Real Estate Sales and Booking Blueprint - 11052019

PROJECT NAME NOAH REAL ESTATE - SALES AND BOOKING
PROCESS RESERVATION PROCESS (ACCOUNT BOOKING)

NOAH Version 8.0.0.0
RESERVATION TO CONTRACT CREATION

INPUT PROCESS OUTPUT
A. RESERVATION PROCESS
SALES FORCE
AGENT
ACTIVITY
START SA (Agent/Walk-
in/Office
Sales/Web) C
Contract Status:
Preparation of A UNCONTRACTED
Documents and
selection of Unit. ACKNOWLEDGMENT OF
CUSTOMER/AGENT
PRINTED OFFICIAL
Buyer's RECEIPT
Informatio
n Sheet Initial
Buyer's
required DIGITIZING
DIGITIZING AND
AND Information
Receiving, Checking document ATTACHMENT
ATTACHMENT OF OF Sheet
and Validation of s DOCUMENTS
DOCUMENTS
Requirements from [RE-DC.Document
[RE-DC.Document Initial
Prospect Buyer Control required
Control Entry]
Entry] (LINK
(LINK documents
ONLY)
ONLY)
RESEVATION SALES
2 REPORT
SALES DEPARTMENT/ MARKETING STAFF
CUSTOMER
CUSTOMER PROFILE
PROFILE
CREATION ACCOUNT
ACCOUNT CREATION
CREATION
CREATION (RESERVATION
[RE-SB.Customer
[RE-SB.Customer Basic
Basic (RESERVATION ENCODING)
ENCODING)
Information] [RE-SB.Reservation
[RE-SB.Reservation Entry]
Entry] B
Information]
GENERATION OF
PAYMENT SCHEDULE
CUSTOMER
DOCUMENT CONTROL LEDGER (Reflect
UPDATING Schedule of Payment)
Signing of RA
PRINT
PRINT RA FORM
RA FORM (For Uncomplied/Expired
Seller/Agent Profile Payment Terms RA Form 1Documents)
Form
[RE-SB.
[RE-SB. Upon
Reservation
Reservation Agreement
Agreement for Routing
[RE-Broker Mgmt.] Setup Reservation
Printing]
Printing] Buyer's Information Sheet
Quotation
Sheet
ASSESSMENT
ASSESSMENT GENERATION
GENERATION
Price List Document [RE-BC.Assessment
[RE-BC.Assessment Entry]
Entry] RA Form
(Uploaded) Assignment Setup
Assessment
Slip
DAILY COLLECTION
REPORT (Reservation
Payment)
1 C
Account Status:
Generation
Generation of
of Account
Account B Reserved A
No.
No. (System
(System Assigned)
Assigned) FIRST
FIRST PAYMENT
PAYMENT PRINT
PRINT OFFICIAL
OFFICIAL RECEIPT
RECEIPT
COLLECTION
COLLECTION [RE-BC.
[RE-BC. Official
Official Receipt
Receipt
[RE-BC.
[RE-BC. Cash
Cash Collection
Collection Printing]
Printing]
Entry]
Entry] (Reservation
(Reservation Fee)
Fee) OR
CASHIER
Prepared By: Forecasting and Planning Technologies, Inc.

Date Created: 11.06.2018 1 of 43 Version: RESB.052019.0003
Modified Date: 05.15.2019
PROCESS CONTRACT CREATION

B. CONTRACT CREATION
ACCOUNTING OFFICER/ MARKETING HEAD
ACCOUNTING DEPARTMENT
Sales
Sales Recognition
Recognition (Contract
(Contract
Creation)
Creation)
[RE-SB.Contracted
[RE-SB.Contracted Sales
Sales Entry]
Entry]
2
2
1 Inventory Status: SOLD
Receiving & Review & Signing ForwardContract

the Status:
Print
Print CTS
CTS Form
of[RE-SB.Contract
Document Form CONTRACTED
signed
validation of [RE-SB.Contract to Sell Printing]
Document from from
Complete First Marketing to Sell Printing] SIGNED? documents to
Payment and
(Initial required Accounting
Marketing Documents? CTS DATE AUTO UPDATED
(Initial required documents) Department
documents)
JOURNAL ENTRY
GENERATION
COMMISSION PAYABLE
SETUP

