The lot availability status of each lot/job may be assigned in one of two ways. The status may be assigned in the job record within Sage Timberline® Office Job Cost. In this case, the status is updated in WMS each time the Synchronize Jobs with Job Cost process or the Update All Timberline Files process is run.
The status may also be assigned in the Setup > Jobs application within WMS. In this case, the status is only shared between WMS and the sales center. The job information in Sage Timberline® Office Job Cost will not include the lot availability status.
Selecting the method of assigning the lot availability status will depend on the client's workflow process and the specific responsibilities delegated to the Accounting and Purchasing divisions within the company. Select one method, either through Sage Timberline® Office Job Cost or WMS, and review the appropriate instructions.
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The method for updating these fields will also be affected by the settings in Timberline Synchronization. Please verify the synchronization settings will or will not update these fields appropriately and change the settings if necessary. |
Assign Lot Availability in Sage Timberline Office
Assign Lot Availability in Workflow Management Suite
Map JC Field to Lot Availability Status
Adding/Changing Custom Descriptions