Before you install, read the "HomeBuilder Release Notes Testing Advisory" for how to validate this release in your environment.
Spotted an issue or have an idea? Email us at homebuilder@suiteengine.com.
If you’ve been opening a purchase request and rekeying lines that already exist in planning, you can now bring them across in one step. The new Populate from Planning Lines action appears on the Purchase Request Card while the request is still Open and you haven’t yet created a Purchase Order or Credit Memo against it.
To use it:
When you run Populate from Planning Lines from a purchase document, the dialog that gathers your selection criteria does more of the work for you.
The new Vendor No. field arrives pre-filled from the vendor on the purchase document, so you start scoped to the right vendor instead of typing it in.
When you change Vendor No. or Phase Code, the Vendor Contract No. updates itself — it picks up the matching contract if exactly one exists for that Vendor No. / Phase Code pair, and clears so you can choose if there isn’t a single match. That means fewer manual lookups and less risk of pulling lines against the wrong contract.
Two new fields on the Construction Item Template Card let you capture the pricing context for an item up front:
Fill these in on the template and the construction items you create from it start out with the right price group and upgrade level — no after-the-fact corrections on each item.
Previously, if you wanted to push an item to lots, you had to back out to the Construction Items list to do it. The Push to Lots action now also sits on the Construction Item Card, so you can do it on the item you’re already looking at.
The custom subledger you use to trace lot-level posting now goes by Lot Ledger Entries. The data and behavior haven’t changed — the name simply matches how the rest of the system (and most of your team) already talks about lots.
If you’ve been reconciling refund installments and the numbers haven’t been adding up, this one’s for you. The Posted Amount on the Lot Installments page now reflects the sign of the amount that actually posted to the G/L for refund installments, so refunds read the way you’d expect.
When you assign a Cost Detail Code to a Lot Budget Line, the Cost Detail Description used for Cost Detail lookups now copies consistently from the Cost Detail Name. You’ll see the same description in the lookup as on the source record — no more mismatched names when you go back to trace a cost.