Cutoff phases are used on the sales center to eliminate the availability of certain option selections for the specific job/lot. Cutoff phases are assigned to options in the Master Models/Options screen.
Activities and cutoff phases are interchangeable. When an activity is moved to the Cutoff Phases pane, it becomes a cutoff phase.
From the Sales Pricing menu, selectCutoff Phases, or click the 
Cutoff Phases icon in theSales Pricing toolbar.
The following screen displays.
The designated cutoff phases are listed on the right side of the screen. The purchasing activities or scheduling activities that have not been designated as cutoff phases and are available, are listed in the left side of the screen.
Designate activities as cutoff phases as follows:
Add one or more activities:
In the Activities pane, click on the activity to be added, our press Ctrl on the keyboard to add multiple activities. Click the 
Include icon, or select Include from the Cutoff Phases menu.
Add all activities displayed:
Click the 
Include All icon to move all items from the Activities pane to the Cutoff Phases pane.
Click the 
button to save the changes, or click the 
button to cancel the changes.
Click on the 
Refresh Data icon to update all changes to the activities/cutoff phases database.
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Note |
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When the Cutoff Phase is changed in the Master Models/Options screen, the cutoff phases will be updated in all communities, provided the Protect from Master Updates checkbox is not checked. |
Assign Cutoff Phases in Timberline
Assign Cutoff Phases in Workflow Management
Accounting and Estimating DB Settings and Updating Job Fields
Assign Lot Phase Status to Job