Lot Planning Lines

To view Planning Lines for a Lot, open a Lot Card, select the Actions Menu, and run the action "Planning Lines".

The page "Lot Planning Lines" contains two grids. The main grid lists all the Planning Lines of the lot. The detail grid shows the component Planning Lines in case the current Planning Line in the main grid is a Bundle.

The page has the following actions.

• Edit (opens planning line card)
• Add

Planning line card

Some of the fields in the Lot Planning Line require explanation:

• Progress Status.

  • This field has the following options: Pending, Ordered, Reported, Started, Completed, Released.

  • Pending.

    • The Item is pending the installation.

  • Ordered.

    • Planning Line is a part of an issued Work Order.

  • Started.

    • The work has been started.

  • Reported.

    • Vendor reported the completion of the work.

  • Completed.

    • Completion verified by Homebuilder personnel.

  • Released.

    • Planning line is released for construction and can be included in a Work Order.

• Planned Start Date.

  • Date when the Task where the Planning Line belongs to should be started according to scheduling.

• Planned Delivery Date.

  • Date when the task where the Planning Line belongs to should be completed according to scheduling.

• Date Ordered.

  • The date when a Work Order was issued for the planning line.

• Date Reported.

  • The date when the Work Order issued for the Planning Line is reported by the Vendor as done.

• Date Completed.

  • The completion date of the Planning Line. The Planning Line can be completed individually, it can be completed because of the completion of the Work Order or the Task.

• Purchase Document No.

  • The number of the latest purchase document that was posted for the Planning Line. There could be multiple purchase documents for one Planning Line.

• Purchase Document Date.

  • The date of the latest purchase document that was posted for the Planning Line.

• Sales Invoice No.

  • The number of the Sales Invoice that was posted for upgrade or extra Planning Line.

• Sales Invoice Date.

  • The document date of the sales Invoice that was posted for an Upgrade or Extra Planning Line.

Add Planning Line

Normally, Planning Lines get created upon usint the action "Site Model on Lot" (for "Base Contract" items) or upon releasing a Lot Selection Package (for Upgrades and Extras). However, there could be situations when a Planning Line should be added before siting for items that are neither "Base Contract" nor Upgrades or Extras. Another situation is the case when you need to add a Base Contract Item after Siting the Model on the Lot.

On the Lot Card, select the Planning Lines Action button from the Main Menu or click Planning Lines Cue from the right-hand side Infopane. This opens the Lot Planning Lines page where you select the +Add Action button. This Action opens the page "Add Planning Item" populated with Model Items of the Model assigned to the Lot that satisfy the following criteria:

• Designation is a Single Item, Bundle, or Customer Fee.
• Color Chart is set to 'No'.

In the list of Model Items, select an item (or select multiple), change "Quantity" from the default 1 (if needed), and click "Add Item".

Note

To see the "big picture" interplay between Workflow Tasks, Construction or Selection Packages/Color Charts, Models, Planning Lines, and Purchase Invoices, visit Task-Item-Purchase Invoice Linking Help File article. You will find an informative diagram and links to areas you might want to explore in detail.