Skip to main content

Scheduling Inspections

Written by Denisa Arjoca
Updated over a month ago

You can update the forecast inspection dates for an individual lot.

To enter inspection forecasts:

  1. Go to Inspection Workbench.

  2. Choose the development, then the lot you want to enter (or update) the forecasts for.

    Coins ERP+ displays the Lot Summary.

  3. Click the Forecast Dates tab.

    This shows any inspection types that are relevant for the lot.

  4. Update the forecast dates using the standard maintenance buttons.

    If the forecast dates for any of the other inspection types are set up to default from the inspection type you updated, Coins ERP+ updates the forecast dates for those inspection types.

To enter inspection bookings:

  1. Go to Inspection Workbench.

  2. Choose the development, then the lot you want to enter the inspection booking for.

    Coins ERP+ displays the Lot Summary.

  3. Click the Inspections Booked tab.

  4. ClickAdd Buttonto add a new inspection record.

  5. Select the type of inspection, and the Booked status (or the status that corresponds to booked).

  6. Fill in the other details and click.

Inspection forecast configuration

Use Inspection Types to set up the types of inspection you require, and which types of lot they relate to (according to the sales classification). By setting an offset, you can have Coins ERP+ update the forecast dates from when either the forecast date for the previous inspection changes, or the previous inspection is passed.

Did this answer your question?