9 Set Up Options

This chapter contains these topics:

• Section 9.1, "Setting Up Options,"

• Section 9.2, "Setting Up Contingent Options,"

• Section 9.3, "Adding an Existing Plan or Elevation,"

• Section 9.4, "Selecting Options for a Lot,"

• Section 9.5, "Understanding Option and Price Availability,"

• Section 9.6, "Reviewing the Option List,"

• Section 9.7, "Reviewing Option Details,"

• Section 9.8, "Changing the Sales Price,"

• Section 9.9, "Using Copy Option Utility,"

• Section 9.10, "Using Global Option Master Update."

You set up and maintain options at the subdivision level. You can set up an option for an entire subdivision, a specific plan and all elevations of the plan, or a specific plan and elevation combination. Following are examples of options and the table illustrates how the options can be set up. An asterisk (*) represents all.

• Subdivision. A mailbox might be common to all plans and elevations in the subdivision.

• Specific plan and all elevations of that plan. An outdoor entry light may be specific to a particular plan, but common to all elevations of that plan.

• Specific plan and specific elevation. An entry door can be specific to a particular elevation of a plan.

Option	Subdivision	Plan	Elevation
Mailbox	33330000	*	*
Outdoor Entry Light	33330000	3001	*
Entry Door	33330000	3002	A

You can use options with Takeoffs. See Section 23.1, "Defining Takeoff Lists" for more information.

9.1 Setting Up Options

You use the Option Master screen to set up and maintain a list of the available options for a subdivision. The Option Master screen also provides the capability for you to include textual information for an option.

Navigation

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

From Options/Bid Subcontracts (G44H11), choose Option Master

To set up options

1. On Option Master, complete the following fields:

   • Subdivision

   • Option Number

   • Plan

   • Elevation

   • Description

   • Start Date

   • End Date

   • Price Effective Date

   • Expected Profit Percentage

   Figure 9-1 Option Master screen

   
   Description of "Figure 9-1 Option Master screen"
   
   

2. Complete the following optional fields:

   • Estimated Cost

   • Sales Price

   • Previous Sales Price

   • Deposit Percentage

   • Option Type

   • Contingent Option

3. Choose Text Entry (F6) to access the Option Master Detail screen.

   The system enters values for the Subdivision, Option Number, Plan, and Elevation fields.

   Figure 9-2 Option Master Detail screen

   
   Description of "Figure 9-2 Option Master Detail screen"
   
   

4. Complete the following field.

   • Option Description

5. Click Add.

6. Exit (F3) to the Option Master screen.

Field	Explanation
Option Number	A user defined name or remark. Screen-specific information This is an 8-character, user defined code that ties the option to a plan and elevation.
Plan	A number that identifies a specific floor plan within a project. This is an important key field in the homebuilder system. It is also used to match lot proceed options to bid or takeoff contracts when the Lot Proceeds Proof/Post program (P445098) is run. Screen-specific information This is the last four digits of your plan business unit. You can use an asterisk (*) to indicate all plans in the subdivision.
Elevation	Lot Proceed House Elevation. This field is used to match the Lot Proceed to a Bid or Takeoff contract when doing a Lot Proceed Post to create commitment contracts. Screen-specific information This is a user defined code that indicates the topography where the house will be built. You can use an asterisk (*) to indicate all elevations.
Description	A user defined name or remark. Screen-specific information Enter a brief description of the option. There are two more description fields available for additional descriptions/remarks.
Start Date	Enter the date of first day the option is available for sale.
End Date	Enter the date of the last day the option is available for sale.
Price Effective Date	This is the day the option sales price becomes effective. Screen-specific information This date should fall between the start date and end date.
Expected Profit Percentage	Used to record the Cost of Sales/Sales Tax journal entry. Screen-specific information Enter the profit that you want to receive for the option. This is an optional field. If you enter a value in this field and the Estimated Cost field, the system calculates the sales price.
Estimated Cost	The estimated dollar amount that is budgeted for this work order. Screen-specific information Enter your cost for the option. If you enter a value in this field and the Expected Profit Percentage field, the system calculates the sales price.
Sales Price	Current Option sales prices. Based on the effective date in the Option Master file. Screen-specific information Enter the sales price. If you enter a value in both the Estimated Cost field and the Expected Profit % field and leave this field blank, the system calculates the sales price. If you enter information in all three fields, the system accepts the information you type, overriding any system calculation. This price appears on the Option Selections screen.
Previous Sales Price	Previous Option sales price manually entered when changing the Current Option Sales price Screen-specific information Enter the previous price. If there is a price change, and you leave this field blank, the system updates the field based on information from Option Cost Detail. Use this field for reporting purposes.
Deposit Percentage	Used to calculate the dollar amount of the deposit taken from the buyer. Screen-specific information Enter the expected deposit percentage. This is an optional field.
Option Type	There are three available option type buckets. The UDC table 44/01, in the second description field, the number 1, 2 or 3 is used to determine the bucket of a given option type. Screen-specific information This is a user defined code that directs the proceeds to a particular option revenue bucket.
Contingent Option	Option type bucket. The UDC table, 44/01 is used to determine the bucket of a given option type. 44/08 is reserved for contingent options. Screen-specific information This is a user defined code that identifies when an option is no longer available. You must set up this field, which is described later. If you do not know a valid code, move the cursor to the Contingent Option field, press F1. Move the cursor to the code you want to use, type 4, and press Enter. The Option Master screen redisplays with the contingent option you chose.
Option Description	A detailed narrative description to explain the pending work order or engineering change order. The field offers unlimited text. You can format it on the Record Types screen to divide a work order into sections.

