile App integration, Data Mirroring, the Basket, Contact Attributes and the Automatic Approval workflow.
MEGABAU 365 / Business Central Extensions - modifications (table extensions, page extensions) of existing MEGABAU 365 objects (for example Machinery, Site Pick Lists, Job Expense/Time Sheet, Bill of Quantities) and of standard Business Central objects (for example Job, Item, Vendor, Purchase Order, Fixed Asset) that are used together with MEGABAU 365 in a construction company.
Navigation
You can identify all Construction Base objects by the prefix CB. Most setup is done on the CB Setup page and the pages listed under Setup in this help.
Permission Sets
The following permission set is available for Construction Base:
Name
Description
NVXCB
Construction Base
You need this permission set to use Construction Base. It grants access to all Construction Base tables, pages and codeunits.
Docs / Solution / Construction Base / Setup CB Setup
The CB Setup page contains the general setup for Construction Base. It currently controls how Default Dimension 2 is handled on jobs.
General
Field
Description
Autom. Def. Dim. 2 on Job
Specifies whether Default Dimension 2 is set automatically on the job.
Manual Def. Dim. 2 on Job
Specifies whether Default Dimension 2 can be set manually on the job.
Docs / Solution / Construction Base / Setup Setup Extensions (Megabau, Marketing, Purchases & Payables)
Construction Base adds configuration options to several setup areas: the Megabau Setup from MEGABAU 365, and the standard Business Central Marketing Setup, Purchases & Payables Setup, Email Scenarios and Companies.
Megabau Setup (MEGABAU 365)
The table and page Megabau SetupMGB are extended with the following fields, shown after "Site Pick Linked Data Check".
Below you will find the description of the added fields.
Field
Description
Send Site Pick Apprvove-Request Mail
Specifies whether an email is sent automatically when a Site Pick approval is requested.
Send Site Pick Apprvove-Reject Mail
Specifies whether an email is sent automatically when a Site Pick approval is rejected.
Note
These emails use the "Site Pick Approval" email scenario described below, so an email account must be assigned to that scenario for the emails to be sent.
Marketing Setup (Business Central standard)
The standard table and page Marketing Setup are extended with the following field.
Below you will find the description of the added field.
Field
Description
Industry Group Dimension
Defines which dimension is used to classify item categories by industry group. This dimension is referenced by the "Dimension Value" field that Construction Base adds to item categories, see Item Extensions.
Purchases & Payables Setup (Business Central standard)
The standard table and page Purchases & Payables Setup are extended with the following fields, shown after "Req. Wksh. TemplateMGB".
Below you will find the description of the added fields.
Field
Description
Planing Worksheet Template
Default requisition worksheet template (of type Planning) used for planning worksheets.
Certificate Warning Formula
Date formula that defines how far in advance a warning is issued before a certificate expires.
Certificate Warning Description
Descriptive text shown together with the certificate expiry warning.
Note
The table also contains a "Dynamic Certificate Warning Description" field, which controls whether the caption of the "Certificate Warning Description" field adapts dynamically. This field is not shown on the setup page itself.
Email Scenarios (Business Central standard)
The standard Email Scenario enum is extended with a new value.
Below you will find the description of the added value.
Value
Description
Site Pick Approval
New email scenario used to select which email account and template are used for the Site Pick approval request/reject emails described under "Megabau Setup" above. Configure it on the standard "Email Scenarios Setup" page like any other scenario.
Companies (Business Central standard)
The standard Companies page is extended with the following field.
Below you will find the description of the added field.
Field
Description
Keep Contact Branch in Company
Specifies whether Construction Base automatically keeps the industry/branch information of contacts synchronized for this company.
Docs / Solution / Construction Base / Original Construction Base Features Basket
The Basket is a personal, temporary collection of item numbers. It lets you search for items with flexible filters, collect the ones you need in a shopping-cart-like list, and then insert all of them at once as new lines into a supported document - instead of adding items to the document one by one.
Every user has their own Basket; items you collect are only visible to you and do not interfere with the Baskets of other users.
Basket Search
The Basket Search page is used to find items and add them to your Basket.
You can narrow down the item list using the following filters.
Field
Description
Search Text
One or more words to search for. An item is only listed if every word is found - either in the item's Description, in the description of its Item Category, or in the name or value of one of its Item Attributes.
Item Category 1-5
Restricts the search to items belonging to a specific Item Category (or one of its sub-categories). The five fields represent the levels of the category hierarchy: level 1 must be filled in before level 2, level 2 before level 3, and so on, and each level's category must be a sub-category of the one entered in the level before it.
Location Filter
Restricts the search to items available at one or more locations. Use the lookup to add a location to the filter.
The result list shows the item's No., Description and Inventory, together with the standard Item Attributes and Inventory per Location FactBoxes and the Basket FactBox described below.
Actions
Start Search
Searches for the items matching the Search Text, Item Category and Location filters entered above.
Move to Basket
Adds the selected item(s) to your Basket, after asking for confirmation.
Reset Search
Clears the current search result so a new search can be started.
Card
Opens the Item Card of the selected item.
Clear Basket
Removes all items from your Basket, after asking for confirmation.
Basket FactBox
The Basket FactBox shows the items currently in your Basket (No. and Description). It is available on the Basket Search page and can be shown on other pages that support adding items to a document from the Basket.
Remove Item from Basket
Removes the selected line(s) from the Basket, after asking for confirmation.
Clear Basket
Removes all items from the Basket, after asking for confirmation.
Applying the Basket to a document
Once your Basket contains the items you need, it can be applied to the document line list you are currently working on. For every item in the Basket, a new line is inserted after the last existing line, with Type set to Item and the item's No. validated - so all standard validation (unit of measure, price, dimensions, and so on) runs as if you had entered the line manually.
The Basket can be applied to the line list of the following document types.
Document
Line table
Purchase Documents
Purchase Line
Bill of Quantities Calculation
BoQ Calculation
Production BOM
Production BOM Line
Demand Requisition
Dem. Req. Pln. Line
Repair Recordal
Repair Recordal Line Mat.
Production Order
Prod. Order Component
Job Expense / Site Pick List
Job Expense Line
Before applying, you are asked to confirm the number of items to transfer; after applying, you are offered to clear the Basket.
Important
The Basket cannot be applied while it is empty, and applying it always requires confirmation, since it inserts one new line per item into the document you are currently working on.
Docs / Solution / Construction Base / 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.
A Site Pick List with machinery goes through the following statuses.
Status
Description
Open
The Site Pick List can still be edited freely.
Approval Request
The Site Pick List has been submitted and is waiting for a decision.
Approved
The Site Pick List has been approved and can be posted.
Rejected
The Site Pick List has been sent back and requires attention before it can be resubmitted.
Important
A Site Pick List with machinery cannot be posted unless its status is Approved.
Approval Entries
Every time the approval status of a Site Pick List changes, a new Approval Entry is created that permanently records who changed the status, when, and to which value. Approval Entries cannot be changed or deleted afterwards.
The Approval Entries page shows the following columns.
Field
Description
User ID
The user who changed the status. For an automatic approval (see below), this shows "Time Tolerance exceeded" instead of a user name.
Timestamp
Date and time the status was changed.
New Status
The status that was set.
Comment
A free-text comment. When a Site Pick List is rejected, this page opens automatically and a comment must be entered before the page can be closed.
Important
Only the foreman or site manager assigned to the Site Pick List - or a user linked to the underlying job task through their Salesperson/Purchaser Code - is allowed to approve or reject it manually. The approving user must have a Salesperson/Purchaser Code set up in their User Setup.
Automatic approval
Site Pick Lists can define an Approval Tolerance (in days). If a Site Pick List with machinery is still Open longer than its tolerance, counted from its creation date, the automatic approval process approves it without waiting for a manual decision. The automatic process is not subject to the manual approver checks described above, and the resulting Approval Entry is logged with the User ID "Time Tolerance exceeded" rather than a real user.
This is carried out by two codeunits: Start Auto Approve scans all open Site Pick Lists with machinery whose tolerance has been exceeded, and for each one runs Process Auto Approve, which performs the actual approval. Both are designed to run without user interaction, for example on a recurring schedule.
Note
The Approval Entry table and the Approval Entries page are generic, reusable infrastructure: besides Site Pick List approvals, they are designed to also support other approval-driven document types in Construction Base.
Docs / Solution / Construction Base / Original Construction Base Features Contact Attributes
Contact Attributes let you tag contacts with your own, freely defined characteristics - independent of the standard Contact fields - so contacts can be filtered, evaluated or flagged based on criteria specific to your organization.
Note
Construction Base also provides the Industry Groups tree for classifying contacts by branch/industry, together with its multi-company synchronization; this is documented separately in Contact Branches & Industry Groups.
Attributes
Before an attribute can be assigned to a contact, it must be defined once on the Attributes page.
Field
Description
Code
Unique code identifying the attribute.
Description
Description of the attribute.
Valid to
Date until which the attribute is considered valid.
Critical
Marks the attribute as critical, for example when it flags an important compliance or risk-related aspect of a contact.
Contact Attributes
The Contact Attributes page assigns defined attributes to individual contacts.
Field
Description
Contact No.
The contact the attribute is assigned to.
Attribute Code
The assigned attribute, looked up from the Attributes list.
Attribute Description
Description of the attribute, retrieved automatically from the Attributes list.
Note
When a contact (company) is deleted, all of its attribute assignments are deleted automatically.
Note
Construction Base also extends the standard Business Central Contact table for this purpose; this is documented separately in Contact & CRM Extensions.
