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Site and Un-site the Model on the Lot

Site the Model on the Lot

When a Model is assigned to a Lot, the system has the ability to populate Base Contract Planning Lines for the Lot based on the Base Contract Model Items applicable to the Model. This populating operation is called the "siting model on the lot".

To Site the Model, open Lot Card, go to Actions Menu, and run the action "Site Model on Lot".

Action "Site Model on Lot" has the following prerequisites:

  • The Lot does not have Planning Lines with the flag "Base Contract" set to 'Yes'.
  • The Model is valid (in other words, it passes the action "Validate" without errors).
  • The Model has Model Items with the flag "Base Contract" set to 'Yes'.
  • The Model Items are valid (they pass the action "Validate" without errors).
  • The Lot has all Tasks referenced from the Model Items. (To populate tasks for a Lot, run the action "Push to Lots" in Construction Workflow Templates).
  • The Lot has a Budget Revision containing all Cost Codes of the Model Items which will be placed on the Lot in the form of Planning Lines. If a Cost Detail Code of sited item is missing in the Lot Budget, it will be added there automatically.
  • Lot has a "Customer No." defined.

Un-site Model on the Lot

To reverse action "Site Model on Lot", open Lot Card, go to Actions Menu, and run action "Un-site Model on Lot".

Action "Un-site Model on Lot" has the following pre-requisites.

  • The Lot has not been released for construction.
  • There are no "base contract" Planning Lines that are part of a Work Order.
  • There are no Planning Lines that are part of a Lot Selection Package.
  • There are no Job Cost Ledger Entries posted for Base Contract Planning Lines.

As a result of this action, Planning Lines with the flag "Base Contract" set to 'Yes' will be deleted.

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.