To analyse the constituent works orders within a cost floor entry

The procedure to analyse the constituent works orders within a cost floor entry is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. Click on Cost Floors / Defects. The Cost Floors / Defects tab is activated, revealing a list of all identified costs pertinent to the sale of the property in the Cost Floors summary table 2.
4. Highlight the row matching the 'derived' cost floor element to be analysed i.e. one reflecting a note caption of Imported from repairs.
5. Click on Review Repair Details. The Cost Floor Repair Details window is displayed, revealing an elemental breakdown of all works orders included in the cost floor calculation 3. Certain fields are worthy of special note and are captured in the table below.
6. Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start date range, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 All 'manual' and 'derived' cost floor entries coexist within the same data grid, and are differentiated through the accompanying Note column.

3 An end user can springboard into the original order detail simply by double-clicking on the corresponding grid entry.

See related topics...

Home buy cost evaluation management overview

To import a property cost into a home buy case

Using the search facility