Job Customer Information Tab

The information contained in this tab relates to the client that is contracted to buy the lot. These fields populate using one of four methods:

Synchronizing with Sage Timberline Office Job Cost
Importing a Sage Timberline Office estimate
Approving a sales contract received from a sales center
Manually entered in WMS through the Setup > Jobs screen

Populating the Fields in the Customer Information Tab

Synchronize with Sage Timberline® Office Job Cost

The Customer Information fields populate during synchronization with Sage Timberline Office Job Cost if:

1. The customer information has been entered in the job record in Job Cost.
2. The options have been selected accordingly in Integration Settings. See Master Job Synchronization Settings and Field Mapping to Timberline.

Import a Sage Timberline Office Estimate

The Customer Information fields populate by importing a Sage Timberline Office estimate if:

1. The customer information has been entered in the estimate cover page.
2. The estimate has been imported into Issue Budgets or Issue Purchase Orders in the Purchasing module.
3. The options have been selected accordingly in Integration settings. See Estimate Cover Page and Field Mapping to Timberline.

Approve a Sales Contract received from a Sales Center

The Customer Information fields populate from a Sales Center if:

1. The client has contracted with a third party Sales Center and the Sales Center Integration module is being used.
2. A contract has been completed on the Sales Center and has been transmitted to the Sales Pricing module for approval.
3. The Contract has been approved in the Sales Pricing module. See Approve Sales Contracts.

To access the Customer Information screen:

From the Setup menu, selectJobs. Or, click the Jobs icon on the Setup toolbar.
Select the specific job using the Jobs Toolbar.

Note

Each field that is mapped to, and synchronizes with, Sage Timberline Office Job Cost are identified by the Synchronize to Timberline icon displayed to the right of the field name. To synchronize individual job fields, see Synchronize Job Field with Timberline.