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1.37 Update Miscellaneous Option Prices
Purpose of application is to update a miscellaneous option with a correct margin based selling price and approve the option for that selling price. Options can also be rejected if it is something we cannot or will not do (e.g. something that's structurally not possible).

Here is a little background information. Miscellaneous option is first created by a sales agent in Maintain Purchaser Agreements application or by decor representative in Maintain Option Selection application. The purchasing department then applies takeoffs, as necessary, in Maintain Takeoffs application and a budget is run using View Budget Detail application based on those takeoffs. And this brings us here to Update Miscellaneous Option Prices.


1.37 Update Miscellaneous Option Prices
Step Action
1. Open Update Miscellaneous Option Prices application.
2. You can search for a miscellaneous option in several ways. Either by selecting a project, entering a lot, offer or miscellaneous option ID. To display a complete list of all non-priced options, click on the button.

In our example, however, we are going to search for a miscellaneous option by entering the lot ID. Thus, enter a lot ID in the Lot ID input field and click .
3. Here is a list of all priced and non-priced miscellaneous options on lot 46432.

To update the price, approval status or to replace the miscellaneous option with a standard one, click on the miscellaneous ID link (e.g. ).
4. Review/update General Information section of the form. At the very bottom of the page you should see a list of all standard and miscellaneous options that are part of the offer for this lot.

FORM FAQ
Is Priced Has the Purchasing department approved the price? Select Yes or No.

Note: Once the price is approved an email notification gets sent out to the decor representative. Embedded in the email are links to directly open the lot in Approve Option Selections application so it can be approved and also a link to Maintain Option Selections - Change Order form so user can quickly create the change order to reflect the miscellaneous option change if applicable.
Approved Price Enter the price for miscellaneous option.
Description Enter a description of miscellaneous option. If you ever decide to replace this option with a standard one, the description entered here will become part of the standard option's comments.
Replace this Misc Option with STD Option Sometimes a miscellaneous option is created by mistake and, in fact, a standard option exactly like the miscellaneous one already exists. In that case, replace the current option with a standard one by entering the standard option ID in this field.
Replacement Quantity What quantity of standard option, entered in the field above, equals to the miscellaneous option? Enter it here.
Skip validate option code To verify that the standard option entered in Replace this Misc Option with STD Option input field is correct, select No. If a new option code has been set up in D3 but has not activated yet, select Yes.

Several standard options can replace a single miscellaneous one. To do so, enter the standard options in the Replace this Misc Option with STD Option input field in the following format: Code,Quantity,Price;Code2,Quantity2,Price2;Code3,Quantity3,Price3.
5. When you are done:
  • To save and exit, click .
  • To open takeoffs for this option in junction mode, click . For details, see Maintain Takeoffs section of the Layered Takeoffs training guide.
  • To open takeoffs for this option in detail mode, click . For details, see Maintain Takeoffs section of the Layered Takeoffs training guide.
  • To view budget, click . For details, see View Budget Detail section of this training guide.
Updated June 17, 2014