Converting Homebuilder Management in JD Edwards World to JD Edwards EnterpriseOne

This chapter provides an overview of Homebuilder Management conversion, lists prerequisites, and discusses how to:

Set up Homebuilder Management user-defined codes in JD Edwards EnterpriseOne.
Convert JD Edwards World Homebuilder Management data.
Describe technical considerations for conversion programs.

Understanding Homebuilder Management Conversion

To migrate existing data from JD Edwards World to Homebuilder Management for JD Edwards EnterpriseOne, you must convert specific JD Edwards World Homebuilder files to JD Edwards EnterpriseOne tables. To assist you in the conversion process, Homebuilder Management has several conversion programs, which function with JD Edwards World version A7.3, service pack 12 and above.

The conversion process uses the JD Edwards EnterpriseOne table conversion tool, and in some cases, a batch update process. You must use the setup programs to manually enter data in the tables that are new to Homebuilder Management in JD Edwards EnterpriseOne.

Only editable fields are mapped for the conversion. If you have modified any JD Edwards World files or programs to allow editing in fields that are traditionally not editable, you must modify the conversion programs to map those fields from JD Edwards World to JD Edwards EnterpriseOne tables. The conversion programs are written to allow selection at the community level except for takeoffs, which allow selection at the area level.

The conversion programs do not remove the JD Edwards World data from the tables after the conversion is finished.

Prerequisites

Before you complete the tasks in this section, you must:

Install JD Edwards EnterpriseOne.
Set up system constants in JD Edwards EnterpriseOne Homebuilder Management.
Set up system activity rules in JD Edwards EnterpriseOne Homebuilder Management
Create values for the new UDC tables in JD Edwards EnterpriseOne Homebuilder Management.
Set up area job master information and values in UDC 00/05.
Convert contracts from JD Edwards World to the format that the JD Edwards EnterpriseOne Procurement system uses.
Review all of the special notes for conversion.
Sign on to the environment that you want to convert.
Verify that the table conversion settings are set to Log in Environment.
Run the JD Edwards World to JD Edwards EnterpriseOne Subcontract conversion program.

Setting Up Homebuilder Management User-Defined Codes in JD Edwards EnterpriseOne

Before you run the JD Edwards World to JD Edwards EnterpriseOne conversions for Homebuilder Management, use the values from the JD Edwards World UDC tables to set up the new UDC tables in JD Edwards EnterpriseOne Homebuilder Management.

World UDC Tables

This table lists the JD Edwards World UDC tables and values:

UDC Table	Alias	Description
44/O1	OP01	Option Type
44/O2	OP02	Option Category Code 2
44/O3	OP03	Option Category Code 3
44/O4	OP04	Option Category Code 4
44/SC	SCS	Sales Contract Status
44/F1	FD01	Plan Status
44/F2	FD02	Future Use 3
44/F3	FD03	Future Use 4
44/F4	FD04	Future Use 5
44/F5	FD05	Future Use 6

JD Edwards EnterpriseOne UDC Tables

You must set up the following tables in JD Edwards EnterpriseOne Homebuilder Management:

UDC Table	Alias	Description
44H4/OT	OPMOT	Option Type
44H4/01	OPM01	Option Category 01
44H4/02	OPM02	Option Category 02
44H4/03	OPM03	Option Category 03
44H5/ST	HBSCS	Sales Contract Status
44H3/01	PLC01	Plan Category 1
44H3/02	PLC02	Plan Category 2
44H3/03	PLC03	Plan Category 3
44H3/04	PLC04	Plan Category 4
44H3/05	PLC05	Plan Category 5

Converting JD Edwards World Homebuilder Management Data

This section provides an overview about the conversion programs and lists a prerequisite.

Understanding the Conversion Programs

You must run the conversion programs in the order that they appear on the menu. The conversion programs convert JD Edwards World A7.3 files to tables in JD Edwards EnterpriseOne Xe through the current release. You must run each conversion program independently, not as a batch process. Be aware that when World files contain a high volume of data, the conversion programs might run for an extended period of time. Allow adequate time to run and verify the results of the conversion before you use the Homebuilder Management system in a production environment.

If you do not use items and takeoffs, do not run Bid Contract Price Variance (R44H96001), Bid Form/Contract Confirmation (R44H96002), and Base House Cost By Plan (R44H96003).

The Item Master (F4101) table has not changed and does not require conversion from JD Edwards World.

JD Edwards World Files That Are Converted to JD Edwards EnterpriseOne Tables

This table describes the conversion programs that convert JD Edwards World files to JD Edwards EnterpriseOne Homebuilder Management tables:

