Sales Simplicity and BuilderMT Data Hierarchy

This section describes the data hierarchy between WMS and Sales Simplicity for builder, division, category, stage, option, plan and subdivision data. Sales Simplicity screens are displayed and fields affected by WMS changes are highlighted in each category. Data fields are distinguished between WMS and Sales Simplicity, and fields in WMS that overwrite fields in SS are noted as well. Data fields requiring additional clarification are included in certain categories as needed, such as those WMS fields that are named differently than SS fields, but still map to each other during a Send to Sales Center function.

In Sales Simplicity, the following actions trigger writing to the .XML file to export to WMS:

Taking a prospect to contract (print, or print preview a contract document)and either printing or print previewing will trigger writing to the XML file.

A newer feature in Sales Simplicity allows clients to choose to trigger writing to the XML file at print/print preview or at contract approval. When the feature is set to write at approval, the XML is triggered at approval, but is not triggered when change orders are executed. Change order XMLs are triggered at print/print preview.
Creating a spec home
Add/modify/remove options for a spec home or a buyer

Builder Data

Table 2: Required Builder Setup Fields

Required Field in Sales Simplicity	Function
Builder Code	Must match Builder Code field in SS
Builder Name	WMS updates/overwrites Builder Name field in SS

Table 3: Optional Builder Setup Fields

Optional Field in Sales Simplicity	Function
Address	WMS updates/overwrites builders address data in SS, including Address, Address2, City, State, Zip and Country fields
Phone	WMS updates/overwrites builders Phone field in SS
E-mail	WMS updates/overwrites builders E-Mail address field in SS

Division Data

Table 4: Required Division Setup Fields

Required Field in Sales Simplicity	Function
Division Number	Assigned in WMS as D1, D2, D3, etc. If a division is created in SS to match with a WMS division, the division number must match exactly. This field cannot be edited after it is created in SS.
Division Name	WMS updates/overwrites Division Name field in SS

Category Data

Table 5: Required Category Data

Required Data/Field in Sales Simplicity	Function
Code	This data is not viewable in SS, but is referenced as a unique value to determine update vs. add.
Description	WMS updates/overwrites categoryDescription field in SS

Stage Data

Table 6: Required Stage Fields

Required Data/Field in Sales Simplicity	Function
Code	This data is not viewable from the SS UI, but is referenced as a unique value to distinguish update vs. add.
Description	WMS updates/overwrites Stage Description in SS
Sequence	This data is not viewable as a field in SS, but defines the order that construction stages are listed.

Division Option Data

Notes about this screen:

- The WMS Option Category populates the SS Option Group field in the Master Options screen.
- The WMS Lot Phase Status populates the Cutoff Stage field in the Master Options screen.
- If the WMS Is Elevation option in Sales Pricings Models/Options by Community screen is checked, the Elevation option in the SS Master Options screen will be checked.
- WMS Option Types are not the same as SS Option Types (in the Subdivision > Plan Options screen).
- The Option Selectable By field in SS contains WMS option types.

Table 7: Required Division Master Option Fields

Required Data/Field in Sales Simplicity	Function
Code	Referenced as a unique value to distinguish an update vs. add
Description	WMS updates/overwrites options short description in SS
Price	WMS updates/overwrites the options selling price in SS

Table 8: Optional Division Master Option Fields

Optional Field in Sales Simplicity	Function
Long Description	WMS updates/overwrites the options long description in SS
Add Option Price to Plan Base Price	WMS updates/overwrites this field using its Include in Base selection
Elevation	WMS updates/overwrites this field using its Is Elevation? field selection.
Category Code	Referenced to assign the category assignment
Stage Code	Referenced to assign the Cutoff Stage field value

Division Plan Data

Table 9: Required Division Master Plan Fields

Required Data/Field in Sales Simplicity	Function
Code	This data is referenced (with Elevation) as a unique value to distinguish update vs. add
Elevation	This data is referenced (with Code) as a unique value to distinguish update vs. add
Description	Updates/overwrites division plans marketing name in SS
Default Price (can be zero)	WMS updates/overwrites division plans default price in SS

Table 10: Optional SS Division Master Plan Fields

Optional Field in Sales Simplicity	Function
Square Feet	WMS updates/overwrites the plan square footage in SS.

