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  • Title and Copyright Information
  • Preface
  • 1 Introduction to JD Edwards EnterpriseOne Homebuilder Management
    • JD Edwards EnterpriseOne Homebuilder Management Overview
    • JD Edwards EnterpriseOne Homebuilder Management Business Processes
    • JD Edwards EnterpriseOne Homebuilder Management Integration
      • JD Edwards EnterpriseOne General Accounting
      • JD Edwards EnterpriseOne Accounts Payable
      • JD Edwards EnterpriseOne Procurement Management
      • JD Edwards EnterpriseOne Job Cost
      • JD Edwards EnterpriseOne Service Management
    • JD Edwards EnterpriseOne Homebuilder Management Implementation
      • Global Implementation Steps
      • Implementation Steps
    • Business Interface Integration Objects
  • 2 Converting Homebuilder Management in JD Edwards World to JD Edwards EnterpriseOne
    • Understanding Homebuilder Management Conversion
    • Prerequisites
    • Setting Up Homebuilder Management User-Defined Codes in JD Edwards EnterpriseOne
      • World UDC Tables
      • JD Edwards EnterpriseOne UDC Tables
    • Converting JD Edwards World Homebuilder Management Data
      • Understanding the Conversion Programs
        • JD Edwards World Files That Are Converted to JD Edwards EnterpriseOne Tables
        • JD Edwards EnterpriseOne Tables That Require Manual Setup
        • World Files That Are Not Converted
      • Prerequisite
    • Describing Technical Considerations for Conversion Programs
      • Lot Master Conversion
      • Sales Master Conversion
      • Item Pricing Pre-Conversion Review
  • 3 Setting Up JD Edwards EnterpriseOne Homebuilder Management
    • Understanding User-Defined Codes
      • Homebuilder Sales
      • Homebuilder Purchasing
      • Homebuilder Construction
      • Extended Data Levels
    • Understanding Next Numbers
    • Setting Up Constants and Commitment Document Types
      • Understanding Constants
      • Understanding Commitment Document Types
      • Prerequisites
      • Forms Used to Set Up Constants and Commitment Document Types
      • Setting Up Constants
      • Setting Up Commitment Document Types
    • Setting Up Activity Rules
      • Understanding Activity Rules
      • Prerequisites
      • Forms Used to Set Up Activity Rules
      • Setting Processing Options for Homebuilder Activity Rules (P44H002)
        • Defaults
      • Setting Up Activity Rules
    • Setting Up Extended Data
      • Understanding Extended Data
      • Forms Used to Set Up Extended Data
      • Setting Processing Options for Extended Data (P44H092)
        • Defaults
      • Setting Up Extended Data Templates
      • Setting Up Column Headings for Extended Data
    • Setting Up Closing Worksheets
      • Understanding Closing Worksheets
      • Prerequisites
      • Forms Used to Set Up Closing Worksheets
      • Setting Up AAIs for Closing Worksheet Templates
      • Mapping Data to Closing Worksheet Templates
      • Mapping Extended Data to Closing Worksheet Templates
    • Interacting with the JD Edwards EnterpriseOne Job Cost System
    • Interacting with the JD Edwards EnterpriseOne Service Management System
      • Understanding JD Edwards EnterpriseOne Service Management Integration
      • Setting Up Extended Data to Interface with JD Edwards EnterpriseOne Service Management
  • 4 Setting Up and Managing Homebuilder Management Foundation Information
    • Understanding Homebuilder Foundation Information
    • Understanding Wildcards
      • Fields and Records in Which Wildcards Are Allowed
      • Examples of Option Master Records with Wildcards
    • Prerequisites
    • Setting Up Areas
      • Understanding Areas
      • Forms Used to Set Up Areas
    • Setting Up Communities (Release 9.2 Update)
      • Understanding Communities
      • Prerequisites
      • Forms Used to Set Up Communities
      • Setting Processing Options for Community Master (P44H101)
        • Defaults
        • Versions
      • Set Up Communities
        • General
        • Tax Info
        • Cat Codes
        • Dates
        • Addresses
        • Attachments
    • Setting Up Phases
      • Understanding Phases
      • Prerequisite
      • Forms Used to Set Up Phases
