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Homebuilder Setup Tips and Useful Definitions

In general, you should implement HomeBuilder as you would basic Business Central. This help page covers additional setup that is either particular to the HomeBuilder software or is just preferred by home builders.

General Ledger Setup

Search "General Ledger Setup", then define dimensions for Cost Groups, Cost Details, Phases, and Lots. It is not necessary that any of these dimensions should be defined as Global Dimension 1 or Global Dimension 2.

However, here is the typical setup: Global Dimension 1 - Cost Groups Global Dimension 2 - Cost Details

We recommend using them at least as shortcut dimensions so that you have them available in your day-to-day work. However, it is up to the User how to use HomeBuilder-related dimensions.

General Journal Templates

Search "General Journal Templates"; turn on the flag "Copy to Posted Jnl. Lines" to enable viewing posted entries for (at least) the following templates:

  • CASHRCPT
  • CLSADJUST
  • DEPOSIT

My HomeBuilder Settings

Search "My HomeBuilder Settings"

  • Set a default filter for the phase of Phases.
  • The filter will be used for displaying records on multiple pages such as Page Cues, Lots, Models, Work Orders, Lot Installments, Selection Packages, etc.
    • This setting takes effect for each user individually.