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Stage

A stage is a construction milestone: foundation, structure, finishing, possession. On a stage-based sales agreement, each payment line can be tied to a stage.

Where
Real Estate › Stage, also under Unit Pricing
Who uses it
The implementation consultant
When
At setup
Needs first
Nothing

What it is for​

When a Sales Agreement uses the Stage billing condition, its payment lines carry a Stage and a Payment %. The stage is a label for the line; the agreement does not watch construction progress, and nothing falls due by itself when a stage is reached.

Every field in plain words​

FieldWhat it meansWhat to put
StageThe codeA short code. Required
Stage NameWhat the milestone is calledGrey Structure
BlockMarks the record as blockedTick to mark it blocked

How to configure it​

Nothing beyond the list. The screen has no duplicate check on the code, so keep codes distinct yourself.

Scenarios​

  • A developer collects 25 percent at each of four milestones. Make four stages and use them on the agreement lines.

What it is connected to​

If something looks wrong​

  • Create refuses with "Please Fill Required Fields". A field the screen marks as required in the top part is empty. Fill the marked fields, then Create again.