60 Reports

This chapter contains these topics:

60.1 Overview to Reports

This section includes the following reports in the Homebuilder Management system:

  • Option Summary Report

  • Option Detail Report

  • Bill Form/Subcontract Confirmation Report

  • Base House Cust by Plan Report

  • Bid Subcontract Price Variance Report

  • Recognition of Stage Complete Report

  • Selected Takeoff Detail Report

  • Simulated Takeoff List

  • Purchase Order Print Report

  • Lot Proceed Edit Report

  • Lot Proceed Document Report

  • Sales Backlog Report

  • Contingent Sales Report

  • Sold Not Started Summary Report

  • Days to Completion Analysis Report

  • Project Closings Report

  • Sales Flash Report

  • Progress Reports

  • Construction Activity Summary Report

  • Sales Units J/E Report

  • Print Voucher Journal Report

  • Pre-Construction Schedule

When you select a report from the menu, a DREAM Writer version list displays. You can run a DEMO version, or copy a version and change it to suit your needs.

For information about DREAM Writer versions, see Work with DREAM Writer in the JD Edwards World Technical Foundation Guide.

60.2 Option Summary Report

The Option Summary Report (R445006) lists prices for options in a subdivision. You can limit the report to specific options, plans, elevations, and projects. You can enter a specific plan and elevation in the Plan/Elevation Selection processing option or leave this blank to choose all plans and elevations. You can also update the sales prices by entering 1 in the Update the Sales Price with the Calculated Suggested Sales Price. Ensure you set the Bid Contracts Option processing option to include the type of contracts you expect on the report.

Navigation

From Homebuilder Management (G44H), choose Options/Bid Subcontracts

From the Option & Bid Subcontract Setup menu (G44H11), select Option Summary Report

60.2.1 Processing Options

See Section 70.1, "Option Summary Report (P445006)."

60.2.2 Data Selection

Specify the subdivision and options.

60.2.3 Option Summary Report

Figure 60-1 Option Summary Report

Description of Figure 60-1 follows
Description of "Figure 60-1 Option Summary Report"

60.3 Option Detail Report

The Option Detail report (R445007) is similar to the Option Summary Report, except that it categorizes the option into individual tasks that are necessary to complete the option. JD Edwards World does not recommend that you compare the two reports as the results can vary extensively based on processing option and data selection settings.

Use the Data Selection Options processing option to choose the plan and elevation when you run the report or leave this blank for all options. Additionally, you use the Contract Selection processing option to enter the type of options for the report.

Navigation

From Homebuilder Management (G44H), choose Options/Bid Subcontracts

From the Option & Bid Subcontract Setup menu (G44H11), select Option Detail Report

60.3.1 Processing Options

See Section 70.2, "Option Detail Report (P445007)."

60.3.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.3.3 Option Detail Report

Figure 60-2 Option Detail Report

Description of Figure 60-2 follows
Description of "Figure 60-2 Option Detail Report"

60.4 Bid Form/Subcontract Confirmation Report

The Bid Form/Subcontract Confirmation report (R445014) lists the bid subcontracts for which there are confirmed contracts.

Navigation

From Homebuilder Management (G44H), choose Options/Bid Subcontracts

From the Option & Bid Subcontract Setup menu (G44H11), select Bid Form/Subcontract Confirmation

60.4.1 Processing Options

See Section 70.3, "Bid Form (P445014)."

60.4.2 Data Selection

Specify the city, subdivision, options, plan, and elevation.

60.4.3 Bid Form Report-Sample 1

Figure 60-3 Bid Form report (Sample 1)

Description of Figure 60-3 follows
Description of "Figure 60-3 Bid Form report (Sample 1)"

60.4.4 Bid Form Report-Sample 2

Figure 60-4 Bid Form report (Sample 2)

Description of Figure 60-4 follows
Description of "Figure 60-4 Bid Form report (Sample 2)"

60.5 Base House Cost by Plan Report

The Base House Cost by Plan report (R445012) lists the plans and the base price of each plan for a subdivision.

Navigation

From Homebuilder Management (G44H), choose Options/Bid Subcontracts

From the Option & Bid Subcontract Setup menu (G44H11), select Base House Cost by Plan

60.5.2 Data Selection

Specify the subdivision, plan, and elevation.

60.5.3 Base House Cost by Plan Report

Figure 60-5 Base House Cost Plan report

Description of Figure 60-5 follows
Description of "Figure 60-5 Base House Cost Plan report"

60.6 Bid Subcontract Price Variance Report

The Bid Subcontract Price Variance report (R445013) lists the bid subcontracts for which there is a price variance from the original subcontracts.

Navigation

From Homebuilder Management (G44H), choose Options/Bid Subcontracts

From the Option & Bid Subcontract Setup menu (G44H11), select Bid Subcontracts Price Variance

60.6.2 Data Selection

Specify the plan and elevation.

