66 Initiate Construction Processing Options

This chapter contains these topics:

66.1 Preliminary Lot Start (P447313)

Processing Option Processing Options Requiring Further Description
1. Enter the job number containing the model chart of accounts to be copied to the job. Leave blank to use the Subdivision job. This allows you to specify a chart of accounts that meets your business needs.
2. Enter a '1' to copy budgets from the model job. Leave blank for no budgets.  
3. Enter a '1' to copy lot master description to line 1 of House description and subdivision desc. to line 2 of House desc. otherwise copy Subdivision desc to House. This allows you to choose which description displays when reviewing records on Job Status Inquiry. The program takes Description 1 and moves it to Description 2 and moves Description 2 to Description 1 line. Description 1 displays on the Job Status Inquiry screen.
4. Enter the budget amount ledger type to update. Leave blank (default) to update Ledger Type "JA".  
5. Enter the budget unit ledger type to update. Leave blank (default) to update Ledger Type "JU".  
6. Enter the value of the New Job type. This is typically set to HL for lot job.
ENHANCED SUBLEDGER VALUES:  
Indicate the Value Category and Data Field for each Enhanced Subledger (ES) you want the system to create as the default ES value on the Lot Cost Center. The Value Category must be defined via P0060 (G1641). The posting edit code must be set to 'L' or 'S' and the type code must be non-blank for the default value to be assigned to system- generated transactions (F0911). The posting edit code must be set to 'L' and the type code must be non-blank for the default value to be assigned to system-generated budgets (F0902).

Valid data fields are:

SQFT = Square Footage for the Plan assigned to the Lot

MCUS = Subdivision (Community)

Note: When you specify MCUS, you do not need a value category. You should specify type code = C.

PLAN = Plan assigned to the Lot

PLEL = Plan/Elevation assigned to the Lot

  
7. Enh Subl 1 (ES1) Value Category

ES1 Data Field

ES1 Type Code

ES1 Posting Edit Code

  
8. Enh Subl 2 (ES2) Value Category

ES2 Data Field

ES2 Type Code

ES2 Posting Edit Code

  
9. Enh Subl 3 (ES3) Value Category

ES3 Data Field

ES3 Type Code

ES3 Posting Edit Code

  
9. Enh Subl 4 (ES4) Value Category

ES4 Data Field

ES4 Type Code

ES4 Posting Edit Code

  
33. Enh Subl 1 (ES1) Value Category

ES1 Data Field

ES1 Type Code

ES1 Posting Edit Code

  
34. Enh Subl 2 (ES2) Value Category

ES2 Data Field

ES2 Type Code

ES2 Posting Edit Code

  
35. Enh Subl 3 (ES3) Value Category

ES3 Data Field

ES3 Type Code

ES3 Posting Edit Code

  

66.2 Start Proof (P445098)

Processing Option Processing Options Requiring Further Description
PROOF OR FINAL:  
1. Enter a '1' to run in final Mode.

Leave blank to process in proof mode and print edit report only.

  
SPECIFY LOT POSITION:  
2. Enter the starting position of the lot number within the business unit number (1-12).

For example:

For lot 0017 on subdivision 71570000 the lot number starts in position 9.

Lot business unit = 71570017

Position number = 123456789012

Lot starts at 9

  
CONTRACT TYPE:  
3. Enter the contract type to use:

Bid Contract:

Takeoff Contract:

  
EXCLUDE LOT OPTION:  
4. Enter a '1' to exclude lots that do not have a permit number.

Blank will allow posting to a lot that has no permit number.

  
COMMITMENT DATE SELECTION:  
5. Enter a '1' to use the lot proceed start date as the effective date for lot account commitments.

If blank, option number 6 will determine date

  
6. Enter the effective (G/L) date for lot account commitments.

If blank, the lot proceed start date is used if option number 7 is 001 or 999, a system date is used otherwise.

  
PHASE RELEASE POSTING:  
7. Enter the number of the phase in which to post: 0 - 999 or "NEXT".

