Understanding Activity Rules

To manage sales and construction activities within your business, you can set up activity rules to allow specific activities and to control the sequence of the activities. Activity rules also determine which records are written to the Lot Sales History (F44H501H) and Lot Master History (F44H201H) tables. Events that might create sales-related historical entries include entering a new sale, canceling a sale, and releasing options through the Lot Start process.

Activity rules enable you to:

• Support key business functions.

• Add and update information, based on activity rule changes and special processing.

• Manually change both lot and sale statuses to new activity rules.

• Control processes such as:

  • Releasing a lot for sale.

  • Adding a new buyer.

  • Canceling a sale.

  • Transferring a sale.

Activity rules can be further classified by:

• Rule types in UDC 44H0/RT.

  Rule types enable you to customize activity rules by logical groupings of lots, such as geographic area or operating division, and to create multiple activity rule templates. The Community Phase Master table (F44H101) stores the Homebuilder Activity Rule Type (HBRLTP) that is the activity rule template for the community.

• Action types in UDC 44H0/AT.

  Action types identify whether the activity rule is associated with the construction or sales workflow. The action types are:

  C: Construction

  S: Sales

Activity rule codes are set up in UDC 44H0/RL. These codes are hard-coded:

• 200: Construction Start

• 450: Construction Complete

• 500: Released for Sale

• 600: Sold

• 900: Closed

The system uses these codes to update values in the Lot Status Code (LSTATHB) field in the Lot Master table (F44H201). The table illustrates that the lot status description, which appears in the Lot Workbench program (P44H200), is based on the relationship between the codes in the LSTATHB field and the corresponding activity rules:

Lot Status Description	Lot Status Code (LSTATHB)	Activity Rule Condition
Not Available	0	Sales for the last status are less than 500.
Not Sold/Not Started	1	Sales for the last status are greater than or equal to 500 and less than 600. Construction for the last status is less than 200.
Not Sold/Started	2	Sales for the last status are greater than or equal to 500 and less than 600. Construction for the last status is greater than or equal to 200 and less than 450.
Sold/Not Started	3	Sales for the last status are greater than or equal to 600 and less than 900. Construction for the last status is less than 200.
Sold/Started	4	Sales for the last status are greater than or equal to 600 and less than 900. Construction for the last status is greater than or equal to 200 and less than 450.
Not Sold/Complete	5	Sales for the last status are greater than or equal to 500 and less than 600. Construction for the last status is greater than or equal to 450.
Sold/Complete	6	Sales for the last status are greater than or equal to 600 and less than 900. Construction for the last status is greater than or equal to 450.
Closed	9	The sales status is greater than or equal to 900.