Description - The description is actually two fields of information that are added together to create the description. The beginning of the description is the phase code from the Sage Timberline® Office Estimating database, which is followed by the name of the model or option. This field is read-only and is only updated in the designated Sage Timberline® Office Estimating database.
Detail columns for plans and options can be modified in one of two ways:
Drop-down menus allow you to select from a list, or open a calculator for numerical entries.
Manual keyboard entry is used in fields that do not display drop-down lists when selected.
Following is a brief description for commonly used column fields:
Plan Type - This field can only be edited for the base house in the model. This designates the default Plan Type assigned to the base house. This information is used during replication whenever a new plan comes into WMS.
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The default plan type for the base house that displays in the Master Models and Options screen is selected in Setup > Divisions > Sales Pricing. The default plan type is assigned during replication whenever a new plan comes in to WMS. For additional information, see Worksheet Settings. Use the Default Plan Type drop-down list to reset the default plan type in theMaster Models and Options screen. |
Size - This field can be edited for the base house and the options within the model. This designates the size of the base house and the size (such as room size) for specific options.
Units - This field can be edited for the base house and the options within the model. This designates the basic unit of measure that is being applied to the base house (such as square feet) and for specific options (such as square yards for carpet).
Option Type - This field can only be edited for options within the model. The option type designates the type of option and is useful when sending the information to the sales center for filtering out specific types of options.
Option Category - This field can only be edited for options within the model. The option category designates the category the option falls into and is useful when sending the information to the sales center for filtering out options that fall into specific categories. The option category also determines the default markup type, and the initial default markup %.
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When an option category is used, the markup type and markup percent are automatically assigned based on the defaults values set for the option category. |
Default Markup Type - There are three markup types that can be assigned to an option. The default markup type is set up in the Option Category screen, and is determined for each option by assigning the option category.
Markup Percent - This method calculates the selling price by calculating the markup as a percentage of the total cost to construct the base house or option.
Market Value - This method sets the selling price to a pre-determined market value and calculates the margin by subtracting the total cost from the assigned market value.
Margin Percent - This method calculates the selling price by calculating the markup as a percentage of the selling price.
Default Markup % - This field is used in conjunction with the markup type if the markup type is set to markup percent. This is the percentage of the total costs that will be marked up (added to the total costs) to calculate a sales price. The initial default markup % is determined by the option category that is assigned.
If Margin Percent is selected as the markup type, then default markup % will be reset to match the new margin percent.
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If the default markup % is changed inMaster Models/Options, the default markup % will also be changed in Models/Options by Community (If the Protect from Master Updates field is not checked.) The default markup % is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Cutoff Phase - This field can only be edited for options within the model. The cutoff phase designates which phase of construction is the last possible point within the construction process at which that option can no longer be added or changed.
Long Description - This field can only be edited for options in the model. The long description is a note that can contain a more detailed description for the options. The user can set up this field to be populated from the notes attached to the option in Sage Timberline® Office Estimating, or the user can populate this field manually.
Source - This field indicates the source in which the details for the model or option can be found for calculating the cost of that model or option. Click within the Source field, click on the drop-down arrow, and click on the source in the drop-down list to assign the source to the model/option.
The current available sources are:
Sage Timberline® Office Database Assembly - The assembly information is imported during the Replicate Estimating process from the Sage Timberline® Office Estimating database configured in WMS.
Sage Timberline®Office Estimate - In this case the information is imported from an estimate created in Sage Timberline® Office Estimating specifically for this model or option. This estimate can contain intelligent models.
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If the source is changed to Sage Timberline®Office Estimate in the Master Models/Options screen, the source will also be changed in the Models/Options by Community screen (if the Protect from Master Updates field is not checked). The source is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Associated Estimate - This is the Sage Timberline® Office estimate file on disk that correlates with the model or option and contains all applicable details if the source is Sage Timberline®Office Estimate.
To attach an estimate, click within the Associated Estimate field, click on the appropriate estimate file name in the browse window, and click Open.
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If the associated estimate is changed in Master Models/Options, the estimate file will also be changed in Models/Options by Community (if the Protect from Master Updates field is not checked). The associated estimate is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Scope - The scope allows the user to identify which options are global or model-specific. Options defined as "global" within a community are sent to the sales center for every model in the community.
Round Up To - While calculating the sales price based on the markup type selected and the markup percent selected (outlined above), the sales price is also rounded up to the nearest increment of the value entered in theRound Up To field.
The following table outlines the rounding calculation based on the entered value:
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Round Up To Value |
Round Up To Calculation |
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1 |
Up to Nearest 1 Dollar |
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10 |
Up to Nearest 10 Dollars |
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100 |
Up to Nearest 100 Dollars |
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.10 |
Up to nearest 10 Cents |
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0 |
Up to nearest 1 Cent |
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0 |
No Rounding |
Default Selling Price - To set a default selling price for a base plan or option, click within the Default Selling Price field and type the selling price.
If a default selling price is entered in this field, the sales price at the division level on the sales center will be populated with the default selling price the next time the Send to Sales Center process is run. Also, if a default selling price is entered in this field, the default markup type is automatically updated to market value.
This is a quick method of changing the selling price on global options across all communities, or changing the selling price on a base house and model specific options globally, if the user is confident costs have not significantly changed. The only method of setting selling price that takes into consideration the most up to date costs is refreshing and recalculating worksheets.
In addition, the default selling price will also populate the sales price at the community level on the sales center if theProtect From Master Updates field is not checked in the Models/Options by Community screen. See Setting Up Models and Options by Community for more information.
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The default selling price entered in the Master Models/Options screen does not update the selling price and markup type in existing worksheets. In order to update the default selling price and markup type into a worksheet, it will be necessary to drag the model/option into the worksheet again. Dragging the model/option into the worksheet again will refresh the sales price IF the default selling price was entered in Master Models/Options after the worksheet was calculated and IF the default selling price has already been sent to the Sales Center by running the Send to Sales Center process. The last selling price that was sent to the sales center will rule, regardless of whether it was entered into the Default Selling Price field inMaster Models/Options or if it was calculated within a worksheet and saved to the sales database. |
Include in Base - The Include In Base option designates the option as part of the base house. Options designated as "Include In Base" are also sent to Job Cost with the base house. The "Include In Base" designation is also communicated to the sales center.
These checkboxes apply only to options, and cannot be set for the base house. If the user selects or de-selects this option in the Master Models/Options screen, this option in the Models/Options by Community screen changes as well, unless the Protect from Master Updates option is selected for that option.
Elevation - The Elevation option allows Sales Simplicity sales center users the ability to differentiate an option as an elevation, which is used only during the criteria selection process. For users of sales centers that do not extract data from this option box (for example, Builder1440), checking the Elevation option will not cause any problems during the Send to Sales Center function. In fact, using the Elevation option box can be useful for WMS reporting.
These checkboxes apply only to options, and cannot be set for the base house. If the user selects or de-selects this option in the Master Models/Options screen, this option in the Models/Options by Community screen changes as well, unless the Protect from Master Updates option is selected for that option.
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The default setting for "Protect from Master Updates" is determined in Setup > Divisions > Sales Pricing > Sales Pricing tab. By default, the Protect from Master Updates setting will be checked. |
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The elevation option is not intended to support multiple base houses, as Sales Pricing does not support multiple base houses. |
Setting up Master Models and Options
Setting up Community Models and Options