Docs / Solution / Construction Base / Original Construction Base Features Contact Branches & Industry Groups
Construction Base classifies contacts by branch/industry using the Industry Groups tree, and keeps a contact's industry-group assignment synchronized across multiple companies using the Contact Branch Companies setup.
Note
The related, free-form attribute framework for tagging contacts with your own characteristics is documented separately in Contact Attributes.
Industry Groups
The Industry Groups (tree) page shows the Industry Groups (branches) as a hierarchical tree, based on their Parent Code.
Field
Description
Code
Code of the industry group.
Description
Description of the industry group.
Parent Code
The parent industry group above this one in the tree.
Dimension Value
Dimension value associated with the industry group.
No. of Contacts
Number of contacts currently assigned to this industry group.
Type
Classifies what the industry group represents.
Material
Services
Equipment
Other
Revenue
Recalculate
Rebuilds the tree's sort and indentation order after industry groups have been added, removed or re-parented.
Multi-Company Synchronization
The Contact Branch Companies list defines which companies participate in keeping a contact's industry-group assignments synchronized. When Contact Industry Group data is mirrored between companies, adding, changing or removing an assignment in one company is automatically applied to every company listed here, so a shared vendor or customer keeps the same industry classification everywhere.
Note
This list is part of the system setup and is normally maintained by an administrator rather than by everyday users.
Note
Construction Base also extends the standard Business Central Contact and Industry Group tables and pages for this purpose; this is documented separately in Contact & CRM Extensions.
Docs / Solution / Construction Base / Original Construction Base Features Job Time Recording
Job Time Recording is Construction Base's own site/job time recording system. For every job and every day you record who worked how long, which equipment and materials were used, and which type of work the hours belong to - and eventually release the recorded hours into the weekly time sheets.
A Job Time Recording document is organized as a header, lines and values, and goes through a simple release workflow (Open > To Validate > Registered).
Data Model
Each Job Time Recording document consists of three related tables.
Header
One header record represents a single time recording document, typically one site report for one day.
Field
Description
No.
The document number, assigned from the number series configured on the Jobs Setup.
Document Date
The date the recorded hours belong to. Can only be changed while the document is still Open.
Status
The current step in the release workflow: Open, To Validate or Registered. See Status Workflow below.
Job No. / Job Description
The job the recording belongs to. Changing the job clears the linked order and automatically looks up the job's sales order.
Job Task No.
The job task the recording belongs to.
Order No.
The sales order (Bill of Quantities) linked to the job. Changing it is automatically applied to all existing lines of the document.
Lines
Each line represents one resource, item, piece of equipment, type of work, or other document element. The Line Type determines what kind of line it is.
Line Type
Description
Workers
Personnel booked on the job (own employees or resources of type Person).
Equipment
Machinery, resources or resource groups of type Machine used on the job.
Material
Items or catalog items consumed on the job.
Type of Work
Defines the columns of the input matrix (see Type of Work below) - the tasks the hours/quantities of the other lines are booked against.
Confirmation
Service confirmation text lines.
Information
Free-text remark lines.
Refueling
Refueling records for machinery.
Attachment
A picture or file attached to the document.
Email-Recipients
Contact persons the document is sent to by e-mail.
Comment
Comment lines.
Subcontractor
Type-of-work lines linked to a subcontractor's purchase order for invoicing.
Within Workers, Equipment and Material lines, the Type field further classifies the line:
Personal - a person resource, either picked freely from the resources of type Person, or - if "Use Job Person" is enabled - restricted to the employees already assigned to the job.
Resource / Resource Group - a Business Central resource or resource group (type Person on Workers lines, type Machine on Equipment lines).
Item - a warehouse item (Material lines).
Katalogartikel (catalog item) - an item taken from a MEGABAU vendor material catalog.
Kataloggerät (catalog machine) - equipment taken from a MEGABAU machinery catalog.
Machine - the company's own machinery (Equipment lines).
Selecting a line's No. automatically fills in the description, unit of measure and, where applicable, the price. If the selected resource is set up as a team leader, you are asked whether the whole team should be added as additional lines in one step.
Values
The value table stores the actual hours or quantities. Each value belongs to one line (row) and, for normal bookings, to one Type of Work line (column) - together they form the cells of the input matrix.
Field
Description
Value
The recorded hours or quantity for this row/column combination.
Type of Work Line No.
The Type of Work line (matrix column) the value is booked against.
Worker Line No.
For break entries, the Workers line the break belongs to.
Von / Bis (From / To)
The start/end time of a break entry; the Value (break duration in hours) is calculated automatically from these two times.
Status Workflow
A time recording document moves through three statuses:
Status
Description
Open
The document can be freely edited. This is the initial status.
To Validate
The document has been submitted for checking (Validate action).
Registered
The document has been released (Register action): the recorded hours are transferred into the weekly time sheets and the document is locked.
Important
Header and line data can only be changed while the document is Open. Inserting, modifying or deleting a line, or changing the Document Date, on a document that is not Open results in an error.
Driver, Guest Night and Extra Charge
On Workers and Equipment lines you can additionally record:
Driver - whether the person was driving alone, driving with passengers, was a passenger, or was driving privately.
Guest Night - whether an overnight stay applies.
Extra Charge - whether other allowances apply.
Comment - a free-text comment for the line.
Break Times
Instead of entering a single break duration, you can record several separate break intervals for a Workers line via the Break field's AssistEdit. Each break is entered as a From/To time; the individual breaks are summed into the line's total break time, which is then used to calculate the End Time (Start Time + booked hours + break time).
Type of Work
The Type of Work lines define the matrix columns that hours and quantities are booked against (for example individual construction tasks). For each type of work you can specify:
Field
Description
No. / Description
Identifies the type of work; the description can come either from the job's own types of work ("Use Job Type of Work") or from the general types of work.
Work Type Code
Determines, among other things, whether hours booked against this type of work are printed on the daily construction report.
Absence Reason
Used for absence-related types of work.
Construction Work Key
The construction work key (Bauarbeitsschlüssel) associated with the type of work.
BoQ No.
Links the type of work to a position in the Bill of Quantities of the linked sales order.
Quantity (per Number)
A quantity recorded per type of work, independent of the hour bookings.
Subcontractor Boq Purchase Order No. / Line
For subcontractor lines, the purchase order (and BoQ position) the hours are invoiced against.
Input Matrix
The input matrix is the main entry screen: each row is a Workers, Equipment or Material line, each column is a Type of Work line (up to 32 columns), and entering a value in a cell books that many hours (or that quantity) for the row against that type of work. The row's Total column shows the sum of all its cells.
Selecting the No. field opens the lookup appropriate for the line's Type - for example the job's assigned employees for personnel (with the option to select several employees at once, which creates one line per selected employee), the item or catalog item list for materials, or the machinery/resource list for equipment.
Note
On phones, the matrix is simplified: instead of columns, the types of work are shown and edited one at a time.
Actions
New empty Time Record
Creates a new, blank time recording document.
Duplicate (New Site Report)
Creates a full copy of the current document - header, lines and values - dated on the next working day, with status reset to Open. Useful for repeating a similar daily site report from one day to the next.
Validate
Moves an Open document to status To Validate.
Reopen
Moves a document from To Validate back to Open.
Register
Releases a document that is To Validate: the recorded hours are transferred into the weekly time sheets and the status becomes Registered.
Mobile Time Entry
Job Time Recording can also be opened and filled in from the Mobile App, which provides a simplified entry point for site staff.
Docs / Solution / Construction Base / Original Construction Base Features Mobile App Integration
Mobile App integration lets Construction Base recognize which Business Central users are working in a mobile role, and offers them a small set of mobile-optimized entry points for common site tasks - time recording, repair time, machinery overview and machinery logistics.
Mobile Roles
A Business Central role (profile) can be flagged as a mobile role. Construction Base keeps the list of mobile role IDs and uses it, together with the current user's personalization profile, to decide whether that user is currently working in a mobile context.
Mobile Construction Site
The Mobile construction site card part gives mobile users quick access to the most common site functions:
Tile
Opens
Time-Rec.
The Mobile Time Recording selection (see below).
Demand.
The demand request overview.
Machinery
The list of the company's own machinery.
Daily Report
The list of daily construction site reports.
Open Site Pick Approvals
The list of site pick lists (machinery transfers/returns) waiting for the user's approval; the tile shows the number of open approvals.
Rejected Site Pick Approvals
The list of site picks that were rejected; the tile shows the number of rejected approvals.
Mobile Time Recording Selection
The Mobile Time Recording - Selection page is the entry point behind the Time-Rec. tile and offers two actions:
Open Job Time Recording
Opens the Job Time Recording list, Construction Base's own site time recording.
Open Repair Order
Opens the current user's own time sheets of document type "Time Sheet" (repair time recording), matched via the user's Employee record.
Mobile Functions per Job
From a job, Construction Base offers the following mobile functions for machinery on that job:
Function
Description
Machinery List
Shows all machinery currently logged on the job, including machinery mounted on or built into other machinery.
Machinery Return
Lets you select machinery on the job and creates a return shipment (site pick list) sending it back.
Machinery Transfer
Lets you select machinery on the job and creates a transfer (site pick list) moving it to a different job/job task that you choose.
Damage Report
Lets you select machinery on the job and creates one damage report (incident) per selected machine.
For Machinery Return and Machinery Transfer, the resulting site pick list is automatically sent through the approval process once you confirm the selection.
Note
The quantity offered for selection is automatically reduced by machinery that is already covered by an existing pending transfer or return for the same job.
Related Areas
Mobile users typically rely on Job Time Recording for entering hours on site, and may depend on Data Mirroring to keep data available on mobile devices synchronized with Business Central.
