U/M

Specify the unit of measure for this phase/cost type. If you are not tracking units at this level, enter LS (lump sum). Regardless of what is entered here, units may be entered in Purchase Orders, Accounts Payable, Inventory, and other programs that will update the transaction detail associated with the phase/cost type. However, only units entered in those programs with a unit of measure that matches this unit of measure will update the actual or committed units at this level.

Initially defaults the unit of measure assigned to the cost type in JC Phases. You may override/change this unit of measure as long as:

  • the UM exists in HQUM (HQ Units of Measure).

  • no change order detail exists in JCOD (Change Order Detail) where the source status equals ‘J’ (Job Cost) or ‘I’ (Interfaced).

  • no change order detail exists in PMOL (Change Order Lines) where the source status equals ‘J’ (Job Cost) or ‘I’ (Interfaced).

  • the TotalCmtdCost and RemainCmtdCost = 0.00 for every month in JCCP (Cost by Period).

If this criteria is met, the change is allowed and will update JCCD (Cost Detail) as follows:

  • If the JCCD UM is not equal to the JCCH UM, sets the estimated units to 0.00.

  • Updates projections (PF) records, setting the projected and forecast units to 0.00 where the JCCD UM is not equal to the JCCH UM.

  • Updates posted units equal to actual units and the posted UM to the JCCH UM where the posted UM is null and the JCTransType is not ‘PF’ or ‘OE’.

  • Updates actual units to 0.00 and the JCCD UM to the JCCH UM for all transactions where the JCCD UM is not equal to the JCCH UM and the JCTransType is not 'PF' or 'OE'.

  • Updates the actual units equal to the posted units where the posted UM is equal to the JCCH UM and the JCTransType is not ‘PF’ or ‘OE’.

Note: For labor, the unit of measure should not be HRS (hours) in most circumstances. Units are separate from hours, and actual units will not be updated with hours from Payroll. The UM should be the quantity to be completed. If you are not tracking the quantity (units), the UM may be set up as LS (lump sum).  

JC Job Phases

JC Jobs

PM Project Phases