As mentioned in the Overview of Lot Availability Status, there are two methods for entering lot availability status for a job, either through Sage Timberline® Office Job Cost or WMS. These instructions apply to those companies who will use WMS to maintain lot availability status.
Begin by establishing the values for lot availability status in WMS (these are what populate the Lot Available drop-down list within the job). Then, follow the instructions to set the lot availability status for a job in WMS. Once a job has a lot availability status set that meets or exceeds the lot availability threshold defined in Setup > Division > Sales Center Integration, that job is made available to the sales center.
From the Setup menu, select Custom Descriptions.
OR, click the 
Custom Descriptions icon in the Setup toolbar.
Scroll down to HMS_LotAvail_Status_1 through HMS_LotAvail_Status_9.
Type the availability status descriptions (i.e. Available, Unavailable, Sold, Closed) in the Custom Description fields.
ClickOK.
From the Setup menu, select Jobs.
Open the particular job for which the lot available status needs setting. For instructions on selecting a job, see Using the Job Lookup under "Selecting Jobs."
In the upper-right corner of the screen, click the drop-down arrow for Lot Available.
Select the appropriate status from the drop-down list.
As the status changes for a job, access Setup > Jobs and select the new status for the job in the drop-down list.
Click the Save icon to save the changes. The job information will now be available to the sales center if the Lot Available value meets or exceeds the Lot Availability Threshold value set in Setup > Divisions > Sales Center Data Options.
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The method for updating these fields will also be affected by the settings in Master Job Synchronization Settings. Please verify the synchronization settings will or will not update these fields appropriately and change the settings if necessary. See Accounting and Estimating DB Settings and Updating Job Fields. |
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When the Setup > Jobs Lot Availability threshold is increased, job entries in the sales update log are removed if they no longer meet the new threshold. When the Lot Availability threshold is decreased, jobs that subsequently meet or exceed the new threshold are added to the sales update log. Unavailable lots are no longer sent to the sales center. A last minute check only allows those lots that meet the minimum requirements of the user-selected sales center with regards to Lot Block code, Lot Section code, and Lot Number to go through. Additionally, if the job’s Lot Available setting is changed in a way that prevents it from meeting or passing the current Lot Available threshold, then any references to the job are removed from the Sales Update Log. |
Overview of Lot Availability Status
Assign Lot Availability in STO Accounting