Docs / Solution / Construction Base / Original Construction Base Features Data Mirroring
Data Mirroring is a generic mechanism that keeps two or more Business Central tables automatically synchronized, record for record. Once a mirror is set up between tables, any insert, change, deletion or rename of a record in one of the mirrored tables is automatically copied to the matching record in every other active table of the same mirror.
Mirror Definitions
A Mirrored Table header record represents one mirror definition.
Field
Description
Mirror Entry No.
Automatically assigned number identifying the mirror definition.
Description
A free-text description of what the mirror is used for.
Active
Whether the mirror definition is active.
Tables
Read-only list of the table IDs that currently participate in this mirror, maintained automatically.
Actions
Tables
Opens the list of tables that participate in this mirror (see below).
Participating Tables
Each mirror definition has one line per table that takes part in it - Table ID, Table Name and Active. A table can only participate in one mirror definition at a time; trying to add it to a second mirror results in an error.
For each table, use the Fields action to open the field mapping for that table (see below).
Field Mapping
For every participating table, the Mirrored Fields list defines exactly which fields are mirrored and in what order: Field ID, Field Name (looked up automatically) and Sorting Order.
Important
Fields are matched between the participating tables purely by their Sorting Order position - the first mirrored field of table A is mapped to the first mirrored field of table B, the second to the second, and so on. All tables in the same mirror must therefore define the same number of mirrored fields, in the same order, with matching field types; otherwise mirroring stops with an error.
The Edit Fields action opens a simple lookup listing a table's fields by number, name and type, so you can pick the field to add without having to know its field number by heart.
How Mirroring Runs
When a record in a mirrored table is inserted, modified, deleted or renamed, Construction Base finds every other active table in the same mirror definition and applies the same change to its matching record, found via the mapped primary key fields:
Insert - the matching record is created in the other table(s) if it doesn't exist yet.
Modify - the matching record is created if missing, otherwise its mapped fields are updated.
Delete - the matching record is deleted, if found.
Rename - the matching record's key is renamed accordingly.
Note
Data Mirroring is a technical building block used internally by other parts of Construction Base to keep related tables in sync - for example to keep a secondary or mobile copy of data consistent with its source table - rather than a feature you interact with directly on a daily basis.
Docs / Solution / Construction Base / Original Construction Base Features Inventory Overview
Inventory Overview is a set of read-only overview and drill-down pages that let site and warehouse staff quickly check how much of an item is currently in stock - broken down by location or by job - and jump straight into the underlying postings.
Inventory per Location
For a given item, this overview lists every Location Code that currently has open item ledger entries for that item, together with the Inventory quantity at that location (the sum of the remaining quantity of all open item ledger entries for the item at that location). It is typically shown as a part on the item card to give a quick location breakdown of an item's stock.
Job Inventory
This overview shows, per job, which items are currently on site and where:
Field
Description
Item No. / Item Description
The item.
Location Code
The location the quantity is booked to.
Bin Code
The bin the quantity is booked to, if the location uses bins.
Inventory
The quantity on hand for that item/location/bin combination on the job.
Selecting the Inventory quantity drills down to the underlying postings: if no bin is involved, it opens the matching Item Ledger Entries; if a bin is involved, it opens the matching Warehouse Entries instead.
Item Ledger Entries
Construction Base provides its own Item Ledger Entries list for construction use, showing the standard posting information (posting date, entry and document type, item, quantities, cost amounts, running inventory balance) together with the related Job No. and Job Task No.. By default the list is filtered to positive (inbound) entries. From here you can open the entry's Dimensions, its Value Entries, or use Find entries... (Navigate) to locate the related document.
Job Ledger Entry Selection
This page presents a temporary, read-only list of posted Job Ledger Entries with two additional columns - a Select checkbox and a Selected Quantity - that let you pick one or more entries, and a quantity per entry, for further processing elsewhere in Construction Base. The Select/Unselect All action toggles the selection for every entry currently shown.
Docs / Solution / Construction Base / 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.
The underlying Machinery and Machinery Location data itself belongs to MEGABAU 365 and is extended separately by Construction Base, as documented in Machinery Management Extensions.
Machinery in Job
The Machinery in Job list and card (used mainly from the mobile app) show the machinery lines belonging to a job or job task, and let you select which lines to transfer, return or report as damaged.
Below you will find the description of the fields.
Field
Description
Inventory No.
Barcode field used to look up a line by scanning the machinery's Inventory No. If a match is found on the job, the line is selected (unless the page was opened from the Machinery List function); if not, a message is shown.
Selection
Marks the line for the current mobile function (transfer, return, ...). Selecting a line that belongs to another machinery (an accessory) also marks the other lines that belong to the same machinery.
Quantity to transfer
The quantity of this line to transfer. Cannot exceed the line's Quantity. Setting a value different from zero automatically sets Selection, and vice versa.
Machinery No.
Number of the machinery on this line. Drilling down opens the machinery's card in MEGABAU 365 (Own Machinery Card).
Belongs to Machinery
Internal entry number of the machinery this line belongs to, if the line is an accessory of another machinery line.
Picture
Picture of the machinery.
Built-in device
Specifies whether this is a built-in device.
Description / Description 2
Description of the machinery.
Quantity
Total quantity of the machinery on this line.
Job Task Description
Description of the job task the line is posted against.
Send Transfer / Send damage report
Sends the selected lines as a machinery transfer/return, or as a damage report, and closes the page. Which one is shown depends on the mobile function the page was opened for.
Note
The line's Function ID reflects the mobile function that the list was opened for: Machinery List (browse only), Machinery Return, Machinery Transfer, or Damage Report. For a damage report, lines are not required to belong to an unassigned machinery entry.
Actions
Mark all
Selects (or unselects) all lines at once. Only available when the page is used for transfer/return/damage reporting, not for plain browsing.
Show marked/all
Toggles the list between showing only the selected lines and showing all lines.
Machinery Position Types
Wherever Construction Base shows where a piece of machinery is currently located, the position is classified using the following types:
Position Type
Description
Int. Maintenance
The machinery is at internal maintenance.
Ext. Maintenance
The machinery is at external maintenance.
Resource
The machinery is assigned to a resource (employee).
Warehouse
The machinery is at a warehouse/yard.
Machinery
The machinery is attached to another machinery (accessory).
Job
The machinery is on a job.
Customer
The machinery is with a customer.
Machinery Search
CB Machinery Search lets you find machinery by scanning or entering an Inventory No. For every matching machinery, its current position (using the position types above) and position number are shown next to the standard No. and Description.
Machinery Search Mobile is a criteria card used from the mobile app: enter one or more of the up to five Machinery Type levels and the Quantities Allowed setting, then run the Search Machinery action to open the matching machinery in the Machinery List (mobile).
Machinery Line Suggestions
The Mach. Line Suggestion page proposes machinery that is already logged as open on a job (optionally narrowed to an order and/or job task) so that it can be posted back, transferred, shut down or resumed without having to look it up again.
Field
Description
Selected
Marks the suggested line for posting. Setting this field sets Qty. to Post to the Total Qty.; clearing it resets Qty. to Post to zero.
Qty. to Post
The quantity to post for this line. A non-zero value automatically sets Selected.
Total Qty.
The total open quantity of this machinery on the job.
Machinery No. / Description
Identifies the suggested machinery.
Position Type / Position No.
Current logistics position of the machinery, see Machinery Position Types above.
Order No. / Job Task No.
Order and job task the machinery is logged against.
Mark
Marks/unmarks the currently selected lines (multi-select) the same way as the Selected field.
Mark all
Marks all suggested lines and sets Qty. to Post to the Total Qty. on every line.
Unmark all
Clears Selected and Qty. to Post on all lines.
Accessory Machinery Selection
Some machinery types require, or allow, accessory machineries to be taken along. The Select Accessory Machineries page lists the accessories defined for a main machinery (Machinery Accessories in MEGABAU 365) and lets you choose which ones to take over.
Field
Description
Übernehmen
Marks the accessory line to be taken over. Corresponds to the record being marked.
Accessory Mach. No. / Description / Description 2
Identifies the accessory machinery.
Qty. Mach. Accessory
Quantity of the accessory belonging to the main machinery.
Accessory Type
Type of the accessory relationship (for example, a mandatory/forced accessory as defined in the Machinery Mgt. Setup).
Conditions / Remarks
Free-text conditions or remarks for the accessory.
Mark
Marks/unmarks the currently selected lines (multi-select).
Marked Only
Shows only the marked lines.
Clear Marks
Removes all marks and resets the Marked Only filter.
Note
Accessories whose Accessory Type matches the mandatory take-out force type configured in the Machinery Mgt. Setup (MEGABAU 365) are taken over automatically (including their own accessories) instead of being offered for manual selection.
Machinery Location Responsibles
For each machinery location (a MEGABAU 365 "Mach. Location"), you can define one or more employees who are responsible for it on the Machinery Location Responsibles page.
Field
Description
Location Code
The machinery location this line applies to.
Employee responsible
The employee responsible for the location.
Note
The number of responsible employees per location is shown directly on the Machinery Location card, see Machinery Management Extensions.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Machinery Management
Construction Base extends several machinery-related objects of MEGABAU 365 instead of introducing new ones. This page documents these extensions, grouped by the MEGABAU 365 object they modify:
Machinery - extends table MachineryMGB.
Machinery Locations - extends table and page Mach. LocationsMGB.
Machinery Search - extends page Machinery SearchMGB and its subpage Machinery Search SubpageMGB.