If a number is entered, all selected lots will be posted through that phase.

If "NEXT", the post will check each lot's last posted phase and post the next phase for each.

  
BUDGET UPDATE OPTIONS:  
8. Select one of the following for creating/updating lot business unit budgets:

'1' = By cost code and option

'2' = By cost code (w/base and options totaled at the code level)

' ' = Do NOT create budgets

NOTE: The original budget continues to be updated with each post (by the net change amount) UNTIL you have posted the last stage.

  
BUSINESS UNIT UPDATE OPTIONS:  
9. Enter the values to be updated to each of the following business unit master fields when creating the Lot business unit record.

Leave blank to update the value to whatever is in the subdivision business unit.

Category Code 6 (field RP06)

Category Code 7 (field RP07)

Category Code 8 (field RP08)

Category Code 9 (field RP09)

Category Code 10 (Field RP10)

Job Type (field STYL)

  
COPY ACCOUNT OPTIONS:  
10. Enter a '1' to copy accounts to the lot business unit.

Leave blank to copy only accounts used on contracts being setup.

  
11. Enter a 'P' to copy the accounts from the plan business unit.

Leave blank to copy accounts from the subdivision.

  
COPY BUDGET OPTIONS:  
12. Enter a '1' to copy all budget records to the lot business unit.

This allows you to setup standard budgets for accounts that are not contracted. If you want to use this feature you must fill out the next two processing options as well.

  
13. Enter a 'P' to copy budgets from the plan business unit.

Leave blank to copy from the subdivision.

  
14. Enter the starting position of the plan number within the plan business unit. Typically, this is the same as the starting position of the lot number.

For instance, for plan 0100 on subdivision 71570000:

Plan Business Unit P71570100

Position number 123456789012

Plan starts at 9

P is in position 4

  
15. Enter the character position of the 'P' in the plan business unit.

(See above)

  
16. Enter a ' ' (blank) to NOT have base house bid amounts overlay original budget amounts.

Enter a '1' to have base house bid amounts overlay the original budget for contracted lot business unit accounts.

Enter a '2' to have base house bid amounts add to the contracted lot business unit accounts. Regardless of how this option is set, option bid amounts are ADDED to the original budget for such accounts.

  
SCHEDULE OPTIONS:  
17. Enter a '1' to create a schedule at the end of the post. In order to create a schedule you must:

- already have setup the schedule "template" in each plan's plan business unit.

- fill out processing options 14 and 15.

- fill out the next processing option.

  
DREAM Writer VERSION SELECTION:  
18. Enter the DREAM Writer version of the Original Schedule/Post/Update program to call.

Leave blank to default to the version ZJDE0001.

  
PURGE OPTION:  
19. Enter the value to update into the close field (PURG) of each new lot contract (OS) record. If you are using the Scheduling/Progress Reporting to authorize subcontractor and payment this value should be 'Y'.  
MODEL PRICING OPTION:  
20. Enter a '1' for model discount pricing.

Enter a '2' for standard discount pricing.

Enter a ' ' for no discount. (Takeoff Only)

  
CONTRACT OPTIONS:  
21. Select one of the following:

'1' = Read "BC" contracts only

'2' = Read "Takeoff" contracts only

'3' = Read Both

  
22. Select one of the following:

'1' - Hold retention on all items

'2' - Only base house

' ' - Do not hold retention

  
23. Enter the commitment record line type.  
BID CONTRACTS OPTION:  
24. Select one of the following:

'1' - Commit City Contracts

'2' - Commit Global Subdiv.Contracts

'3' - Commit City Contracts, then Global Subdiv. Contracts

NOTE: Subdivision Contracts will ALWAYS be committed first.

  
25. Enter the Business Unit for Global Subdivision contracts if '2' or '3' were selected above.

If left blank, the company (with leading zeros) will be used as the Global Bus. Unit.

