62 Homebuilder Database Processing Options

This chapter contains these topics:

• Section 62.1, "Job Master Revisions (P510063),"

• Section 62.2, "Chart Type Setup (P51091),"

• Section 62.3, "Copy Selected Master Codes (P510921),"

• Section 62.4, "Copy Similar Job (P518042),"

• Section 62.5, "Account Master Sequences (P510141),"

• Section 62.6, "Original Budget Entry/Speed Entry (P510121),"

• Section 62.7, "Schedule Entry (P44508),"

• Section 62.8, "Plan Master (P4452),"

• Section 62.9, "Lot Master (P4453),"

• Section 62.10, "Lot Proceed Inquiry (P44503),"

• Section 62.11, "Option Master Inquiry (P446103),"

• Section 62.12, "Option Detail (P446104),"

• Section 62.13, "Copy Utility (P445096),"

• Section 62.14, "Global Option Master Update (P445094),"

• Section 62.15, "Job Name Search (P51200),"

• Section 62.16, "Job Revisions by Company (P51006),"

• Section 62.17, "Job Status Inquiry (P512000)."

62.1 Job Master Revisions (P510063)

Processing Option	Processing Options Requiring Further Description
DEFAULT PROCESSING:
1. Enter the default Business Unit Type. Leave blank (default) to display " " (blank) Business Unit Type.
2. Enter a '1' to default a posting edit code of 'N' to the Job G/L account when adding a new Job. Leave blank to default a blank (' ') posting edit code (this account is used for Job Percent Complete).	This processing option is for an account that has a job number, but no cost code or cost type (EG: 501.blank.blank). Once this account is created, the posting edit code can't be changed.
DW VERSION SELECTIONS:
3. Enter the Budget Setup (P510121) DREAM Writer version for the related function key exit. The default is version 'ZJDE0001'.
4. Enter the Job Status Inquiry (P512000) DREAM Writer version for the related function key exit. The default is version 'ZJDE0001'.
5. Enter the Job Master Revisions (P5108) DREAM Writer version for the related function key exit. The default is 'ZJDE0001'.
PAYROLL FIELD DISPLAY SELECTION:
6. Enter a '1' to suppress all payroll fields from appearing on the screen. Default of blank will display these fields.
EDIT OPTION:
7. Enter a '1' to issue a WARNING when a Job's Company is changed if the Job has accounts attached to it. Enter a '2' to issue an ERROR. Leave blank (default) for no edit.
REQUIRED FIELD OPTIONS:
8. Enter a '1' to require the entry of Job Category Code Information when adding a Job Master.

62.2 Chart Type Setup (P51091)

Processing Option	Processing Options Requiring Further Description
COST TYPE DISPLAY OPTION:
1. Enter 1 to 5 characters for the beginning of every Cost Type (6 digit Object). The remaining characters will be displayed on the screen. For example, if 1 character is entered, 5 are displayed; if 2 are entered, 4 are displayed, and so on. This eliminates duplication where the beginning characters are the same.
EDIT OPTION:
2. Enter a "1" to prevent changes to the Workers Compensation field.

62.3 Copy Selected Master Codes (P510921)

Processing Option	Processing Options Requiring Further Description
DISPLAY DEFAULT OPTION:
1. Enter 1 to 5 characters for the beginning of every Cost Type (6 digit Object). Remaining characters will be displayed on the screen. For example, if 1 character is entered, 5 are displayed; if 2 are entered, 4 are displayed, and so on. This eliminates duplication where the beginning characters are the same.
EDIT OPTIONS:
2. Enter a '1' to prevent changes to records copied from the Cost Code Master. Leave blank to allow changes before copying.
3. Enter a '1' to prevent changes to the Workers Compensation field.
FORMAT CONTROL:
4. Enter a '1' to move budget units and amounts to the main subfile line. Leave blank to display Category Codes on the main line and budgets in the fold.
UPDATE OPTIONS:
5. Enter the budget amount ledger type to update. Leave blank (default) to update Ledger Type "JA".
6. Enter the budget unit ledger type to update. Leave blank (default) to update Ledger Type "JU".
DW VERSION SELECTION:
7. Enter the Budget Entry (P510121) DREAM Writer version for the related function key. The default is version "ZJDE0001".

62.4 Copy Similar Job (P518042)

Processing Option	Processing Options Requiring Further Description
DW VERSION SELECTIONS:
1. Enter the Budget Entry (P510121) DREAM Writer version for the related function key. The default is version "ZJDE0001".
2. Enter the Job Search (P51200) DREAM Writer for the related function key. The default is version "ZJDE0001".
UPDATE OPTIONS:
3. Enter the budget amount ledger type to update. Leave blank (default) to update Ledger Type "JA".
4. Enter the budget unit ledger type to update. Leave blank (default) to update Ledger Type "JU".

