This screen is available only after Sage Timberline Office Estimating is selected on the preceding Estimating tab. The settings available in this screen allow for customization of the Work Breakdown Structure (WBS) Code fields in Sage Timberline® Office Estimating to store values that the Purchasing module can use for various purposes.
The left column of the WBS Code Assignments tab displays the list of usable information that can be stored in WBS codes and imported to the Purchasing module in the Issue Budgets or Issue Purchase Orders applications. The column on the right side of the screen displays the specific WBS code assigned to that piece of information. If the code is set to 0, the information will not be tracked with a WBS code.
If using cut length items, these items must be set up in the Sage Timberline Office Estimating database with specific Work Breakdown Structure Codes (WBS) assigned. See WBS Code Assignments - Cut Length Items.
Vendor Number - Any WBS code not in use elsewhere may be used. (Oftentimes WBS 1 is used for this field.) The Purchasing module can use the assigned code on a Sage Timberline Office estimate to assign a supplier to a purchasing item. When a supplier number is entered in the assigned WBS code in a job estimate, this value will override the default supplier in the Purchasing Activities screen in the Purchasing module for the budgets and purchase orders that are issued from the imported estimate. A supplier number can also be entered in the assigned WBS code in a pricing estimate to load pricing to the supplier specified in the WBS code.
|
Note |
|
If there are multiple items within a material class in either a budget/purchase order or pricing estimate, the supplier number needs to be entered in the WBS code for all items within the material class. Purchasing will read the supplier from the first item in the material class and apply the supplier to all items in the material class. However, the sorting within material class is in order by description rather than order by assembly number. To ensure the correct supplier is assigned, enter the supplier number in the WBS code for all items within the same material class in the estimate. |
Job Cost Category - It is recommended that this option not be used by production home builders.
Job Cost Code - It is recommended that this option not be used by production home builders.
Old Phase Item for Renumbering - Any WBS code not in use elsewhere may be used. (Oftentimes WBS 12 is used for this field.) If the user is going to renumber items in the estimating database, the original identity of the item is recorded in the WBS code that is assigned in this option. This allows the pricing from the original item to be tracked and assigned to the new item number. If the client uses template estimates, Purchasing will also renumber items in template estimates electronically. See Prepare for Renumber for more information.
Additional Sort on Purchase Orders - Any WBS code not in use elsewhere may be used. By default, items on each purchase order are grouped by JC Extra (Option ID Number). An alternate method for sorting items on each purchase order is to sort by a specifically-assigned WBS code. If a specific WBS code is assigned to the additional sort field, items on purchase orders will be grouped based on the value contained in the WBS code.
Cut Length Items - Any WBS code not in use elsewhere may be used. Using the settings within the Purchasing module and Sage Timberline Office Estimating software, items on purchase orders may be produced which include cut length quantities and:
automatically calculate order units in lineal quantities,
automatically calculate order units in cubic quantities, or
the estimator needs to complete the calculation of the takeoff qty, number and length manually
See WBS Code Assignments - Cut Length Items for additional information on setting up Cut Length Items.
Link Purchase Order Activities Using WBS - Any WBS code not in use elsewhere may be used.
Extra (Option) - This code is used as an alternative to using the Timberline assembly number as the option/extra code when importing estimates into the Issue PO or Issue Budgets screens. When this field is set to use a valid WBS number, WMS uses the value as the option number. (This code is not frequently used.)
Exclude from VPO Process - This code is used as a flag to exclude items from the item selection list in the standard VPO process. When this field is set to use a valid WBS number, and that WBS field contains any value, the Item is excluded from selection in the standard VPO process.
From the Integration menu select > Estimating > Estimating Integration Settings.
Or, select the Estimating Integration Settings 
icon from the Timberline Estimating Integration toolbar.
By default, the Estimating Configuration tab opens.
To add a new Sage Timberline Office Estimating database, click theAdd button below the list of Estimating databases.
Click the WBS Code Assignments tab.
To assign a specific WBS code to a specific type of information:
Click in the right column on the line for the specific type of information. A drop-down menu displays in the field.
Click on the drop-down menu and select the appropriate WBS code. Only WBS codes that are not already assigned are available in the drop-down list. Once a WBS code is assigned to one of the listed information types, that code is no longer available in the list to assign to any other type of information.
Repeat for each WBS code to assign.
To truncate the last 6 characters of the item description, click the checkbox. This option is only applicable if the client is using WBS Code Assignments for Cut Length Items. See WBS Code Assignments - Cut Length Items for additional information on setting up cut length items.
If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.
Click the Save 
button at the top of the screen to save any changes.
Click Close to exit the screen.
WBS Code Assignments - Cut Length Items