PROCESS HOLDING OF UNIT
HOLDING OF UNIT
A. HOLDING OF UNIT
Employee
Employee Creation
Creation Employee
Employee Department
Department
[SG.Employee]
[SG.Employee] [SG.Employee
[SG.Employee Assignment]
Assignment]
B
UNIT
UNIT INVENTORY
INVENTORY UNIT
ACCOUNTING STAFF
DEFINITION
DEFINITION INVENTORY
START (Manual REPORT
(Manual Creation/
Creation/ Holding
Uploading)
Uploading) Holding Expiration
Expiration Reason
Reason for
for Holding
Holding
[RE-SB.Unit
[RE-SB.Unit Status
Status Expiration
Expiration
Threshold] [SG.Reason
[SG.Reason Center]
Center] Unit Status:
Threshold]
SA Based on
RE.Unit Status
Expiration
Threshold
MANAGEMENT Requesting Department (No Expiration)
Actual
Actual Units
Units for
for Holding
Holding
Holding
Holding Type
Type Selection
Selection BUYER/CUSTOMER Selection Prospect Buyer (With Expiration) A
[RE-SB.Holding
[RE-SB.Holding of
of Unit]
Unit]
Selection
[RE-SB.Holding
[RE-SB.Holding of
of Unit]
Unit]
SELLER/AGENT Requesting Seller (With Expiration)
MARKETING
STAFF
Seller Customer
Customer Profile
Profile Creation
Creation
Seller Profile
Profile Creation
Creation [RE-SB.Customer
[RE.Broker [RE-SB.Customer Basic
Basic
[RE.Broker Management]
Management] Information]
Information]
A Reservation Encoding
[RE-SB.Reservation Entry]
Expired?
ACCOUNTING HEAD
System Job
Holding With
Approval? Expiration? Schedule for Customer: Same
Re-opening Customer Name
from Holding of
D Unit Entry
Item Status:
HOLD
Holding of Unit Hold by
Cancellation Entry Buyer/
[RE-SB.Holding Cancellation Seller?
C Entry]
MARKETING HEAD
D
ACCOUNTING/
Approved Item Status: HOLD UNITS

Cancellation? AVAILABLE MONITORING
REPORT
C END

PROCESS HOLDING OF UNIT, RESERVATION AND CONTRACT CANCELLATION
HOLDING OF UNIT, RESERVATION AND CONTRACT CANCELLATION

A. RESERVATION CANCELLATION
AGENT
SALES ACTIVITY
START SA (Agent/ Walk In/
Web)
CUSTOMER/AGEN
Preparation of Buyer's
Documents and Informatio
selection of Unit. n Sheet
T
Initial
required
documents
B
A
Receiving,
Checking and Customer Profile Creation Approved Reservation
[RE-SB.Customer Basic [RE-SB.Reservation Entry] Reason for Cancellation
Validation of Information] LI REPORT
Requirements [SG.Reason Center]
from Client Record Status:
Approved Unit Status:
MARKETING STAFF
No First Payment Based on

RE.Unit Status
Expiration
Expiration Threshold:
Buyer's Information Sheet Threshold
Agent Profile Payment Terms
[RE-Broker Mgmt.] Setup EXPIRED
Reservation
Cancellation
Expired? [RE.SB-Reservation
Price List Document CancellationEntry]
(Uploaded) Assignment Setup
B
RESEVATION
SALES REPORT
B

Account Status:
MARKETING HEAD Cancelled
Expiration Threshold: Reservation
NOT YET EXPIRED Unit Status:
Approved?
Available for
Sale
END
B

B. CONTRACT CANCELLATION
First Payment Collection Print Official Receipt

[RE-BC. Official Receipt
[RE-BC. Cash Collection Entry] Printing]
Assessment Generation
A [RE-BC.Assessment Entry] OR DAILY
CASHIER
COLLECTION
Assessmen REPORT
t Slip C
Generation of Account Account Status: Contract Status:
No. (SO) Reserved UNCONTRACTED
C
CUSTOMER
Document Control Updating LEDGER
(For Uncomplied/Expired
Documents)
MARKETING HEAD
D
Review & Signing Forward the
of Document signed LI REPORT
from Marketing Signed? documents to
(Initial required Accounting Unit Status: Based
documents) Department on RE.Unit Status
Expiration Threshold: Expiration
EXPIRED Threshold

Inventory Status:
Print CTS Form SOLD
Receiving &
[RE-SB.Contract to Sell
validation of Complete Sales Recognition Printing]
Document from First (Approved CTS) Contract Status:
ACCOUNTING STAFF
Marketing Payment and [RE-SB.Contracted Sales CONTRACTED

(Initial required Documents? Entry]
documents) Generation of
Journal Entries CTS DATE AUTO
Record Status: UPDATED
Approved
Contact Status: JOURNAL ENTRY
Contracted GENERATION
Contract Record
Expired? Cancellation
[RE.SB-Contract COMMISSION
CancellationEntry] PAYABLE SETUP
Reason for Cancellation
[SG.Reason Center]
D
D
MARKETING HEAD
RESEVATION
SALES REPORT
Approved?
END
Reversion of Contracting Results Account
-Jounal Entries Status:
-Item Status and Account Status
D Expiration Threshold: Cancelled CTS
- Commission Setup NOT YET EXPIRED

