Implementation Overview

Important

This part of the Help File should be completed after all processes from the ***HomeBuilder Install and Subscribe***Help Files Section have been thoroughly reviewed and completed.

Create your HomeBuilder Company and Activate It

Once the license configuration is complete, a new Company can be created. This Company will first be used to setup the configuration of your future Live Company. Once the setup is ready, it can be copied to one or more Live Companies.

"Search” for “Companies” and open the Companies Page. To create a new Company:

• Give the Company a name in the first selection box.  
• In the “Select the data…” section, change to the option “Create New – No Data”. This will open a new Company Template with no Demo data to interfere with your setup.
  • You may receive language or location comments. Accept them and move on.
• In the next screen click on Manage Users and add your users.
• Click Finish and your company will be created – this process takes ten or more minutes to complete.

Configuring environment in the New Company

After about ten minutes lapses, change your current company to the newly created one. Click on the Cog (top right of the whole BC menu) and select “My Settings”.

• Change the role to “Homebuilder Admin”.
• Change the Company to the one that you just created.
• "Search” for “HomeBuilder” and choose “HomeBuilder License Selections”.
  • Click on the button “Edit List”.
  • Click on the drop-down option on the License Type field and choose “Active” for the company that you just created – accept the messages and click through.

Import Configuration Packages

You now have a blank company licensed and activated for HomeBuilder. Search Configuration Packages and import the following tables into your new Company:

• HB10 Pre-Base - for tables required in Base Tables import.
• HB11 Base tables – required for standard BC setup with a focus on HomeBuilder.
• HBI12 BASE HB STD – Base HomeBuilder setup for standard running.
• HBI13 COA, DIM IMP. Customer data tables – line-by-line import of things typically customer-determined but not Customers or Vendors (not Customer or Vendor Vendor Master Data, like the name and address of a particular Customer).
• HBI14 GLOBALS IMPORT.

Note

The above-mentioned Configuration Packages can be supplied by your Implementation Partner.

Post Import Manual Updates

Add GL Accounts to Setup tables

After you have imported up to the Chart of Accounts you must manually add some of the GL Accounts to the Setup tables that were imported. The minimum configuration points are searchable and are as follows:

• Customer Posting Group – Receivables Account.
• Vendor Posting Group – Payables Account and Retainage Control Acc.
• Bank Posting Group – G/L Bank Account No.
• General Posting Setup:
  • Sales and Sales Credit Accounts.
  • Purchase and Purchase Credit Accounts (these are commonly in the Assets section of the balance sheet as accumulated costs of purchase invoices of the Items. These are commonly released to the Income Statement at year-end).
• “Tax Jurisdiction” CAON: GL Accounts added to”.
  • “Tax Account (Sales)”.
  • “Tax Account (Purchases)” – ITCs.
  • “Reverse Charge (Purchases)” -typically the same as “Tax Account (Purchases)”.

Configure General Journal Templates

Search General Journal Templates, click Batches, and create General Journal Batches you will be using. For example:

• CASHRCPT for Cash Receipts. As Bal Account type put Bank. Enter your bank as the Bal. Account No.
• “Standard General Journal Line” for the “Journal Template Name” – “CLADJUST”.

Update Dimensions

Search General Ledger Setup, and click Change Global Dimensions. Select the 2 global dimensions that will be used the most for reporting. Cost Detail as Global Dimension no 1 and Cost Group as Global Dimension no 2 are common choices.  

What Might You Want to Review and Adjust?

The suggested records might work for you as a starting position, so we provide them in the Configuration Packages listed above. When open your first Company, you should already have:

• Lot Types.
• Cost Codes.
• Base Contract Items.
• The following list is less likely to be exactly what you want but we still imported it to give you a starting position.
• Global Item Category (70526205).
• Global Cat. House Area (70526206).
• House Areas + sub tables:
• House Area Measurement.
• Applicable Checklist Items (used for PDI).
• Global Key Date Category (70526200).
• Key Date Category (70526170).
• Key Dates.
• Key Date Templates.
• Key Date Template Item (70526173).
• Closing Date Types.
• Closing Dates.

Bringing in History

This part is often called Data Migration. It is a specialized and multifaceted process that is best conducted by or in conjunction with, your HomeBuilder Partner.

• GL Open balance.
• Open AP.
• Open Bank Ledgers.

Important Questions to ask

Decisions you make using the attached questionnaire will determine the path to follow during the rest of your HomeBuilder implementation:

• Will you want to schedule tasks in HomeBuilder, or do you leave this with the site super?

  • No scheduling – fill in on HomeBuilder setup the default Workflow Template and Workflow Template Task.

• Will you want The Color Chart?

  • The system depends on the Full Color Chart if you want the budget to actual for costs and guided selection for the Décor designer with the purchaser.
    • You need to setup a huge catalogue.
    • Push the Items to the Models.
    • Vendor contracts.

• A simple Color Chart is sufficient if you allow the décor designer to select from a limited list and manually enter the price and also enter the cost if you want.

  • Just create simple items e.g., Carpet Upgrades.
  • Push the Items to the Models.
  • After releasing the Lot Selection Package, go to Package Work Planning and enter the Choice Planning Lines for vendor.

• Phase Color Selections: How does the "Populate" Action Button work?

  • For each Item, there is a list of House Areas.
  • For each Item, there is an Item Category.
  • For each Item, I can flag the Item as a Color Chart Item.
  • For the Phase, there are Models attached to them.
  • Under each model, there is also a list of House Areas.
  • After the populate go into the Phase Color Selections:
  • Can select if it is mandatory or not.
  • For each Item Category/House Area add at least one item to Selection Options; more if you like and set default if you want.

• Do you want after-sales service?

  • Setup new items with designation after-sales.
  • Deficiency Types for the Pre-Delivery Inspection (PDI) – assign the relevant item.
  • Create the Checklist items for the PDI.
  • Attach Deficiency Types to Checklist items.
  • Attach Checklist Items to House Areas.