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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Homebuilder Management
1.1
JD Edwards EnterpriseOne Homebuilder Management Overview
1.2
JD Edwards EnterpriseOne Homebuilder Management Business Processes
1.3
JD Edwards EnterpriseOne Homebuilder Management Integration
1.3.1
JD Edwards EnterpriseOne General Accounting
1.3.2
JD Edwards EnterpriseOne Accounts Payable
1.3.3
JD Edwards EnterpriseOne Procurement Management
1.3.4
JD Edwards EnterpriseOne Job Cost
1.3.5
JD Edwards EnterpriseOne Service Management
1.4
JD Edwards EnterpriseOne Homebuilder Management Implementation
1.4.1
Global Implementation Steps
1.4.2
Implementation Steps
1.5
Business Interface Integration Objects
2
Converting Homebuilder Management in JD Edwards World to JD Edwards EnterpriseOne
2.1
Understanding Homebuilder Management Conversion
2.2
Prerequisites
2.3
Setting Up Homebuilder Management User-Defined Codes in JD Edwards EnterpriseOne
2.3.1
World UDC Tables
2.3.2
JD Edwards EnterpriseOne UDC Tables
2.4
Converting JD Edwards World Homebuilder Management Data
2.4.1
Understanding the Conversion Programs
2.4.1.1
JD Edwards World Files That Are Converted to JD Edwards EnterpriseOne Tables
2.4.1.2
JD Edwards EnterpriseOne Tables That Require Manual Setup
2.4.1.3
World Files That Are Not Converted
2.4.2
Prerequisite
2.5
Describing Technical Considerations for Conversion Programs
2.5.1
Lot Master Conversion
2.5.2
Sales Master Conversion
2.5.3
Item Pricing Pre-Conversion Review
3
Setting Up JD Edwards EnterpriseOne Homebuilder Management
3.1
Understanding User-Defined Codes
3.1.1
Homebuilder Sales
3.1.2
Homebuilder Purchasing
3.1.3
Homebuilder Construction
3.1.4
Extended Data Levels
3.2
Understanding Next Numbers
3.3
Setting Up Constants and Commitment Document Types
3.3.1
Understanding Constants
3.3.2
Understanding Commitment Document Types
3.3.3
Prerequisites
3.3.4
Forms Used to Set Up Constants and Commitment Document Types
3.3.5
Setting Up Constants
3.3.6
Setting Up Commitment Document Types
3.4
Setting Up Activity Rules
3.4.1
Understanding Activity Rules
3.4.2
Prerequisites
3.4.3
Forms Used to Set Up Activity Rules
3.4.4
Setting Processing Options for Homebuilder Activity Rules (P44H002)
3.4.4.1
Defaults
3.4.5
Setting Up Activity Rules
3.5
Setting Up Extended Data
3.5.1
Understanding Extended Data
3.5.2
Forms Used to Set Up Extended Data
3.5.3
Setting Processing Options for Extended Data (P44H092)
3.5.3.1
Defaults
3.5.4
Setting Up Extended Data Templates
3.5.5
Setting Up Column Headings for Extended Data
3.6
Setting Up Closing Worksheets
3.6.1
Understanding Closing Worksheets
3.6.2
Prerequisites
3.6.3
Forms Used to Set Up Closing Worksheets
3.6.4
Setting Up AAIs for Closing Worksheet Templates
3.6.5
Mapping Data to Closing Worksheet Templates
3.6.6
Mapping Extended Data to Closing Worksheet Templates
3.7
Interacting with the JD Edwards EnterpriseOne Job Cost System
3.8
Interacting with the JD Edwards EnterpriseOne Service Management System
3.8.1
Understanding JD Edwards EnterpriseOne Service Management Integration
3.8.2
Setting Up Extended Data to Interface with JD Edwards EnterpriseOne Service Management