NOAH RE - SALES AND BOOKING
PROCESS FLOW DESCRIPTION
PREREQUISITE PREREQUISITE PROCESS

NO. PROCESSES REQUIRED PREREQUISITE SETUPS
PROCESSES (MODULE)
Systems Global Gender

I. Customer Enrolment Basic Information Setup
Nationality
Civil Status
Salutation
Occupation
RE-Sales and Booking VIP Type
Source of Income
RE-Billing and Collection
Communication/ Contact RE-Sales and Booking Communication Type

Details Setup
Customer Information
Address Location Details Systems Global Location Type

Setup
International Group
International Sub Group
Country
Region
Province
Municipality
Barangay
RE-Sales and Booking Customer Information
Employment Details Setup Systems Global Employment Sub Type
RE-Sales and Booking Employment Area
Employment Status
Spouse Information Setup Systems Global Gender
Nationality
Salutation
Educational Attainment
Dependent Details Setup RE-Sales and Booking
Co-Borrower/Co-Buyer Systems Global

Details Setup
RE-Sales and Booking
Attorney-in-fact Details Setup Systems Global

Document Control
Business Details Setup Systems Global
Educational Attainment Systems Global

Details Setup
Gross Monthly Income Details RE-Sales and Booking

Setup
Accounts Information Setup RE-Sales and Booking
Reference Details Setup Systems Global
Basic Information Updating Systems Global Employee
Update Details User Access

Assignment
Holding of Unit Holding of Unit Creation Systems Global Transaction Type

II.
Transaction No. Configuration
Location with Accountable Forms

Transaction Type Assignment
Employee
Employee Department
Default Location with Accountable

Forms User Assignment
Reason Type
Reason Center
Account Segment Definition (last level)
Item Group Type

RE-Inventory Project
Unit Inventory
Selling Price
RE-Sales and Booking Unit Status Expiration Threshold
RE-Broker Management Seller Information
Seller Role
Holding of Unit Approval Systems Global Location with Accountable Forms

Forms Assignment
Reason Type
Reason Center
Transaction Type
User Approval Matrix
Employee
Unit Inventory
Selling Price
RE-Sales and Booking Holding of Unit Entry
Holding of Unit Cancellation Systems Global Transaction Type

Employee
Employee Department

Reason Type
Reason Center
Unit Inventory
Selling Price
RE-Sales and Booking Unit Status Expiration Threshold
Holding of Unit Entry
Holding of Unit Cancellation Systems Global Location with Accountable Forms

Approval

Forms Assignment
Reason Type
Reason Center
Transaction Type
Employee
RE-Sales and Booking Holding of Unit Cancellation Entry
Reservation Reservation Creation Systems Global Transaction Type

III.

Employee

Item Group Type
Unit of Measure
Inventory Category
Inventory Group
Inventory Type
Inventory Class
Unit Status
Unit Inventory
Selling Price Assignment
RE-Sales and Booking Account Status
Contract status
Payment Category
Payment Component
Financing Type
Payment Term
Start of Amortization
Application of Payment Hierarchy

Unit Status Expiration Threshold
Source of Sale
Holding of Unit Entry
RE-Billing and Collection Miscellaneous Payment Type
Seller Role
RE-Account Stage/ Work Main Stage

Flow
Sub Stages
Account Stage Transaction Type

Assignment
Reservation Document Systems Global Transaction Type

Compliance
Employment Sub Type
RE-Sales and Booking Financing Type
RE-Document Control Document Type
Document Source
Document Details
Transaction Type Document Control

Assignment
Reservation Approval Systems Global Location with Accountable Forms

Forms Assignment
Reason Type
Reason Center
Transaction Type
Employee
RE-Sales and Booking Reservation Entry
Reservation Cancellation Systems Global Transaction Type

Employee

Reason Type
Reason Center
Unit Inventory
Reservation Entry
Reservation Cancellation Systems Global Location with Accountable Forms

Approval
Forms Assignment
Reason Type
Reason Center
Transaction Type
Employee
RE-Sales and Booking Reservation Cancellation Entry
Contracted Sales Contract Creation Systems Global Transaction Type

IV.

