A JD Edwards EnterpriseOne Homebuilder Management Reports

This appendix contains the following topics:

A.1 JD Edwards EnterpriseOne Homebuilder Management Reports: A to Z

This table lists the JD Edwards EnterpriseOne Homebuilder Management reports, sorted alphanumerically by report ID:

Report ID and Report Name Description Navigation
R44H1001

Community Master Report

 Prints a list of community master records and provides an audit of community master setup. Foundation Management (G44H21), Community Master Report
R44H2001

Lot Inventory Listing

 Prints a list of the lots that are available in a community or phase. This report includes lot address, plan, elevation, cost code template, lot status, and commit start date information. Foundation Management (G44H21), Lot Inventory Listing
R44H2002

Lot Status

 Prints a list of the status of lots, the dates for the start of construction and commitments, and the estimated or actual completion date of a lot in a community or phase. This report shows the availability of a lot and the construction progress of a lot and house.

This report differs from the Lot Inventory Listing report (R44H2001) because it focuses primarily on the construction and sales status of each of the lots.

 Foundation Management (G44H21), Lot Status
R44H3001

Plan Master Report

 Prints a list of plan setup and availability by area, phase, and community. This report includes descriptions, square footage, and pricing information for plans that are available in a given community or phase. Foundation Management (G44H21), Plan Master Report
R44H4002

Option Master Listing

 Prints a list of the options that are available within a community or phase. This report includes the option numbers, descriptions, key category codes, and option package and component information, as well as option pricing with the price effective and expiration dates. Foundation Management (G44H21), Option Master Listing
R44H4003

Option Package Listing

 Prints a list of the option packages and the components of the packages within a community or phase. This report includes package pricing and price effective and expiration dates. Foundation Management (G44H21), Option Package Listing
R44H5000

Weekly Sales Report

 Prints sales information by lot. This report includes key sales and construction dates and revenue, financing, and contingent sale information.

Specify the versions to use for the Weekly Sales Report (R44H5001) and the Weekly Sales Audit Report (R44H5002) in the processing options.

 Sales and Escrow (G44H22), Weekly Sales Report
R44H5003

Backlog Report

 Prints a projection of revenue and cash flow for a specified date range. This report shows the construction status, buyer name, base price, lot premium, option revenue, incentives, and total sales price for each lot. Sales and Escrow (G44H22), Backlog Report
R44H5004

Projected Closings Report

 Prints a list of the lots that are projected to close escrow, based on a specified date range. Sales and Escrow (G44H22), Projected Closing Report
R44H5005

Cancellation/Transfer Report

 Prints a list of sales and transfers for an area or community for a specified date range. The report prints associated text and notes, based on a processing option setting. Sales and Escrow (G44H22), Cancellations/Transfers Report
R44H5006

Detail Sales Status (Mylar)

 Prints sales and contingency attachments. Sales and Escrow (G44H22), Detail Sales Status (Mylar)
R44H6001

Bid Contract Price Variance

 Prints a list that shows discrepancies between the bid and the contract amounts by cost code. Use the processing options to specify the tolerance amount, tolerance percentage, and the bid document type. Before Start Bidding and Costing (G44H23), Bid Contract Price Variance
R44H6002

Bid Form/Contract Confirmation

 Prints a confirmation for bid pricing. You can also request a price format, which allows suppliers to make changes to existing bids. Before Start Bidding and Costing (G44H23), Bid Form/Contract Confirmation
R44H6003

Base House Cost by Plan

 Prints a report that shows base plan costs on a cost code level for selected plans and elevations in a specific community or phase. This report compares the cost of the base house for each plan or elevation. Before Start Bidding and Costing (G44H23), Base House Cost by Plan
R44H6004

Option Cost Analysis

 Prints a list of option cost and pricing information. This report shows the current, previous, and suggested price for an option, as well as the desired and actual gross profit. Before Start Bidding and Costing (G44H23), Option Cost Analysis
R44H6006

Option Cost Analysis by Option

 Prints a report that shows all communities that offer a particular option. Before Start Bidding and Costing (G44H23), Option Cost Analysis by Option
R44H6007

Bid Supplier Comparison

 Prints a report that compares bids from multiple suppliers, based on a specified community, plan, elevation, and trade. Before Start Bidding and Costing (G44H23), Bid Supplier Comparison
R44H6008

Purchase Order Print

 Prints purchase orders that are specific to the JD Edwards EnterpriseOne Homebuilder Management system. The purchase orders include item number, item description, cost code, option number, and unit price. Before Start Bidding and Costing (G44H23), Purchase Order Print
R44H6009