4
Setting Up and Managing Homebuilder Management Foundation Information
4.1
Understanding Homebuilder Foundation Information
4.1.1
Understanding Tracking the HA Ledger for Communities and Lots
4.2
Understanding Wildcards
4.2.1
Fields and Records in Which Wildcards Are Allowed
4.2.2
Examples of Option Master Records with Wildcards
4.3
Prerequisites
4.4
Setting Up Areas
4.4.1
Understanding Areas
4.4.2
Forms Used to Set Up Areas
4.5
Setting Up Communities (Release 9.1 Update)
4.5.1
Understanding Communities
4.5.2
Prerequisites
4.5.3
Forms Used to Set Up Communities
4.5.4
Setting Processing Options for Community Master (P44H101)
4.5.4.1
Defaults
4.5.4.2
Versions
4.5.5
Set Up Communities
4.5.5.1
General
4.5.5.2
Tax Info
4.5.5.3
Cat Codes
4.5.5.4
Dates
4.5.5.5
Addresses
4.5.5.6
Attachments
4.6
Setting Up Phases
4.6.1
Understanding Phases
4.6.2
Prerequisite
4.6.3
Forms Used to Set Up Phases
4.6.4
Setting Up Phases
4.7
Setting Up Lots
4.7.1
Understanding Lot Setup
4.7.2
Prerequisite
4.7.3
Forms Used to Set Up Lots
4.7.4
Setting Processing Options for Lot Master (P44H201)
4.7.4.1
Defaults
4.7.4.2
Versions
4.7.5
Setting Up Lots (Release 9.1 Update)
4.7.5.1
Lot Master
4.7.5.2
Construction
4.7.5.3
House Schemes
4.7.5.4
Additional Information
4.7.5.5
Category Codes
4.7.6
Assigning Multiple Lots to a Community
4.7.7
Releasing Lots for Sale
4.8
Setting Up Cost Code Templates
4.8.1
Conversion from JD Edwards World Homebuilder Management
4.8.2
Forms Used to Set Up Cost Code Templates
4.9
Setting Up Plans for Communities
4.9.1
Understanding Plans for Communities
4.9.1.1
Copying Plans
4.9.2
Prerequisites
4.9.3
Forms Used to Set Up Plans for Communities
4.9.4
Setting Processing Options for Plan Master (P44H301)
4.9.4.1
Versions
4.9.5
Assigning Plans to Communities
4.9.6
Revising Plans
4.9.6.1
Plan Info
4.10
Setting Up Options
4.10.1
Understanding Options
4.10.1.1
Option Type Setup
4.10.2
Prerequisites
4.10.3
Forms Used to Set Up Options
4.10.4
Setting Processing Options for Option Master Maintenance (P44H401)
4.10.4.1
Defaults
4.10.4.2
Versions
4.10.5
Reviewing Options
4.10.6
Setting Up Options
4.10.6.1
General
4.10.7
Setting Up Option Packages
4.10.8
Updating Option Cost Detail
4.10.9
Copying Options by Community
4.10.9.1
Copy From and Copy To
4.10.9.2
Dates
4.10.9.3
Include
4.11
Analyzing Profitability with the Community Pro Forma Program
4.11.1
Understanding the Community Pro Forma Program (P44H102)
4.11.1.1
Field Calculations
4.11.2
Prerequisites
4.11.3
Forms Used to Analyze Profitability with the Community Pro Forma Program
4.11.4
Setting Up Community Pro Forma Information
4.11.4.1
Per Lot Amounts
4.11.4.2
Lot Override Percentages
4.11.4.3
ProForma Totals
4.11.4.4
Detail Area
5
Entering Bid Contracts and Takeoffs
5.1
Understanding JD Edwards EnterpriseOne Homebuilder Management Procurement Programs
5.2
Understanding Bid Contracts and Takeoffs
5.2.1
Bid and Takeoff Entry
5.3
Understanding Alternate Tax Rate/Area Assignments for Bid Contracts and Takeoffs (Release 9.1 Update)
5.4
Prerequisites
5.5
Entering Bid Contracts
5.5.1
Understanding Bid Contracts
5.5.2
