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Creating a Template Company for HomeBuilder

This document outlines typical business process regarding the creation of a Template Company. A Template Company is then copied and used as a base for the creation of multiple entities that your holding might use for its operations.

Standard Process of How Companies Implement

  • Start with a demo database provided by HomeBuilder to learn the process.
    • Build your database (first Company) based upon all the elements that made sense (this is the first template company).
    • Continue with trial, testing, and test posting until you have a database that matches your business requirements.
  • Create a new template for a production company (this is the second template company).
  • Process the production company in the live environment noting any issues that were not found in testing or including improvements that have been figured – typically 3-6 months.
    • Create a template for subsequent live companies (this is the third template used for all new companies).

Always Copied to the Template – Use Special “Template Copy Config. Packages”.

Copied and Not Changed

Note

Any of these can be changed, however, 99% of the time, these are a straight copy:

  • Chart of Accounts.
  • Posting Groups.
  • Cost Groups and Details.
  • Setup tables.
  • No. Series and Lines (uses the same number series but resets to zero for the new company).

Copied and Adjusted

Note

Sometimes you will want to change these. This normally requires manual intervention but if there is a lot of updating you can use a new Config Package or use Edit in Excel

  • Base Contract Items – Maybe you want to clear out Default Vendors and Default Vendor Contract after copying?
  • Colour Chart Items – Do you need them all?
  • Component Items – Do you need them all?
  • After Sales Service Items – Do you need them all?
  • Construction Templates and Tasks
  • Company Information – Update with correct legal information and banking setup.
  • Banks – Enter account information, address, etc.

Rarely Copied to the Template – Use Special “Template Import Config. Packages”.

  • Projects (setup manually).
  • Phases (setup manually).
  • Models which will include:
    • Model House Areas.
    • Model House Area Measurements.
  • Vendor Contracts (Can be created using system tools).
  • Customers.
  • Contacts.
  • Link contacts to customers.
  • Lots.

Never Copied

  • Installments
  • Diary