Employee

Unit Inventory
Basis for Contracted Sales
Reservation Entry
Customer Deposit Control Account
Contract Receivable Control Account

Sales Control Account
Cost Of Sales Control Account
Inventory Control Account

RE-Billing and Collection Account Assessment Entry
Account Assessment Approval
Cash Collection Entry
Checks Clearing Entry
Check Status Tagging
Seller Role
Contract Cancellation Systems Global Transaction Type

Employee

Reason Type
Reason Center
Unit Inventory
Reservation Entry
Contract Cancellation Systems Global Location with Accountable Forms

Approval

Forms Assignment
Reason Type
Reason Center
Transaction Type
Employee
RE-Sales and Booking Contract Cancellation Entry

OPTIONAL SETUP OPTIONAL PREREQUISITE NARRATIVE
REQUIRED PREREQUISITE NARRATIVE DETAILS
PREREQUISITE DETAILS
This menu is the source of Gender listing for the Customer. Name Suffix This menu is the source of Name Suffix listing for
the Customer, if applicable.
This menu is the source of Nationality listing for the Customer. Religion This menu is the source of Religion listing for the
Customer, if any.
This menu is the source of Civil Status listing for the Customer.
This menu is the source of Salutation listing for the Customer.
This menu is the source of Occupation listing for the Customer.
This menu is the source of VIP type listing for the Customer tagged as
VIP.
This menu is the source of Source of Income listing for the Customer.
Payment Option This menu is the source of Payment Option listing

for the Customer.
This menu defines the Communication Type of the Customer. Network Communication This menu defines the Network Communication
Provider Provider of the provided Communication Type of
the Customer.
This menu defines the Customer Name for the communication/ contact
details to be supplied.
This menu defines the Location Type for the Address details of the Customer Home Ownership This menu defines the Home Ownership for the
Customer. Address details of the Customer.
This menu is the source of International Group if Require Barangay is

selected for the Address details of the Customer.
This menu is the source of International Sub Group if Require Barangay is

selected for the Address details of the Customer.
This menu is the source of Country if Require Barangay is selected for the
Address details of the Customer.
This menu is the source of Region if Require Barangay is selected for the
Address details of the Customer.
This menu is the source of Province if Require Barangay is selected for

the Address details of the Customer.
This menu is the source of Municipality if Require Barangay is selected for

This menu is the source of Barangay if Require Barangay is selected for

This menu defines the Customer Name for the Address details to be
supplied.
This menu is the source of Employment Sub Type listing for the
Employment details of the Customer.
This menu is the source of Employment Area listing for the Employment
details of the Customer.
This menu is the source of Employment Status listing for the Employment
details of the Customer.
This menu defines the Customer Name for the Employment details to be
supplied.
This menu is the source of Gender loaded for the Spouse of the Customer. Employment Sub Type This menu is the source of Employment Sub Type
listing for the Employment details of the
Customer's Spouse.
This menu is the source of Nationality listing for the Spouse of the
Customer.
This menu is the source of Salutation listing for the Spouse of the
Customer.
This menu is the source of Highest Educational Attainment listing for the
Spouse of the Customer.
This menu defines the Customer Name for the Spouse details to be Employment Area This menu is the source of Employment Area
supplied. listing for the Employment details of the
Customer's Spouse.
Employment Status This menu is the source of Employment Status

listing for the Employment details of the
Customer's Spouse.
Customer Information This menu defines the Customer Name for the
Dependent details to be supplied.
Relationship This menu is the source of Relationship listing of

the Customer's Co-Borrower/Co-Buyer.
Gender This menu is the source of Gender listing of the

Customer's Co-Borrower/Co-Buyer.
Nationality This menu is the source of Nationality listing of the

Educational Attainment This menu is the source of Highest Educational

Attainment listing of the Customer's Co-
Borrower/Co-Buyer.
Communication Type This menu defines the Communication Type of the

Network Communication This menu defines the Network Communication

the Customer's Co-Borrower/Co-Buyer.
Customer Information This menu defines the Customer Name for the Co-
Borrower/Co-Buyer details to be supplied.

the Customer's Attorney-in-fact.
Gender This menu is the source of Gender listing of the

Customer's Attorney-in-fact.
Nationality This menu is the source of Nationality listing of the

Communication Type This menu defines the Communication Type of the

Network Communication This menu defines the Network Communication
the Customer's Attorney-in-fact.
Attorney-in-fact details to be supplied.
Document Details This menu is the source of Document listing of the

Transaction Type Document This menu defines the required documents to be

Control Assignment complied of the Customer's Attorney-in-fact based
from the Transaction Type "CUSSPA-Customer
SPA Information".
International Group This menu is the source of International Group if

Require Barangay is selected for the Business
Address of the Customer.
International Sub Group This menu is the source of International Sub

Group if Require Barangay is selected for the
Business Address of the Customer.
Country This menu is the source of Country if Require