Prerequisite
5.5.3
Forms Used to Enter Bid Contracts
5.5.4
Setting Processing Options for Enter Bids (P44H601)
5.5.4.1
Defaults
5.5.4.2
Versions
5.5.4.3
Process
5.5.5
Entering Bid Header Information
5.5.6
Entering Bid Detail Information
5.6
Copying Bid Contract Information
5.6.1
Understanding Bid Copying
5.6.2
Running the Bid Copy Report
5.6.3
Setting Processing Options for Bid Copy (R44H601C)
5.6.3.1
Copy To
5.6.3.2
Update
5.7
Entering Items and Item Prices for Takeoffs
5.7.1
Understanding Items and Item Prices for Takeoffs
5.7.2
Forms Used to Enter Items and Item Prices for Takeoffs
5.7.3
Setting Processing Options for Material Item Maintenance (P44H600)
5.7.3.1
Defaults
5.7.3.2
Process
5.7.4
Entering Multiple Items
5.7.5
Entering a Single Item
5.7.6
Setting Processing Options for Material Item Pricing (P44H603)
5.7.6.1
Defaults
5.7.6.2
Versions
5.7.7
Adding Item Price Information for Multiple Items
5.7.7.1
Line Defaults
5.7.8
Adding Item Price Information for a Single Item
5.8
Copying Item Price Information for Takeoffs
5.8.1
Understanding Item Price Copying
5.8.2
Running the Item Price Copy Program
5.8.3
Setting Processing Options for Item Price Copy (R44H603C)
5.8.3.1
"Copy To" Values
5.8.3.2
Updates
5.9
Entering Takeoffs
5.9.1
Understanding Takeoffs
5.9.2
Understanding the Takeoff Summary Feature
5.9.3
Prerequisite
5.9.4
Forms Used to Enter Takeoffs
5.9.5
Setting Processing Options for Takeoff Master Maintenance (P44H602)
5.9.5.1
Defaults
5.9.5.2
Versions
5.9.6
Entering Takeoff Information
5.9.7
Revising Item Quantities in Takeoffs
5.9.8
Reviewing Takeoff History
5.9.9
Setting Processing Options for Takeoff Summary (P44H602S)
5.9.9.1
Defaults
5.9.9.2
Versions
5.10
Assigning Suppliers to Areas
5.10.1
Understanding Supplier Assignment to Areas
5.10.2
Forms Used to Assign Suppliers to Areas
5.10.3
Setting Processing Options for Supplier Assignment (P44H604)
5.10.3.1
Defaults
5.10.3.2
Versions
5.10.4
Assigning Suppliers to Areas
5.11
Running the Simulated Takeoff Detail List Report
5.11.1
Understanding the Simulated Takeoff Detail List (R44H6005)
5.11.2
Running the Simulated Takeoff Detail List
5.11.3
Setting Processing Options for Simulated Takeoff Detail List (R44H6005)
5.11.3.1
Defaults
5.11.3.2
Print
6
Processing the Sale of a House
6.1
Understanding the Sales Process
6.2
Prerequisites
6.3
Working with the Sales Workbench
6.3.1
Understanding the Sales Workbench Program (P44H500)
6.3.2
Form Used to Work with the Sales Workbench
6.3.3
Setting Processing Options for Sales Workbench (P44H500)
6.3.3.1
Defaults
6.3.3.2
Search Types
6.3.3.3
New Sale
6.3.3.4
Transfer Buyer
6.3.3.5
Activity Rules
6.3.3.6
Warranty Management
6.3.3.7
Versions
6.3.4
Reviewing Sales Information
6.3.4.1
Date Ranges
6.4
Configuring Lot Information
6.4.1
Understanding Lot Configuration
6.4.2
Forms Used to Configure Lot Information
6.4.3
Adding Buyer Information to Lots
6.4.4
Selecting Contracts
6.4.5
Selecting Plan and Elevation for Lots
6.4.6
Setting Processing Options for Select Options (P44H501)
6.4.6.1
Defaults
6.4.7
Selecting Options
6.5
Managing Sales
6.5.1
Understanding Sales Information
6.5.1.1
Sales Activity Rules
