ケース / 現場と作業
現場と作業

測定記録簿から出来高請求書を作成する

覆われる前に工事を測定し、現場でその記録を確認・署名してもらい、最新の数量を前回に対する出来高請求書に変換し、契約が定める支払いの起算を開始する。

5ステップ22 分総合建設会社専門工事業者プロジェクト / 施工管理会社デベロッパー / 発注者

仕組みをステップごとに

プラットフォーム全体で5ステップ - 各ステップで何をするか、そしてなぜ重要か。

1

Record the measurement while the work can still be seen

数量積算

Measure the executed work item by item, on the standard method, and enter the up-to-date quantity beside the quantity carried from the previous bill. Take the measurements for excavation, reinforcement, concealed services and anything about to be covered before that happens, and note the date each was taken.

理由: Covered work cannot be re-measured, only argued about. A measurement written on the day, against a dated entry, is worth more than any later reconstruction, and it is what makes the difference between a quantity that is checked and a quantity that is conceded or refused.

入力Work done since the last billQuantities paid last time出力Up-to-date quantity per itemHidden work recorded before covering
2

Bill only what has passed its inspection

検査

Check the measured quantities against the inspection records for the same work and hold back anything whose check is outstanding or failed, listing it so it can be picked up in the next bill rather than lost.

理由: Measured and accepted are different states, and a bill that treats them as one is returned by the engineer with everything in it queried, including the parts that were fine. Separating them costs one column and saves a cycle.

入力The measured workThe inspection and test plan出力Work that passed its checksWork held back from the bill
3

Turn the record into a bill that shows its own working

財務

Build the bill from the up-to-date quantities at contract rates, show what the previous bill paid, and carry the recoveries: the instalment of any mobilisation advance, the retention deducted this period, and anything paid earlier against materials brought to site and now built in.

理由: Recoveries against advances are the part most often missed, and missing them twice turns into a payment the department claws back from a later bill without warning. Putting them on the face of the bill keeps both sides looking at the same running position.

入力Up-to-date and previous quantitiesThe contract rates出力The running account billAdvances and retention recovered
4

Get the record signed by the people who checked it

電子署名

Route the measurement record and the bill for signature by the contractor's representative and the engineer who checked the work, and keep the signed version with the bill it belongs to.

理由: A signed measurement closes an item for good. An unsigned one stays open, travels forward through every later bill, and is reopened at final settlement when nobody remembers the work, which is the single most common reason an Indian final bill takes longer to agree than the job took to build.

入力The bill and its measurements出力A record signed by both sides
5

Start the clock the contract sets and watch it

支払クロック

Record the submission date and the period the contract allows for certification and for payment, and let the module show what is running and what is late.

理由: Interest on delayed payment, where the contract provides for it, runs from a date that has to be proved. Tracking the date on every bill turns a claim you would rather not make into one you could make, which is usually enough for the conversation to go differently.

入力The date the bill was submitted出力When the payment falls dueWhat has gone past its date
モジュール

このプレイブックのモジュール

プラットフォーム 190 モジュール中 5

The market this case is written for

インド

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • CPWD DSR
  • IS 456
  • RERA

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

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