60.6.3 Bid Subcontract Price Variance

Figure 60-6 Bid Subcontract Price Variance report

Description of Figure 60-6 follows
Description of "Figure 60-6 Bid Subcontract Price Variance report"

60.7 Recognition of Stage Complete Report

The Recognition of Stage Complete report (R445029) lists each lot and the status of the building stage for the subdivision. You can run this report in proof or final mode.

Navigation

From Homebuilder Management (G44H), choose Homebuilding Item Setup

From the Homebuilding Item Setup menu (G44H12), select Recognition of Stage Complete

60.7.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.7.3 Recognition of Stage Complete Report

Figure 60-7 Recognition of Stage Completion report

Description of Figure 60-7 follows
Description of "Figure 60-7 Recognition of Stage Completion report"

60.8 Selected Takeoff Detail Report

The Selected Takeoff Detail report (R445705) lists the takeoff material details for the plan you designate.

You set the Subdivision and Plan processing options or leave them blank and enter these values in the data selection.

Navigation

From Homebuilder Management (G44H), choose Material Takeoff Setup

From the Material Takeoff Setup menu (G44H13), select Selected Takeoff Detail

60.8.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.8.3 Selected Takeoff Detail Report

Figure 60-8 Selected Takeoff Detail report

Description of Figure 60-8 follows
Description of "Figure 60-8 Selected Takeoff Detail report"

60.9 Simulated Takeoff List

The Simulated Takeoff List report (R445706) lists the takeoff material details for a typical plan.

You can enter the plan and elevation in the processing options when you run the report.

Navigation

From Homebuilder Management (G44H), choose Material Takeoff Setup

From the Material Takeoff Setup menu (G44H13), select Simulated Takeoff List

60.9.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.9.3 Simulated Takeoff List Report

Figure 60-9 Simulated Takeoff List report

Description of Figure 60-9 follows
Description of "Figure 60-9 Simulated Takeoff List report"

60.10 Purchase Order Print Report

The Purchase Order Print report (R445032) lists the released purchase orders for the lots (homes).

Navigation

From Homebuilder Management (G44H), choose Material Takeoff Setup

From the Material Takeoff Setup menu (G44H13), select Purchase Order Print

60.10.1 Data Selection

Specify the subdivision, options, plan, and elevation.

60.10.2 Purchase Order Print Report

Figure 60-10 Purchase Order Print report

Description of Figure 60-10 follows
Description of "Figure 60-10 Purchase Order Print report"

60.11 Lot Proceed Edit Report

The Lot Proceed Edit report (R445008) lists information from the following screens:

  • Lot Proceed Entry

  • Contingent Sale/Finance Info

  • Lot Proceed (Construction)

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Lot Proceed Edit Report

Alternatively, you can print this information by choosing Print (F21) on the Lot Proceed Entry screen.

60.11.1 Processing Options

See Section 70.9, "Lot Proceed Report (P445008)."

60.11.2 Data Selection

Specify the subdivision, lot, plan, and elevation on the Data Selection form.

60.11.3 Lot Proceeds Edit Report

Figure 60-11 Lot Proceeds Edit Report (1 of 2)

Description of Figure 60-11 follows
Description of "Figure 60-11 Lot Proceeds Edit Report (1 of 2)"

Figure 60-12 Lot Proceeds Edit Report (2 of 2)

Description of Figure 60-12 follows
Description of "Figure 60-12 Lot Proceeds Edit Report (2 of 2)"

60.12 Lot Proceed Document Report

The Lot Proceed Document report (R445010) lists the bid subcontracts for which there are confirmed contracts. You set the Print Extended Text processing option to print textual information from the Lot Proceed Entry screen.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Lot Proceed Document

60.12.1 Processing Options

See Section 70.10, "Lot Proceed Document (P445010)."

60.12.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.12.3 Lot Proceeds Document Report

Figure 60-13 Lot Proceeds Document report

Description of Figure 60-13 follows
Description of "Figure 60-13 Lot Proceeds Document report"

60.13 Sales Backlog Report

The Sales Backlog report (R445016) lists potential clients for which there are no confirmed contracts.

You can set the Summary Mode processing option to run the report in summary mode or leave blank to run in detail mode.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Sales Backlog Report

60.13.1 Processing Options

See Section 70.11, "Sales Backlog Report (P445016)."

60.13.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.13.3 Sales Backlog Report

Figure 60-14 Sales Backlog Report

Description of Figure 60-14 follows
Description of "Figure 60-14 Sales Backlog Report"

60.14 Contingent Sales Report

The Contingent Sales report (R445017) includes sales information for each lot in the subdivision.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Contingent Sales Report

60.14.1 Data Selection

Specify the Project Number, Business Unit, and Lot.

