A job as it is defined within WMS is a lot:
On which a single family home is constructed.
On which a multi-family building is constructed
On which an individual unit within a multi-family building is constructed
Jobs will generally be set up for all lots in a given area/community in Timberline Job Cost. The job information is imported to WMS by running Share All Job Information with Job Cost, Receive New Jobs from Job Cost, Synchronize This Job with Timberline, or Synchronize Job Field with Timberline.
Once a job is brought in to WMS, fill in any information that is missing. Certain data is required by sales centers if WMS is to interface with them; read the description of the fields below to identify and populate those that are required.
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Each field that is mapped to, and synchronizes with, Sage Timberline Office Job Cost is identified by the |
Job Number - The job number is imported from Sage Timberline® Office Job Cost. Each job is identified within the software by a job number. The job number may be alpha, numeric, or a combination of the two, and is limited to a maximum of 12 characters.
Closed - This setting is imported from Sage Timberline Office Job Cost. If the job is classified as closed in Job Cost, this checkbox is checked. If the job is not classified as closed in Job Cost, this checkbox is blank.
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The user may choose to have only active jobs available within WMS by leaving the Show Closed Jobs checkbox blank in the Job Lookup screen. If this box is checked, all jobs, regardless of their active or closed status, are available. See Using the Job Lookup. |
Job Description - The job description is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office estimate. See Field Mapping to Timberline, Master Job Synchronization Settings and Estimate Cover Page.
Community - Within WMS, a community represents a specific geographical location in which the client is building homes. A community may also be known as an area or a project. The title of this field may be defined to accommodate the different terminology that is used within the company. See Assign Jobs to Areas/Communities.
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The title of the area field is a Custom Description field that may be defined by the user. (See Custom Descriptions - Timberline Integration. The Field Type for this particular field is HMS_Area and the default description is Area.) |
Site Address - This is the address of the lot/job. This information is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office estimate.
City - This is the city portion of the address of the lot/job. This information is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office estimate.
State - This is the state portion of the address of the lot/job. This information is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office estimate.
Post Code - This is the zip code of the address of the lot/job. This information is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office Estimate.
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For the address fields listed above, see Field Mapping to Timberline, Master Job Synchronization Settings and Estimate Cover Page sections. |
County - The county in which the lot/job is located in this field. This information may be required to interface with a sales center.
View Map of Job Site - Once the address information is entered and saved, the user may view a map and obtain driving directions to the lot from MapQuest by clicking on the 
View Map icon (requires an active Internet connection). The address information is automatically looked up on the web site and displayed within an Internet browser.
Lot Phase Status - This field is used to keep the cutoff phase status updated on the job. The cutoff phase determines which options are available to the specific lot in the sales center. See Setting Up CutOff Phases, Assign Lot Phase Status to Job and Setting Up CutOff Phases in Jobs.
Lot Available - This field is used to set the availability status of the lot. This setting determines when the lot will be available for sale, and therefore available to the sales center. See Setting Up Lot Availability Status, Assign Lot Available Status to Job and Setting Up Lot Availability Status - Timberline
Lot Number - Generally, the lot number comes from the legal description of the property. This information is required to interface with the sales center.
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The interface to Sales Simplicity will not recognize lots that have identical lot and block numbers as separate lots in the sales center. If the user has entered identical lot and block numbers for multiple lots, only one lot will be available in the sales center. |
Lot Block Code - Generally, the block number comes from the legal description of the property. This information is required to interface with the sales center.
Lot Section Code - Generally, the section number from the legal description of the property. This information is required to interface with the sales center.
Lot Size - This field is used for the lot size, generally in square feet. This information is imported from Sage Timberline Office Job Cost.
Lot Premium - This field is used to set the lot premium price for this lot. This information will interface with the sales center.
Lot Swing - This field is used to identify the swing restriction or Hand of House on this lot, either left or right swing. This information will interface with the sales center.
Type: This field is used to identify a classification such as Presold or Spec. This information is imported from Sage Timberline Office Job Cost from the Type field. See Field Mapping to Timberline, Master Job Synchronization Settings .
Lot Legal Description - This field is the legal description of the property. This information will interface with the sales center.
Project Description - This information is imported from Sage Timberline Office Job Cost from the User Def Key 1 field, which is commonly used for the name of the model/plan that is to be constructed on this lot. This information may also import from a Sage Timberline Office Estimate from the Heading 1 field. In the Scheduling module, the information in this field will download to the Model/Plan field on wireless devices. See Field Mapping to Timberline, Master Job Synchronization Settings and Estimate Cover Page.
Documents Folder - A folder will be created for each job as a central repository for all documents that relate to the job. This includes documents that will be sent as attachments to purchase orders and/or scheduling notifications as well as purchase orders that are saved to a file. It is recommended to create the folder on a network server such as T:\BuilderMT\ProductionData\DocumentAttachments. See Folder Settings, Creating Document Attachment Folders for Jobs under Setup Company, and Job Document Attachments for more information.
From the Setup menu, select Jobs.
Or, click the 
Jobs icon on the Setup toolbar.
The Jobs toolbar will display on the Workflow Management Suite desktop as shown below:
Click the drop-down menu to select a job from the list, or click the 
arrows to scroll forward or backward through the list of jobs. See Using the Jobs Tool Bar for more information.
To refresh all job information from the WMS database, click the 
Refresh Data icon. All changes that have been made by another user will now be available on this workstation.
If the Synchronize Jobs process ran while a user is working in WMS, the Refresh Data process will include any new or changed information resulting from the synchronization process.
Synchronize This Job with Timberline
Synchronize Job Field with Timberline
Share All Job Information with Job Cost
Receive New Jobs from Job Cost
Master Job Synchronization Settings
Assign Jobs to Areas/Communities
Assign Lot Phase Status to Job
Assign Lot Available Status to Job
Setting Up Lot Availability Status
Setting Up Cutoff Phases in Jobs
Finalizing the Budget in Timberline Job Cost