6.5.2
Understanding Sales Cancellations
6.5.3
Forms Used to Manage Sales
6.5.4
Entering Sales Information
6.5.4.1
Sales Data
6.5.4.2
Address Book
6.5.4.3
Revenue
6.5.4.4
Financing
6.5.4.5
Contingent Sale
6.5.4.6
Sales Attachments
6.5.5
Canceling Sales
6.6
Transferring a Sale
6.6.1
Understanding Sales Transfers
6.6.2
Form Used to Transfer a Sale
6.6.3
Transferring Sales
6.6.3.1
Transfer
6.7
Adding Extended Data to Sales Records
6.7.1
Understanding Extended Data in Sales Records
6.7.2
Prerequisite
6.7.3
Forms Used to Add Extended Data to Sales Records
6.8
Closing Sales
6.8.1
Understanding Sales Closings
6.8.2
Prerequisites
6.8.3
Forms Used to Close Sales
6.8.4
Setting Processing Options for Closing Worksheet Entries (P44H591)
6.8.4.1
Defaults
6.8.4.2
Versions
6.8.5
Preparing Closing Worksheets in Proof Mode
6.8.6
Creating Sales Journals
6.9
Creating Service and Warranty Contracts
6.9.1
Understanding Service and Warranty Contracts
6.9.2
Prerequisites
6.9.3
Forms Used to Create a Service and Warranty Contract
7
Running the Lot Start Process
7.1
Understanding the Lot Start Process
7.2
Working with the Lot Workbench
7.2.1
Understanding the Lot Workbench Program (P44H200A)
7.2.2
Prerequisite
7.2.3
Form Used to Work with the Lot Workbench
7.2.4
Setting Processing Options for Lot Workbench (P44H200A)
7.2.4.1
Default
7.2.4.2
Versions
7.2.5
Reviewing Lot Information
7.3
Generating the Lot Start Workfile
7.3.1
Understanding the Lot Start Workfile Generation Program (R44H700)
7.3.2
Understanding the Data Selection Hierarchy
7.3.2.1
Supplier Assignment Hierarchy
7.3.2.2
Bid Hierarchy
7.3.2.3
Takeoff Hierarchy
7.3.3
Prerequisites
7.3.4
Running the Lot Start Workfile Generation Program
7.3.5
Setting Data Sequencing for the Lot Start Workfile Generation Program
7.3.6
Setting Processing Options for Lot Start Workfile Generation (R44H700)
7.3.6.1
Process
7.3.6.2
Account Creation
7.3.6.3
Versions
7.4
Managing Information in the Lot Start Workfile
7.4.1
Understanding Lot Start Workfile Management
7.4.1.1
Record Status in the Lot Start Workfile
7.4.2
Understanding Canceling and Deleting Records in the F44H711 Workfile
7.4.3
Understanding Supplier TBD Assignment
7.4.3.1
Alternate Tax Rate/Areas for Supplier TBD Assignments (Release 9.1 Update)
7.4.4
Prerequisite
7.4.5
Forms Used to Manage Information in the Lot Start Workfile
7.4.6
Setting Processing Options for Lot Start Workfile Review (P44H711)
7.4.6.1
Defaults
7.4.6.2
Versions
7.4.6.3
Budgets
7.4.7
Canceling Workfile Records
7.4.8
Deleting Workfile Records
7.4.9
Placing Workfile Records on Hold
7.4.10
Releasing Workfile Records on Hold
7.4.11
Revising Takeoff Quantities
7.4.12
Assigning Suppliers to TBD Records
8
Creating Lot Commitments Independent of the Lot Start Process
8.1
Understanding Commitments
8.2
Generating Homebuilder Commitments
8.2.1
Prerequisite
8.2.2
Run the Generate Homebuilder Commitments Program
8.2.3
Setting Processing Options for Generate Homebuilder Commitments (R44H7113)
8.2.3.1
Defaults
8.2.3.2
Versions
8.2.3.3
Budgets
8.3
Creating Lot Commitments from Extra Purchase Orders
8.3.1
Understanding Extra Purchase Orders
8.3.1.1