List by Supplier

 Prints a report to use to verify item pricing and update the price status in the Material Item Pricing table (F44H603). You can also request a price format. Before Start Bidding and Costing (G44H23), List by Supplier
R44H7003

Configuration List

 Prints a list of all options that the buyer selected for a lot. Print this report at the lot level and use processing options to specify whether pricing information appears on the report. Sales and Escrow (G44H22), Configuration List

A.2 JD Edwards EnterpriseOne Homebuilder Management Reports: Selected Reports

This section includes processing options for the reports listed in the summary table. The processing options are listed alphanumerically by report ID.

A.2.1 R44H1001 – Processing Options for the Community Master Report

Processing options enable you to specify the default processing for programs and reports.

A.2.1.1 Print

Print Phase Records

Specify whether to print all phase records in a community or only the records in phase 000. Values are:

Blank: Print phase 000 only. (default)

1: Print all phases.

A.2.2 R44H5000 – Processing Options for the Weekly Sales Report

The menu selection for Weekly Sales Report accesses R44H5000. In the R44H5000 processing options, you designate which versions of the Weekly Sales Report (R44H5001) and the Weekly Sales Audit Report (R44H5002) to run. The following processing options apply to both the Weekly Sales Report (R44H5001) and the Weekly Sales Audit Report (R44H5002).

A.2.2.1 Format

1. Summarize weekly sales report by:

Specify whether to print the Weekly Sales Report (R44H5001) and Weekly Sales Audit Report (R44H5002) at the community or phase level. Values are:

C: Community level. The reports include both area and community totals.

P: Phase level.

2. Report Title:

Specify a user-defined title for the reports.

3. Report Date Title Format:

Specify the format for the report titles. Values are:

A: As of.

P: Period.

S: For the Period Ending.

W: For the Week Ending.

4. Report As of Date:

Specify the as of date to use in the report header. This value is not used for data selection.

A.2.2.2 Selection

1. Period 1 From Date: and 2. Period 1 Through Date:

Specify the starting and ending dates for period 1.

3. Period 1 Description:

Specify the description for period 1. For example, This Week, This Month, First Quarter, or This Year.

4. Enter a 1 to Print Period 1 Audit Report

Specify whether to print an audit report. An audit report prints each lot that is included in each total. Values are:

Blank: Do not print.

1: Print.

5. Period 2 From Date: and 6. Period 2 Through Date:

Specify the starting and ending dates for period 2.

7. Period 2 Description:

Specify the description for period 2, for example, This Week, This Month, First Quarter, or This Year.

8. Enter a 1 to Print Period 2 Audit Report

Specify whether to print an audit report for period 2. An audit report prints each lot that is included in each total. Values are:

Blank: Do not print.

1: Print.

9. Period 3 From Date: and 10. Period 3 Through Date:

Specify the starting and ending dates for period 3.

11. Period 3 Description

Specify the description for period 3. For example, This Week, This Month, First Quarter, or This Year.

12. Enter a 1 to Print Period 3 Audit Report

Specify whether to print an audit report for period 3. An audit report prints each lot that is included in each total. Values are:

Blank: Do not print.

1: Print.

13. Period 4 From Date: and 14. Period 4 Through Date:

Specify the starting and ending dates for period 4.

15. Period 4 Description:

Specify the description for period 4. For example, This Week, This Month, First Quarter, or This Year.

16. Enter a 1 to Print Period 4 Audit Report

Specify whether to print an audit report for period 4. An audit report prints each lot that is included in each total. Values are:

Blank: Do not print.

1: Print.

A.2.2.3 Sales Date

Enter 1in one of the following processing options to specify that date is used for sales statistics calculations on the reports.

1. Use Sales Date

Specify whether to use the value entered in the Sales Date field on the House Revisions form.

2. Use Sale Reported Date

Specify whether to use the value entered in the Sales Reported field on the House Revisions form.

3. Use Sale Ratified Date

Specify whether to use the value entered in the Sales Ratified field on the House Revisions form.

A.2.2.4 Revenue

In the following processing options, enter 1 to use this value for sales statistics and revenue calculations on these reports.

1. Base House Price:

Specify whether to use the value entered in the Base House Price field on the House Revisions form.

2. Lot Premium:

Specify whether to use the value entered in the Lot Premium field on the House Revisions form.

3. Amount Upgrade:

Specify whether to use the value entered in the Upgrade Amount field on the House Revisions form.

