The Sales Pricing division setup entails configuring worksheet settings, folder settings, and setting the default plan type.
The Worksheet Settings allow the client to determine the effect that price changes and taxes have on worksheet calculations, the resulting sales prices that are saved to the sales database, and ultimately the sales prices sent to the sales center.
Checked - Taxes will be included when calculating costs in the worksheets, and subsequently will be reflected in the sales prices sent to the sales center. This option will only be valid if the user has tax groups and taxes set up in the Purchasing division settings.
Not Checked - Taxes will not be calculated and included in costs.
Checked - This setting rolls the cost changes into all existing worksheets that contain the model/option on which the cost is being changed. This setting provides a more efficient workflow, if the user wants to make a cost change only once and have it automatically update across all worksheets.
Not Checked - Cost changes will only be effective in the specific worksheet that is open.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the sales pricing settings will be defined. If necessary, select a different division from the Division drop-down menu.
Click the 
Sales Pricing icon within the vertical list of icons on the left.
Under Worksheet Settings, select the desired tax and price change setting.
If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.
Click on Save.
Continue with folder settings and setting the plan type as needed, or click the Close 
button to exit the screen.
TheMaster Model/Option Estimate Folder path points to a directory containing the Sage Timberline® Office Estimating estimate files (.PEE) that are used in the Sales Pricing module for the division. This path is manually set up for the Sales Pricing module, and the path is generally separate and distinct from the path designated for estimates used in the Purchasing module.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the sales pricing settings will be defined. If necessary, select a different division from the Division drop-down menu.
Click the Sales Pricing icon.
To assign the folder to be used, click the Master Model/Option Estimate Folder 
icon.
Browse to the correct folder, and double-click on the folder name.
Click OK.
Click on Save.
Continue with setting the default plan type as needed, or click the Close button to exit the screen.
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Note |
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This folder should normally be set to a directory on a network, such as T:\BuilderMT\ProductionData\SalesEstimates. |
The default plan type selection determines what plan type will be assigned during replication when a new plan comes into WMS, for that division. By default, Single-Family is selected. Use the plan type that is the most common for that division.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the default plan type will be defined. If necessary, select a different division from the Division drop-down menu.
Click the Sales Pricing icon.
Under Plan Type, select the default plan type for the division.
Click on Save.
Continue with configuring the option for protecting from master updates as necessary, or click the Close button to exit the screen.
If this setting is checked, all models and options which are dragged into a community in the Models and Options by Community screen will have the 'Protect from Master Updates' column CHECKED by default. This is the default setting.
If this setting is unchecked, all models and options which are dragged into a community in the Models and Options by Community screen will have the 'Protect from Master Updates' column UNCHECKED by default.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the default plan type will be defined. If necessary, select a different division from the Division drop-down menu.
Click the Sales Pricing icon.
Under Protect from Master Updates, select whether to protect models and options from master defaults.
Click on Save.
Continue with configuring the sales manager e-mail distribution list as necessary, or click the Close button to exit the screen.
If this setting is marked, any changes made to the Markup Type in Models & Options by Community will be automatically 'cascaded' down into the Sales Pricing Worksheet. For example, in Models & Options by Community, if the Markup Type is changed from Markup Percent to Market Value and the Market Value is entered at $4,500.00 that change will be reflected in the Sales Pricing Worksheet for that Model and Option.
If this setting is not marked, changes to the Master Models and Options Markup Type will not be reflected in the Sales Pricing Worksheet, and will have to be entered manually.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the default plan type will be defined. If necessary, select a different division from the Division drop-down menu.
Click the Sales Pricing icon.
Under Cascade Markup Type Updates to Worksheets, mark the checkbox to activate the setting, or clear the checkbox to deactivate it.
Click on Save.
Division Sales Pricing Settings
Sales Manager Email Distribution