Barangay is selected for the Business Address of
the Customer.
Region This menu is the source of Region if Require

the Customer.
Province This menu is the source of Province if Require

the Customer.
Municipality This menu is the source of Municipality if Require

the Customer.
Barangay This menu is the source of Barangay if Require

the Customer.
Business/Company Type This menu defines the Business/Company Type of

the Business details of the Customer.
Nature of Business This menu defines the Nature of the

Business/Company of the Customer.
Business details to be supplied.
Educational Attainment This menu is the source of Highest Educational

Attainment listing of the Customer.
Degree Classification This menu is the source of Degree of

Classification listing of the Customer.
Educational Attainment details to be supplied.
Source of Income This menu is the source of Source of Income

listing for the Customer.
Gross Monthly Income details to be supplied.
Account details to be supplied.

the Customer's References.
Reference details to be supplied.
This menu is the source of Employee listing that are allowed for the
updating of the Customer's Basic Information.
This menu defines the assignment of the updating of Customer's Basic

Information with Update Type of "Customer".
Updating of the Basic Information of the Customer is executed in this

menu.
This menu defines the transaction type assigned for the Holding of Unit
process.
Transaction Type: HOLDPR-Holding Unit
This menu is the source of the configuration of the Transaction No.

generated for the process record.
This menu defines the Location for the transaction.

This menu defines the Location with Accountable Forms assigned for the
Transaction Type "HOLDPR-Holding Unit".
This menu is the source of the User listing that will be used for the
assignment of Location with Accountable Forms for the Transaction Type
"HOLDPR-Holding Unit".
This menu is the source of the Requesting Department listing if the

Reason for Holding selected is "001-Hold by Management".
Transaction Type "HOLDPR-Holding Unit" per user.
This menu defines the Type of Reason that will be used for Reason Center
population.
Reason Type: RE003-Reason for Holding of Unit
This menu is the source of the reasons that will be used for the holding of
the selected units.
This menu is the source of the Item Group listing.
This menu defines the Item Group Type of the unit for holding.
This menu is the source of the Project/Branch of each unit for holding.
Always equivalent as the Level 1 hierarchy in Item Configuration.
This menu is the source of the approved Unit records that are available for
holding where unit status is "Available for Sale".
This menu is the source of the latest effective record of Minimum

Reservation Amount and Selling Price (VATex) that will be loaded based
on the selected unit for holding.
This menu defines the expiration period (in days) that the defined Unit
Status will be revert back if the period has lapsed, based on the
Transaction Type "HOLDPR-Holding Unit".
This menu is the source of the approved Customer that will be available
for selection as Unit Holder, if the Reason for Holding selected is "002-
Hold by Buyer".
This menu is the source of the approved Seller that will be available for
selection as Unit Holder, if the Reason for Holding selected is "003-Hold
by Seller".
This menu defines the Seller Role of the selected Seller as Unit Holder, if
Reason for Holding selected is "003-Hold by Seller".
This menu defines the Location for the processed/for approval transaction.
Transaction Type "HOLDPR-Holding Unit" per user.
population. Reason Types:
RE003-Reason for Holding of Unit
RE015-Reason for Holding Disapproval (For Reapproval)
RE016-Reason for Holding Disapproval (For Cancellation)
This menu is the source of the reasons that will be used for the
disapproval of the processed record.
process (HOLDPR)
This menu set the approver or level of approvers that will be assigned to
approve the processed record.
"HOLDPR-Holding Unit".
This menu defines the Project/Branch for each hold unit that is processed
and for approval.
This menu defines the Unit Inventory for each hold unit that is processed
and for approval.
This menu defines the Selling Price for each hold unit that is processed
and for approval.
This menu is the source of the processed records that are for approval of
the created Holding of Unit.
This menu defines the transaction type assigned for the Holding
Cancellation Entry if Reason for Holding is "001-Hold by Management".
Transaction Type: HLDCAN-Holding Cancellation


Transaction Type "HLDCAN-Holding Cancellation".
"HLDCAN-Holding Cancellation".
This menu defines the Requesting Department if the Reason for Holding of
the hold unit is "001-Hold by Management".
Transaction Type "HLDCAN-Holding Cancellation" per user.
population.
Reason Type: RE018-Reason for Holding of Unit Cancellation
the selected units.
This menu defines the Project/Branch for each approved Holding Unit that
are for re-opening/cancellation.
This menu defines the Unit Inventory for each approved Holding Unit that
This menu defines the Selling Price for each approved Holding Unit that
This menu defines the expiration period (in days) and identify the hold
units which are not yet expired that are for re-opening/cancellation.
This menu defines the Customer as Unit Holder, if the Reason for Holding
selected is "002-Hold by Buyer".
This menu is the source of the approved records which are not yet expired
that are for re-opening/cancellation.
This menu defines the Seller as Unit Holder, if the Reason for Holding
selected is "003-Hold by Seller".
Transaction Type "HLDCAN-Holding Cancellation" per user.
RE019-Reason for Holding of Unit Cancellation Disapproval
process (HLDCAN)
"HLDCAN-Holding Cancellation".
the created Holding of Unit Cancellation Entry.
This menu defines the transaction type assigned for the Reservation Entry Relationship This menu is the source of Relationship listing of
process. the Customer's Co-Borrower/Co-Buyer.
Transaction Type: HLDRES-Reservation Entry
This menu is the source of the configuration of the Transaction No. Gender This menu is the source of Gender listing of the
generated for the process record. Customer's Co-Borrower/Co-Buyer.

