Before cutoff phases can be assigned, they must be set up. For additional information on setting up cutoff phases, please refer to the following topics:
After setting up cutoff phases, record the lot phase status on the job within WMS, and make it available to the sales center as follows:
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The method for updating the status field will also be affected by the settings in Master Job Synchronization Settings. Please verify that the synchronization settings are correct, and make necessary changes before starting this procedure. See Accounting and Estimating DB Settings and Updating Job Fields for additional information. |
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Recording the lot phase status in Setup > Jobs is a valid method if the client is using the Scheduling module. The lot phase status will be updated on the job each time an activity that is designated as a cutoff phase has been checked as completed in Scheduling. |
From the Setup menu, selectJobs, or click the 
Jobs icon on the Setup toolbar.
Use the Jobs Toolbar to select a job.
Use the drop-down menu to select the appropriate lot phase status.
Click the 
button to save any changes, or click the 
button to cancel them.
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WMS status overwrites sales center status whenever data is sent from WMS to the sales center. |
Assign Cutoff Phases in Timberline
Accounting and Estimating DB Settings and Updating Job Fields
Assign Lot Phase Status to Job