62.5 Account Master Sequences (P510141)

Processing Option	Processing Options Requiring Further Description
DISPLAY DEFAULT OPTIONS:
1. Select the account sequence to display: "1" = Account Category Code 1 "2" = Account Category Code 2 "3" = Account Category Code 3 "A" = Alternate Cost Code Blank = Cost Code sequence
2. Enter the Cost Code range to display a. From Cost Code: b. Thru Cost Code:
3. Enter the Cost Type range to display: a. From Cost Type: b. Thru Cost Type:
FORMAT OPTION:
4. Enter a "1" to display detailed heading entry and selection. Leave blank for simple heading.
EDIT OPTION:
5. Enter a "1" to suppress the edit of G/L Category Codes against User Defined Codes.

62.6 Original Budget Entry/Speed Entry (P510121)

Processing Option	Processing Options Requiring Further Description
DISPLAY DEFAULT OPTIONS:
1. Enter 1 to 5 characters for the beginning of every Cost Type (6 digit Object). The remaining characters will be displayed on the screen. For example, if 1 character is entered, 5 are displayed; if 2 are entered, 4 are displayed, and so on. This eliminates duplication where the beginning characters are the same.
2. Enter the Cost Code range to display: a. From Cost Code: b. Thru Cost Code:
3. Enter the Cost Type range to display: a. From Cost Type: b. Thru Cost Type:
4. Enter the account sequence to display: "1" = Account Category Code 1 "2" = Account Category Code 2 "3" = Account Category Code 3 "A" = Alternate Cost Code Blank = Cost Code sequence
CHART TYPE EDIT OPTIONS:
5. Enter a "1" to validate all changes and additions against a specific Cost Code Master Chart Type. NOTE: This will validate the fields in the Cost Code Master based on Data Item names stored in the User Defined Codes, system '51'/code 'ED'.
6. Enter the Cost Code Master Chart Type to validate against. The default is the "blank" Chart Type. (Valid only when using Option 5.)
7. Enter the lowest Level of Detail to edit against the Cost Code Master. (Valid only when using Option 5.)
8. Enter the Cost Code range to check: (Valid only when using Option 5.) a. From Cost Code: b. Thru Cost Code:
9. Enter the Cost Type range to check: (Valid only when using Option 5.) a. From Cost Type: b. Thru Cost Type:
UNIT DISPLAY OPTION:
10. Enter a "1" to display units with decimals. Leave blank to display units with no decimals.
CATEGORY CODE EDIT OPTION:
11. Enter a "1" to suppress the edit of G/L Category Codes against the User Defined Codes.
FORMAT OPTIONS:
12. Enter a "1" to display the Speed Budget Setup format. Leave blank for the Original Budget Entry format.
13. Enter a "1" to display detailed heading entry and selection. Leave blank to display simple heading.
14. Enter a "1" to display the Budget Unit Rate format. Leave blank for the Budget Amount screen format.
15. Enter a "1" to prevent changes to the Workers Compensation field.
16. Enter a "1" to include inactive accounts on the screen. Leave blank to exclude inactive accounts.
BUDGET UPDATE SELECTION:
17. Select how to update the budget: "1" = Update current year only "2" = Update all years Blank = Update selected year and future years NOTE: This option is valid only when F0902 balance records exist.
FIELD PROTECTION OPTION:
18. Select field protection: "1" = To prevent Account Master fields from being changed. "2" = To prevent changes to the Cost Code & Cost Type only. Blank = To allow updates to all fields.
BUDGET LEDGER TYPE SELECTION:
19. Enter the budget amount ledger type to update. Leave blank (default) to update Ledger Type "JA".
20. Enter the budget unit ledger type to update. Leave blank (default) to update Ledger Type "JU".
AMOUNT DISPLAY OPTION:
21. Enter a "1" to display amounts with no decimals. Leave blank to display amounts with decimals.

