An Example: Hardwood to Replace Carpet Requiring Trim to be Added

• Search Construction Items and select an Item that will serve as our base to create an Item with the Designation Bundle.
  • We choose Floor Hardwood.
• Now the Item has to be copied to become an Item with the Designation Bundle.
  • With the Item selected (eg. Floor Hardwood), go to Actions and click Copy to New Item.
  • Typically you assign a number slightly higher than the original and add a clear name indicating Item property. In our example, the new name is Floor Hardwood Bundle.
• Open the new Construction Item Card (Floor Hardwood Bundle)
• In the Construction Fasttab the Item Designation must be changed to Bundle
• In this scenario, we will create a main hardwood example installed in sq ft (sqm).
  • To set it, open your Item Card and on the Item FastTab select SQFT in the Base Unit of Measure field.

Creating Components for our Floor Hardwood Bundle

In order to do that, we need to first have these Components. In our example, we will create them.

• From the Construction Items list, select the Item you want to copy,(Floor Hardwood Bundle) then click Actions, copy to New Item, or click on New to create a brand new Construction Item. You can name it Floor Hardwood Component.
  • Assign a Designation Component.
  • The hardwood Component must be in sq ft (i.e.: the same Unit of Measure as the Bundle)

Note

The new Component is just a copy of the Item with the designation bundle. However, the "copying" is necessary because

• You cannot use one Item as a Bundle item and a Component Item at the same time.
• You will be adding trim where the trim was not previously required, necessitating the creation of the Bundle.

• Creating Hardwood Trim as a standard fee with a quantity of 1 per BOM.

  • In this example, we will create a brand new Component (i.e without copying)
  • Search Construction Items and click New.
  • Assign the Base Unit of Measure: Piece (or each if that is what you have configured) and the Designation Component.
  • In the Fasttab Cost and Prices, set the cost Scope as Universal and establish a Unit Cost, e.g. $250

• Paint as a standard fee with quantity of 1 per BOM.

  • The process is analogical to creating Hardwood Trim

Time to Assign Components to the Floor Hardwood Bundle

• From the Construction Item Card (here: Floor Hardwood Bundle) click Components.
  • This will open the Page Service BOM Components. This is where the Components of your Bundle must be added.
  • Select the 3 components that were just created:
    • Floor Hardwood Component
    • Hardwood Trim Component
    • Paint Component

Important

• Concerning Cost Scopes:
  • Concerning the Cost Scope: The main bundle has a cost structure of Universal as the price is determined by the area to be covered at a standard unit cost. This means that no component is allowed to be costed Per Model/HA.
  • When the Bundle is Per Model/HA you are not required to have Components with a Cost Scope "Universal". However, when the Bundle has a Cost Scope Universal, you can’t have Components with a Cost Scope "Per Model/HA", i.e. the Components of the Bundle with a Universal Cost Scope must also have a Universal Scope.

Using Bundles with Lot Selection Packages

Search Lots, select a Lot that will be used, and click on Lot Selection Packages.

This is going to open a Lot Selection Packages page for the Lot you have selected. Click New and choose between 2 Types of Lot Selection Packages:

• Color Chart - It has pre-determined selections. Only one Lot Selection Package can have the Type "Color Chart" for a Lot. (1 Color Chart selection for 1 customer for 1 Lot).
• Addendum - this can be understood as a change to the original agreement. There can be multiple "Addendums" added to the Lot that the client will later pay for.

Once you created the new Lot Selection Package, from the page Lot Selection Package, click the Choice Action Button which will take you to the Lot Selection Choices Page.

• Click Add Choice, then select From Item Categories and House Areas.

  • If the House Area is not selected in this Lot, you must add it to the Lot. One way is to add a single House Area to the Lot. To do this search Lots, select the Lot you work on, select Related, then click House Areas and add the House Area to the Lot.

• Back on the Lot Selection Choices page

  • Choose the Item Number, and Variant Code (if you have Variants)
  • Click the Components button to see all Components of the Bundle (and the selected Variant) and your default Vendors assigned to perform tasks.

Go Back to the Lot Selection Packages page (search Lots, then click Selection Packages) and select your Package. Notice that the Status of your Selection Package is set to Open. Also, in the Infopane on the right-hand side (the small "i" icon) there will be 0 Planning lines.

• When you are ready, click Close, click Approve, and then click Release.
  • This will create Planning Lines necessary to order services.
• The next step is to go to Related, then Work Planning
  • Verify your Planning Lines: add instructions, and change Vendors or Prices if necessary.
• To create POE (Purchase Orders for Extras), click Release for POE
• Click Create POE (Purchase Orders for Extras). The system will display a message that POEs have been created.

To create Work Orders:

• Search Phases, and select the Planning Lines button.
  • All Planning Lines of the Phase are going to be displayed.
  • Select the Planning Lines you were working on, then click Create Work Orders.

To view your Work Orders:

• From Phases select Work Orders or search Vendor Work Orders. To send a Work Order to your Vendor:
• On the Vendor Work Orders page, click a WO to open the WO card
  • Click Print or Send by email.
• Note that Work Orders will not contain pricing.

To close your Work Orders:

• on the Work Order Card, click Complete to change the WO status from Issued to Complete.

To issue a Purchase Invoice:

• Search Purchase Invoice, choose the vendor assigned to the Planning Line (and a WO) that was completed.
• Select appropriate Planning Lines, then click the button "Add Selected to Purchase Lines".
  • This will populate your Purchase Invoice Purchase Lines from the Planning Lines.
• Complete the Purchase Invoice as per your regular process.

Note

You can also view all your Planning Lines for the whole Phase. Search Phases, select a Phase, and click Planning Lines. POEs are often used to notify the Vendor that the work is coming (timeline, prices, can you perform as described? ), and then the WO (Work Orders) are used to call the Vendor on the Job. New POEs must be created and Released as the work is part of the Addendum, not the original work planned for constructing the house.