4. Amount Incentive 1:, 5. Amount Incentive 2:, and 6. Amount Incentive 3:

Specify whether to use the values entered in the Incentive 1,Incentive 2,and Incentive 3 fields on the House Revisions form.

7. Option Revenue 1: through 15. Option Revenue 9:

Specify whether to use the values in the Option Revenue Category 1 through Option Revenue Category 9fields entered on the House Revisions form. The Option Revenue Categories are controlled by the Homebuilder accounting instructions.

16. Option Incentive:

Specify whether to use the value in the Option Incentive field entered on the House Revisions form.

A.2.2.5 Versions

1. Weekly Sales Report (R44H5001) Version and 2. Weekly Sales Audit Report (R44H5002) Version

Specify the version to use for each of the reports. If you leave this processing option blank, the system uses default version XJDE0001.

A.2.3 R44H5003 – Processing Options for the Backlog Report

Processing options enable you to specify the default processing for programs and reports.

A.2.3.1 Process

1. Report on Closings with Projected Close Date from:and2. Report on Closings with Projected Close Date through:

Specify the starting and ending dates for all sales expected to close with a projected close date.

A.2.4 R44H5004 – Processing Options for the Projected Closings Report

Processing options enable you to specify the default processing for programs and reports.

A.2.4.1 Process

1. Report on Closings with Projected Close Date from: and 2. Report on Closings with Projected Close Date through:

Specify the starting and ending dates for all sales expected to close with a projected close date.

A.2.5 R44H5005 – Processing Options for the Cancellations/Transfers Report

Processing options enable you to specify the default processing for programs and reports.

A.2.5.1 Dates

1. From Date for this report. Using the "Cancel or Transfer" buyer date and2. Through Date for this report. Using the "Cancel or Transfer" buyer date

Specify the starting and ending dates for all sales expected to close with a projected close date.

A.2.5.2 Print

1. Print text fields on the form from the cancellation or transfer event

Specify whether to print associated text about the cancellation or transfer event. Values are:

Blank: Do not print.

1: Print.

2. Print Attachment Notes from the cancellation or transfer event

Specify whether to print attachment notes regarding the cancellation or transfer. Attachment notes can include up to three contingency notes and three transfer notes. Values are:

Blank: Do not print.

1: Print.

A.2.6 R44H5006 – Processing Options for Detail Sales Status (Mylar)

Processing options enable you to specify the default processing for programs and reports.

A.2.6.1 Print

1. Print Sales Attachment

Specify whether to print the sales attachment. If you print the sales attachment, the report prints only two lots per page. Values are:

Blank: Do not print.

1: Print.

2. Print Contingency Attachment

Specify whether to print the contingency attachment. If you print the contingency attachment, the report prints only two lots per page. Values are:

Blank: Do not print.

1: Print.

A.2.7 R44H6001 – Processing Options for the Bid Contract Price Variance Report

Processing options enable you to specify the default processing for programs and reports.

A.2.7.1 Processing

1. Enter the tolerance amount.

Specify the tolerance amount.

The system calculates the bid contract price variance between the JD Edwards EnterpriseOne Procurement and JD Edwards EnterpriseOne Homebuilder Management systems. The system compares this variance to the tolerance amount that you enter in this processing option. If the variance is greater than or equal to the tolerance amount, the report includes the bid contract price.

2. Enter the tolerance percentage.

Specify the tolerance percentage. For example, enter 0.15 for 15 percent.

3. Enter a '1' to select only positive variances, a '2' for only negative variances or leave blank for both.

Specify whether to select positive or negative variances or both. Values are:

Blank: Positive and negative variances.

1: Positive variances only.

2: Negative variances only.

4. Enter the bid document type to be used.

Enter a code from UDC 00/DT that specifies the bid document type. Leave this processing option blank to select all document types.

5. Specify the report code (1 through 4) to be used as the variance reason code.

Specify the UDC table to use for the variance reason code. Values are:

1: UDC 41/P1

2: UDC 41/P2

3: UDC 41/P3

4: UDC 41/P4

A.2.8 R44H6002 – Processing Options for the Bid Form/Contract Confirmation Report

Processing options enable you to specify the default processing for programs and reports.

A.2.8.1 Processing

1. Enter a '1' to run the report in Request For Price format. Otherwise, the report will execute in Detail format.

Specify the format in which to run the report. Values are:

Blank: Detail format.

1: Request for Price format.