Conversion Program	World Table Name	World Table Number	EnterpriseOne Table Name	EnterpriseOne Table Number
Community Master Conversion (R44H9302)	Business Unit Master	F0006	Community Phase Master	F44H101
Create F44H711 From F4311 World Conversion (R44H9711)	Purchase Order Header and Purchase Order Detail	F4301 and F4311 (for commitment document types created during the Lot Start process)	Lot Start Workfile	F44H711
Lot Master Conversion (R44H9201) Sales Master Conversion (R44H9501)	Lot Proceed Entry	F4450	Lot Master Lot Master History Sales Master Lot Sales History	F44H201 F44H201H F44H501 F44H501H
Option Selection Conversion (R44H9502)	Lot Proceed Detail	F4451	Option Selections	F44H511
Plan Master Conversion (R44H9301)	Plan Master	F4452	Plan Master	F44H301
Lot Master Conversion (R44H9201)	Lot Master	F4453	Lot Master Lot Master History	F44H201 F44H201H
Bid Form/Contract Confirmation (R44H96002)	Supplier Assignment (Takeoff)	F4455	Vendor Assignment	F44H604
Option Cost Analysis by Community (R44H96004)	Takeoff	F4457	Takeoff Master File	F44H602
Base House Cost By Plan (R44H96003)	Item Price	F4459	Material Item Pricing	F44H603
Option Master Conversion (R44H9401)	Option Master	F4461	Option Master	F44H401
Bid Contract Price Variance (R44H96001)	Item Master (User Reserved Fields)	F4101	Item Master Homebuilder Extension	F44H4101
Bid Header and Detail Conversion (R44H960111)	Purchase Order Header (Bids/BC)	F4301	Bid Header	F44H601
Bid Header and Detail Conversion (R44H960111)	Purchase Order Details (Bids/BC)	F4311	Bid Details	F44H611

JD Edwards EnterpriseOne Tables That Require Manual Setup

This table lists the JD Edwards EnterpriseOne Homebuilder Management tables that are not converted from JD Edwards World:

Homebuilder Management Table Name	Homebuilder Management Table Number	Homebuilder Management World File Number	Explanation
Homebuilder Constants	F44H001	F4463	Manual setup required.
Vendor Assignment	F44H604	F4454	Manual setup required.
Homebuilder Activity Rules	F44H002	Not Applicable	New table that requires manual setup.
Extended Homebuilder Data Template	F44H0920	Not Applicable	New table that requires manual setup.
Extended Homebuilder Data Headings	F44H0921	Not Applicable	New table that requires manual setup.
Extended Homebuilder Data	F44H0929	Not Applicable	New table that requires manual setup.
Option Relationships	F44H402	Not Applicable	New table that requires manual setup.
Closing Worksheet Accounting Instructions	F44H590	Not Applicable	New table that requires manual setup.
Closing Worksheet Entries	F44H591	Not Applicable	New table that requires manual setup.
Closing Worksheet Data Mapping	F44H599	Not Applicable	New table that requires manual setup.
After Start Purchasing	F44H711P	Not Applicable	New table to be used with lot commitments.
Construction Milestones	F44H790	Not Applicable	New table that is populated by a third-party scheduling system.

World Files That Are Not Converted

This table lists the JD Edwards World files that are not used in JD Edwards EnterpriseOne and, therefore, are not converted:

JD Edwards World File Name	JD Edwards World File Number
Lot Proceed Detail Temporary	F4451T
Lot by Lot Tax File	F4460
Bid Master	F4464
Alternate Subdivision Maintenance	F4465
Media Object Storage	F4462
Takeoff Revisions	F4458
Lot Proceed Entry (History)	F4456

Prerequisite

Before you complete the tasks in this section, you must save a back up the database.

Describing Technical Considerations for Conversion Programs

This section provides technical information about specific conversion programs.

Lot Master Conversion

The Lot Master table (F44H201) is initially created by the Lot Master Conversion program (R44H9201) from the World Lot Master table (F4453). The F44H201 table is subsequently updated by the Sales Master Conversion program (R44H9501) with data from the World Lot Proceed Header table (F4450).

Before validating or editing information in the F44H201 table, run the Lot Master Conversion and Sales Master Conversion programs.

Sales Master Conversion

In JD Edwards World, data item LNT (Loan Type) is a free-form text field. In the JD Edwards EnterpriseOne Homebuilder Management system, the LOANTYP field is associated with UDC 44H/LT. The Sales Master Conversion program maps the values from the LNT field in the F4450 table to the LOANTYP field in the F44H501 table. To prevent post-conversion validation errors, review the values in the LNT field in the F4450 table for consistency and add the values to UDC 44H/LT.

The Sales Master Conversion program determines the sales status, based on the values you enter in the processing options and in the House Type (HSTY) field on the F4450 table lot proceed record. In JD Edwards World, the values B, C, M, P, S, T, Z, and blank are hard-coded. The conversion program recognizes only these eight values. If you added values to UDC 44/HT and used those values in the lot proceed records, you must modify either your data or the Sales Master Conversion program before you run the conversion.

Item Pricing Pre-Conversion Review

Before you run the F44H603 Base House Cost by Plan program (R44H96003), review all JD Edwards World item price data to eliminate any records that do not satisfy the unique key requirement.

Run the Item Pricing Pre-Conversion Review (R44H4459) to search for key violations between the Material Item Pricing tables in JD Edwards World (F4459) and JD Edwards EnterpriseOne (F44H603). These are the keys for the tables:

JD Edwards World Keys in the F4459 File	JD Edwards EnterpriseOne Keys in the F44H603 Table
CTYC: City LITM: 2^ndItem Number AN8: Supplier Number MCU: Subdivision PRN: Price Revision Number	HBAREA: Area ITM: Short ID Number AN8: Supplier Number HBMCUS: Community CPHASE: Phase EFFF: Effective Date

The Item Pricing Pre-Conversion Review program reads the records in the F4459 file in this order:

CTYC
ITM
AN8
MCU
EFFF

The program prints a report of the key values in the current F4459 table, as well as the short ID number and effective date. To avoid duplicate key errors, you should either delete all but the current records or change the effective dates to create a unique record before you run the Base House Cost by Plan program (R44H96003).