Options

Top  Previous  Next

Summary

This is where individual options are set up, maintained and referenced back to the parent databuild system

There are 3 different forms of options, differentiated by their scope:

 

Global Options:        Available on all quotes, regardless of model

Model Options:        Available on selected models only. Any option can be available on one, many or indeed all models

PC Items:                Basically the same as model options except that the generated text can be presented in a tabular form in Proposals and Contracts

 

Details

 

 

FE Option Content

 

The left panel displays all existing options and includes a checkbox to indicate whether each is a PC item or a normal option

Normal options and PC Items are functionally identical, they just get separated for proposals and contracts

 

The right panel includes 3 tabs:

Option Details
Text
Variables

 

Option Details

 

FE OptionDetails

 

 

Each option is assigned

 

a Scope                Global, Model Option or PC Item
a Group                Used to make option selection easier and to supply sub headings for  proposals and contracts. These group names can be maintained by pressing the Edit button
a Default Quantity        Usually 1, but can be a variable such as [Area], [Perimeter] etc
Days                Each option can be assigned a number of days which are added to the days of other options and the days of the base model to arrive at a total number of project days, usually used in Contracts

 

 

Each option is made up of any number of ingredients. Each ingredient is either:

 

a Bill
an Item
a Recipe
or a Macros

 

 

Prices of each option are set here and the markup calculated based on the costs of individual ingredients. Alternatively, changing the markup field and pressing update will update the list price of the current or selected option(s). Before doing this, you should run the reprice options routine:

 

FE RepriceOptions

 

Repricing is done using the job and system databases specified for each option.

These databases can be selected by nominating a company or by selecting some or all options and dragging to the company, system database or job database fields.

 

 

 

Brochure, Proposal and Contract

 

FE OptionText

 

These texts get appended to the corresponding texts of the current model when creating proposals, Contracts and brochures

 

 

 

 

Variables

 

FE OptionVariables

 

Holds a list of variables attached to the current option. These combine with variables from the current model to build up a variables list for each quote. They can then have their values set before (or after) transfer to the parent Databuild system where they find their way right through to purchase orders.

 

Values can be also be set at this stage

 

search        SEARCH        Scans each line of the option contents to build up the variables list which can then be edited

 

 

Toolbar

 

new        Add a new Option

delete        Delete the current or selected option(s)

All_None        Select or deselect ALL options or Option contents

copy        Make a copy of the current option

 

new        Add a new Contents line. Only enabled when Contents tab is open

delete        Delete the current or selected Contents line(s). Only enabled when Contents tab is open

 

exit        Close the module