      • Setting Up Phases
    • Setting Up Lots
      • Understanding Lot Setup
      • Prerequisite
      • Forms Used to Set Up Lots
      • Setting Processing Options for Lot Master (P44H201)
        • Defaults
        • Versions
      • Setting Up Lots (Release 9.2 Update)
        • Lot Master
        • Construction
        • House Schemes
        • Additional Information
        • Category Codes
      • Assigning Multiple Lots to a Community
      • Releasing Lots for Sale
    • Setting Up Cost Code Templates
      • Conversion from JD Edwards World Homebuilder Management
      • Forms Used to Set Up Cost Code Templates
    • Setting Up Plans for Communities
      • Understanding Plans for Communities
        • Copying Plans
      • Prerequisites
      • Forms Used to Set Up Plans for Communities
      • Setting Processing Options for Plan Master (P44H301)
        • Versions
      • Assigning Plans to Communities
      • Revising Plans
        • Plan Info
    • Setting Up Options
      • Understanding Options
        • Option Type Setup
      • Prerequisites
      • Forms Used to Set Up Options
      • Setting Processing Options for Option Master Maintenance (P44H401)
        • Defaults
        • Versions
      • Reviewing Options
      • Setting Up Options
        • General
      • Setting Up Option Packages
      • Updating Option Cost Detail
      • Copying Options by Community
        • Copy From and Copy To
        • Dates
        • Include
    • Analyzing Profitability with the Community Pro Forma Program
      • Understanding the Community Pro Forma Program (P44H102)
        • Field Calculations
      • Prerequisites
      • Forms Used to Analyze Profitability with the Community Pro Forma Program
      • Setting Up Community Pro Forma Information
        • Per Lot Amounts
        • Lot Override Percentages
        • ProForma Totals
        • Detail Area
  • 5 Using Homebuilder Personas (Release 9.2 Update)
    • Understanding Homebuilder Personas
      • Prerequisites
    • The Lot Start Coordinator Persona
      • Active Content EnterpriseOne Page for the Lot Start Coordinator Persona
      • Queries for the Lot Start Coordinator Persona
      • One View Watchlists for the Lot Start Coordinator Persona
  • 6 Entering Bid Contracts and Takeoffs
    • Understanding JD Edwards EnterpriseOne Homebuilder Management Procurement Programs
    • Understanding Bid Contracts and Takeoffs
      • Bid and Takeoff Entry
    • Understanding Alternate Tax Rate/Area Assignments for Bid Contracts and Takeoffs
    • Prerequisites
    • Entering Bid Contracts
      • Understanding Bid Contracts
      • Prerequisite
      • Forms Used to Enter Bid Contracts
      • Setting Processing Options for Enter Bids (P44H601)
        • Defaults
        • Versions
        • Process
      • Entering Bid Header Information
      • Entering Bid Detail Information
    • Copying Bid Contract Information
      • Understanding Bid Copying
      • Running the Bid Copy Report
      • Setting Processing Options for Bid Copy (R44H601C)
        • Copy To
        • Update
    • Entering Items and Item Prices for Takeoffs
      • Understanding Items and Item Prices for Takeoffs
      • Forms Used to Enter Items and Item Prices for Takeoffs
      • Setting Processing Options for Material Item Maintenance (P44H600)
        • Defaults
        • Process
      • Entering Multiple Items
      • Entering a Single Item
      • Setting Processing Options for Material Item Pricing (P44H603)
        • Defaults
        • Versions
      • Adding Item Price Information for Multiple Items
        • Line Defaults
      • Adding Item Price Information for a Single Item
    • Copying Item Price Information for Takeoffs
      • Understanding Item Price Copying
      • Running the Item Price Copy Program
      • Setting Processing Options for Item Price Copy (R44H603C)
        • "Copy To" Values
        • Updates
    • Entering Takeoffs
      • Understanding Takeoffs
      • Understanding the Takeoff Summary Feature
      • Prerequisite
      • Forms Used to Enter Takeoffs
      • Setting Processing Options for Takeoff Master Maintenance (P44H602)
        • Defaults
        • Versions
      • Entering Takeoff Information
