Other Setup Parameters
Grading Conditions
Grading Condition represents physical properties of the Lot such as Look-out, Walk-out, Corner, Corner Deck, etc.
- This is just for information and potentially reporting. There is no additional functionality here.
- It is used as informational property in the Lot Card.
- To define grading conditions, open the page "Grading Conditions" by searching it or by navigating to Roles Center (i.e. Homebuilder - Setup - Grading Conditions).
Note
"Grading Conditions" have global scope, which means once setup in one company, they are available for use in all companies.
Ownership Types
Ownership Type represents a type of property ownership, such as Freehold, Standard Condominium, or Vacant Land Condominium.
- It is used as informational property in the Lot Card.
- To define ownership types, open the page "Ownership Types" by searching it or by navigating to Roles Center (i.e. Homebuilder - Setup - Ownership Types).
Note
"Ownership Types" have global scope, which means once setup in one company, they are available for use in all companies.
Closing Date Types
The closing date for any lot can be moved multiple times. The system stores the history of closing dates for each Lot.
- Closing Date Type provides a reason for entering each closing date value (i.e. the reason for changing the closing date at each occurrence).
- To define closing date types, open the page "Closing Date Types" by searching it or by navigating to Roles Center (i.e. Homebuilder Setup Closing Date Types). Examples are shown below:
The Closing Date Types can be associated with Key Dates. When "Closing Date" is changed in the Lot Closing Dates, the "Schedule Date" values will be automatically updated in Lot Key Dates specified in columns "Closing Key Date Code" and "Notice Key Date Code".
Note
"Closing Date Types" have global scope, which means once setup in one company, they are available for use in all companies.
Construction Attributes
Construction Attributes are purely information fields on the Lot Card. These fields describe the constructional specifics of a lot. The list of attribute types is pre-defined.
To define possible values for the attributes, open the page "Construction Attributes" by searching it or by navigating to Roles Center (i.e. Homebuilder - Setup - Construction Attributes). "Construction Attributes" have global scope, which means once setup in one company, they are available for use in all companies.