Job Contract History

Contract Number

Number identifying the specific contract record.

Description (full)

Full description of the contract.

Description (short)

Short description of the contract.

List Price

Value of the list price for the contract.

DP Number

Deposited Plan number

Custom GST?/Rate

Custom GST?:

Is the GST rate a customised value?

• Yes: The GST rate varies from the rate set in the system preferences. The Ratefield is unlocked for editing.

• No: The GST rate remains as the rate set in the system preferences. The Ratefield remains locked.

Rate:

Customised GST percentage value.

Amount (ex GST)

Contract value excluding GST.

Amount (GST)

GST value of the contract. The amount is calculated from either the Amount (ex GST) orAmount (inc GST) values, based on the Rate selection.

Amount (inc GST)

Contract value including GST.

Status

Condition status of the contract.

Example: Unconditional, Conditional.

Sale Reported

Date the sale was reported.

Prepared

Date the contract was prepared.

Allocated To Agent

Date the contract was allocated to the agent.

Received From Agent

Date the contract was received from the agent.

Signed

Date the contract was signed.

Exchanged

Date the contract was exchanged.

Cooling Off Start

Date the cooling off period started.

Cooling Off End

Date the cooling off period ended.

Finance Approval

Date finance was approved.

Unconditional

Date all contract conditions were satisfied.

Settlement (Proposed)

Date of the proposed contract settlement.

Settlement (Client)

Date of the contract settlement with the client.

Settlement (Accounting)

Accrued date for trade debtor purposes.

Cancelled

Date the contract was cancelled.

Total/Unresolved

Total: Count of the conditions recorded against the contract.

Unresolved: Count of those conditions that do not have a resolution actual date.

Total/Incomplete

Total: Count of the commissions recorded against the contract.

Incomplete: Count of those commissions that do not have a complete date.

Total/Amount

Total: Count of deposits recorded against the contract.

Amount: Total value of those deposits.

Revenue (ex GST)

Value of the revenue, excluding the GST component.

GST Payable

GST component of the revenue value.

Revenue (inc GST)

Value of the revenue, including the GST component.

Payable GST Method

Method of determining GST payment.

Example: Margin Scheme, Total Sale Price.

To Site Orders Cost (ex GST)

Value of Orders issued ahead of getting to site, excluding GST.

Recognised

Date the trade debtor was recognised/accrued.

Journals Completed

Date the journals were completed.

Journals Reversed

Date the journals were reversed.

Responsible Party

Party responsible for making the finance application.

Finance Structure

Structure of the financing.

Example: Normal, Savings Plan, Cash, Change Over.

Consultant

Finance consultant allocated to the contract finance.

Lending Body

Name of the financial institution providing the lending.

Branch

Branch of the financial institution providing the lending.

Contract Person

Contact person at the financial institution providing the lending.

Branch/Contact Notes

Notes regarding the finance lending branch.

Company

Name of the solicitor or conveyancer.

Contact

Contact person for the solicitor or conveyancer.

Notes

Notes regarding the solicitor or conveyancer.

Lodged

Date the application was lodged.

Amount

Value of the lodged application.

Loan Value Ratio

Ratio of the loan against the value of the property.

Serviceability

Serviceability value of the loan.

Received

Date the pre-approval was received.

Amount

Pre-approval value.

Ordered (Requested)

Date the letter of offer was ordered.

Received (Forecast)

Date the letter of offer is forecast to be received.

Received (Issued)

Date the letter of offer was received.

Signed

Date the letter of offer was signed.

Ordered

Date the Authority to Commence Construction (ACC) was ordered.

Received (Forecast)

Date the Authority to Commence Construction (ACC) is forecast to be received.

Received

Date the Authority to Commence Construction (ACC) was received.

Ordered (Requested)

Date the mortgage documents were ordered.

Forecast

Date the mortgage documents are forecast to be received.

Received (Issued)

Date the mortgage documents were issued.

Signed

Date the mortgage documents were signed.

Received

Date the deposit was received.

Banked

Date the deposit was banked.

Amount

Value of the deposit.

Type

Type of deposit.

Example: Initial Deposit, Contract Deposit, Further Deposit.

Receipt

Receipt number or reference.

Progress Claim

Progress claim against which the deposit was made.

Raised

Date the condition was raised.

Responsible Party

Party responsible for meeting the condition.

Category

Category of the condition.

Example: Finance Approval, Land Settlement, Building Contract Settlement.

Priority

Priority assigned to the condition.

Example: Normal, High.

Forecast Res.

Date the condition is forecast to be resolved.

Resolved

Date the condition was resolved.

Primary

Indicates the primary commission.

Name

Name of the party allocated to the commission.

Role

Entity role of the party entitled to the commission.

Location

Sales location of the salesperson.

Agent

Name of the agent allocated to the commission.

Agency

Name of the agency allocated to the commission.

Paid

Date the commission value was paid.

Complete

Date the commission was completed.

Notes

Notes regarding the commission.

Primary

Indicates the primary finance record.

Lending Body

Lending body receiving the finance application.

Branch

Branch of the lending body.

Branch Contact

Contact at the branch of the lending body.

Application Name

Type of finance application being made.

FA Actual

Date the Finance Approval (FA) was obtained.

Amount

Value of the finance application/approval.

Notes

Notes regarding the finance.

Type

Contract type.

Example: Client Finance, Building Contract.

Contract #

Number identifying the specific contract record.

Status

Condition status of the contract.

Example: Unconditional, Conditional.

Prepared

Date the contract was prepared for the client.

Signed

Date the contract was signed by the client.

Exchanged

Date the contract was exchanged with the parties.

Settled

Date of settlement on the contract.

Cancelled

Date the contract was cancelled.

Amount

Contract value.

Client #

Number of the client associated with the contract.

Client Ref Name

Reference name of the client associated with the contract.

Region/Division

Name of the region/division associated with the contract.

Type

Contract type.

Example: Client Finance, Building Contract.

Contract #

Number identifying the specific contract record.

Status

Condition status of the contract.

Example: Unconditional, Conditional.

Prepared

Date the contract was prepared for the client.

Signed

Date the contract was signed by the client.

Exchanged

Date the contract was exchanged with the parties.

Settled

Date of settlement on the contract.

Cancelled

Date the contract was cancelled.

Amount

Contract value.

Job#

Number of the job associated with the contract.

Region/Division

Name of the region/division associated with the contract.

File Address

Address associated with the contract.

Job Status

Current job status.

Major Wfl Stg

Current major work flow stage of the job.

Minor Wfl Stg

Current minor work flow stage of the job.