This menu defines the Location with Accountable Forms assigned for
Transaction Type "HLDRES-Reservation Entry".
"HLDRES-Reservation Entry".
Transaction Type "HLDRES-Reservation Entry" per user.
This menu defines the Item Group Type of the unit available for
reservation.
This menu defines the Unit of Measure of the unit selected for reservation.
This menu defines the Project/Branch of the unit selected for reservation. Add-Ons (Non Inventoriable) This menu defines the Inventory Category-Add
Ons that are Non-Inventoriable but added for the
unit for reservation.
This menu defines the Inventory Category of the unit selected for
reservation.
This menu defines the Inventory Group of the unit selected for reservation.
This menu defines the Inventory Type of the unit selected for reservation.
This menu defines the Inventory Class of the unit selected for reservation.
This menu defines the Item Status of the unit selected for reservation. Unit
Status: Available for Sale
This menu defines the Unit Inventory details like Product Type,
Phase/Tower, Model, Cross Reference Code, Lot Area and Floor Area that
will be used for unit reservation.
This menu defines the Selling Price details that will be used for unit
reservation.
This menu defines the status of the account upon saving of the unit
reservation.
This menu defines the status of the contract upon saving of the unit
reservation. Contract Status: Uncontracted
This menu is the source of Payment Category that will be used for Basis of Discount Application This menu is the source of Basis for Discount
Payment Term details of Reservation. Application, if Selling Price is with Discount
Amount to be applied.
This menu is the source of Payment Components that will be used for Discount Type This menu is the source of Discount Type, if
Payment Term details of Reservation. Selling Price is with Discount Amount to be
applied.
This menu is the source of Financing Type that will be used for Payment Co-Borrower/Co-Buyer This hyperlink from Customer Information defines
Term details of Reservation. the Co-Borrower/Co-Buyer details for unit
reservation, if any.
This menu is the source of Payment Terms that will be used for Payment
Term details of Reservation.
This menu define the Start of Amortization as default based on the

Payment Terms selected for each Payment Category.
This menu define the Hierarchy of Payment Application for every

collection to be made based from the generated Amortization Schedule
created by the selected Payment Category, Payment Terms and
Financing Type.
This menu defines the expiration period (in days) that the defined Unit
Status will be revert back if the period has lapsed, based on the
Transaction Type "HLDRES-Reservation Entry".
This menu defines Customer details like Birth Date, Age and Cross
Reference Code that will be used for unit reservation.
This menu is the source of Source of Sale listing for the unit selected for
reservation.
This menu is the source of the approved records which are not yet expired
that are available for unit reservation, provided that, the Customer selected
should be the same from the approved Holding of Unit Entry.
This menu is the source of Miscellaneous Payment Type that will be used
for the application of the Miscellaneous amount allotted from the assigned
Selling Price of the unit selected.
This menu is the source of the approved Seller that will be available for
selection as Seller/Broker/Agent of the reservation if the selected Source
of Sale is tagged as with "Agent".
This menu defines the Seller Role of the selected Seller as

Seller/Broker/Agent of the reservation if the selected Source of Sale is
tagged as with "Agent".
This menu is the source of Main Stage that will be posted for the latest
Account Stage of the account if assigned as auto-post from Account Stage
Transaction Type Assignment setup.
This menu is the source of Sub Stage that will be posted for the latest
Account Stage of the account if assigned as auto-post from Account Stage
Transaction Type Assignment setup.
This menu defines if the Reservation Creation will be auto-post for the
updating of the Account Stage of the account.
This menu defines the transaction type assigned for the Reservation
Document Compliance process.
Transaction Type: HLDRES-Reservation Entry
This menu is the source of Employment Sub Types that will be used for
the preparation of checklist of documents needed and required relating to
Reservation process.
This menu is the source of Financing Types that will be used for the
preparation of checklist of documents needed and required relating to
Reservation process.
This menu defines Customer Employment details that will identify what
documents needed for the Reservation process.
This menu is the source of all the type of documents in preparation and
compliance to the Reservation process
This menu is the source of all the documents' source in preparation and
This menu is the source of all the specific documents in preparation and
This menu defines the set or checklist of documents needed or required in

preparation and compliance to the Reservation process per Financing
Type per Employment Sub Type
Transaction Type "HLDRES-Reservation Entry" per user.
RE013-Reason for Reservation Disapproval (For Reapproval)
RE014-Reason for Reservation Disapproval (For Cancellation)
process (HLDRES)
"HLDRES-Reservation Entry".
the created Reservation.
Cancellation Entry process.
Transaction Type: RSVCNL-Reservation Cancellation