9.2 Setting Up Contingent Options

On the Option Master screen, you can identify the point in time where an option is no longer available because the construction is beyond the point of installing that option. This is known as a contingent option. You must set up the contingent option field before you can use a contingent option. You can associate a contingent option with a sequence code or to a cost code. The Option Selections program uses the contingent option information to identify to the sales people whether an option is still available.

Navigation

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

From Options/Bid Subcontracts (G44H11), choose Option Master

To set up a contingent option

1. On Option Master, complete the following fields:

   • Subdivision

   • Option Number

   • Plan

   • Elevation

2. In the Contingent Option field choose Field Sensitive Help (F1).

   The User Defined Codes Window displays the current contingent options for the Contingent Option (Category Code 8) field.

   Figure 9-3 User Defined Codes Window (Contingent Option) screen

   
   Description of "Figure 9-3 User Defined Codes Window (Contingent Option) screen"
   
   

3. From the Functions menu, choose Exit to User Defined Codes Maintenance (F10).

   Figure 9-4 User Defined Code Revisions screen

   
   Description of "Figure 9-4 User Defined Code Revisions screen"
   
   

4. On User Defined Codes Revisions, choose More Details (F4).

   Figure 9-5 User Defined Code Revisions (Detail) screen

   
   Description of "Figure 9-5 User Defined Code Revisions (Detail) screen"
   
   

5. Complete the following fields and click Add:

   • Code

   • Description

   • Description 2

   • Special Handling Code

   • Hard Coded Y/N

6. Exit (F3) to the User Defined Codes window.

7. Exit (F3) to the Option Master screen.

Field	Explanation
Description 2	Additional text that further describes or clarifies a field in JD Edwards World systems. Screen-specific information If you associate the contingent option with a sequence number, this field is the sequence number. If you associate the contingent option with a cost code, this field is the cost code and cost type that you separate with a period.
Special Handling Code	A code that indicates special processing requirements for certain user defined code values. The particular value you enter in this field is unique for each user defined code record type. The system uses the special handling code in many ways. For example, special handling codes defined for Language Preference specify if the language is double-byte or if the language does not have uppercase characters. Programming is required to activate this field. If a "P" is in the second position, the system identifies that unit of measure as a potent unit of measure. Screen-specific information If you associate the contingent option with a sequence number, you must enter C in this field. If you associate the contingent option with a cost code, leave this field blank.

9.3 Adding an Existing Plan or Elevation

You can search for an existing plan or elevation and include this information to your option master.

Navigation

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

From Options/Bid Subcontracts Setup (G44H11), choose Option Master

To add an existing plan or elevation

1. On Option Master, complete the following field:

   • Subdivision

2. Complete either of the following fields:

   • Plan

   • Elevation

3. Choose Field Sensitive Help (F1).

   The Plan/Elevation Search window displays with valid plan and elevation combinations.

   Figure 9-6 Plan/Elevation Search screen

   
   Description of "Figure 9-6 Plan/Elevation Search screen"
   
   

4. Choose the plan or elevation detail line.

   The Option Master screen redisplays with the Plan/Elevation information.

9.4 Selecting Options for a Lot

You can use the Option Selections screen to select specific options for a lot. You can also add an option that is specifically for a lot.

You use the DREAM Writer Version Selection processing option for the Lot Proceed Inquiry program (P44503) to control the version of the Option Selections screen.