  
TAKEOFF OPTION:  
26. Enter one of the following to select how to read the Takeoff file:

' ' - by Option/City

'1' - by Option/City/Plan

'2' - by Option/City/Project

'3' - by Option/City/Plan/Project

'4' - by Both '1' and '2'

NOTE: WHEN USING WILD CARDING IN THE TAKEOFF SELECTION PROGRAM FOR EITHER PLAN OR SUBDIVISION THIS OPTION MUST BE BLANK!

  
DOCUMENT TYPE:  
27. Enter the journal entry document type.  
TAX CODE:  
28. Enter the default tax code.

Leave blank to default from the subdivision.

  
29. Enter '1' to use the tax code from the Supplier on the Supplier Master  
30. Enter a '1' to award lot contract even if the lot business unit has been added without a construction sequence.

Blank (default) will assign a construction sequence and a contract.

  
ENHANCED SUBLEDGER VALUES:  
Indicate the Value Category and Data Field for each Enhanced Subledger (ES) you want the system to create as the default ES value on the Lot Cost Center. The Value Category must be defined via P0060 (G1641). The posting edit code must be set to 'L' or 'S' and the type code must be non-blank for the default value to be assigned to system-generated transactions (F0911). The posting edit code must be set to 'L' and the type code must be non-blank for the default value to be assigned to system-generated budgets (F0902).

Valid data fields are:

SQFT = Square Footage for the Plan assigned to the Lot

MCUS = Subdivision (Community)

Note: When you specify MCUS, you do not need a value category. You should specify type code = C.

PLAN = Plan assigned to the Lot

PLEL = Plan/Elevation assigned to the lot.

  
33. Enh Subl 1 (ES1) Value Category

ES1 Data Field

ES1 Type Code

ES1 Posting Edit Code

  
34. Enh Subl 2 (ES2) Value Category

ES2 Data Field

ES2 Type Code

ES2 Posting Edit Code

  
35. Enh Subl 3 (ES3) Value Category

ES3 Data Field

ES3 Type Code

ES3 Posting Edit Code

  
36. Enh Subl 4 (ES4) Value Category

ES4 Data Field

ES4 Type Code

ES4 Posting Edit Code

  
PRINT ENHANCED SUBLEDGER VALUES:  
37. If any of the Enhanced Subledger (ES) Values are specified above,

'1' to print the ES values.

Leave blank (default) to not print the Enhanced Subledger Values.

  

66.3 Schedule Post (P445026)

Processing Option Processing Options Requiring Further Description
PLAN BUSINESS UNIT POSITIONS:  
1. Enter the positional placement for the Plan Business Unit.  
2. Enter the positional placement for the 'P' indicating the Plan Business Unit.  
UPDATE OPTIONS:  
3. Enter a '1' to omit updating plan information to the Lot Business Unit schedule.  
4. Enter the starting sequence number to begin schedule recalculation.  
5. Enter the ending sequence number to end the schedule recalculation.  
6. Enter a '1' to omit updating the current finish date.  
DEFAULT OPTION:  
7. Enter the default hold payment flag.  

66.4 Commitment Revisions (P4402)

Processing Option Processing Options Requiring Further Description
DISPLAY OPTIONS:  
1. Select one of the following:

'1' = Allow multiple jobs with no project number.

'2' = Allow one job per contract.

Blank = Allow multiple jobs with a project number.

  
2. Enter '1' to suppress the display of the Sales/Use Tax fields.  
3. Enter '1' to suppress the display of Contract Summary/Recap information.  
FORMAT SELECTION:  
4. Select the screen format to display:

'1' = Homebuilder Bid Contracts.

'2' = Homebuilder Takeoff.

Blank = Contract Management.

  
DEFAULT OPTIONS:  
5. Enter the default Contract Type.

Leave blank to default Type "OS".