Vendor Certificates - extends page Vendor CertificatesMGB, complemented by a new Construction Base page.
Related feature: Machinery in Job describes the machinery-on-job list/card, machinery search, line suggestions, accessory selection and location responsibles that build on the extensions below.
Machinery
Construction Base extends the MEGABAU 365 table MachineryMGB with the field and logic needed for accessory-machinery selection.
Field
Description
CBSelectedNVX
Internal flag used to mark a machinery as selected, for example while selecting machinery in the Machinery Search subpage on mobile.
The extension also adds the logic that offers or automatically takes over accessory machineries for a main machinery, and translates the MEGABAU 365 position type option into the Construction Base Machinery Position Type used throughout the machinery-on-job features.
Machinery Locations
Construction Base extends the MEGABAU 365 table and page Mach. LocationsMGB to show how many employees are responsible for a location.
Field
Description
Employee responsible (CBPersonsResponsibleNVX)
Number of employees responsible for this location, calculated from the Machinery Location Responsibles list. Shown on the Machinery Locations page.
Note
Deleting a machinery location also deletes its Machinery Location Responsibles lines.
Important
An older field on this table, also named "Employee responsible", has been superseded by the Machinery Location Responsibles table described in Machinery in Job and is no longer used.
Machinery Mgt. Setup
Construction Base extends the MEGABAU 365 table and page Machinery Mgt. SetupMGB with an additional setup value.
Field
Description
Site Pick Approval Tolerance (days)
Number of days of tolerance used when approving site picks.
Machinery Search
Construction Base extends the MEGABAU 365 page Machinery SearchMGB and its subpage Machinery Search SubpageMGB to add a barcode-based lookup and, on mobile devices, a selection column.
Field
Description
Inventory No.
Barcode field on the Machinery Search page. Scanning or entering an Inventory No. filters the search subpage's list to matching machinery.
Selected
On the Machinery Search Subpage, shown only on the phone client instead of the standard Mark field, and used to select machinery in the list. On other clients, the standard Mark field is shown instead.
Note
Changing the "Quantity from Machinery Search" field on the subpage updates the corresponding line in the caller's selection.
Vendor Certificates
Construction Base extends the MEGABAU 365 page Vendor CertificatesMGB so that it can be opened pre-filtered to a specific vendor: when a vendor number was set for this purpose before opening the page, only that vendor's certificates are shown.
Certificates is a new Construction Base card-part page that complements Vendor Certificates by giving purchasing a quick overview, based on the Purchases & Payables Setup, of vendor certificates that are expiring soon or have already expired.
Field
Description
Expired Certificates
Number of vendors, with an open purchase order, whose certificates have already expired. Drilling down opens the affected vendors.
Warning (caption depends on setup)
Number of vendors, with an open purchase order, whose certificates expire within the warning period configured in the Purchases & Payables Setup. Drilling down opens the affected vendors.
Note
Only vendors that currently have an open purchase Bill of Quantities order (not yet fully invoiced) are considered.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Team Member Overview
The Team/Crew Overview is a Construction Base page that gives you a read-only, grouped overview of teams/crews and their members. It is built on top of a small Construction Base extension of MEGABAU 365's Resource Team Member table, which adds the fields needed to group and sort the overview and to count the jobs a team member is assigned to.
Important
The underlying table extended here, Resource Team MemberMGB, is a MEGABAU 365 object. Construction Base only adds fields and logic to it; team/crew assignments themselves are still maintained on the standard MEGABAU 365 Resource Team Members page.
Team/Crew Overview
The page lists, for every team, the leader first (shown in bold) followed by its members, each with the number of jobs the person is currently assigned to.
Field
Description
Resource No.
Number of the member resource. Shown in bold for the team leader's own line.
Resource Name
Name of the member resource. Shown in bold for the team leader's own line.
Start Date
Start date of the team membership.
End Date
End date of the team membership.
No. Of assigend Jobs
Number of jobs the resource is currently assigned to (Job Employees). Drilling down opens the Job List filtered to those jobs.
Actions
Edit
Opens the standard MEGABAU 365 Resource Team Members page, filtered to the members of the selected team, so you can add, remove or change members. When you close it, the overview is refreshed.
Resource Team Member extension
Construction Base adds the following fields to the MEGABAU 365 table Resource Team MemberMGB to support the overview above:
Field
Description
View Leader No.
Internal field used to group the overview by team leader.
View Sorting Code
Internal field used to sort the overview so that the leader always appears first within a team.
No. Of assigend Jobs
Number of Job Employees entries for the member resource; this is the same value shown on the overview page.
Note
Construction Base also checks, whenever a team membership is created or renamed, that the membership periods of a resource do not overlap, and keeps the Job Employees assignments in sync when a team membership is added or removed.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Role Centers
Construction Base extends the Business Central role center experience in three different ways:
A brand-new role center - MB Role Center - Manager, an original Construction Base role center that bundles the most important MEGABAU 365 functions for a construction manager on a single home page.
MEGABAU 365 role center extensions - additions to the existing MEGABAU role centers MB Role Ctr - Mach. MgtMGB and MB Role Center - ManagerMGB and to their activity parts.
Standard Business Central extensions - additions to the standard Purchasing Agent Role Center and to the Profile Card that is used to configure role centers/profiles.
New Construction Base Role Center: MB Role Center - Manager
This page is a completely new Construction Base role center for the Manager profile - it does not extend an existing page. Its role center parts and action catalog largely mirror MEGABAU 365's own Manager role center, complemented by two Construction Base specific parts.
Role Center Parts
Part
Origin
Description
Mobile construction site
Construction Base (new)
Quick-access tiles for mobile users, described below.
MB Activities - Manager
MEGABAU 365
Standard MEGABAU activity cues for the Manager role.
Construction Scheme Activities
MEGABAU 365
Cues for construction scheme processing.
My Jobs
MEGABAU 365
List of the current user's jobs.
Outlook
Business Central
Standard Outlook system part.
My Purchase Orders
MEGABAU 365
Purchase orders assigned to the current user.
MB Activities - Mach. Mgt.
MEGABAU 365
Activity cues for machinery management.
CB Activities
Construction Base (new)
Quick actions for daily construction site work, described below.
My Notes
Business Central
Standard notes system part.
Machinery Locations
MEGABAU 365
GPS factbox for machinery locations. Only shown if the user has permission for the GPS Integration codeunit.
EDI Activities
MEGABAU 365
Cues for EDI message processing.
Action Catalog
The "Megabau" section groups a very large number of navigation actions to MEGABAU 365 lists, journals, worksheets and reports. The groups are listed below; for the function of the individual MEGABAU pages and reports, refer to the MEGABAU 365 documentation.
Time sheets, time sheet adjustments, site pick lists, daily construction site reports, internal shipment notes, transport orders; tasks (create DCSR, post refuel batch); reports and analysis; and history (posted time sheets, posted time sheet adjustments, posted site pick lists, registered internal shipment notes).
Time+Material
Time+Material documents and catalogs, create T+M invoice.
Machinery Management
The complete MEGABAU machinery area: own/loaned machinery lists, machinery search, machinery attributes, journals (machinery, adjustment, movement, status report, logistics), requisition worksheets; disposition (requirement templates, reservation schedule/Gantt, requirements); repair workshop (repair recordal, material requisitions, assembly recordals, repair planning); periodic activities (physical inventory, GPS transaction data, post rental, rent on demand charge, update item cost, ÖBGL catalog import); reports and analysis; administration (setup, catalogs, journal templates, charge methods, types of application, cost types, engine/fuel/maintenance types, locations, catalog update routines); and history.
Construction consultations, CSD incidents, incident categories/comment types, CSD setup.
EDI
EDI messages, field mappings, EDI setup.
Note
The role center also provides Quote Book, Job List, cost-entry tiles (site pick lists, time sheets, internal shipment notes, daily reports) and history tiles in the Embedding area, and job/Bill of Quantities/employee/time print and analysis reports in the Processing area.
Mobile Construction Site
The Mobile construction site part is a new Construction Base role center part that gives mobile users one-tap access to the functions they need most on site.
The following tiles are available.
Tile
Description
Time-Rec.
Opens the time recording selection.
Demand.
Opens the demand request overview.
Machinery
Opens the list of own machinery.
Daily Report
Opens the list of daily construction site reports.
Open Site Pick Approvals
Number of site picks waiting for the user's approval.
Rejected Site Pick Approvals
Number of site picks that were rejected.
CB Activities
The CB Activities part is a new Construction Base role center part with quick actions for daily construction site work.
CSD Incidents - opens the Construction Site Documentation incidents.
Change Job/Settings - lets the user change the job, job task, Bill of Quantities and date used for the daily construction site report.
Open Daily Constr. Site Report - opens (or creates) the current user's daily construction site report for today.
CB Machinery Search - opens the Construction Base machinery search.
MEGABAU 365 Role Center Extensions
Construction Base adds parts to the following existing MEGABAU 365 role centers and activity parts.
Extended MEGABAU object
Addition
MB Role Ctr - Mach. MgtMGB (role center)
Adds the CB Activities part described above.
MB Role Center - ManagerMGB (role center)
Adds the Certificates part described below.
MB Activities - Mach. Mgt.MGB (activity part)
Adds cue groups for Machinery Transfer to construction site (open and rejected site pick approvals), Open Returns (open returns, my open returns, my rejected returns, transfer errors) and Damage Reports, plus a Jobs cue group with My Jobs.
MB Activities - ManagerMGB (activity part)
Adds a Site Picks cue group with Open Site Pick Approvals and Rejected Site Pick Approvals.