Navigation

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

From Homebuilder Accounting Entries (G44H16), choose Lot Proceed Inquiry r

To select options for a lot

1. On Lot Proceed Inquiry, complete the following field and click Inquire.

   • Subdivision

   Figure 9-7 Lot Proceed Inquiry screen

   
   Description of "Figure 9-7 Lot Proceed Inquiry screen"
   
   

2. Enter 1 in the following field next to a lot to access the Lot Proceed Entry screen:

   • Option

3. On Lot Proceed Entry, complete the following fields:

   • Plan/Elevation

   • House Type

   • Start Date

4. Choose Option Selection (F12) to access Option Selections.

   Figure 9-8 Lot Proceed Entry screen

   
   Description of "Figure 9-8 Lot Proceed Entry screen"
   
   

5. On Option Selections, perform one of the following:

   • Choose Option Master (F6) to access the Option Master Entry screen and add an option for that lot.

   • Complete the Quantity field to select the options for the specific project and lot and click Enter.

Figure 9-9 Option Selections screen

Description of "Figure 9-9 Option Selections screen"

9.4.1 Processing Options

See Section 62.10, "Lot Proceed Inquiry (P44503)."

9.5 Understanding Option and Price Availability

The Start Date, End Date, and Price Effective dates you enter on the Option Master screen are significant. Depending on whether you set the Suppress the Display of Inactive Options processing option prior to accessing the Option Selections program, this program determines whether to display the Sales Price date for an option based on the date in the End Date and Price Effective Date fields. Either a P for previous sales price or C for current sales price displays in the PC field on the Option Master screen. The system stores both prices in the Option Master file (F4461).

When you access the Option Selections screen:

• Within the start and end date range and the date in the Price Effective Date field is the same as or later than the date in the End Date field, the option displays without a price and a P displays in the PC field. The P indicates the option is within the end date availability but not within the price effective date and therefore no price is available.

• Prior to the date in the End Date field and the date in the Price Effective Date field is the same as or later than the date in the Start Date field, the option displays with a sales price and a C displays in the PC field.

• Within the start and end date range, and there is not a date in the Price Effective Date field, the option displays with no price and the PC field is blank.

9.5.1 Example of Option and Price Availability

1. On Option Master, add an option and in the Price Effective Date field, perform one of the following:

   • Enter a date that is the same as the date in the End Date field.

   • Enter a date that is between the dates in the Start Date and End Date fields.

   Figure 9-10 Option Master screen

   
   Description of "Figure 9-10 Option Master screen"
   
   

2. From the Homebuilder Management menu (G44H), choose Closing/Revenue Processing.

3. From the Homebuilder Accounting Entries menu (G44H16), choose Lot Proceed Inquiry.

4. On Lot Proceed Inquiry, locate the subdivision.

5. Access the Lot Proceed Entry screen.

6. On Lot Proceed Entry, choose Option Selection (F12).

   The Option Selection screens displays with the option in the detail area as follows:

   • Without a sales price and a P in the PC field when you enter a date in the Price Effective Date field that is the same as the end date.

   • With a sales price and a C in the PC field when you enter a date in the Price Effective Date field that is between the start and end dates.

Figure 9-11 Option Selections (Detail) screen

Description of "Figure 9-11 Option Selections (Detail) screen"

9.6 Reviewing the Option List

You use the Option Master List to review all of your available options. You can review the options for the subdivision or for a particular plan. You cannot change option information using this screen. You can select an option and access the Option Master Entry screen, where you can make changes. You can also select an option and access the Option Cost Detail screen, where you can view change supplier and cost information.

Navigation

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

From Options/Bid Subcontracts Setup (G44H11), choose Option Master List

To review the option list

1. On Option Master List, complete the following fields and click Inquire.

   • Project No

2. To narrow your search, complete the following fields:

   • Plan

   • Skip to Option

   The Option Master List displays your subdivision or plan options.

   Figure 9-12 Option Master List screen

   
   Description of "Figure 9-12 Option Master List screen"
   
   

3. Access the detail area (F4).

Figure 9-13 Option Master List (Detail) screen

Description of "Figure 9-13 Option Master List (Detail) screen"

Field	Explanation
Project Number	The compressed description contains the alpha name without spaces, slashes, dashes, commas, and other special characters. The compressed description is the field used in the Name Search. Screen-specific information This is a required field and is your subdivision business unit number. If you use only this field, all the options for your subdivision display.

9.6.1 Processing Options

See Section 62.11, "Option Master Inquiry (P446103)."

9.7 Reviewing Option Details

The system creates the option detail information after you run the Lot Proceed Proof/Post program. You use the Option Cost Detail screen to review supplier and cost information for an option. You can review the option information by subdivision, by subdivision and plan, by subdivision and option, or by subdivision, option, and plan. If you choose to review the option information using subdivision, option, plan, and elevation, the Option Cost Detail screen displays the previous sale and current sales price.

