Setting Up a Master Purchasing Activity

In order to assign master purchasing activities in the WMS Purchasing Activities screen, complete Steps 1-5 in Sage Timberline® Office Estimating described below.

 

Step 1: Create a Group Phase

The first step involves creating a group phase for all unit price and detailed activity items in Sage Timberline® Office Estimating.

 

To create a group phase:

  1. From the Sage Timberline® Office Estimating main menu, select Database > Phases, and the Adding Database Phase dialog appears.

  2. Click Add.

  3. Type the group number in the Phase field (e.g. 900 plus three zeros to designate a group phase of 900000).

  4. Click the Group Phase checkbox.

  5. Type the name of the phase in the Description field, up to 25 character maximum. Use UPPER CASE for group phase descriptions. (e.g. UNIT PRICE ITEMS)

  6. Click OK.

The dialog box will return to the initial display, with the Add and Delete buttons available.

 

To delete a group phase:

  1. Click Delete.

The Delete Phase confirmation dialog appears, asking the user, "OK to delete 900000: UNIT PRICE ITEMS?"

  1. Click Yes to proceed with the group phase deletion.

    • Or, click No to cancel the deletion.

 

To renumber a group phase:

  1. Click Renumber.

    The Phase field is highlighted and allows the user to type the new group phase number.
     

  2. Click OK when finished with changes.

 

Notes

When creating additional group phases, use the Prefill button to populate the same fields as the previously-created group phase. Or, click the Copy button to locate another group phase to prefill the fields.

 

 

 

 

 

 

Step 2: Create Phases

The second step involves creating phases in Sage Timberline® Office Estimating.

 

To create phases:

  1. Continue in the sameAdding Database Phases dialog from above. Click Add.

  2. Type the number in the Phase field (e.g. 900610).

  3. Type the name in the Description field.

    • Use proper case for phase descriptions (e.g. 1st Floor Lumber).

Do not select the Group Phase checkbox.

  1. Click OK.

    • Repeating these steps will create a single phase.

 

To add subsequent phases:

  1. Click Add, then click the Prefill button to paste the previous entry.

  2. Edit the Phase field (e.g. 900620) to represent the next phase.

  3. Edit the Description field (e.g. 2nd Floor Lumber) to represent the next phase.

  4. Click OK.

  5. When finished creating new phases, click Close.

 

Step 3:  Create Unit Price Items

The third step involves creating individual unit price items in Sage Timberline® Office Estimating.

 

To create unit price items:

  1. From the main menu, select Database > Items, and theAdding Item dialog opens.

  2. Click Add.

  3. Type the phase number in the Phase field (e.g. 900610).

    • Or, click the List icon to search for the phase.

  5. Type the item number in the Item field (e.g. 1825).

  6. Type the description of the item in the Description field (e.g. 1x6 #2 Spruce).

  7. Click the drop-down arrow in the Takeoff Unit field, and select the unit of measure (e.g. lf for line feet).

    • Or, type a unit directly in the field.

  9. Click OK.

  10. Click Close to exit the screen.

 

Step 4:  Assign Unit Price Items to a Purchasing Activity

The fourth step involves assigning unit price items to a material class/purchasing activity in Sage Timberline® Office Estimating.

To assign unit price items:

  1. From the Main menu, select Database > Bill of Materials.



     

  2. Locate the newly-added database item in the left pane.

  1. Expand the group phase folder 900000.

  2. Expand the phase folder (900610).

  3. Scroll to the item (1825).

  1. Drag and drop the item from the left pane into the yellow material class (purchasing activity) folder in the right pane (e.g. 05 1st Floor Lumber).

  2. ClickClose.

As a result, the user can add this unit price item to any model or option assembly.

 

Step 5:  Add Unit Price Items to Model or Option Assembly

The fifth step involves adding the unit price item to a model or option assembly in Sage Timberline® Office Estimating.

To add unit price items to a model or option assembly:

  1. From the Main menu, select Database > Assemblies > Smart Assemblies.



     

  2. Click theList icon and scroll down to the Assembly number (e.g 300001).

  3. Select Insert > Items.

  4. In the Item List dialog, expand the group phase folder (e.g. 900000).

  5. Expand the phase folder (e.g. 900610).

  6. Scroll to the item (e.g. 1825), and drag and drop the item into the bottom white grid area.

  7. Click to close the Item List window.

  8. Scroll to the right Calculation field, and enter the correct quantity (e.g. 20).

  9. Click OK.

  10. Click Close to exit the screen.

 

Step 6:  Assign the Master Purchasing Activity in WMS

This step is completed in the Purchasing Activity screen in the Purchasing module.

 

For more information, see the topic, How to Assign a Master Purchasing Activity (e.g. 05 1st Floor Lumber is assigned to 07 1st Wall Lumber, 09 2nd Floor Lumber, 11 2nd Wall Lumber, and 13 Roof Frame Lumber).

 

 

Step 7:  Enter the Master Cost for the Unit Price/Detail Activity Item

  1. See the topic, Cost Lookup Hierarchy.

  2. Determine the standard cost for a specific area or for all models/options in an area.

  3. Assign a standard cost to an area in Purchasing's Cost Management screen.

  1. See the topic, Add Item Cost (e.g. Enter 7.75 in Item 1825 in Phase 900610 in Assembly 900000).

  2. See the topic, Apply Cost to Area. Follow the steps outlined for the Selected Area Costs option.

 

  1. Assign a standard cost to the Master Area (0) in Purchasing's Cost Management screen.

 

Related Topics:

Master Purchasing Activity Overview

How to Assign a Master Purchasing Activity

Cost Lookup Hierarchy

Purchasing Activities Screen