If you change the lots you plan to build on a development (for example, not building certain lots, building additional lots, or replacing lots with different templates), this has various implications for different functions in Coins ERP+.
The table below explains these.
Module * | Function | Lots Deleted | Existing Template on Site | New Template on Site | Existing Template on Site | New Template on Site |
schedule of values | Bills | All bill items for the deleted lots will be deleted automatically. | Apply existing site template bill to new lots. | Create new site template bills and apply to new lots. | Run the lot rebuild option for the changed lots. | Create new template bills and run the lot rebuild option for the changed lots. |
Create Orders | Lots cannot be deleted if orders have been created for them. ** | For materials: you can add new lots as a change order to an existing order. For subcontracts: New lots will create new orders - not change orders to previous orders. | Coins ERP+ will prompt user with change order required and these can be automatically created. |
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House Sales | Sales Workbench | A lot cannot be deleted if any events have been recorded (but the events can be deleted first if required). ** | Input all information for new lots as normal. | Input any amendments to sales information as normal. |
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Sales and Construction Forecast | Forecast for deleted lots will be automatically deleted. | Input forecast dates and prices for new lots as normal. | Input any amendments to forecast dates and prices for changed lots as normal. |
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VAP | Matrix Orders | A lot cannot be deleted if it is included in any matrix subcontract. ** | New lots can be added to existing matrix subcontracts provided these were not created from BQ subcontract orders. | If the order was created from BQ it will be automatically changed; otherwise will need to be updated by manual input. |
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Budgets | Budget for deleted lots will be automatically deleted. | Either run the option to update budgets from BQ for changed lots, or rebuild lots from templates. | Either run the option to update budgets from BQ for changed lots, or create new template budgets and then rebuild the lots from templates. | Either run the option to update budgets from BQ for changed lots or rebuild lots from templates. | Either run the option to update budgets from BQ for changed lots, or create new template budgets and then rebuild the lots from templates. |
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check Sheet Valuation | A lot cannot be deleted if any checks have been input for it. ** | Input all information for new lots as normal. | Dependent on the configuration, the valuation on any 100% checked items may be automatically recalculated based on new budget figures. |
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Purchase Orders | Orders for specific lots | A lot can be deleted provided that the orders were not created from BQ as these are linked to the costing section which will not be deleted. ** | New lots can be added as new lines on change orders to existing orders provided these were not created from BQ. | If not raised from BQ, any order change orders will need to be calculated manually and input in the normal way. |
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Job Status | Lot Costing | Deletion of a lot will not delete the costing section for the lot if there are any costs on it. | Lot costings for new lots from all sources as normal. | Existing cost transactions are unaffected and costs can continue to be posted as normal. |
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customer care | Calls | A lot cannot be deleted if there is a call recorded against it. ** | Input all information for new lots as normal. | customer care is unaffected by template changes. |
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* Note that Coins ERP+ Land Management stores the lists of templates and lots against each appraisal and Coins ERP+forecast stores the list of lots against each forecast, so these modules are unaffected by development re-plans - each appraisal/forecast will reflect the site plan as it was recorded at the time. ** If a lot cannot be deleted then it can be changed to "non-sellable" and any costs and other information can be manually transferred/cancelled/deleted as appropriate. *** A lot can change template at any time (a warning message will be displayed once VAP budgets exists, but this can be overridden.) |
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