Subdivision Data

Table 11: Required Subdivision Setup Fields

Required Data/Field in Sales Simplicity	Function
Code	If a subdivision is created in SS to be match with an area in WMS, subdivision number must match the area number from WMS. If no match is found in SS, a new subdivision is created.
Marketing Name	WMS updates/overwrites the subdivision marketing name in SS
Location (City, State, Zip, County)	WMS updates/overwrites individual location fields in SS

Table 12: Optional Subdivision Setup Fields

Optional Field in Sales Simplicity	Function
Country	WMS updates/overwrites the subdivisions Country field in SS

Subdivision Plan Data

The Subdivision Floor Plans field in Sales Simplicity concatenates both the model and base house information from Sage Timberline Estimating (e.g. the first plan/model listed is 100000|100001 Asbury Model Base House).

Table 13: Required Subdivision Floor Plan Fields

Required Data/Field in Sales Simplicity	Function
Code	Referenced (with Elevation) as a unique value to determine which division plan to associate with and to distinguish update vs. add
Elevation	Referenced (with Code) as a unique value to determine which division plan to associate with and to distinguish update vs. add
Price	WMS updates/overwrites subdivision phase plans base price in SS

Table 14: Optional Subdivision Floor Plan Fields

Optional Field in Sales Simplicity	Function
Cost	WMS updates/overwrites subdivisions phase plans cost in SS

Subdivision Plan Option Data

Notes about this screen:

The Sales Simplicity Option Type field does not pull data from the WMS Sales PricingsOption Types screen. Instead, this field will display one of three options specific to Sales Simplicity: Cash, Finance or Standard.
In Subdivision > Plan Options this field is populated by Models and Options by Community in WMS.
Information from the WMS Extended Description field in Models/Options by Community writes to the Option Info/Choice Info field in Sales Simplicity.
Sales Simplicity's Long Description field pulls data from the Long Description column in the WMS Sales PricingModels/Options by Community screen. However, this SS field can pull notes from Sage Timberline Estimating's Assembly List dialog as long as the Update Long Description from PE Assembly Notes option is enabled in Setup > Division > Sales Center Integration.

NOTE: The same option is available for those integrating with Builder1440.

The left Division Master Options column in SS pulls data from WMS. All WMS options and their descriptions display in this column, such as 100010 Asbury Elevation B.

Table 15: Required Subdivision Plan Option Fields

Required Data/Field in Sales Simplicity	Function
Code	Referenced as unique value to determine which division option to associate with and to distinguish an update vs. add
Unit Price	WMS updates/overwrites the options selling price in SS

Table 16: Optional Subdivision Plan Option Fields

Optional Data/Field in Sales Simplicity	Function
Stage Code	Referenced to determine the cutoff stage assignment
Unit Cost	WMS updates/overwrites the options cost in SS
Option Type (Standard Option?)	References to determine if the option type should be Standard
Unit Qty	If set as a Standard option, this date updates/overwrites the option's Unit Qty field
Long Description	Integrates with WMS' Long Description (If enabled in Setup > Division > Sales Center Integration
Option Info/Choice Info	Integrates with WMS' Extended Description

Lot Data

Notes about this screen:

The SS Size field value comes from the WMS Lot Size field in the Job Setup screen.
The SS Lot Premium field value comes from the same WMS field in the Job Setup screen.
The SS Garage Orientation field is derived from the WMS Lot Swing field in the Job Setup screen.

Table 17: Required Lot Data Fields

Required Data/Field in Sales Simplicity	Function
Code	Referenced as unique value to determine update vs. add Written to Job Number field in SS
Block Code	Required to be unique when combined with the Lot Number
Number	Required to be unique when combined with the Block Code

Table 18: Optional Lot Data Fields

Optional Data/Field in Sales Simplicity	Function
Lot Premium	WMS updates/overwrites Lot Premium field in SS
Size	WMS updates/overwrites Lot Size in SS
Address (includes Address1/2, State, Zip, County, and Country)	WMS updates/overwrites lots address data in SS
Stage Code	Updates specified lots stage of construction information
Garage Orientation	Updates the specified lots Garage Orientation information which pre-plots the garage swing for the lot

Sales Simplicity and BuilderMT Data Hierarchy

Builder Data

Division Data

Category Data

Division Option Data

Division Plan Data

Subdivision Data

Subdivision Plan Data

Subdivision Plan Option Data

Lot Data

Related Topics: