The next step to setting up Sales Pricing is defining which models and options are offered in each community. The Models/Options by Community screen allows the user to designate which models and options are built in each of the company's communities.
From the Sales Pricing menu, select Models/Options by Community, or click the 
Model/Options by Community icon on the Sales Pricing toolbar.
When an option already exists in the Models/Options by Community screen, the cutoff phase can be updated by simply re-dragging the option from the Task Manager pane into the Models/Options by Community screen, provided that the Protect from Master Updates setting is not marked. (This setting is automatically checked by default, depending on the preference set under Setup > Division > Sales Pricing.)
From the Task Manager pane Master Model/Option list (left pane), drag and drop each model onto a community name in the Models/Options by Community list (right pane).
To choose a subset of available options for a model in a community, open the model in the left Task Manager pane and drag only those options under the appropriate community in the right pane. Continue until each community contains the appropriate models and options.
To activate (make available to the sales center) a model, base plan, or option, place a checkmark in the Send to Sales Center box adjacent to each model, base plan or option.
Complete the columns as necessary for each model and option. For explanations, please see the section Detail Columns by Community.
To save the models and options, click 
Save, or click 
to discard changes.
When an option already exists in the Models/Options by Community screen, the cutoff phase can be updated by simply re-dragging the option from the Task Manager pane into the Models/Options by Community screen, provided the Protect from Master Updates setting is not marked.
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Note |
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The default setting for "Protect from Master Updates" is determined in Setup > Divisions > Sales Pricing > Sales Pricing tab. By default, the Protect from Master Updates setting will be checked. |
Users can use the Force Update to Sales Center feature to quickly send updates for one or more options (global, or non-global) to the sales update log so the option is sent to the sales center upon the next send process. This feature can be used in either the Master Models/Options screen, or in the Models/Options by Community screen. This only updates the option for that model, in that division.
If the option that's forced to the sales center does not exist in the sales center at the master level, that option is recreated in the sales center at the master level.
From the Models/Options screen, highlight the option(s) to update in the sales center.
Click the 
button.
Or,
Right-click on the highlighted option(s) and select Force Update to Sales Center.
Or,
Click the Models/Options drop-down menu and select Force Update to Sales Center.
The new option information will be communicated the next time the Send to Sales Center procedure is performed.
Be aware that deleting a model or option will remove that model or option from the sales center. Also, all bids for the model in the Supplier Contracts screen will be deleted, as well as any bids for options associated with that model (this applies to phase builders).
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Note |
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Users can delete options that have previously been used on sales configurations if all configurations containing that option have been sent to Purchasing. Any deleted options on sales configurations retrieved after that option/assembly has been removed from Estimating will be treated as a custom option. It is recommended that users first retrieve all configurations from the sales center that might contain the option to be deleted. After the configurations have been accepted and sent to purchasing, users can delete the option from the Models and Options by Community screen to remove the option from the sales center. Lastly, remove the associated assembly from Estimating and then replicate the Estimating database. |
To remove a model or option from the Community Model/Option list, right-click on it and select Delete from the menu.
Read the message in the Warning window. Click Yes in the confirmation window to delete the plan/option.
To save the changes, click Save, or click to discard changes.
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Note |
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If the user deletes a model or option that is currently set up to send to the sales center, the software will issue a delete for that model or option to the sales center and it will trigger a delete to the sales center on the next Send process (Do NOT use the Send All process). |
Setting up Master Models and Options