18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
image.gif
18.4 Appendix


Source of BACKLOG report fields
Floorplan & Name SO - Maintain Purchaser Agreements
Current Super CS - Assign Lot Schedule
Current Stage Last stage with incomplete milestones.
Loan Docs Received Date SO - Do US Deal Analysis & Review
Decor First Appointment Date Maintain Lot Design Center Information
Construction Start Appointment Maintain Lot Design Center Information
FPA Received Date SO - Do US Deal Analysis & Review. Note: FPA stands for Final Price Addendum.
FPA to Lender SO - Do US Deal Analysis & Review
Appraisal Ordered SO - Do US Deal Analysis & Review
Appraisal Approved SO - Do US Deal Analysis & Review
Offer Accepted Date SO - Do US Deal Analysis & Review
Permit Ordered Date CS - Maintain Lot Scheduling Info
Permit Received Date CS - Maintain Lot Scheduling Info
Start Release Projected CS - Maintain Lot Scheduling Info
Schedule Start Date Pulls in the date scheduled start date from the start task in the lot schedule.
BACKFILL - SMEMO A list of selected milestone tasks.
Purchaser SO - Maintain Purchaser Agreements
Sales Agent SO - Maintain Purchaser Agreements
Offer Date SO - Maintain Purchaser Agreements
Offer Date To Start Calculated from offer date to schedule start.
Offer Accepted To Start Calculated from offer accepted date to schedule start.
Lender Name SO - Do US Deal Analysis & Review
Lender Type SO - Do US Deal Analysis & Review
Loan Approved SO - Do US Deal Analysis & Review
Loan Locked SO - Do US Deal Analysis & Review
Loan Lock Expired SO - Do US Deal Analysis & Review
Earnest Deposit SO - Do US Deal Analysis & Review
Start Process Comments SO - Do US Deal Analysis & Review
Sales Comments SO - Do US Deal Analysis & Review
Backlog Comments CS - Maintain Lot Schedule
Lot Status D3?
Reverse D3?
Permit Number CS - Maintain Lot Scheduling Information
Sale Type ?
Original Start Date CS - Assign Lot Schedule
Original Completion Date CS - Assign Lot Schedule
Schedule Completion Date CS - Assign Lot Schedule
Offer Closing SO - Maintain Purchaser Agreements - Estimate Closing Date
Current Closing Calculated in Construction Scheduling.
Actual Closing D3?
Sale to Close Days Calculated field.
Start to Completion Days Calculated field.
Released to Stage
Last Update Date Date on which the last update in CS was made.
Last Update By Name of the last user to update in CS.
Important Notes
Decor Representative DE - Maintain Lot Design Center Information
Pre Construction Options DE - Maintain Lot Design Center Information
Colors Received Date DE - Maintain Lot Design Center Information
Kitchen Selections Received Date DE - Maintain Lot Design Center Information
Updated October 6, 2009