If you enter 1, the Dates, Subcontractor (Supplier), Contract Total, and Signature Line fields on the report will be left blank.

2. Enter a '1' to print the signature lines.

Specify whether the system prints signature lines at the bottom of each contract. Values are:

Blank: Do not print.

1: Print.

To print signature lines, the Request for Price Format processing option must also be set to 1.

3. Enter a '1' to print the most recent bid.

Specify which bids to print. Values are:

Blank: Print all bids.

1: Print only the most recent bid.

4. Enter a '1' to print Community descriptions.

Specify the type of community information to print at the top of each contract. Values are:

Blank: Print the community number.

1: Print the community description.

A.2.9 R44H6003 – Processing Options for the Base House Cost by Plan Report

When you run the report, you can use processing options to include taxes in the cost amount, suppress accounts that include no cost, and summarize cost amounts by cost code.

A.2.9.1 Print

1. Print Cost Per Square Foot

Specify whether to print the cost per square foot. Values are:

Blank: Do not print.

1: Print.

2. Detail or Summarized

Specify how the system prints cost amounts. Values are:

Blank: Print detailed cost amounts for every cost code or cost type that is processed.

1: Print a summarized cost amount for all cost types with the same cost code.

3. Suppress Zero Cost Accounts

Specify whether the system prints accounts that have no base house costs. Values are:

Blank: Print accounts.

1: Do not print accounts.

A.2.9.2 Process

1. As of Date

Specify the effective date. If you leave this processing option blank, the system uses today's date.

2. Contract Type

Specify which contract to use when calculating the base cost of a house. Values are:

Blank: Bid contracts and takeoffs.

1: Bid contracts only.

2: Takeoffs only.

3. Budget Only Bids

Specify whether to include Budget Only bids on the report. Values are:

Blank: Do not include.

1: Include.

4. Discount Type Allowed

Specify which type of discount to use when calculating the cost for takeoffs. Values are:

Blank: Do not use discounts.

1: Model discount.

2: Standard discount.


Note:

For a model discount to be calculated, the lot must be marked as a model and the model pricing fields must be set on the record. For a standard discount, the record must be set up.

5. Swing

Specify a code from UDC 44H2/SW that determines the swing of the house. Values are:

Blank: Standard.

1: Reversed.

6. Tax Commitments

Specify whether the system includes the tax commitment in the cost amount. If the tax commitment is included, the system calculates the per square foot amount using the cost and the tax commitment. Values are:

Blank: Do not include.

1: Include.

A.2.10 R44H6004 – Processing Options for the Option Cost Analysis by Community Report

Processing options enable you to specify the default processing for programs and reports.

A.2.10.1 Defaults

1. Swing

Specify a code from UDC 44H2/SW that determines the swing of the house. Values are:

Blank: Standard.

1: Reversed.

2. Bid Effective Date

Specify the effective date for a bid to use to compare suppliers.

3. Rounding

Specify the rounding preference for the calculated suggested sales price. Values are:

Blank: Do not round. For example, use the original value of 1236.56 USD.

1: Round to the nearest whole number. For example, round 1236.56 USD to 1237.00 USD.

2: Round to the nearest tenth. For example, round 1236.56 USD to 1240.00 USD.

4. Update Mode

Specify whether to run the report in proof or final mode. Values are:

Blank: Proof mode.

1: Final mode. This mode updates the previous price from the current price and the current price to the suggested price.

5. Updated Sales Price Effective Date

Specify the updated sales price effective date. This date is used in option selection to determine if the current sales price is used or the previous sales price is used.

A.2.10.2 Print

1. Current Sales Price,2. Extended Price,3. Gross Profit Percentage,4. Suggested Price,5. Variance (Current - Suggested Price),6. Previous Sales Price, and 7. Variance (Current - Previous Price)

Specify whether to print the associated field on the report. Values are:

Blank: Print.

1: Do not print.

8. Detail Report

Specify whether to print a detail or summary report. Values are:

Blank: Print the summary report (default).

1: Print the detail report.

A.2.10.3 Process

1. Contract Type

Specify the contract type to print. Values are:

Blank: Print both bid contracts and takeoffs (default).

1: Print bid contracts only.

2: Print takeoff only.

2. Discount Type

Specify which type of discount to use when calculating the cost for takeoffs. Values are:

1: Model discount.

2: Standard discount.

3: No discounts (default).


Note:

For a model discount to be calculated, the lot must be marked as a model and the model pricing fields must be set on the record. For a standard discount, the record must be set up.