Standard Business Central Role Center and Profile Extensions
Construction Base also extends two standard Business Central objects.
Extended standard object
Addition
Purchasing Agent Role Center
Adds the Certificates part described below.
Profile Card
Adds the Mobile Client field, which marks a profile/role center as intended for the mobile app. This flag is checked elsewhere, for example to show the Mobile App Functions field on the Job Card and to hide certain Job Card field groups for mobile users, see Job Extensions.
Certificates
The Certificates part is a new Construction Base part shown on the extended MEGABAU Manager role center and on the Purchasing Agent Role Center. It shows two vendor certificate counters, based on the certificate warning period configured in the Purchases & Payables Setup:
Number of vendors whose certificate is about to expire (caption configurable in the setup).
Expired Certificates - number of vendors whose certificate has already expired.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Bill of Quantities (BoQ)
Bill of Quantities (BoQ) is the MEGABAU 365 feature for building, calculating and selling structured lists of construction services and materials on a sales quote or order. Construction Base extends the BoQ sales process with an overview of the production orders and item ledger entries generated from a BoQ sales order, and adds the Basket item picker to the BoQ calculation lines.
Production orders created from a BoQ sales order are described in more detail in Manufacturing Extensions.
BoQ Sales Header
Construction Base extends the MEGABAU 365 table Sales BoQ HeaderMGB (the header of a BoQ sales quote/order) with counters that summarize the production orders and item ledger entries linked to the BoQ sales order. These counters are shown on the BoQ Sales Order page, see below.
Below you will find the description of the fields.
Field
Description
No. of planned prod. orders
Number of production orders with status Planned that are linked to this BoQ sales order.
No. of firm planned prod. orders
Number of production orders with status Firm Planned that are linked to this BoQ sales order.
No. of released prod. orders
Number of production orders with status Released that are linked to this BoQ sales order.
No. of finished prod. orders
Number of production orders with status Finished that are linked to this BoQ sales order.
No. of Item Ledger Entries
Number of posted item ledger entries with a positive quantity that are linked to this BoQ sales order. Shown as Inventories on the BoQ Sales Order page.
BoQ Sales Order
Construction Base extends the MEGABAU 365 page BoQ Sales OrderMGB with a Prod. Orders factbox next to the HTML long text. The factbox shows the counters described above; drilling down on any of them opens the corresponding list of production orders or item ledger entries.
BoQ Calculation Lines
Construction Base extends the MEGABAU 365 subpage BoQ Calc. Lines SubpageMGB, used to enter the calculation lines of a BoQ, with the following action.
Basket
Opens your personal item basket and, if it contains items, inserts them as new BoQ calculation lines.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Circle Search
Circle Search is the MEGABAU 365 feature that finds contacts located within a given radius of an address, for example to locate nearby subcontractors, suppliers or customers around a construction site. Construction Base extends Circle Search with a contact attribute filter and automatically excludes blocked contacts from the results.
Circle Search Buffer
Construction Base extends the MEGABAU 365 table Circle Search BufferMGB, which temporarily holds the contacts found by a circle search, with the following fields.
Below you will find the description of the fields.
Field
Description
Number of attributes
Number of attributes assigned to the contact, see the Attribute field below.
Blocked
Set automatically from the contact's own Blocked status when the search result line is created.
Note
A new key on the Blocked field allows the Circle Search page to exclude blocked contacts from the results by default.
Circle Search
Construction Base extends the MEGABAU 365 page Circle SearchMGB as follows.
Below you will find the description of the fields.
Field
Description
Attribute
Limits the search to contacts that carry the selected attribute code. Attribute codes and their descriptions are maintained centrally and assigned to a contact on its contact card.
Number of attributes
Shows the value of the Number of attributes field described above.
Filter Contacts
In addition to the standard filtering, if an Attribute is entered, Construction Base removes every result line whose contact does not carry that attribute.
Note
When the page opens, blocked contacts are excluded from the search results by default.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Material Requests & Demand Requisition
The material demand-to-purchase flow in MEGABAU 365 starts with a Demand Request that collects the items needed for a job, routes them into a requisition worksheet, and from there into purchase documents. Construction Base extends this flow: it can automatically route demand into a dedicated planning worksheet, adds its own Delivery Type classification that is kept in sync with the underlying worksheets, and adds an item picker and additional overview fields along the way.
Note
Two of the pages described below - Req. Worksheet and Planning Worksheet - are standard Business Central pages extended directly by Construction Base. All other objects on this page extend MEGABAU 365.
Demand Requisition
Construction Base extends the MEGABAU 365 table Demand RequisitionMGB, the header of a demand request, with the following fields.
Below you will find the description of the fields.
Field
Description
Planing Worksheet Template
The requisition worksheet template used to plan this demand.
Planing Worksheet Name
The requisition worksheet (of template type Planning) used to plan this demand.
Delivery Type
Construction Base's own delivery type classification for this demand request, see Delivery Type below. Changing it automatically updates the underlying MEGABAU 365 Delivery Type field.
Note
When a new demand request is created, Construction Base automatically fills in the Planing Worksheet Template from the mandatory Planing Worksheet Template field of the Purchases & Payables Setup. The Planing Worksheet Name is then taken from the Planning Worksheet field of the Manufacturing Setup if one is specified there, or otherwise from the only existing worksheet name of that template, if there is exactly one.
Demand Request
Construction Base extends the MEGABAU 365 page Demand RequestMGB as follows.
Below you will find the description of the fields.
Field
Description
Planing Worksheet Name
Shown next to the Requisition Worksheet Name field. Only editable while the demand request is in status Requested, and only shown when Use planning template is enabled in the Manufacturing Setup.
Delivery Type
Replaces the MEGABAU 365 Delivery Type field, which is hidden, with Construction Base's own Delivery Type field, see below.
Delivery Type
Construction Base introduces its own Delivery Type option, used on the Demand Request and on the Req. Worksheet described below, in place of the standard MEGABAU 365 Delivery Type field. Whenever it is set, Construction Base automatically translates the value into the corresponding underlying Delivery Type field, so that the existing planning and purchasing logic keeps working unchanged.
Available values:
Value
Description
(blank)
No delivery type specified.
delivery to warehouses
The material is delivered to a warehouse.
Direct delivery to customer
The material is delivered directly to the customer.
Pick-up
The material is picked up.
Standard warehouse adjustment
The material is posted as a standard warehouse adjustment.
Req. Worksheet
Req. Worksheet is a standard Business Central page (used, among others, for planning and requisition worksheets), to which MEGABAU 365 already adds a Delivery Type field. Construction Base hides that MEGABAU 365 field and shows its own Delivery Type field (see above) in its place.
Material Request Subform
Construction Base extends the MEGABAU 365 subpage Material Request SubformMGB with the following action.
Basket
Opens your personal item basket and, if it contains items, inserts them as new material request lines.
Material Purchase Factbox
Construction Base extends the MEGABAU 365 factbox Material Purchase FactboxMGB with the following field.
Below you will find the description of the fields.
Field
Description
No. of Blanket Orders
Number of blanket purchase orders for the job, filtered by purchasing responsibility center. Drilling down opens the Blanket Purchase Orders list.
Planning Worksheet
Planning Worksheet is a standard Business Central page. Construction Base adds the following read-only fields to its lines, sourced from the MEGABAU 365 fields of the same lines, to trace a planning line back to the job, BoQ sales order and demand request it originates from.
Below you will find the description of the fields.
Field
Description
Job No. / Job Task No.
Job and job task the planning line is related to.
Sales Boq Order No.
BoQ sales order the planning line originates from, see Bill of Quantities.
Demand Requisition No.
Demand request the planning line originates from, see Demand Requisition above.
Note Internal
Internal note of the line.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Site Pick Lists & Warehouse
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.
Docs / Solution / Construction Base / MEGABAU 365 Extensions CSD Incidents & Daily Constr. Site Report
Construction Base extends the MEGABAU 365 CSD Incident functionality with a reference to the machinery involved in an incident, and adds a new CB Activities part that gives quick access to incidents, machinery search and the current Daily Construction Site Report from a role center.
Note
CSD stands for Construction Site Documentation (German: "Baudokumentation"), as used by MEGABAU 365 for the "CSD Incident" table and its related pages. DCSR stands for Daily Constr. Site Report (German: "Bautagesbericht"/"BTB"), the MEGABAU 365 document that records a day's activity on a job.
CSD Incidents (MEGABAU 365)
The MEGABAU 365 table CSD IncidentMGB and its card are extended so that an incident can reference the piece of machinery it relates to, and so that files can be attached to an incident directly from its card.
Machinery fields on the incident
These fields are added to the "CSD IncidentMGB" table (table extension) and shown in a new Machinery group on the incident card, placed after the "Concluded On" field (page extension of "CSD IncidentMGB").
Field
Description
Inventory No.
Barcode field for scanning or entering the inventory number of the machinery involved in the incident. When you enter a value, Construction Base looks up the machinery whose "Machinery No." matches this value and automatically fills in Machinery No., Machinery Description, Position Type and Position No. from that machinery's most recent logistics entry.
Machinery No.
Number of the machinery involved in the incident. Filled in automatically from Inventory No., but can also be entered directly.
Machinery Description
Description of the machinery, filled in automatically together with Machinery No.
Position Type
Type of the machinery's last known position at the time the incident is recorded (for example Job, Warehouse, Resource, Customer, Int./Ext. Maintenance), filled in automatically from the machinery's last logistics entry.
Position No.
Number identifying the position (for example the job, resource or location number) that corresponds to Position Type, filled in automatically from the machinery's last logistics entry.
