Assign Jobs to Areas/Communities

 

Each job will need to be assigned to an area in order to access costs in the Purchasing module and to be available in the Scheduling or Sales Pricing modules.

 

Understanding Areas

Within WMS, an area represents a specific geographical location in which the client is building homes. An area may also be known as a community or a project.

 

The title of this field may be defined by the client to accommodate the different terminology that is used within the construction industry. (See Custom Descriptions - Timberline Integration. The field type for this particular field is HMS_Area and the default description is Area.)

 

Importance of Area In the Purchasing Module

In the Purchasing module, all costs are stored for a specific vendor within a specific area. In order to issue budgets and purchase orders with correct costs reflected, the job must be assigned to a specific area.

 

Importance of Area In the Scheduling Module

In the Scheduling module, only jobs assigned to an area display in the Schedule Manager application. A job must be assigned to an area before a schedule can be created for the job.

 

Importance of Area In the Sales Pricing Module

In the Sales Pricing module, only jobs assigned to an area are sent to the sales center. If a contract is sent down from the sales center for approval, the area assigned to the job in WMS must match the area assigned to the lot within the sales center. If the area does not match, an error message displays, and the contract will not be available in the Approve Sales Contracts screen.

 

To assign an area to a job:

  1. From the Setup menu, selectJobs. Or, click the Jobs icon on the Setup toolbar.

  2. Select the specific job using the Jobs Toolbar.

  3. Click the Area (or Community) drop-down arrow and select the appropriate area from the available areas in the list.  

 

 

  1. Click the Save icon to save any changes. Or, click the Cancel icon to cancel any changes.

 

 

Related Topics

Custom Descriptions

Setting Up Areas

Overview of Setup Jobs Screen