      • Revising Item Quantities in Takeoffs
      • Reviewing Takeoff History
      • Setting Processing Options for Takeoff Summary (P44H602S)
        • Defaults
        • Versions
    • Assigning Suppliers to Areas
      • Understanding Supplier Assignment to Areas
      • Forms Used to Assign Suppliers to Areas
      • Setting Processing Options for Supplier Assignment (P44H604)
        • Defaults
        • Versions
      • Assigning Suppliers to Areas
    • Running the Simulated Takeoff Detail List Report
      • Understanding the Simulated Takeoff Detail List (R44H6005)
      • Running the Simulated Takeoff Detail List
      • Setting Processing Options for Simulated Takeoff Detail List (R44H6005)
        • Defaults
        • Print
  • 7 Processing the Sale of a House
    • Understanding the Sales Process
    • Prerequisites
    • Working with the Sales Workbench
      • Understanding the Sales Workbench Program (P44H500)
      • Form Used to Work with the Sales Workbench
      • Setting Processing Options for Sales Workbench (P44H500)
        • Defaults
        • Search Types
        • New Sale
        • Transfer Buyer
        • Activity Rules
        • Warranty Management
        • Versions
      • Reviewing Sales Information
        • Date Ranges
    • Configuring Lot Information
      • Understanding Lot Configuration
      • Forms Used to Configure Lot Information
      • Adding Buyer Information to Lots
      • Selecting Contracts
      • Selecting Plan and Elevation for Lots
      • Setting Processing Options for Select Options (P44H501)
        • Defaults
      • Selecting Options
    • Managing Sales
      • Understanding Sales Information
        • Sales Activity Rules
      • Understanding Sales Cancellations
      • Forms Used to Manage Sales
      • Entering Sales Information
        • Sales Data
        • Address Book
        • Revenue
        • Financing
        • Contingent Sale
        • Sales Attachments
      • Canceling Sales
    • Transferring a Sale
      • Understanding Sales Transfers
      • Form Used to Transfer a Sale
      • Transferring Sales
        • Transfer
    • Adding Extended Data to Sales Records
      • Understanding Extended Data in Sales Records
      • Prerequisite
      • Forms Used to Add Extended Data to Sales Records
    • Closing Sales
      • Understanding Sales Closings
      • Prerequisites
      • Forms Used to Close Sales
      • Setting Processing Options for Closing Worksheet Entries (P44H591)
        • Defaults
        • Versions
      • Preparing Closing Worksheets in Proof Mode
      • Creating Sales Journals
    • Creating Service and Warranty Contracts
      • Understanding Service and Warranty Contracts
      • Prerequisites
      • Forms Used to Create a Service and Warranty Contract
  • 8 Running the Lot Start Process
    • Understanding the Lot Start Process
    • Working with the Lot Workbench
      • Understanding the Lot Workbench Program (P44H200A)
      • Prerequisite
      • Form Used to Work with the Lot Workbench
      • Setting Processing Options for Lot Workbench (P44H200A)
        • Default
        • Versions
      • Reviewing Lot Information
    • Generating the Lot Start Workfile
      • Understanding the Lot Start Workfile Generation Program (R44H700)
      • Understanding the Data Selection Hierarchy
        • Supplier Assignment Hierarchy
        • Bid Hierarchy
        • Takeoff Hierarchy
      • Prerequisites
      • Running the Lot Start Workfile Generation Program
      • Setting Data Sequencing for the Lot Start Workfile Generation Program
      • Setting Processing Options for Lot Start Workfile Generation (R44H700)
        • Process
        • Account Creation
        • Versions
    • Managing Information in the Lot Start Workfile
      • Understanding Lot Start Workfile Management
        • Record Status in the Lot Start Workfile
      • Understanding Canceling and Deleting Records in the F44H711 Workfile
      • Understanding Supplier TBD Assignment
        • Alternate Tax Rate/Areas for Supplier TBD Assignments
      • Prerequisite
      • Forms Used to Manage Information in the Lot Start Workfile
      • Setting Processing Options for Lot Start Workfile Review (P44H711)