Upload File action
The incident card also receives an Upload File action, added after the standard "Take Picture" action.
It lets you attach a file from your device to the current incident. Based on the uploaded file's extension, Construction Base stores it either as a Picture (for image files such as .bmp, .emf, .gif, .ico, .jpg, .jpeg, .png, .tiff, .wmf) or as a general Attachment on a new "CSD Incident AttachmentMGB" record, with the current date and time recorded as Recording Date and Recording Time.
CB Activities
CB Activities (technical name CBDCSRActivitiesNVX) is a new card part used on Construction Base role centers (for example the MEGABAU role center and the DCSR role center) to give quick access to the most common daily actions for construction site documentation.
When the part is activated, it automatically proposes today's job: if you already created a Daily Constr. Site Report today, its job, document and status are reused; otherwise the first job available to you is proposed, or you are prompted to choose one.
Actions
CSD Incidents
Opens the "CSD Incidents" list (MEGABAU 365), where construction site documentation incidents are recorded and managed.
Change Job/Settings
Opens a selection screen where you choose the job, job task and Bill of Quantities document that the part (and the Daily Constr. Site Report it opens) should work with, and lets you decide whether the Daily Constr. Site Report and CSD actions are shown.
Open Daily Constr. Site Report
Opens the current Daily Constr. Site Report (DCSR) for the selected job and date, creating it if it does not exist yet for the logged-in user. This action is only shown if it has not been hidden through Change Job/Settings.
CB Machinery Search
Opens CB Machinery Search, letting you find machinery by scanning or entering an Inventory No.
Docs / Solution / Construction Base / MEGABAU 365 Extensions Job Expense & Time Sheet
MEGABAU 365 provides the job expense / weekly time sheet ("Wochenzettel") functions for recording employee working time and related expenses against jobs, together with a separate recording function for material used on repair jobs. Construction Base extends the header, line and posted line tables of this area, the related time sheet pages, the repair recordal material lines, and the "Type of Work" master data with additional fields and actions needed for construction site operations.
Job Expense Header
The table Job Expense HeaderMGB (MEGABAU 365) is extended with the following fields.
Below you will find the description of the added fields.
Field
Description
Site Pick Approval Tolerance (days)
Number of days used as tolerance when a Site Pick document linked to this job expense document is approved. The value is initially taken from the general job setup and is automatically recalculated whenever the Approval Status changes: it is set to the tolerance configured in the Machinery Mgt. Setup as soon as the status leaves "Open", and reset to 0 when the status is "Open" again.
Approval Status
Approval workflow status of the document: Open, Approval Request, Approved or Rejected.
Has machinery
Read-only field that shows whether the document contains at least one machinery usage line with a quantity other than zero.
Site Manager
Read-only field, automatically filled with the site manager of the job as soon as the "Job No." is entered on the document.
Foreman
Read-only field, automatically filled with the foreman of the job as soon as the "Job No." is entered on the document.
User is Foreman
Read-only field, internally used to determine whether the currently signed-in user is set up as foreman on a job task of the job.
Note
Once a document has left the "Open" approval status, Construction Base blocks further changes to the document and to its lines until it is set back to "Open" again.
Job Expense Line
The table Job Expense LineMGB (MEGABAU 365) is extended with the following fields.
Below you will find the description of the added fields.
Field
Description
Driver
Specifies the driving role of the employee for this entry: Driver (single), Driver (with passengers), Passenger, or Driver (private).
Guest Night
Specifies whether the entry includes an overnight stay away from home (accommodation allowance).
Extra Charge
Specifies whether other/extra allowances apply to this entry.
Comment
Free-text comment for the entry.
Note
For lines of document type "Site Pick List", Construction Base checks that the approval status of the related Job Expense document is still "Open" before the line can be created or changed.
Posted Job Expense Lines
The table Post. Job Expense LinesMGB (MEGABAU 365) is extended with the same four fields as the Job Expense Line table, so that this data is retained after posting.
Below you will find the description of the added fields.
Field
Description
Driver
Driving role recorded for the entry: Driver (single), Driver (with passengers), Passenger, or Driver (private).
Guest Night
Specifies whether the posted entry includes an overnight stay away from home.
Extra Charge
Specifies whether other/extra allowances apply to the posted entry.
Comment
Free-text comment recorded for the entry.
Time Sheet Lines
On the Time Sheet LinesMGB page (the weekly time sheet / Wochenzettel entry page), Construction Base adds the Driver, Guest Night, Extra Charge and Comment fields described above, so they can be entered directly while recording the weekly time sheet.
Posted Time Sheet Lines
On the Posted Time Sheet LinesMGB page, Construction Base adds the same Driver, Guest Night, Extra Charge and Comment fields, so the recorded data can still be reviewed after posting.
Repair Recordal Lines Mat.
On the Repair Recordal Lines Mat.MGB page, used to record material consumed on repair jobs, Construction Base adds the following action, placed after "Create Material Requisition".
Basket
Opens the Construction Base basket for the current repair recordal material lines, so that material can be collected and processed together with other basket content. See Basket.
Type of Work
The table Type of WorkMGB (MEGABAU 365) is extended with the following field, which is also shown on the Type of WorkMGB page.
Below you will find the description of the added field.
Field
Description
Work Type
Links the MEGABAU type of work to a standard Business Central "Work Type" record.
Docs / Solution / Construction Base / Business Central Extensions Job
Construction Base extends the standard Business Central Job and Job Task tables, the MEGABAU 365 Job EmployeesMGB table and the standard Jobs Setup to support construction-specific job costing and workforce administration - most importantly linking jobs to manufacturing production orders, tracking a foreman per job task, and managing crews ("Partie/Kolonne") in a job's resource assignments.
Job (Business Central standard) - Job Card, Job List
The standard Business Central table Job is extended with fields that summarize related production orders and material commitments.
Fields
Field
Description
No. of planned prod. orders
Number of planned production orders linked to this job.
No. of firm planned prod. orders
Number of firm planned production orders linked to this job.
No. of released prod. orders
Number of released production orders linked to this job.
No. of finished prod. orders
Number of finished production orders linked to this job.
No. of Item Ledger Entries
Number of positive item ledger entries posted for this job.
No. of Blanket Orders
Number of open material blanket purchase orders for this job, restricted to the user's purchase responsibility center.
User is Foreman
Indicates that the current user is set up as foreman on at least one task of this job.
The standard Job Card and Job List pages are extended accordingly:
A new Prod. Orders factbox (shown before the Sales factbox) displays the counts above with drill-down to the corresponding production order list, see Manufacturing Extensions.
Create Cost Unit action (Job Card) creates a cost unit default dimension (Global Dimension 2) value for the job. It is only shown when "Manual Def. Dim. 2 on Job" is enabled in the CB Setup.
Machinery per Job action (Job List) runs the "Machinery per Sites" report filtered to the selected job.
Mobile App Functions field (Job Card) lets mobile users start a mobile-specific function; it is only visible for profiles flagged as Mobile Client, see Role Centers. For the same mobile profiles, the "Invoice and Shipping" and "WIP and Recognition" field groups are hidden on the Job Card.
Job Task (Business Central standard)
The standard Business Central table Job Task is extended with one field, shown on the Job Task Card and in the Job Task Lines subform:
Field
Description
Foreman
The salesperson/purchaser responsible as foreman for this job task.
Job Employees (MEGABAU 365) - Job EmployeesMGB
The MEGABAU 365 table Job EmployeesMGB, which holds the resources assigned to a job, is extended with crew ("Partie/Kolonne") support.
Fields
Field
Description
Include Team
Resource number of the crew leader this employee line was added for (set automatically).
Team included
Indicates that the crew members of this leader have already been added to the job.
Starting Date / Ending Date
Start and end date taken over from the crew member setup.
Is Teamleader
Indicates that this line is the crew leader itself.
Important
When you assign a resource that is set up as a crew ("Partie/Kolonne") leader to a job, Construction Base asks whether the crew's members should be added to the job as well. Removing the leader's line offers to remove the crew members too. Changes to a crew's members are likewise offered for all jobs the crew is already used in.
On the Job EmployeesMGB page, the crew leader's line is shown in bold and the Starting Date/Ending Date columns are added (read-only).
Jobs Setup (Business Central standard)
The standard Business Central Jobs Setup is extended with construction-specific defaults, shown in a new Job Time Recording group and in the General group of the setup page.
Field
Description
Job Time Rec Nos.
Number series used for job time recording documents.
Use Job Type of Work
Uses the job's "Type of Work" as the default on new job time recording lines of the corresponding line type.
Use Job Person
Uses the job's assigned personnel as the default on new job time recording lines of the corresponding line type.
Site Pick Approval Tolerance (days)
Number of days a site pick list can still be approved after the fact.
Create Default Job Task
Automatically creates a default job task for new jobs.
Job Journal Line (Business Central standard)
The standard Business Central Job Journal Line is extended with a read-only field Do not post Item to job, which Construction Base sets to exclude specific item postings from job costing.
Job Ledger Entry (Business Central standard)
The standard Business Central Job Ledger Entry is extended with two fields used to select entries, and partial quantities from them, for follow-up processing such as returning material posted to a job:
Field
Description
Select
Marks the ledger entry as selected.
Select (quantity)
The quantity selected from this entry. Cannot exceed the entry's quantity and requires the entry to have a job number.
Docs / Solution / Construction Base / Business Central Extensions Manufacturing
Construction Base links Business Central production orders to construction jobs and Bills of Quantities, and extends the MEGABAU 365 machinery usage line with a site pick category. Two new factbox pages surface the linked production orders on jobs and on Bills of Quantities.