60.14.2 Contingent Sales Report

Figure 60-15 Contingent Sales Report

Description of Figure 60-15 follows
Description of "Figure 60-15 Contingent Sales Report"

60.15 Sold Not Started Summary Report

The Sold Not Started Summary report (R445018) lists the details of each home that is sold, but construction has not yet begun.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Sold Not Started Summary

60.15.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.15.3 Sold Not Started Summary Report

Figure 60-16 Sold Not Started Summary report

Description of Figure 60-16 follows
Description of "Figure 60-16 Sold Not Started Summary report"

60.16 Days to Completion Analysis Report

The Days to Completion Analysis report (R445019) lists all the homes in a subdivision and the number of calendar days before the home is complete.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Days to Complete Analysis

60.16.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.16.3 Days to Completion Analysis Report

Figure 60-17 Days to Completion Analysis report

Description of Figure 60-17 follows
Description of "Figure 60-17 Days to Completion Analysis report"

60.17 Projected Closings Report

The Projected Closings report (R445020) lists the homes under construction and the date when you expect the buyer to sign the closing papers.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Projected Closings Report

60.17.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.17.3 Projected Closings Report

Figure 60-18 Projected Closings Report

Description of Figure 60-18 follows
Description of "Figure 60-18 Projected Closings Report"

60.18 Sales Flash Report

The Sales Flash report (R445023E) includes a summary of all lot proceeds for a subdivision over a period of time.

Navigation

From Homebuilder Management (G44H), choose Lot Proceed (House Sale)

From the Lot Proceeds menu (G44H14), select Sales Flash Report

60.18.1 Processing Options

See Section 70.15, "Sales Flash Report (P445023)."

60.18.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.18.3 Sales Flash Report

Figure 60-19 Sales Flash Report

Description of Figure 60-19 follows
Description of "Figure 60-19 Sales Flash Report"

60.19 Progress Reports

The Progress Reports (R445011) lists the work that is complete to date for the homes in a subdivision.

Navigation

From Homebuilder Management (G44H), choose Progress Report & Scheduling

From the Progress Report & Scheduling menu (G44H15), select Progress Reports

60.19.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.19.3 Progress Report

Figure 60-20 Progress Report

Description of Figure 60-20 follows
Description of "Figure 60-20 Progress Report"

60.20 Construction Activity Summary Report

The Construction Activity Summary report (R445015) lists the construction activity that is currently taking place for the homes in a subdivision.

Navigation

From Homebuilder Management (G44H), choose Progress Report & Scheduling

From the Progress Report & Scheduling menu (G44H15), select Construction Activity Summary

60.20.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.20.3 Construction Activity Summary Report

Figure 60-21 Construction Activity Summary report

Description of Figure 60-21 follows
Description of "Figure 60-21 Construction Activity Summary report"

60.21 Sales Units J/E Report

The Sales Units J/E report (R445027) lists all the sales units (lots) with pertinent sales data from the journal entries for the homes in a subdivision.

Navigation

From Homebuilder Management (G44H), choose Closing/Revenue Processing

From the Homebuilder Accounting Entries menu (G44H16), select Sales Units J/E (weekly)

60.21.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.21.3 Sales Units Journal Entries Report

Figure 60-22 Sales Units Journal Entries report

Description of Figure 60-22 follows
Description of "Figure 60-22 Sales Units Journal Entries report"

60.22 Print Voucher Journal Report

The Print Voucher Journal report (R04305) lists all the progress payment vouchers that have been posted and released for payment for the homes in a subdivision.

Navigation

From Homebuilder Management (G44H), choose Closing/Revenue Processing

From the Homebuilder Accounting Entries menu (G44H16), select Print Voucher Journal

60.22.1 Processing Options

See Section 70.19, "Voucher Journal Report (P04305)."

60.22.2 Data Selection

Specify the subdivision, options, plan, and elevation.

60.22.3 Print Voucher Journal Report

Figure 60-23 A/P Voucher Journal Report

Description of Figure 60-23 follows
Description of "Figure 60-23 A/P Voucher Journal Report"

60.23 Pre-Construction Schedule

The Pre-Construction Schedule report (R445030) creates a pre-construction schedule.

Set the Print Options processing option to run the report in either proof or final mode.

Navigation

From Homebuilder Management (G44H), choose Progress Report & Scheduling

From the Progress Report & Scheduling menu (G44H15), select Pre-Construction Schedule

60.23.2 Data Selection

Specify the lot business unit number.

60.23.3 Pre-Construction Schedule Report

Figure 60-24 Pre-Construction Schedule Report (1 of 2)

Description of Figure 60-24 follows
Description of "Figure 60-24 Pre-Construction Schedule Report (1 of 2)"

Figure 60-25 Pre-Construction Schedule Report (2 of 2)

Description of Figure 60-25 follows
Description of "Figure 60-25 Pre-Construction Schedule Report (2 of 2)"