Navigation

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

From Options/Bid Subcontracts Setup (G44H11), choose Option Cost Detail

Alternatively, you can access Option Cost Detail from the Option Master List screen by entering 2 in the Option field for a specific option.

To review option details

1. On Option Cost Detail, complete the following fields and click Inquire.

   • Project No

   • Option No

   • Plan

   • Elevation

   The Option Cost Detail screen displays option supplier and cost information.

   Figure 9-14 Option Cost Detail screen

   
   Description of "Figure 9-14 Option Cost Detail screen"
   
   

2. Access the detail area (F4).

   Figure 9-15 Option Cost Detail (Details Shown) screen

   
   Description of "Figure 9-15 Option Cost Detail (Details Shown) screen"
   
   

9.8 Changing the Sales Price

You can change the current sales price on the Option Cost Detail screen. The system uses the current option sales price and the effective date from the Option Master (F4461) table to update the current sales price. Other than the current sales price, you cannot change option information using the Option Cost Detail screen.

9.8.1 Before You Begin

For the system to accept a change in the sales price, the header fields on the Option Cost Detail screen must match the data in the Option Master (F4461) table. All of the header fields on the Option Cost Detail screen are required fields when you change a sales price.

Navigation

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

From Options/Bid Subcontracts Setup (G44H11), choose Option Cost Detail

To change the sales price

1. On Option Cost Detail, complete the following fields and click Inquire.

   • Project No

   • Option No

   • Plan

   • Elevation

   The Option Cost Detail screen displays supplier and cost information for an option. Previous and current sales price fields also display.

   Figure 9-16 Option Cost Detail (Change Sales Price) screen

   
   Description of "Figure 9-16 Option Cost Detail (Change Sales Price) screen"
   
   

2. Choose Replace Current Sales Price (F6).

   The Option Cost Detail screen redisplays with the current sales price. The system updates this field based on the effective date and the current sales price from the Option Master Entry program (P446100). The date in the Effective Date field should fall between the dates in the Start and End Date fields. There must also be a subcontract with dates in the Effect Date and Complete Date fields for this information to display on the screen.

3. Choose More Detail (F4) to access the detail area.

9.8.2 Processing Options

See Section 62.12, "Option Detail (P446104)."

9.9 Using Copy Option Utility

You use the Copy Option Utility program to copy options to subdivisions. You can copy an option at the city or company level to one or more subdivisions or you can copy an option from one subdivision to another subdivision or range of subdivisions. You can copy a single option or a range of options. To use this copy utility, you must ensure that you copy from and to the same business unit types. For example, copy from a company business unit with a business unit type of residential to a subdivision business unit with a business unit type of residential.

You can use the Data Selection to choose specific options or a range of options. Ensure you enter the effective date in the Copy Option processing option or leave blank to use today's date as the effective date.

Navigation

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

From Options/Bid Subcontracts Setup (G44H11), choose Copy Option Utility

9.9.1 Before You Begin

If you copy options using this utility, the appropriate information must exist in the Type Business Unit field of the Job Master Revisions screen.

9.9.2 Data Selection

Enter the copy to subdivision.

9.9.3 Processing Options

See Section 62.13, "Copy Utility (P445096)."

9.10 Using Global Option Master Update

You use Global Option Master Update to copy or change options or option fields from one city, company, or subdivision business unit to another business unit. To use this program, you must ensure that you are copying from and to the same business unit types. For example, copy from a company business unit with a business unit type of residential to a subdivision business unit with a business unit type of residential. This program generates the Global Option Master Update report (R445094).

You can run a DEMO version or copy a version and change it to suit your needs from the DREAM Writer version list. You can also run this program in proof mode and final mode.

See Work with DREAM Writer the JD Edwards World Technical Foundation Guide for information about copying and changing DREAM Writer versions.

Navigation

From Homebuilder Management (G44H), choose Hidden Selection 27

From Homebuilder Management Technical Operations (G44H31), choose Global Option Master Update

9.10.1 Before You Begin

If you use this program, the appropriate information must exist in the Type Business Unit field of the Job Master Revisions screen.

9.10.2 Data Selection

Specify the business unit, option, plan, and elevation.

9.10.3 Processing Options

See Section 62.14, "Global Option Master Update (P445094)."

9.10.4 Global Option Master Update Report

Figure 9-17 Global Option Master Update report

Description of "Figure 9-17 Global Option Master Update report"