        • Defaults
        • Versions
        • Budgets
      • Canceling Workfile Records
      • Deleting Workfile Records
      • Placing Workfile Records on Hold
      • Releasing Workfile Records on Hold
      • Revising Takeoff Quantities
      • Assigning Suppliers to TBD Records
  • 9 Creating Lot Commitments Independent of the Lot Start Process
    • Understanding Commitments
    • Generating Homebuilder Commitments
      • Prerequisite
      • Run the Generate Homebuilder Commitments Program
      • Setting Processing Options for Generate Homebuilder Commitments (R44H7113)
        • Defaults
        • Versions
        • Budgets
    • Creating Lot Commitments from Extra Purchase Orders
      • Understanding Extra Purchase Orders
        • Alternate Tax Rate/Area Assignments in Extra Purchase Orders
      • Forms Used to Create Lot Commitments from Extra Purchase Orders
      • Setting Processing Options for Extra Purchase Order Entry (P44H703)
        • Defaults
        • Process
        • Versions
      • Creating Lot Commitments in the F44H711 Workfile from Extra Purchase Orders
    • Creating Lot Commitments from External Purchase Orders
      • Understanding External Purchase Orders
      • Form Used to Create Lot Commitments from External Purchase Orders
      • Creating Lot Commitments in the F44H711 Workfile from External Purchase Orders
  • 10 Creating Vouchers
    • Understanding Voucher Processing
    • Creating Vouchers for Commitments
      • Form Used to Create Vouchers for Commitments
      • Setting Processing Options for Voucher Workbench (P44H702)
        • Defaults
        • Versions
        • Process
        • Logs
      • Creating Vouchers for Commitment Records
    • Creating Vouchers for Bids and Takeoffs Before Invoice Receipt
      • Understanding Voucher Creation Before Invoice Receipt
      • Prerequisites
      • Running the Auto Voucher Program
      • Setting Processing Options for Auto Voucher (R44H702)
        • Defaults
        • Versions
        • Process
        • Logs
  • 11 Appendix A - JD Edwards EnterpriseOne Homebuilder Management Reports
    • JD Edwards EnterpriseOne Homebuilder Management Reports: A to Z
    • JD Edwards EnterpriseOne Homebuilder Management Reports: Selected Reports
      • R44H1001 – Processing Options for the Community Master Report
        • Print
      • R44H5000 – Processing Options for the Weekly Sales Report
        • Format
        • Selection
        • Sales Date
        • Revenue
        • Versions
      • R44H5003 – Processing Options for the Backlog Report
        • Process
      • R44H5004 – Processing Options for the Projected Closings Report
        • Process
      • R44H5005 – Processing Options for the Cancellations/Transfers Report
        • Dates
        • Print
      • R44H5006 – Processing Options for Detail Sales Status (Mylar)
        • Print
      • R44H6001 – Processing Options for the Bid Contract Price Variance Report
        • Processing
      • R44H6002 – Processing Options for the Bid Form/Contract Confirmation Report
        • Processing
      • R44H6003 – Processing Options for the Base House Cost by Plan Report
        • Print
        • Process
      • R44H6004 – Processing Options for the Option Cost Analysis by Community Report
        • Defaults
        • Print
        • Process
      • R44H6006 – Processing Options for the Option Cost Analysis by Option Report
        • Defaults
        • Print
        • Process
      • R44H6007 – Processing Options for the Bid Supplier Comparison Report
        • Selection
        • Process
      • R44H6008 – Processing Options for the Purchase Order Print Report
        • Status Codes
      • R44H6009 – Processing Options for the List by Supplier Report
        • Process
      • R44H7003 – Processing Options for the Configuration List Report
        • Defaults
  • 12 Appendix B - JD Edwards EnterpriseOne Homebuilder Management Tables
    • Tables Used With Homebuilder Management
  • 13 Glossary
    • Area
    • Community
    • Cost Code
    • Cost Type
    • Cost Code Template
    • Effective From (Date)
    • Expired Date
    • Item Number
    • Line Type
    • Option Number
    • Tax Rate/Area
    • Unit of Measure