Alternate Tax Rate/Area Assignments in Extra Purchase Orders (Release 9.1 Update)
8.3.2
Forms Used to Create Lot Commitments from Extra Purchase Orders
8.3.3
Setting Processing Options for Extra Purchase Order Entry (P44H703)
8.3.3.1
Defaults
8.3.3.2
Process
8.3.3.3
Versions
8.3.4
Creating Lot Commitments in the F44H711 Workfile from Extra Purchase Orders
8.4
Creating Lot Commitments from External Purchase Orders
8.4.1
Understanding External Purchase Orders
8.4.2
Form Used to Create Lot Commitments from External Purchase Orders
8.4.3
Creating Lot Commitments in the F44H711 Workfile from External Purchase Orders
9
Creating Vouchers
9.1
Understanding Voucher Processing
9.2
Creating Vouchers for Commitments
9.2.1
Form Used to Create Vouchers for Commitments
9.2.2
Setting Processing Options for Voucher Workbench (P44H702)
9.2.2.1
Defaults
9.2.2.2
Versions
9.2.2.3
Process
9.2.2.4
Logs
9.2.3
Creating Vouchers for Commitment Records
9.3
Creating Vouchers for Bids and Takeoffs Before Invoice Receipt
9.3.1
Understanding Voucher Creation Before Invoice Receipt
9.3.2
Prerequisites
9.3.3
Running the Auto Voucher Program
9.3.4
Setting Processing Options for Auto Voucher (R44H702)
9.3.4.1
Defaults
9.3.4.2
Versions
9.3.4.3
Process
9.3.4.4
Logs
A
JD Edwards EnterpriseOne Homebuilder Management Reports
A.1
JD Edwards EnterpriseOne Homebuilder Management Reports: A to Z
A.2
JD Edwards EnterpriseOne Homebuilder Management Reports: Selected Reports
A.2.1
R44H1001 – Processing Options for the Community Master Report
A.2.1.1
Print
A.2.2
R44H5000 – Processing Options for the Weekly Sales Report
A.2.2.1
Format
A.2.2.2
Selection
A.2.2.3
Sales Date
A.2.2.4
Revenue
A.2.2.5
Versions
A.2.3
R44H5003 – Processing Options for the Backlog Report
A.2.3.1
Process
A.2.4
R44H5004 – Processing Options for the Projected Closings Report
A.2.4.1
Process
A.2.5
R44H5005 – Processing Options for the Cancellations/Transfers Report
A.2.5.1
Dates
A.2.5.2
Print
A.2.6
R44H5006 – Processing Options for Detail Sales Status (Mylar)
A.2.6.1
Print
A.2.7
R44H6001 – Processing Options for the Bid Contract Price Variance Report
A.2.7.1
Processing
A.2.8
R44H6002 – Processing Options for the Bid Form/Contract Confirmation Report
A.2.8.1
Processing
A.2.9
R44H6003 – Processing Options for the Base House Cost by Plan Report
A.2.9.1
Print
A.2.9.2
Process
A.2.10
R44H6004 – Processing Options for the Option Cost Analysis by Community Report
A.2.10.1
Defaults
A.2.10.2
Print
A.2.10.3
Process
A.2.11
R44H6006 – Processing Options for the Option Cost Analysis by Option Report
A.2.11.1
Defaults
A.2.11.2
Print
A.2.11.3
Process
A.2.12
R44H6007 – Processing Options for the Bid Supplier Comparison Report
A.2.12.1
Selection
A.2.12.2
Process
A.2.13
R44H6008 – Processing Options for the Purchase Order Print Report
A.2.13.1
Status Codes
A.2.14
R44H6009 – Processing Options for the List by Supplier Report
A.2.14.1
Process
A.2.15
R44H7003 – Processing Options for the Configuration List Report
A.2.15.1
Defaults
B
JD Edwards EnterpriseOne Homebuilder Management Tables
B.1
Tables Used With Homebuilder Management
Glossary
Index
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