  
EDIT OPTIONS:  
6. Enter '1' to prevent changes to the Base Contract.  
7. Enter '1' to edit the Commitment Distribution against the Job Master Job Status (posting edit).  
8. Enter '1' to edit for duplicate distribution items.  
9. Enter '1' to prevent changes to commitment line item amounts if the change would cause the commitment amount to be less than the vouchered amount.

Leave blank to allow the change but issue a warning.

  
10. Enter '1' to prevent changes to the total contract amount if the change would cause the total contract amount to be less than the total vouchered amount.

Leave blank to allow the change but issue a warning.

  
11. Enter '1' to compare the total committed amount to the budget amount and display a warning if the account's committed amount exceeds its budget.

Leave blank for no edit.

  
12. Enter the Budget Ledger Type to use for the budget edit above.

Leave blank to use the Revised Budget Ledger Types defined in User Defined Codes (System 51, Codes RB/RU).

  
COMMITMENT DESCRIPTION OPTION:  
13. Enter '1' to retrieve the Commitment Distribution line description from the account.

Leave blank to retrieve it from the cost code header account.

  
DW VERSION SELECTION:  
14. Enter the Contract Entry (P44001) DREAM Writer version for the related function key exit.

The default is version 'ZJDE0001'.

  
15. Enter the Pay Point Percentage Allocation (P44642) DREAM Writer version for the function key exit.

The default is 'ZJDE0001'.

NOTE: This is for the Home Builders product only.

  

66.5 Option Selection Reversal (P44510)

Processing Option Processing Options Requiring Further Description
PROOF OR FINAL:  
1. Enter a '1' for final mode.

Leave blank for proof mode.

  

66.6 Alternate Contract Entry (P445003)

Processing Option Processing Options Requiring Further Description
DISPLAY OPTIONS:  
1. Enter the default sequence number.  
2. Enter a '1' to prevent changes to the Sale Price.  
3. Enter a '1' to copy the Cost Code and Cost Type.  
4. Enter a '1' to default values for plan and elevation from the header to the copied lines.  
DREAM WRITER VERSIONS:  
5. Enter the DREAM Writer Version to call for the Commitment Revisions program.

Leave blank (default) to use ZJDE0001.

  
BID CONTRACTS OPTION:  
6. Enter one of the following:

'1' - City Contracts

'2' - Global Subdivision Contracts

'3' - City and Global Subdivision

NOTE: Subdivision 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.

  

66.7 Contract Search (P44210)

Processing Option Processing Options Requiring Further Description
FORMAT DISPLAY OPTION:  
1. Select the format to display:

'1' = Supplier information on main line; contract in the fold.

Blank = Contract information on main line; supplier in the fold.

  
DISPLAY OPTION:  
2. Enter '1' to default the Contract Type to blank when searching for non-contract specific information.

Leave blank to default an '&' for all contracts included in the committed cost balance.

  
DW VERSION SELECTION:  
3. Enter the Purchase Order Entry (P4311) DREAM Writer version for the related option exit.

The default is version 'ZJDE0005'.

  
4. Enter the Contract Entry (P44001) DREAM Writer version for the related option exit.

The default is version 'ZJDE0001'.

  

66.8 Contract Financial Inquiry (P44200)

Processing Option Processing Options Requiring Further Description
DEFAULT OPTIONS:  
1. Enter the default Contract Type.

Leave blank to default Type "OS".

  
2. Enter '1' to default the "Thru Date" to the end date of the current period.

Leave blank to default the system date.

  
DISPLAY OPTIONS:  
3. Enter '1' to display Open Contract amounts.

Leave blank to display Paid amounts.

  
4. Enter '1' to display distribution in detail.

Leave blank to display it in summary. This option is only valid if using Mode 3.

  

66.9 Schedule Recalculation (P445081)

Processing Option Processing Options Requiring Further Description
STOP SEQUENCE:  
1. Enter the "Stop" sequence.  

66.10 Schedule Recalculation (P445082)

Processing Option Processing Options Requiring Further Description
STOP SEQUENCE:  
1. Enter the "Stop" sequence.