A.2.11 R44H6006 – Processing Options for the Option Cost Analysis by Option Report

Processing options enable you to specify the default processing for programs and reports.

A.2.11.1 Defaults

1. Swing

Specify a code from UDC 44H2/SW that determines the swing of the house. Values are:

Blank: Standard.

1: Reversed.

2. Bid Effective Date

Specify the effective date for a bid to use to compare suppliers.

3. Rounding

Specify the rounding preference for the calculated suggested sales price. Values are:

Blank: Do not round. For example, use the original value of 1236.56 USD.

1: Round to the nearest whole number. For example, round 1236.56 USD to 1237.00 USD.

2: Round to the nearest tenth. For example, round 1236.56 USD to 1240.00 USD.

A.2.11.2 Print

1. Current Sales Price,2. Extended Price,3. Gross Profit Percentage,4. Suggested Price,5. Variance (Current - Suggested Price),6. Previous Sales Price, and 7. Variance (Current - Previous Price)

Specify whether to print the associated field on the report. Values are:

Blank: Print.

1: Do not print.

A.2.11.3 Process

1. Contract Type

Specify the contract type to print. Values are:

Blank: Print both bid contracts and takeoffs (default).

1: Print bid contracts only.

2: Print takeoff only.

2. Discount Type

Specify the type of discount to be taken on takeoff-related commitments. Values are:

1: Model discount.

2: Standard discount.

3: No discounts (default).


Note:

In addition to this processing option, for a model discount to be calculated the lot must be marked as a model and the model pricing fields must be set on the record. Standard discounts require the processing option and the record to be set up.

A.2.12 R44H6007 – Processing Options for the Bid Supplier Comparison Report

Processing options enable you to specify the default processing for programs and reports.

A.2.12.1 Selection

1. Supplier 1 through 5. Supplier 5

Specify the supplier that you want to include on the report.

6. Community

Specify the community to use to compare suppliers.

7. Phase

Specify the phase to use to compare suppliers.

8. Plan Number

Specify the plan to use to compare suppliers.

9. Elevation

Specify the elevation to use to compare suppliers.

10. As Of Date

Specify the as of date to use to compare suppliers.

A.2.12.2 Process

1. Include Cost Per Square Foot Calculation

Specify whether to include a calculation of the cost per square foot on the report. Values are:

Blank: Do not include.

1: Include.

A.2.13 R44H6008 – Processing Options for the Purchase Order Print Report

Processing options enable you to specify the default processing for programs and reports.

A.2.13.1 Status Codes

In the following processing options, you must enter codes that have been set up on the Order Activity Rules form for the order type and line type that you are using.

1. Next Status Code From (Optional)

Specify a code from UDC 40/AT that determines the start of the status code range that you want the system to update

2. Next Status Code Through (Required)

Specify a code from UDC 40/AT that determines the end of the status code range that you want the system to update.

3. Next Status Code Override (Optional)

Specify a code from UDC 40/AT that determines the next status code that you want the system to update. The override status is another allowed step in updating status codes.

4. Update Status

Specify whether the system updates the status of an order. Values are:

Blank: Do not update.

1:Update.

A.2.14 R44H6009 – Processing Options for the List by Supplier Report

Processing options enable you to specify the default processing for programs and reports.

A.2.14.1 Process

1. Report Format

Specify the processing format for the report. Values are:

Blank: Detail. Includes only current records and does not update the price status.

1: Request for Proposal. Does not include signature lines.

2: Request for Proposal. Includes signature lines.

3: Detail. Includes only current records and updates the price status.

4: Detail. Includes all records and does not update the price status.

5: Detail. Includes all records and updates the price status.

2. Effective date for Price Status Update

Specify the effective date to use to update the price status. If you leave this processing option blank, the system uses the current date.

If you enter 3 or 5in the Report Format processing option, the system compares the effective and expiration dates to the date that you enter in this processing option and updates the price status to one of these values:

H: Historical.

C: Current.

F: Future.

A.2.15 R44H7003 – Processing Options for the Configuration List Report

This report is also referred to as the garage sticker or window sticker. This report lists all of the options that the buyer chose for a lot. You can include this report in the lot start package that you provide to all subcontractors who are assigned to the lot.

A.2.15.1 Defaults

1. Option Price

Specify the price of the option.

2. Text Attachments

Specify whether to print text attachments. Values are:

Blank: Do not print (default).

1: Print.

3. Option Description

Specify which option description lines to print. Values are:

Blank: Print only the first description line (default).

1: Print all three description lines.