Marking a Supplier as To-Be-Determined (TBD) and Assigning the Eligible Supplier for Takeoff Contracts

Before You Begin

This 10-minute tutorial shows you how to mark a supplier as To-Be-Determined (TBD) and assign the eligible supplier for takeoff contracts using JD Edwards EnterpriseOne Homebuilder Management.

Background

The Lot Start manager initiates the sale of a lot when an interested buyer approaches. In this tutorial, you will learn how to mark a supplier as To-Be-Determined (TBD) and assign the eligible supplier for takeoff contracts.

The Supplier Assignment Maintenance program (P44H604) in JD Edwards EnterpriseOne Home Builder Management is improved so that for each takeoff contract, the TBD status assignment is restricted to a single supplier of a specific trade code. A TBD supplier has Assignment Status “2” while eligible suppliers have Assignment Status “1.” Also, the Select from Allowed Suppliers program (P44H704) is improved to show only the eligible suppliers, that is, suppliers that have Assignment Status “1,” making the takeoff contract TBD process similar to the bid contract TBD process. The TBD supplier process enables the user to dynamically select an eligible supplier after the Work with Lot Start Workfile report is generated. The blue lines in the Work with Lot Start Workfile review application indicate that the records are generated through a TBD process. You must assign an eligible supplier to both takeoffs and bid contracts that are included in these records.

Process Flow

The following graphic illustrates the supplier assignment process for bid and takeoff contracts.

Description of takeoff1.png follows — Supplier Assignment Process Flow of Bid and Takeoff Contracts

What Do You Need?

You must have set up:

• Area in the User Defined Codes program (P0004A)

• Community and Phase in the Community Master program (P44H101)

• Plan and Elevation for Community and Phase in the Plan Master program (P44H301)

• Options for Community and Phase in the Work with Options program (P44H401)

• Accounts and Assign Bill Item (Trade Code) for the defined Community in the Job Master program (P51006)

• Items for Area in the Material Item Maintenance program (P44H600)

• Item pricing for items created in the Material Item Pricing program (P44H603)

• Takeoff in the Takeoff Master Maintenance program (P44H602)

Setting Up the TBD Supplier for Takeoff Contracts

Access the Supplier Assignment Maintenance program (P44H604) and create new records.

Use the information in the table below to add the supplier assignment records.

	Trade Code	Supplier	Community	Phase	Lot	Option	Effective From	Expired From	Assignment Status
1	CON	602	11010000	+	+	+	01/01/2019	12/31/2025	2
2	CON	603	11010000	+	+	+	01/01/2019	12/31/2025	1
3	CON	190318	11010000	+	+	+	01/02/2019	12/31/2025	1

Your Supplier Assignment Maintenance records should look like this:

Description of takeoff2.png follows — TBD Supplier in the Supplier Assignment Maintenance Report

Note that Supplier 602 has Assignment Status 2.

Update the Assignment Status as 2 for the Supplier 603. The system displays this error message:

Supplier Assignment Maintenance - Error Message

Note: For takeoff contracts, the application enables you to assign a unique supplier as TBD for a given Trade Code and Community.

Creating a Lot, Releasing for Sale, and Assigning Plan, Elevation, and Buyer Values

To create a lot using the Lot Master Revisions program:
Complete these fields in the Lot Master tab:
- Community: 11010000
- Phase: 001
- Lot: 0992
- Address: Enter the address, city, state, and postal code
- Cost Code Template: Enter the area code or the community code
Complete this field in the Construction tab:
- Commitment Start Date: 01012020
Select the newly created Lot Master record, and from the Row exit, select Release for Sale.
Select the newly created Lot Master record, and from the Row exit, select Sales and Buyer and assign the following:
- Plan/Elev/Swing: 2250 A
- Buyer Number: 4343
The Work with Lot Master form should look like this:

Lot Record in Lot with Work Master Form

Running Lot Start Workfile Generation (R44H700) for the Lot

Access the Work with Batch Versions program (BV).
Enter R44H700 in the Batch Application field.
Set Community and Lot Number as the data selection criteria.
Set the following processing options with these values:

Processing Mode: 2-Final
Copy Budget from Cost Code Template: 1- Copy Budgets
Create Budgets: 2- Budget entire job (Purchasing)
Costing Method: Blank- Process Bids and Takeoffs

Your Lot Start Workfile Generation report should look like this:

Lot Start Workfile Generation Report

Assigning a Supplier for the TBD Process using Work with Lot Start Workfile

Access the Work with Lot Start Workfile program (P44H711).
Note: The TBD supplier process enables the user to dynamically select an eligible supplier after the Lot Start Workfile is generated. The records in blue font in the Work with Lot Start Workfile review application are generated through a TBD process. You must assign an eligible supplier to both takeoffs and bid contracts that are included in these records.
From the Row exit, select Assign Supplier.

Assign Supplier in Row Menu
The system displays the Select from Allowed Suppliers window with the list of eligible suppliers, that is, suppliers with Assignment Status 1.
The Select from Allowed Suppliers window should look like this:

Select from Allowed Suppliers Window
Select the eligible supplier from the list so that the record can be considered for commitments.
Note: Only the eligible suppliers with Assignment Status 1 are listed for commitment in the Select from Allowed Suppliers form for both takeoffs and bid contracts.

When the TBD record, that is, the record in blue font, is assigned with an eligible supplier for the takeoff contract, a corresponding new record in black font is generated. These lines are now ready to be processed for creating a commitment.

Your Work with Lot Start Workfile should look like this:

Eligible Supplier Record in Work with Lot Start Workfile