Construction cutoff phases are designated construction activities within WMS. When a cutoff phase is completed, options associated with that phase of construction will become unavailable. For example, if a customer wants an additional bedroom, that decision may impact the framing, electrical and plumbing, so the option to purchase an additional bedroom may become unavailable after framing, electrical and plumbing are completed.
A Cutoff Phase is assigned to each option in Master Models and Options. The option will no longer be available on the Sales Center for a specific job/lot once the Lot Phase Status (Cutoff Phase) of the job matches the Cutoff Phase assigned to the option.
If the client is using the WMS Scheduling module, the cutoff phases are selected from the list of Scheduling activities.
If the client is not using the Scheduling module, the cutoff phases are selected from the list of Purchasing activities.
The Cutoff Phase (Lot Phase Status) is assigned directly to the Job either in Sage Timberline® Office Job Cost or in the Setup Jobs application in WMS. If the client is using the Scheduling module, the Lot Phase Status will be updated on the job each time an activity designated as a Cutoff Phase is marked as completed. This allows the Job to be the determining factor as to what cutoff phase is currently applicable and which options will still be available for selection on the Sales Center.
Assigning Cutoff Phases in Timberline
Assign Cutoff Phases in Workflow Management
Assign Lot Phase Status to Job
Accounting and Estimating DB Settings and Updating Job Fields