1 Overview to Homebuilder Management

This chapter contains these topics:

The Homebuilder Management system, designed for the homebuilding industry, is an advanced application of the JD Edwards World Job Cost, Subcontract Management, and Inventory Management system. It uses features of the Job Cost system, including budgeting and projected final costs, and features of the Subcontract Management system for efficient tracking of contract commitments and payment processing. It uses the Inventory Management system for material (takeoff) contracts.

You must have the Job Cost and Subcontract Management systems to use the Homebuilder system, and familiarity with those systems is a prerequisite for using this guide. If you use takeoff contracts, you also need the Inventory Management system. This guide focuses on features unique to the Homebuilder application and refers you to the guides for the other systems for information they have in common with the Homebuilder system.

1.1 Homebuilder Management Features

The Homebuilder Management features are divided into four phases.

In phase 1, you enter database information that the system uses in phases 2 and 3 to create contracts. See Chapter 2, "Overview to Setting Up the Homebuilder Database" for more information about phase 1.

In phase 2, you link components from the database information with a prospective buyer. See Chapter 28, "Overview to Placing Homes Under Contract" for more information about phase 2.

In phase 3, you use the information from phase 2 to create contracts and related information. The major component of this phase, and of the entire Homebuilder Management system, is the Lot Proceed Proof/Post program. See Chapter 32, "Overview to Initiating Construction" for more information about phase 3.

The following diagram illustrates the first three phases:

Figure 1-1 First Three Phases of Homebuilder Management

Description of Figure 1-1 follows
Description of "Figure 1-1 First Three Phases of Homebuilder Management"

In Phase 4, you close the house and update bookkeeping records. See Chapter 42, "Overview to Paying Subcontractors" and Chapter 46, "Overview to Closing Homes" for more information about phase 4.

1.2 Homebuilder Terms

Term Description Examples
Project/Subdivision The land that you divide into lots onto which you build houses. Project and subdivision are used interchangeably by builders. 200 acres of land purchased by the developer and divided into 375 half acre lots with roads taking up the balance of the acreage.
Phase A set of construction sequences. Houses can be built in phases. You might begin construction of houses on lots in a particular area of the subdivision prior to construction of houses on lots in another area. The 375 lots are divided into construction phases that determine when you grade the land and lay underground utilities.

This is also a method of dividing the 375 lots into groups or phases. You might require that the construction in phase 1 be complete and sold prior to the construction of phase 2.

Lot The portion of land in the subdivision on which you build. For legal purposes, you record the lot with a government entity as the place where you build the house. Lot 1, track 1, block 1 = 175ftx130ft

Lot 2, track 1, block 1 = 190ftx188ft

Plan Floor plans are a diagram or description of the layout for each house that is built on a lot. Buyers can select plans or certain plans may be pre-set for certain lots. 1001 - The Heather - 4 bedroom ranch style with Optional bonus room, 3 bath, three car garage.

1002 - The Heritage - 3 bedroom, two story colonial with front pillars, 2 ½ baths, detached three car garage.

Elevation Describes the front of the house from the street view. Elv A = Stucco with new brick from the ground up to four feet.

Elv B = Stucco with used brick from ground to four feet up.

Elv C = Stucco only

Elv AA= Wood frame/ brick border two feet.

Swing Describes the flow of the plan. R: The front door opens to the right and the stair case is on the left side.

L: The front door opens to the left and the stair case is on the right side.

Takeoff A form of purchase order that builders use to purchase materials from suppliers. They can then use their own employees or contractors to complete a process in building the house. Builder purchases paint and uses employees to paint the interior of the house instead of using a bid contract and the contractor providing materials and labor.

1.3 System Tables

The Homebuilder Management system uses the following tables:

File Description
Account Balances (F0902) Contains the following:
  • Budgets

  • Committed cost account balances (amounts and units) for job cost reporting (both total commitments and open commitments)

  • Projected final cost or units by period

  • Actual cost or units by period

  • Enhanced Subledger Accounting information which allows for more detailed accounting

Account Ledger (F0911) Contains information about general ledger transactions that result from progress payment distribution. You can use this table for reduction of open commitments and actual-to-date balances in the General Accounting and Job Cost systems.
Account Master (F0901) Contains valid account numbers and posting edit codes. This table provides the default detail information in the Contract Management/Purchase Order Detail table (F4311). It also provides the account description and unit of measure on commitment distribution lines of a contract.
Accounts Payable Ledger (F0411) Contains information on progress payment vouchers. You can use the table for reports and on-line review of the amounts billed and paid.
Alternate Subdivision Maintenance (F4465) Contains information on houses being constructed with information from a different subdivision.
Automatic Accounting Instructions Master (F0012) Used to define and edit valid cost types, retainage accounts, and so on.
Homebuilder Constants (F4463) Contains information about the methods and values to be used consistently by the Homebuilder system.
Item Price (F4459) Contains item price information. Items are used by the Materials Handling system takeoff contracts.
Business Unit Master (F0006) Contains valid jobs for the Contract Management/Purchase Order Heading table (F4301) and the Contract Management/Purchase Order Detail table (F4311).
Lot by Lot Tax (F4460) Contains information about city and state tax rates. Tax rates are used in the lot business unit.
Lot Master (F4453) Contains lot information. A lot is identified at the subdivision level.
Lot Proceed Detail (F4451) Contains options selected by the buyer.
Lot Proceed Entry (F4450) Contains information about the house preferences assigned to a lot by the buyer of the lot.
Lot Proceed Entry (History) (F4456) Contains information about the history of a lot.
Option Master (F4461) Contains option availability for a plan or plan and elevation combination by city, company, or a subdivision.
Option Text (F4462) Stores extended textual information about a specific option.
Plan Master (F4452) Contains information about specific floor plans. A house model is tied to a plan/elevation combination.
Supplier Master (F0401) Used to validate the supplier (subcontractor) number attached to a contract.
Takeoff (F4457) Contains information on items. This is used by the Materials Handling system takeoff contracts.
Vendor Assignment (Takeoff) (F4455) Contains information about suppliers for takeoff contracts.
User Defined Codes (F0005) Edited for valid category codes and other fields. This table also provides descriptions for such fields.
Vendor Assignment (F4454) Contains information about suppliers for bid contracts.