Excluding Cutoff Phases

 

Cutoff phases are used on the sales center to eliminate the availability of certain option selections for the specific job/lot. Cutoff phases are assigned to options in the Master Models and Options application. To exclude a cutoff phase, move it back to the Activities pane.

 

To exclude cutoff phases:

  1. From the Sales Pricing menu, selectCutoff Phases, or click the Cutoff Phases icon in theSales Pricing toolbar.

 

 

The following screen displays.  

 

 

The designated Cutoff Phases are listed on the right side of the screen. The Purchasing activities or Scheduling activities that have not been designated as cutoff phases are listed in the left side of the screen.

  1. Add activities as follows:
     

    1. Exclude one or more cutoff phases:
      In the Activities pane, click on the Cutoff Phase to be excluded, our press Ctrl on the keyboard to add multiple cutoff phases. Click the Exclude icon, or select Exclude from the Cutoff Phases menu.


       

    1. Exclude all cutoff phases:
      Click the Exclude All icon to move all items from the cutoff phases pane to the Activities pane.

  2. Click the icon to save the changes, or click the icon to cancel the changes.

 

Related Topics

Setting up Cutoff Phases

Overview of Cutoff Phases

Change Order of Cutoff Phases

Assign Cutoff Phases in Timberline

Assign Cutoff Phases in Workflow Management

Accounting and Estimating DB Settings and Updating Job Fields

Master Models and Options

JC Job Field Mapping

Assign Lot Phase Status to Job