Manufacturing Setup (Business Central standard)
The standard Business Central Manufacturing Setup is extended with defaults for creating production orders from job planning, shown in a new Integration Construction group on the Manufacturing Setup page.
Field
Description
Use planning template
Uses a planning worksheet template to create production orders instead of a fixed status.
Planning Worksheet
Default planning worksheet name (a requisition worksheet of template type Planning), used when the planning template is active.
Production Order Status
Default status for production orders created directly. Only relevant, and only shown, when "Use planning template" is not set.
Production Order (Business Central standard)
The standard Business Central Production Order table is extended with fields that record the construction source of the production order:
Fields
Field
Description
Job No.
Job the production order was created for.
Job Task No.
Job task (within the job above) the production order was created for.
Sales Boq Order No.
Bill of Quantities sales order the demand originates from.
Demand Requisition No.
Demand requisition the production order was created from.
These read-only fields are shown on the Planned, Firm Planned, Released and Finished Production Order cards and on the Production Order List.
Prod. Order Components / Production BOM Lines (Business Central standard)
Both the standard Prod. Order Components and Production BOM Lines pages get a Basket action that adds the current component or BOM line to the Construction Base basket.
Job Usage Line Machinery (MEGABAU 365)
The MEGABAU 365 table Job Usage Line MachineryMGB, which records machinery usage on job expense/site pick documents, is extended with:
Field
Description
Site Pick Category
Site pick category taken over from the related Job Expense Header.
Note
In the background, Construction Base also automatically adds and removes mandatory and optional machinery accessories when a machinery is selected via the Machinery Search on such a line, and ensures a site pick list stays in status "Open" while its lines are being inserted or modified.
New Factbox Pages
Two new Construction Base pages provide a production order overview as a factbox. Neither extends an existing object.
Both factboxes show the number of planned, firm planned, released and finished production orders linked to the job or Bill of Quantities order, and the number of item ledger entries posted for it, each with drill-down to the corresponding list.
Docs / Solution / Construction Base / 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.
It also extends one MEGABAU 365 object, the Price Comparison - Bidders page, with an action to import tenderers from your industry contacts.
Delivery Type
Construction Base adds the field Delivery Type (CBDeliveryTypeNVX) to several standard purchasing tables, so that you can specify how the ordered material is to be delivered.
The following standard tables are extended with the Delivery Type field:
Table
Behavior
Purchase Header
When you change Delivery Type on the document header, the value is converted to the underlying MEGABAU field "Delivery Type MaterialMGB" and is copied automatically to all existing purchase lines of type Item on the document.
Purchase Line
When an item is entered in the No. field of a purchase line, the Delivery Type of the purchase header is copied automatically to the line.
Purch. Rcpt. Line
The Delivery Type of the purchase line is carried over to the posted purchase receipt line, so the delivery option remains visible after posting.
Requisition Line
When you change Delivery Type on a requisition line, the value is converted to the underlying MEGABAU field "Delivery TypeMGB" on the line.
Note
When a requisition line is deleted, Construction Base also resets the MEGABAU "Cancellation Demand Request" flag on the line.
Available Delivery Type values
Value
Meaning
(blank)
No delivery type has been set.
delivery to warehouses
The material is delivered to a warehouse/location.
Direct delivery to customer
The material is delivered directly to the customer, bypassing your own warehouse.
Pick-up
The material is picked up, for example directly at the vendor or the construction site.
Standard warehouse adjustment
The delivery is handled as a standard warehouse receipt/adjustment.
Purchase Order
On the Purchase Order page, Construction Base hides the standard MEGABAU field "Delivery Type MaterialMGB" and shows its own Delivery Type field in the same position instead.
Actions
Basket
On the order lines (Purchase Order Subform), the standard Select Multiple Items action is hidden and replaced by Basket.
The Basket opens a full-text search across items (and linked source documents, such as bills of quantities, job expense lines, demand requisition planning lines and production order components) so you can quickly find and add multiple items to the purchase order as new lines.
Purchase Quote
On the Purchase Quote lines (Purchase Quote Subform), the same construction-specific behavior as on the Purchase Order lines is available.
Actions
Basket
As on the Purchase Order Subform, the standard Select Multiple Items action is hidden and replaced by Basket, which opens the same full-text item search to quickly add multiple items to the quote.
Blanket Purchase Order
On the Blanket Purchase Order page, the following fields are added to the Invoice Details section, so the job assignment and delivery option are visible without switching pages:
Field
Description
Job No.
The MEGABAU "Job No." field of the document, showing the job the blanket order is assigned to.
Job Task No.
The MEGABAU "Job Task No." field of the document.
Order No.
The MEGABAU "Order No." field of the document.
Delivery Type
The Construction Base Delivery Type field described above.
Price Comparison - Bidders
Important
The Price Comparison - Bidders page is part of MEGABAU 365; Construction Base only adds the action described below to it.
The Price Comparison feature lets you compare quotes ("bids") from several vendors for the same purchase document. Construction Base adds an action that speeds up entering the list of bidders (tenderers) for a price comparison.
Actions
Import tenderers
Opens a lookup of your industry contacts (Industry Group Contacts), filtered to the industry group assigned to the purchase document. Select one or more contacts to add them as bidders (tenderers) to the price comparison, instead of entering them manually.
Docs / Solution / Construction Base / Business Central Extensions Contact & CRM
Construction Base adds a small number of fields and actions to the standard Business Central Contact, Industry Group and Vendor areas: a "Blocked" indicator and attribute count on contacts, a hierarchical structure for industry groups, an attribute count on industry group assignments, and a Bill of Quantities order count on vendors. One extension in this group (Industry Group Contacts 2) belongs to MEGABAU 365 rather than to standard Business Central.
Note
The Construction-Base-specific attribute framework that these Contact and Industry Group extensions build on (for example the "Attributes" action on the Contact Card) is described in Contact Attributes.
Contact
These extensions apply to the standard Business Central table "Contact" and its pages "Contact Card", "Contact List" and "Contact Statistics FactBox".
Fields added to the "Contact" table.
Field
Description
Blocked
Marks the contact as blocked. Shown on the Contact Card (after the "No." field) and on the Contact List (after the "No." field, always visible).
Number of attributes
Counts the Construction Base contact attribute records for the contact's company. Shown on the Contact Statistics FactBox after "No. of Industry Groups". See Contact Attributes.
The list shows the new Blocked field and, when it has been made visible for the current context (e.g. blocking a customer/vendor), offers two additional actions:
Block current Contact
Toggles the Blocked field on the currently selected contact.
Block all Contacts in Filter
Toggles the Blocked field on all contacts in the current filter to the opposite of the current contact's Blocked value.
Note
These two actions, and the Blocked column, are only shown when the page has explicitly been set up to show them (for example when the Contact List is used as a selection list elsewhere in Construction Base); when the list is opened for lookup without this setting, contacts marked as Blocked are filtered out.
Customer/Vendor Lookup
The standard Business Central pages "Customer Lookup" and "Vendor Lookup" each receive a hidden Blocked field (added after the "No." field) and are filtered, when opened, to exclude fully blocked customers/vendors (Blocked = All) from the lookup list.
Vendor
This extension applies to the standard Business Central table "Vendor" and its "Vendor Hist. Buy-from FactBox" page.
Field added to the "Vendor" table.
Field
Description
No. of BOQ Orders
Counts open (not yet invoiced) purchase Bill of Quantities orders for which this vendor is the Buy-from Vendor.
Vendor Hist. Buy-from FactBox
The FactBox shows the No. of BOQ Orders field, added at the end of its layout.
Docs / Solution / Construction Base / Business Central Extensions Item
Construction Base extends the standard Business Central Item master data area with the data and actions needed for construction and project business: visibility of inventory held on jobs, industry classification of item categories, convenient display of item attribute values, and project references carried through item journal lines and item ledger entries.
Item
The standard table Item is extended with the following field.
Below you will find the description of the added field.
Field
Description
Inventory on Job
Read-only field that totals the remaining quantity of positive purchase item ledger entries for this item that are assigned to a job, taking the standard dimension, location, drop shipment, variant and date filters into account. Shows how much of the item's inventory is currently held on job sites rather than in a regular warehouse.
Note
A key on "Item Category Code" is also added to the Item table to improve the performance of lookups and reports that group items by item category.
Item List
On the standard Item List page, Construction Base adds the following action to the Functions group.
Update Costs
Recalculates the item costs for the selected items.
Item Category
The standard table Item Category, and the corresponding Item Categories page, are extended with the following field.
Below you will find the description of the added field.
Field
Description
Dimension Value
Links the item category to a dimension value of the dimension defined as "Industry Group Dimension" in the Marketing Setup, see Setup Extensions. The lookup is restricted to values of that dimension, and a blocked dimension value cannot be selected.
Note
On the Item Categories page, this field is shown after the "Description" field.
Item Attribute Value Mapping
The standard table Item Attribute Value Mapping is extended with the following read-only fields, which make the attribute name and its value available as plain text wherever the mapping is used, for example in reports and lookups.
Below you will find the description of the added fields.
Field
Description
Attribute Name
Name of the related item attribute.
Value as Text
Value of the related item attribute, shown as text.
Item Journal Line
The standard table Item Journal Line is extended with the following fields.
Below you will find the description of the added fields.
Field
Description
Sales Boq Order No.
Reference to the bill-of-quantities (BoQ) sales order that this journal line relates to.
Demand Requisition No.
Reference to the demand requisition that this journal line relates to.
Item Ledger Entry
The standard table Item Ledger Entry is extended with the same two fields as the Item Journal Line, so that the references are retained on the posted entry.