Transaction Type "RSVCNL-Reservation Cancellation".
"RSVCNL-Reservation Cancellation".
Transaction Type "RSVCNL-Reservation Cancellation" per user.
population.
Reason Type: RE010-Reason for Reservation Cancellation
the selected units.
This menu defines the Project/Branch for each approved Reservation

without payments made that are for cancellation.
This menu defines the Unit Inventory for each approved Reservation
without payments made that are for cancellation.
This menu defines Customer details from the approved Reservation

without any payments made.
This menu is the source of the approved Reservation records which are no
payments made that are for cancellation.
This menu defines Seller details from the approved Reservation without
any payments made.
Transaction Type "RSVCNL-Reservation Cancellation" per user.
RE020-Reason for Reservation Cancellation Disapproval
process (RSVCNL)
"RSVCNL-Reservation Cancellation".
the created Reservation Cancellation Entry.
This menu defines the transaction type assigned for the Reservation Entry
process.
Transaction Type: CTSCRN-Contracted Sales Entry


This menu defines the Location with Accountable Forms assigned for
Transaction Type "CTSCRN-Contracted Sales Entry".
"CTSCRN-Contracted Sales Entry".
Transaction Type "HCTSCRN-Contracted Sales Entry" per user.
This menu defines the Project/Branch of the unit selected for contract
creation.
This menu defines the Unit Inventory details based on the selected
Project/Branch for contract creation.
This menu defines Customer details like Birth Date, Age and Cross Discount Control Account This menu defines control account for the Discount
Reference Code that will be used for unit reservation. from the collections made, if any, based from the
qualification setup.
This menu is the basis of the qualification of the accounts that will be Ouput VAT and CWT Control This menu defines control account for the VAT and
available for contract creation based from Percentage of Completion Account CWT from the collections made, if any, based from
and/or Percentage of Collection. the qualification setup.
This menu is the source of the approved Reservation records qualified Penalty Control Account This menu defines control account for the Penalty
based from the Basis for Contracted Sales setup and are available for from the collections made, if any, based from the
contract creation. qualification setup.
This menu defines control account for the Customer Deposit from the Interest Control Account This menu defines control account for the Interest
collections made based from the qualification setup. from the collections made, if any, based from the
qualification setup.
This menu defines control account for the Contract Receivable from the Miscellaneous Charges This menu defines control account for the Misc.
collections made based from the qualification setup. Control Account Charges from the collections made, if any, based
from the qualification setup.
This menu defines control account for the Sales/Revenue from the Other Charges Control This menu defines control account for the Other
collections made based from the qualification setup. Account Charges from the collections made, if any, based
from the qualification setup.
This menu defines control account for the Cost of Sales from the Other Charges Control
collections made based from the qualification setup. Account
This menu is the processing of the assessment of all non-check

collections that will be used on the computation of Basis for Contracted
Sales for the qualification to contract creation.
This menu is the approval of the processed assessments of non-check

collections.
This menu is the processing of all the non-check collections that will be
used on the computation of Basis for Contracted Sales for the qualification
to contract creation.
This menu is the processing of the clearing of all check (PDC) collections
that will be used on the computation of Basis for Contracted Sales for the
qualification to contract creation.
This menu is the processing of the status tagging of all check (PDC)
collections that will be used on the computation of Basis for Contracted
Sales for the qualification to contract creation.
This menu is the source of the approved Seller related to the qualified
reservations for contract creation.
This menu defines the Role of the approved Seller related to the qualified
reservations for contract creation.
Cancellation Entry process.
Transaction Type: CTSCAN-Contracted Sales Cancellation


