Getting Started with HomeBuilder for Dynamics 365 Business Central
HomeBuilder utilizes base Dynamics BC setup and also has setup specific to the HomeBuilder function.
In order to speed up data entry for companies that have multiple BC companies (typically when you have more than one legal entity); the setup tables can be of local or global scope.
Local scope means that a setup table takes effect in the scope of the BC company. The same setup table may have different content in different companies.
Global scope means that the setup table is filled-in once and takes effect for all companies or the contents of the global table can be pushed to the local company.
We strongly recommend that you use our professional services team who has access to useful tools and can also guide you through this process. This is the foundation of the data structure; get it right and it will be easier to complete the setup and easier to use the system.
The following is a list of the areas of the system that need to be setup. (This is a guide only and is not a detailed or complete list)
- Base System Setup - Mandatory
- No. Series.
- Chart of Accounts.
- Posting Groups.
- Dimensions.
- General Ledger Setup.
- General Journal Templates.
- Base HomeBuilder Setup - Manadatory.
- Homebuilder Setup.
- My HomeBuilder Settings.
- Key Dates - Optional (Global and Local available).
- Key Date Categories.
- Key Dates.
- Key Date Templates.
- Construction Workflow - Optional (Global and Local available).
- Construction Workflow Templates.
- Workflow Tasks.
- Cost Groups and Details.
- Cost Groups.
- Cost Details.
- After Sales - Optional.
- Service Inspectors.
- Deficiency Types.
- Checklist Items.
- Applicable Deficiency Types.
- Inspection Types.
- Measurement Types.
- Lot/Construction Item Related.
- House Areas.
- Applicable Items.
- Applicable Checklist Items.
- Lot Types.
- Grading Conditions.
- Ownership Types.
- Standard Adjustment Journals.
- Closing Date Types.
- Construction Attributes.
- Vendors (Global and Local available).
- Vendors.
- Contacts.
- Tax and Regulatory - Optional.
- T5018 Setup (Canadian Localization). Functional Permissions and Roles 71.
- Structure.
- Phases.
- Blocks/Floors.
- Models.
- Model Lot Types.
- Model House Areas.
- Lots.
- House Areas.
- Closing Dates.
- Customers.
- Contacts.
- Catalogue (Construction Items).
- Construction Item Categories.