Release Notes Summary 2024
Updated: 2024-02-29
The Functionality of Trade Notifications
If you want to inform some vendors about an extra or upgrade chosen by a homebuyer, then define the set of trade types that should receive notification under the construction item representing this extra or upgrade. You may define notification trade types for color chart items with the designation "Single Item" or "Bundle". You should assign the appropriate "Task No." for each of the trade types listed under the item.
For example, for the extra item Additional Basement Window you may want to notify vendors of trade types Concrete, Framing, and Drywall. To define which vendor (or vendors) represent each trade type in a phase, run the action "Trade Type Vendors" for this phase. For each trade type, at least one record should be marked as default (in other words, you should define the default vendor for each trade type).
Upon releasing a Lot Selection Package, the system will generate a Planning Line for a choice and additional notification Planning Lines for each vendor that should be notified. The notification Planning Lines will have the prefix "Notification: " in the Description field, zero Unit Cost, "Vendor No." defined in the "Trade Type Vendors" as default, and "Task No." defined for the trade type under the item.
The notification Planning Lines will be included in the POEs and Work Orders in the same way as regular Planning Lines.
Locking/Unlocking Budget
With this release we introduced the functionality for locking and unlocking a lot budget. Once the lot budget is locked, the following operations get disabled:
- Editing amounts such as "Anchored Amount", "Estimated Amount", and "New Amendment" in Lot Budget lines
- Modifying "Unit Cost", "Unit Price", and "Quantity" in the Planning Lines of the lot.
- Anchoring and Un-anchoring Lot Budget
- Adding or removing Lot Budget Revision
Only a user with Functional Permission "CAN LOCK BUDGET" can lock the lot budget. Only a user with Functional Permission "CAN UNLOCK BUDGET" can un-lock the lot budget.
Sales Statuses for Lots
Sales Statuses for lots can be defined by a user.
To maintain the list of Sales Statuses, go to the main menu HomeBuilder, find Setup, and select Sales Statuses or find the page "Sales Statuses" through the Search. In the page "Sales Statuses", you have the ability to define how Sales Status can be changed by specifying a list of "next" statuses for each status.
Other Improvements:
- A card view (not just a list) has been added to the "Lot Selection Choices".
- The fact boxes of pages "Lot Selection Choices" and "Lot Selection Choice Card" now show the picture of the selected item or item variant.