Phase Releases Screen

After activating supplier contracts and supplier contract change orders, use the Phase Releases screen to add the mix of jobs, models and options to each phase. Jobs in each phase are ordered by each phase's construction sequence. The screen also allows users to update and review the models/options mix until estimates are generated for the phase and sent to the Issue Budgets screen.

To verify the jobs and their models and options in the order in which they will be built, the Phase Releases Report can be used as a reference to the building sequence and can be used as a sign-off document. It is recommended to get the necessary approvals from superintendents, city officials, etc. since users cannot remove or change a job's order within this screen after purchase orders are issued against them.

IMPORTANT

Without a pre-configured WMS Sales Pricing module (Models/Options by Community screen) or imported models and options from Sage Timberline Office Estimating, the Phase Releases screen will not contain model/option data.

If employing the round trip Sales Center integration with WMS, do not populate this screen with plans and option types. Sales configurations will be received from the builder's respective sales center.

To access the Phase Releases screen:

In the Areas/Phases toolbar, select the desired phase.
From the Purchasing menu, selectPhase Releases.
- Or, click thePhase Releases icon.

Select Jobs for Phase

The top left pane displays the available jobs that can be assigned to phases. The top right pane displays the phase's selected jobs, models, and options. The job's sequence and description displays in this pane as well as the model/plan and job size. If the user has already assigned mapping for the job number using the JC Job Number Mapping, the jobs will appear in this list.

To assign jobs to the phase:

From the available job list on the top left, click the job(s) to add to the phase.
- Multi-select several jobs in the list by using the left mouse-click + <Ctrl> key combination to select multiple, non-consecutive jobs in the list or the left mouse-click + <Shift> key to select multiple, consecutive jobs.

Drag the job row(s) to the Selected Jobs for Phase list on the right.
Re-sequence the list as needed by highlighting the row, dragging it, then dropping it to a new location.

To remove a job from the phase:

From the Selected Jobs for Phase list, highlight the job(s) to remove.
Click the Remove Job icon from the toolbar.

Available Models/Options for Assignment

The bottom left pane of the screen displays the available models/options for the phase. Use the Expand and Collapse buttons to view or hide models/options. Click the Refresh icon to restore the pane up to the area level.

IMPORTANT REMINDER

If employing the round trip Sales Center integration with WMS, do not populate this screen with models and option types. Sales configurations are received from the builder's respective sales center.

To assign models to each job:

From the models/options list, click the model, and drag it onto the job.
- Dragging from the model level to the Selected Jobs grid only transfers the model's base house, not every option. Options are not included in a base house in order to give the builder the flexibility to offer only options they want to sell.

To assign options:

Select from the available options in the list.

Multi-select several options in the list by using the left mouse-click + <Ctrl> key to select multiple, non-consecutive options or the left mouse-click + <Shift> key to select multiple, consecutive options.
Only options specific to that model can be applied.
Change the quantity on options as desired by clicking within the option's Quantity field and typing the desired quantity.
- If the user attempts to add more than one elevation to the job, a warning message will appear.

After assigning the models and options to the job, click Save.

Generate Mix of Plan and Option Types for Phases

From the Phase Releases screen, the mix of plan types can be generated for the phase in one step.

The Send to Purchasing function populates the purchase and estimate tables with the cost details for all the models and options selected for each job/lot in the phase. If a supplier is not selected prior to generating the estimates, the default supplier for each cost code will be determined based on the default supplier in the Purchasing Activity screen.

Notes

The Send to Purchasing function should be performed after verifying the jobs' models and options are correctly assigned. The Phase Releases Report can be used for sign-offs and final approvals.

For more information on the cost lookup hierarchy within WMS, click here.

To generate the mix of plan and option types for the selected phase:

Select the job(s) from the list in the right pane.
- Multi-select several jobs by using the left mouse-click + <Ctrl> key to select multiple, non-consecutive jobs or the left-mouse click + <Shift> key to select multiple, consecutive jobs.
Click the Send Selected to Purchasing icon in the screen's toolbar.
A confirmation message appears, "Selected jobs were successfully sent to Purchasing."
- The job's Sent To Purchasing checkbox will now appear with a check mark.
- Cost details for the models/options selected for the job will appear in the Issue Budgets and Issue Purchase Orders screens.
- When the Issue Budgets screen is opened, the screen defaults to the last sorting view selected by the user.
- The Phase Releases sorting view will display the cost detail for the phase.

To print the Phase Releases report:

In the Phase Releases menu, select Print > Phase Releases Report.
- A preview summary appears for each job's models, options, lots, sequence, and quantity.
- The report will also display a square footage breakdown per plan, total square footage, job descriptions and addresses.
- Each job is marked if it was sent to Purchasing's Issue Budgets screen or not.

Print a hard copy by selecting the Print button in the toolbar, and the Windows Print dialog appears.
Select the printing parameters and click OK.