62.7 Schedule Entry (P44508)

Processing Option	Processing Options Requiring Further Description
COST TYPE SELECTION:
1. Enter 1 to 3 characters for the beginning of every Cost Type. Remaining characters are displayed on the screen. (If you enter 1 character, 5 are displayed. If you enter 2 characters, 4 are displayed, etc.) This eliminates duplication where the beginning characters are the same. Note that Cost Type is the 6 character G/L Object Account.
DISPLAY SEQUENCE:
2. Enter one of the following to select job cost account sequence: "1" Account Code Category 1 "2" Account Code Category 2 "3" Account Code Category 3 "A" Alternate Cost Code Leave blank for Cost Code sequence.
COST CODE/TYPE DISPLAY & DEFAULT:
3. Enter Cost Code range: From Thru
4. Enter Cost Type range: From Thru
DISPLAY OPTIONS:
5. Enter a "1" to display speed format for date entry. Leave blank for default.
6. Enter the screen toggle sequence. All Dates Completion Dates Start Dates
7. Enter a '1' to disallow input to the hold code fields
8. Enter a '1' to disallow input to the actual completion to date.
9. Enter a '1' to disallow input to the actual start date field.
10. Enter a '1' to disallow input to all subfile fields.
LEVEL OF DETAIL:
11. Enter the override level of detail for processing. Leave blank to use data dictionary defaults.

62.8 Plan Master (P4452)

Processing Option	Processing Options Requiring Further Description
FORMAT SELECTION:
1. Enter a '1' to display the Lot Staging video format.

62.9 Lot Master (P4453)

Processing Option	Processing Options Requiring Further Description
FORMAT SELECTION:
1. Enter a '1' to display the Lot Staging video format.
2. Enter the starting sequence number for new lots. If left blank or under 400, 900 will be defaulted.

62.10 Lot Proceed Inquiry (P44503)

Processing Option	Processing Options Requiring Further Description
DOCUMENT TYPE SELECTION:
1. Enter the Model JE Document Type.
2. Enter a '1' to create non-existing account numbers.
3. Enter a '1' to create individual journal entry line number for each option with the subledger representing the option number.
AAI ACCOUNT NUMBER OVERRIDE:
3. Enter the Base price default account Object - Subsidiary -
4. Enter the Lot Pre price default account. Object - Subsidiary -
5. Enter the Design Center default account. Object - Subsidiary -
6. Enter the Incentive Price default account. Object - Subsidiary -
7. Enter the Sales Assoc Number default account. (The model JE must be created with a '1' in the subledger field to assign Sales Assoc Number 1 for Sales Assoc Number 2 and '3' for Assoc Number 3.) Sales Associate 1 Object - Subsidiary - Sales Associate 2 Object - Subsidiary - Sales Associate 3 Object - Subsidiary -
8. Enter the Cash or Escrow Agent account. Object - Subsidiary -
9. Enter either the total option account or the individual option type accounts. Total Option default Account: Object - Subsidiary - *** OR *** Option Type 1 default Account: Object - Subsidiary - Option Type 2 default Account: Object - Subsidiary - Option Type 3 default Account: Object - Subsidiary -
DREAM WRITER VERSION SELECTION:
11. Enter the DREAM Writer versions to use for the following programs. Blank will default to version ZJDE0001. Lot Proceed Entry (P4450) Lot Proceed Entry Additional (P44502) Option Selection (P4451) Construction Info (F12) (P4451)
SALES JOURNAL QUANTITIES:
12. Enter a '1' to have Sales Journal Quantities equal to the total quantity (JFTPQ) minus unposted quantity (JFQT1). Leave blank to have Sales Journal Quantities equal to the total quantity. (JFTPQ) (Default)

62.11 Option Master Inquiry (P446103)

Processing Option	Processing Options Requiring Further Description
SALES PRICE SECURITY OPTION:
1. Enter a '1' to protect the Sales Price field.
SUPPRESS INACTIVE RECORDS:
2. Enter a '1' to exclude inactive records.
DREAM Writer VERSION SELECTION:
3. Enter the DREAM Writer version to use for the calling the Option Cost Detail (P446104) program. Blank will default to version ZJDE0001.

62.12 Option Detail (P446104)

Processing Option	Processing Options Requiring Further Description
DEFAULT OPTION:
1. Enter the default sequence number.
DREAM WRITER VERSION SELECTION:
2. Enter the DREAM Writer version for the Commitment Revisions program.
SALE PRICE SECURITY:
3. Enter a '1' to prevent changes to the Sale Price.
TAKEOFF DISCOUNT:
4. Enter Discount type allowed. '1' = Model '2' = Regular, ' ' = No Discount
CONTRACT SELECTION:
5. Select one of the following Contracts. 1 = "BC" contracts only 2 = "Takeoff" contracts only 3 = Both "BC" and "Takeoff"
BID CONTRACTS OPTION:
6. Select one of the following: 1 = City Contracts 2 = Global Subdivision Contracts 3 = City & Global Subdivision NOTE: Subdivison contracts will ALWAYS be selected first.
7. Enter the Business Unit for Global Subdivision contracts if '2' or '3' were selected above. If left blank the company will be used as the Global Business Unit.

