homepage

Lot Card

The page "Lot Card" allows users to enter a new Lot or edit an existing one. To access, search Lots, then click on the Lot that you want to adjust.

The page is broken down by the following FastTabs. Each Fasttab has multiple fields. We have explained the most relevant fields in each FastTab:

FastTab General

This section contains general information about the Lot, including Phase, Lot Code, Address, Sales Status, and other information related to the state of the Lot. Most of the fields are self-explanatory.

  • Job No.
    • "No." of the job which represents the Lot. This is a standard Business Central field. It is shown when the flag "Lot Code same as Job No." in the HomeBuilder Setup is set to 'Yes', otherwise it is hidden and assigned automatically using "Job Nos." (number series) defined in the "Jobs Setup" page.
  • Lot Code.
    • When the flag "Lot Code same as Job No." in the HomeBuilder Setup is set to 'Yes', the "Lot Code" gets populated from the "Job No." after entering "Phase Code".
  • Model Code.
    • Specifies the model which will be built on the lot. On changing the Model Code the Lot Budget will be re-populated from the Model Budget of the selected Model.
  • Sited.
    • The action of siting adds all the 'base contract' planning lines created based on the Model Code (from the Model Items) of the Lot. This flag indicates if siting has been executed for the lot.
  • Released.
    • If set to Yes, it means that the 'base contract' planning lines of the Lot are released for construction.
Note

Fields "Sales Status", "Sited", and "Released" are non-editable. You cannot just click on them to change but perform one of the Actions described here.

FastTab Purchaser

Shows information related to the purchaser of the Lot. The Field "Customer No." refers to Customers in Business Central. This means that before assigning to a Lot, the corresponding Customer record should be created using standard Business Central functionality.

The Field "Customer No." is editable if "Sales Status" is set to 'Unsold/Available'.

The rest of the fields in this section are read-only. They get retrieved from the corresponding Customer record. (Search: Customers and select the relevant Customer to open a Customer Card)

FastTab Land

This section contains informational fields related to the land of the Lot.

FastTab Sales

This section contains information related to the Lot pricing and deposits. A user can see this section only if this user has a functional permission 'CAN SEE LOT PRICES' which can be assigned through a function role in the page 'User Card'(First, search Users, then select a User Card. You will need proper Permission to assign new Permissions.)

  • Model Price.
    • The price associated with the combination Model/Lot Type (see Section "Model Lot Types"). It gets retrieved from the most recent "Model Lot Type" record on assigning Model Code to the Lot.
  • Original Price.
    • The original price of the Lot. Normally, it is the same as the Model Price.
  • Premium Amount.
    • Additional price related to the premium conditions of the Lot, for example.: lake view, ravine lot, etc.
  • Offer Price.
    • Sum of the Original Price and the Premium Amount.
  • Amendment.
    • The total price amount including taxes of Lot Selection Packages, i.e. Upgrades and Extras.
  • Total Price.
    • The sum of the Original Price, the Premium Amount, and Lot Selection Packages with taxes.
  • Deposits.
    • The sum of the posted Lot Installments which are not invoiced.
  • Outstanding Amount.
    • Total Price less Deposits paid by the Customers.

FastTabBudgeting

Contains Budget Summary. It includes a Cost, Revenue, and Profit matrix by Estimated, Planned, Budget, Actual, Outstanding values, and Completion %.

A user can see this section only if this user has a functional permission 'CAN SEE LOT BUDGET' which can be assigned through a function role in the page 'User Card'.

FastTabMilestones

Reduced list of Lot Key Dates showing only those marked as a Milestone.

FastTab Closing

Original and current closing dates with Adjustment Type.

This section contains informational legal-related fields.

FastTab Construction

Non-mandatory construction attributes of the Lot having an informational purpose, e.g., Color Scheme, Noise Impact Report, Risers’ types, Positioning on the Lot, etc.

The page has the following Actions.

(The actions are the same as in the "Lots" page and are explained there in more detail.)

  • Budget.
  • Lot Installments.
  • Selection Packages.
  • Planning Lines.
  • Task Operations.
  • Inspections.
  • Actions.
    • Change Status.
    • Site Model on Lot.
    • Un-site Model.
    • Populate Adjustment Journal.
    • Release.
    • Un-release.
  • Related.
    • House Areas.
    • Closing Dates.
    • Customers.
    • Contracts.
    • Sales Log.
    • Job Cost Ledger Entries.
    • Workflows.
    • Key Dates.
    • Comments.
    • Posted Adjustment Entries.
  • Reports.
    • Cost Detail (Excel).