Below you will find the description of the added fields.
Field
Description
Sales Boq Order No.
Reference to the bill-of-quantities (BoQ) sales order the entry originates from.
Demand Requisition No.
Reference to the demand requisition the entry originates from.
Note
Two additional keys are added to the Item Ledger Entry table to improve performance: one sorted by item and open status, and one sorted by job, item and location (with a running total of the quantity) which is used, among others, for the "Inventory on Job" field on the Item table described above.
Docs / Solution / Construction Base / Business Central Extensions Fixed Asset
Construction Base extends the standard Business Central Fixed Asset functionality so that machinery and equipment which is managed as a fixed asset can be linked to its corresponding machinery record.
Fixed Asset
The table Fixed Asset is extended with the following field.
Below you will find the description of the field.
Field
Description
Machinery No.
Read-only field that automatically shows the number of the machinery record (MEGABAU 365) whose "Fixed Asset No." points to this fixed asset. This lets you see directly on the fixed asset whether it is also managed as a piece of machinery/equipment, and which machinery record belongs to it.
Fixed Asset Card
On the standard Fixed Asset Card page, the Machinery No. field described above is shown after the "FA Location Code" field, so it is visible directly on the fixed asset card without having to open the machinery record separately.
Docs / Solution / Construction Base / Developer Information Event Subscribers & Management Codeunits
This page is intended for partners and implementers who need to understand the technical integration points of Construction Base: which standard Business Central / MEGABAU 365 events are subscribed to, and what the shared helper codeunits do. It does not describe end-user functionality.
CB Event Handler
CB Event Handler (codeunit CBEventHandlerNVX) is the main collection of event subscribers that integrate Construction Base with standard Business Central and MEGABAU 365 processes. The subscribers fall into the following groups.
Area
What the subscribers do
Job/order traceability on Production and Item Journals
Subscribers on "Requisition Line", "Production Journal Mgt", "Item Journal Line" (OnAfterValidateEvent on Order No.), "Item Jnl.-Post Line" and "Whse. Jnl.-Register Line" / "WMS Management" / "Job Jnl.-Post Line" propagate Job No., Job Task No., BoQ Sales Order No. and Demand Requisition No. from the Production Order onto Item Journal Lines, Item Ledger Entries and Warehouse Journal Lines, so the origin of a transaction stays traceable end to end.
Demand Requisition processing
The subscriber on page "Demand RequestMGB", event OnBeforeCreateRequisitionLines, replaces the standard line creation: it builds Requisition Worksheet lines from the Demand Requisition Planning Lines (procedure FillWorksheetLines) and, unless planning templates are used, creates and refreshes a Production Order per item with Replenishment System "Prod. Order" (procedure CreateProdOrder).
Job default dimension automation
OnAfterInsertEvent / OnAfterModifyEvent on table Job create a default "cost unit" and set Global Dimension 2 = Job No. automatically, when enabled in CB Setup ("Autom. Def. Dim. 2 on Job").
Standard warehouse adjustment handling
Subscribers on "Release Purchase Document", "Req. Wksh.-Make Order", "Purch.-Post", "Whse.-Purch. Release", report "Get Source Documents" and "Whse. Jnl.-Register Line" carry the CBDeliveryTypeNVX value through requisition, purchase and warehouse posting, and suppress the Job No. filter / job costing / negative-adjustment warehouse entry for lines flagged as "Standard warehouse adjustment".
Contact / Industry Group synchronization
OnAfterInsertEvent / OnAfterModifyEvent / OnAfterDeleteEvent on "Contact Industry Group" call CBMgtNVX.ContactIndustryGroupMerge to replicate the change to the companies configured in the Contact Branch Companies list (see Contact Branches). OnAfterReleasePurchaseDoc on "Release Purchase Document" calls CBMgtNVX.UpdateContactBranch to derive and assign an Industry Group to the Buy-from Contact from the items on a released purchase order.
Contact Attribute cleanup
OnAfterDeleteEvent on table Contact removes all Contact Attribute assignments (CBContactContactAttributesNVX) for a deleted company contact.
Customer/Vendor blocking cascade
OnAfterModifyEvent on Customer and Vendor detect a change of Blocked to/from "All" and call CBMgtNVX.CustomerBlockedAll / VendorBlockedAll, which opens the linked contacts so they can be blocked or unblocked together with the customer/vendor.
Job-reserved inventory in availability figures
OnAfterCalculateNeed (codeunit "Item Availability Forms Mgt") and OnAfterMakeEntries (page "Item Availability Line List") add the item's job-reserved inventory (field CBInventoryOnJobNVX) into the gross requirement / availability breakdown.
Vendor certificates
OnBeforeActionEvent on page "Vendor Card", action CertificatesMGB, stores the current vendor number in CBSingleInstanceNVX so the certificates page can pick it up.
CB Global Event Handler
CB Global Event Handler (codeunit CBGlobalEventHandlerNVX) subscribes to the "Global Triggers" codeunit (GetDatabaseTableTriggerSetup and OnDatabaseInsert/Modify/Delete/Rename) to drive Construction Base's generic multi-company data mirroring engine: for every table flagged as mirrored (table CBMirroredTablesNVX), database changes are forwarded to CBMgtNVX.StartMirror, which replays the change on the configured target companies (see codeunit CBRunMirrorNVX and the Data Mirroring feature).
It also subscribes to OnBeforePostJobExpDoc on codeunit "Post Project ExpensesMGB" to block posting of a Site Pick List that has machinery lines unless its approval status is Approved - the enforcement point for the Automatic Approval workflow.
CB Mgt
CB Mgt (codeunit CBMgtNVX) is the general-purpose helper codeunit used throughout Construction Base. Its procedures group into the following areas.
Area
Procedures / responsibility
Resource team management
CreateTeamMembersOverview, InitViewSorting and CheckTeamMemberOverlap build the team-member overview and detect/resolve overlapping team memberships of a resource.
Job Time Recording release
ReleaseJobTimeRec and CreateTimeSheetLine transfer Job Time Recording entries into Job Expense (Time Sheet / Daily Construction Site) lines, creating or updating the Time Sheet header as needed.
Data Mirroring engine
MirrorIsActive, MirrorAlreadyRunning, StartMirror, SetMirrorIsRunning and TablesAreMirrored implement the core mirroring engine invoked from CB Global Event Handler; ContactIndustryGroupMerge and UpdateContactBranch use it specifically for Contact Industry Group data.
Site Pick approval workflow
SetSitePickApprovalStatus is the central procedure that changes a Site Pick List's approval status: it validates who is allowed to approve/reject, updates the status, writes the Approval Entry, triggers posting on Approved and sends the notification e-mail. TestSitePickStatusOpen (overloads for header, line and machinery line), TestHasMachinery, GetOpenSitePickApprovals and GetSalesPersonSitePicks support status checks and Role Center cues; SendSitePickEmail / AddRecipient build and send the approval-request/rejection e-mails. See Automatic Approval workflow.
Job and bin inventory
GenerateJobInventoryView, GetJobBinContents and GetBinContentNoOfJobs compute and display the inventory currently held on a job or in a specific bin, broken down by job.
Role Center cues
GetDamageReportList, GetJobList and MarkUserJobByJobTask (overloads for Job and Job Expense Header) count and, on request, open the open damage reports, jobs and Site Pick Lists relevant to the current user.
Site Pick return processing
SitePickItemReturnSuggestion, GetSitePickReturnTempItemLedgerEntry and CreateSitePickReturnSuggestionLines propose and create material return lines on a Site Pick List (return shipment) from the job's posted consumption, including item tracking reservations (CreateReturnLineReservationEntry).
Purchasing / requisition helpers
IsStandardWarehouseAdjustment, ImportTenderers/InsertTenderer and CBDeliveryTypeToDeliveryType support the standard-warehouse-adjustment purchase flow, importing tenderers from an Industry Group's contacts, and converting between the CB and MEGABAU delivery type enums.
Item costing
CalculateItemCostsForItemSet recalculates the costing price for a filtered set of items.
Job task defaults
CreateDefaultJobTask creates a default "Entire Job" job task for a new job, when enabled in the Jobs Setup.
Vendor certificate monitoring
GetCertificateWarning finds vendors on open purchase BoQ orders whose certificate is about to expire or has expired within a given date formula.
Contact blocking
OpenContactBusRelation and BlockContacts open the contacts linked to a customer/vendor (including related person contacts) and lock/unlock them, used by the Customer/Vendor blocking cascade described above.
CB Single Instance
CB Single Instance (codeunit CBSingleInstanceNVX) is a SingleInstance codeunit used as a session-scoped, in-memory buffer between pages/codeunits that do not otherwise share state:
SetCurrCBTempMachineryOnJobNVX / GetCurrCBTempMachineryOnJobNVX / ModifyCurrCBTempMachineryOnJobNVX hold the temporary "Machinery on Job" buffer used by the Machinery in Job feature.
SetVendorCertificateVendorNo / GetVendorCertificateVendorNo hold the vendor number passed from the Vendor Card's Certificates action (see CB Event Handler above) to the certificates page.
Docs / Solution / Construction Base / Appendix Release Notes
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
CB Version 1.0.1.0
corrections
In the "Production Orders" Factbox on the project, the calculation of "Inventory" has been corrected.
Construction Base
Selecting the No. field opens the lookup appropriate for the line's Type - for example the job's assigned employees for personnel (with the option to select several employees at once, which creates one line per selected employee), the item or catalog item list for materials, or the machinery/resource list for equipment.
The FactBox shows the No. of BOQ Orders field, added at the end of its layout.