Transaction Type "CTSCAN-Contracted Sales Cancellation".
"CTSCAN-Contracted Sales Cancellation".
Transaction Type "CTSCAN-Contracted Sales Cancellation" per user.
population. Reason Type: RE011-Reason for Contracted Sales
Cancellation
the selected units.
This menu defines the Project/Branch for each approved CTS without
subsequent payments made that are for cancellation.
This menu defines the Unit Inventory for each approved CTS without
subsequent payments made that are for cancellation.
This menu defines Customer details from the approved CTS without
subsequent payments made.
This menu is the source of the approved CTS without subsequent

payments made that are for cancellation.
This menu defines Seller details from the approved CTS without
subsequent payments made.
Transaction Type "CTSCAN-Contracted Sales Cancellation" per user.
RE021-Reason for Contracted Sales Cancellation Disapproval
process (CTSCAN)
"CTSCAN-Contracted Sales Cancellation".
the created Contracted Sales Cancellation.
WITH JOURNAL RECOMMENDED PROCESS
REPORTS FORMS
ENTRIES? OWNERS/ DEPARTMENT
None Sales/Marketing Customer Profile Report Reservation Agreement Form
Customer Ledger Contract to Sell Form

Contract to Sell Form
None Sales/Marketing Customer Profile Report


None Sales/Management Hold Units Monitoring Report

None Sales/Management Head Hold Units Monitoring Report
None Sales/Management Hold Units Monitoring Report

None Sales/Management Head Hold Units Monitoring Report
None Sales/Marketing Sales at Reservation Report Reservation Agreement Form
Sales Summary per Financing Contract to Sell Form
Customer Ledger
Sales/Marketing/ASD Sales at Reservation Report Reservation Agreement Form
Customer Ledger
Document Control Monitoring

Report
None Sales/Marketing Head Sales at Reservation Report Reservation Agreement Form

Customer Ledger
None Sales/Marketing Sales at Reservation Report Reservation Agreement Form
Customer Ledger
None Sales/Marketing Head Hold Units Monitoring Report

Yes Accounting Sales at Reservation Report Reservation Agreement Form
Customer Ledger
Yes Accounting Sales at Reservation Report Reservation Agreement Form
Customer Ledger
Yes Accounting Head Sales at Reservation Report Reservation Agreement Form
Customer Ledger

Real Estate Sales and Booking Blueprint - 11052019

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Real Estate Sales and Booking Blueprint - 11052019

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PROJECT NAME NOAH REAL ESTATE - SALES AND BOOKING

PROCESS RESERVATION PROCESS (ACCOUNT BOOKING)

RESERVATION TO CONTRACT CREATION

Prepared By: Forecasting and Planning Technologies, Inc.

INPUT PROCESS OUTPUT

Receiving & Review & Signing ForwardContract

Prepared By: Forecasting and Planning Technologies, Inc.

Approved Item Status: HOLD UNITS

Prepared By: Forecasting and Planning Technologies, Inc.

HOLDING OF UNIT, RESERVATION AND CONTRACT CANCELLATION

No First Payment Based on

Prepared By: Forecasting and Planning Technologies, Inc.

INPUT PROCESS OUTPUT

First Payment Collection Print Official Receipt

Prepared By: Forecasting and Planning Technologies, Inc.

Marketing Payment and [RE-SB.Contracted Sales CONTRACTED

Prepared By: Forecasting and Planning Technologies, Inc.

PREREQUISITE PREREQUISITE PROCESS

Systems Global Gender

RE-Billing and Collection

Communication/ Contact RE-Sales and Booking Communication Type

Address Location Details Systems Global Location Type

International Sub Group

RE-Sales and Booking Customer Information

Employment Details Setup Systems Global Employment Sub Type

RE-Sales and Booking Employment Area

RE-Sales and Booking Customer Information

Dependent Details Setup RE-Sales and Booking

Co-Borrower/Co-Buyer Systems Global

RE-Sales and Booking

Attorney-in-fact Details Setup Systems Global

RE-Sales and Booking

Business Details Setup Systems Global

RE-Sales and Booking

Educational Attainment Systems Global

RE-Sales and Booking

Gross Monthly Income Details RE-Sales and Booking

Reference Details Setup Systems Global

RE-Sales and Booking

Basic Information Updating Systems Global Employee

Update Details User Access

RE-Sales and Booking Customer Information

Holding of Unit Holding of Unit Creation Systems Global Transaction Type

Transaction No. Configuration

Location with Accountable Forms

Default Location with Accountable

Account Segment Definition (last level)

Item Group Type

RE-Broker Management Seller Information

Holding of Unit Approval Systems Global Location with Accountable Forms

Default Location with Accountable

User Approval Matrix

RE-Sales and Booking Holding of Unit Entry

Holding of Unit Cancellation Systems Global Transaction Type

Transaction No. Configuration

Location with Accountable Forms

Default Location with Accountable

RE-Sales and Booking Unit Status Expiration Threshold

Holding of Unit Entry

RE-Broker Management Seller Information

Holding of Unit Cancellation Systems Global Location with Accountable Forms

Default Location with Accountable