If you change the plots you plan to build on a development (for example, not building certain plots, building additional plots, or replacing plots with different house types), this has various implications for different functions in Coins ERP+.
The table below explains these.
Module * | Function | Plots Deleted | Existing House Type on Site | New House Type on Site | Existing House Type on Site | New House Type on Site |
bill of quantities | Bills | All bill items for the deleted plots will be deleted automatically. | Apply existing site house type bill to new plots. | Create new site house type bills and apply to new plots. | Run the plot rebuild option for the changed plots. | Create new house type bills and run the plot rebuild option for the changed plots. |
Create Orders | Plots cannot be deleted if orders have been created for them. ** | For materials: you can add new plots as a variation order to an existing order. For subcontracts: New plots will create new orders - not variation orders to previous orders. | Coins ERP+ will prompt user with variation order required and these can be automatically created. |
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House Sales | Sales Workbench | A plot cannot be deleted if any events have been recorded (but the events can be deleted first if required). ** | Input all information for new plots as normal. | Input any amendments to sales information as normal. |
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Sales and Construction Forecast | Forecast for deleted plots will be automatically deleted. | Input forecast dates and prices for new plots as normal. | Input any amendments to forecast dates and prices for changed plots as normal. |
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VAP | Matrix Orders | A plot cannot be deleted if it is included in any matrix subcontract. ** | New plots 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 plots will be automatically deleted. | Either run the option to update budgets from BQ for changed plots, or rebuild plots from house types. | Either run the option to update budgets from BQ for changed plots, or create new house type budgets and then rebuild the plots from house types. | Either run the option to update budgets from BQ for changed plots or rebuild plots from house types. | Either run the option to update budgets from BQ for changed plots, or create new house type budgets and then rebuild the plots from house types. |
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tick Sheet Valuation | A plot cannot be deleted if any ticks have been input for it. ** | Input all information for new plots as normal. | Dependent on the configuration, the valuation on any 100% ticked items may be automatically recalculated based on new budget figures. |
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Purchase Orders | Orders for specific plots | A plot 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 plots can be added as new lines on variation orders to existing orders provided these were not created from BQ. | If not raised from BQ, any order variation orders will need to be calculated manually and input in the normal way. |
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Contract Status | Plot Costing | Deletion of a plot will not delete the costing section for the plot if there are any costs on it. | Plot costings for new plots 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 plot cannot be deleted if there is a call recorded against it. ** | Input all information for new plots as normal. | customer care is unaffected by house type changes. |
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* Note that Coins ERP+ Land Management stores the lists of house types and plots against each appraisal and Coins ERP+CVR stores the list of plots against each CVR, so these modules are unaffected by development re-plans - each appraisal/CVR will reflect the site plan as it was recorded at the time. ** If a plot 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 plot can change house type at any time (a warning message will be displayed once VAP budgets exists, but this can be overridden.) |
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