The Issue Budgets screen allows the user to select estimate items for a job in order to generate budgets. Budgets may also be consolidated by option, job cost code and job cost category and sent to Sage Timberline® Office Job Cost. At the beginning of a job, its budget is the best estimate of the final cost to complete the job.
The items are added to the job by importing a Sage Timberline estimate, approving a sales contract, or through item takeoff directly into the job. As items are added into the job in Purchasing, costs are automatically assigned based on the selected supplier for the purchasing activity for the item and the job's assigned area. All options marked as "Include in Base" from Sales Pricing's Master Models/Options and Models/Options by Community screens are included as part of the base house in Purchasing.
Suppliers are selected for purchasing activities based on the purchasing activity's default supplier in the Purchasing Activities screen for the job's assigned area.
Once budgets are issued, the budget costs for both the base house and any included options are sent to Job Cost when the Send Budgets to Job Cost process is run from the Budgets tab in the Purchasing > Send to Timberline Accounting screen. All budgets for a job may be issued simultaneously or by release phases which allows a phased, or scheduled, issuance of the budgets.
1. From the Purchasing menu, selectIssue Budgets.
Or, click the Issue Budgets icon in the Purchasing toolbar, which opens the screen below:
The process of issuing the budget and sending its transactions to Job Cost provides a baseline of budgeted costs for the base plan and options using costs from default suppliers in the Purchasing Activities screen. Purchasing validates all supplier codes, cost codes and categories prior to importing data to Job Cost.
Warning messages alert the user to negative quantities and items without current costs in the Purchasing cost database, but will not prevent the processing these items. Errors alert the user to invalid information or items with zero quantities or costs and will prevent processing of these items until the errors have been corrected. The left estimate tree displays a yellow warning sign for items that contain warnings or errors.
Add a Timberline Estimate in Issue Budgets
Add Change Orders or Variances
Delete Purchasing Activities or Items
Issuing Budgets if Budgets are Finalized in Timberline Job Cost