62.13 Copy Utility (P445096)

Processing Option	Processing Options Requiring Further Description
PROCESSING MODE:
1. Enter 'P' for preliminary or 'F' for final. (Default is preliminary.)
COPY OPTION:
2. Enter the effective date. (Default of blank will use today's date.)
SELECTION OPTION:
3. Enter the range of subdivisions to copy to: From: To:
4. Enter the business units' type of subdivision business units.

62.14 Global Option Master Update (P445094)

Processing Option	Processing Options Requiring Further Description
PROOF OR FINAL: 1. Enter '1' for final mode, leave blank for proof mode.
OPTION SELECTIONS: 2) Enter the Business Unit to copy field information "FROM". 3) Enter the business unit type. 4) Enter '1' to have additional option detail text copied to the selected updated option. More. . . 5) Enter a '1' in each field to be included in the Global Update. Option Number. . . . . . . . . . . Plan . . . . . . . . . . . . . . . Elevation. . . . . . . . . . . . . Description. . . . . . . . . . . . Description 02 . . . . . . . . . . Description 03 . . . . . . . . . . Plan Qualifier . . . . . . . . . . Start Date . . . . . . . . . . . . End Date . . . . . . . . . . . . . Price Eff Date . . . . . . . . . . Expec Profit % . . . . . . . . . . More. . . Estimated Cost . . . . . . . . . . Sales Price. . . . . . . . . . . . Prev Sales Price . . . . . . . . . Deposit %. . . . . . . . . . . . . Option Type. . . . . . . . . . . . Contingent Opt . . . . . . . . . . Category Code 1. . . . . . . . . . Category Code 2. . . . . . . . . . Category Code 3. . . . . . . . . . Category Code 4. . . . . . . . . . Category Code 5. . . . . . . . . . Category Code 6. . . . . . . . . .

62.15 Job Name Search (P51200)

Processing Option	Processing Options Requiring Further Description
COST CENTER TYPE SELECTION:
1. Enter a specific Cost Center Type or '*' to display all Cost Center Types. The default type is blank.
DW VERSION FOR P510121:
2. Enter the Budget Setup DREAM Writer Version number for the related Option Key. The default is "ZJDE0001".

62.16 Job Revisions by Company (P51006)

Processing Option	Processing Options Requiring Further Description
DEFAULT OPTIONS:
1. Enter a default Business Unit ("B.U.") Type, or enter an asterisk ("*") to display all B.U. Types. Leave blank (default) to display B.U. Type ' ' (blank).
2. Enter a '1' to default a posting edit code of 'N' to the Job G/L account when adding a new Job. Leave blank to default a ' ' (blank) posting edit code (this account is used for Job Percent Complete).	This processing option is for an account that has a job number, but no cost code or cost type (EG: 501.blank.blank). Once this account is created, the posting edit code cannot be changed.
DW VERSION SELECTION:
3. Enter the Budget Setup (P510121) DREAM Writer version for the related option selection exit. The default is version 'ZJDE0001'.
4. Enter the Job Master Revisions (P5108) DREAM Writer version for the related selection option exit. The default is 'XJDE0001'.
EDIT OPTION:
5. Enter a '1' to issue a WARNING when a Job's Company is changed if the Job has accounts attached to it. Enter a '2' to issue an ERROR. Leave blank (default) for no edit.

62.17 Job Status Inquiry (P512000)

Processing Option	Processing Options Requiring Further Description
DEFAULT DISPLAY OPTIONS:
1. Enter the account sequence to display: "1" = Account Category Code 1 "2" = Account Category Code 2 "3" = Account Category Code 3 "A" = Alternate Cost Code Blank = Cost Code Sequence (default)
2. Enter the Cost Code range to display: a. From Cost Code: b. Thru Cost Code:
3. Enter the Cost Type Range to display: a. From Cost Type: b. Thru Cost Type: NOTE: Leave ranges blank to include all Cost Codes and Cost Types.
4. Enter a "1" to restrict inquiry to the account ranges specified above. Leave blank to allow inquiry on all accounts.
5. To designate a default inquiry format or path, enter ONE of the following: a. The default inquiry FORMAT: -OR- b. The default inquiry PATH:
6. Enter "1" to display the account number and Unit of Measure in the Description column. Leave blank to display the account description.
7. Enter "1" to display the Level of Detail in the last column. Leave blank to display the Method of Computation.
DW VERSION SELECTION:
8. Enter the Scheduling Workbench (P48201) DREAM Writer version for the related option selection. Default is version "ZJDE0001".