property manager solution design v1.0

8/19/2019 Property Manager Solution Design V1.0

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PROPERTY

MANAGERSolution Design


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Solution Design

Document Control

Change Record

1

Date Author Versio

n

Change Reference

15-Jun-15 Aneeb Liaqat 1. No P!e"ious Do#u$ent

Reviewers

Name Position

Distribution

Copy

No.

Name Location

1

%

&

'

Note o !olders"

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Solution Design

() *ou !e#ei"e an ele#t!oni# #o+* o) t,is o#u$ent an +!int it out +lease

/!ite *ou! na$e on t,e equi"alent o) t,e #o"e! +age )o! o#u$ent #ont!ol

+u!+oses.

() *ou !e#ei"e a ,a! #o+* o) t,is o#u$ent +lease /!ite *ou! na$e on t,e

)!ont #o"e! )o! o#u$ent #ont!ol +u!+oses.

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Solution Design

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Solution Design

!ow the #anual $s %rgani&ed

his manual is divided in ' sections"

• P!o+e!t* De0nation Region A!ea P!o+e!t* 2uiling 3loo! 4 3lat

• P!o+e!t* S+a#e Assign$ent

• Lease A$inist!ation

• Lease Maintenan#e

Property De(nation

T,is 6,a+te! eals /it, 6!eation o) P!o+e!t* 2uilings 3loo!s an 3lats 4

Roo$s.

Property )pace Assignment

T,is 6,a+te! eals /it, P!o+e!t* Assign$ent

Lease Administation

T,is 6,a+te! eals /it, Lease De0nation.

Lease #aintenance

T,is 6,a+te! eals /it, Lease Maintena#e.

Audience

T,is $anual is /!itten as solution esign )o! O!a#le P!o+e!t* Manage!

A++li#ation.

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Solution Design

6ontents

Do#u$ent 6ont!ol.......................................................................................ii

7o/ t,e Manual (s O!gani8e......................................................................&

Auien#e................................................................................................&

C ! A P * R 1 Property De(nation.................................................................+

To+i#al Essa*...............................................................................................9

P!o#eu!es.............................................................................................9

De0ning a Region o! A!ea............................................................................:

6!eate Region ;;Regions....................................................................:

6!eate an A!ea ;;A!ea........................................................................:

De0ning P!o+e!ties......................................................................................<

6!eate P!o+e!ties ;;P!o+e!ties...........................................................<

De0ning 2uiling.......................................................................................1

6!eate 2uilings ;;2uilings............................................................1

De0ning 3loo!s..........................................................................................1%

6!eate 3loo! ;;3loo!.........................................................................1%

De0ning 3lats =>nits..................................................................................1&

6!eate 3lats =>nits ;;3lats................................................................1&

De0ning ?illa.............................................................................................15

6!eate ?illa ;;?illa............................................................................15

Sea!#,ing an Moi)*ing P!o+e!t* 2uiling.............................................1:

Sea!#, an Moi)* P!o+e!t* ;;P!o+e!t*@A$en...............................1:

C ! A P * R 2 )pace Assignment....................................................................,-

To+i#al Essa*.............................................................................................%

P!o#eu!es...........................................................................................%

S+a#e Assign$ent to E$+lo*ee................................................................%1

S+a#e Assign$ent to E$+lo*ee ;;S+a#e@Assign$ent.....................%1

Sea!#,ing an Moi)*ing S+a#e Assign$ent >sing Reassign an A++!o"e

O+tion.......................................................................................................%%


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Solution Design

Sea!#, an Moi)* S+a#e Assign$ent >sing Reassign an A++!o"e O+tion

;;S+a#e@Reassign$ent....................................................................%%

?ie/ S+a#e Assign$ent to 6usto$e!........................................................%&

P!o#ess to ?ie/ S+a#e Assign$ent to 6usto$e!.................................%&

S*n#,!oni8ing E$+lo*ee 6ost 6ente! /it, 7u$an Resou!#es P!og!a$. .%5

C ! A P * R 3 De(ning Contacts.....................................................................+

To+i#al Essa*.............................................................................................%9

P!o#eu!es...........................................................................................%9

6!eation o) 6onta#ts..................................................................................%:

P!o#ess to 6!eate 6onta#ts..................................................................%:

C ! A P * R 4 De(ne #ilestone emplate......................................................../0

To+i#al Essa*.............................................................................................&1

P!o#eu!es...........................................................................................&1

6!eation o) Milestone Te$+late.................................................................&%

P!o#ess to 6!eate Milestone Te$+late ;;Milestone...........................&%

C ! A P * R 5 Lease Administation.................................................................//

To+i#al Essa*.............................................................................................&'

P!o#eu!es...........................................................................................&'

Ente!ing EB+ense Lease............................................................................&5

Ente! a EB+ense Lease ;;PMLease...................................................&5

A++!o"e Pa*$ent S#,eule an EB+o!t (n"oi#es to AP..............................'%

S#,eule Pa*$ent ;;AP@Lease@(nte!)a#e.........................................'%

Ente!ing Re"enue Lease............................................................................'

Ente! a Re"enue Lease ;;PMLease...................................................'

A++!o"e 2illing S#,eule an EB+o!t (n"oi#es to AR.................................5&

2illing S#,eule ;;Lease@2ill@Aut,o!i8e...........................................5&

EB+o!t (n"oi#es to AR ;;AR@EB+o!t...................................................5'

De0ning Pa*$ent Te!$ Te$+late..............................................................55

Pa*$ent Te!$ Te$+late ;;Pa*$ent@Te$+.......................................55

De0ning 2illing Te!$ Te$+late..................................................................59

2illing Te!$ Te$+late ;;2illing@Te$+...............................................59

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Solution Design

C ! A P * R 6 Lease #aintenance...................................................................1-

To+i#al Essa*.............................................................................................

P!o#eu!es...........................................................................................

Lease A$en$en....................................................................................1

Lease A$en$en ;;Lease@A$en$ent........................................1

Lease Eiting.............................................................................................%

Lease Eiting ;;Lease@Eit...............................................................%

O+en an 6lose (ssues )o! t,is Deli"e!able.............................................&

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Solution Design

6 7 A P T E R

1 P!o+e!t* De0nation


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Solution Design

opical *ssay

T,is #,a+te! eals /it, 6!eation o) Region A!ea P!o+e!ties 2uilings=?illa

3loo! an >nits. 6!eation o) Region an A!eas is +a!t o) P!oe+e!t* De0nition

St!u#tu!e in O!a#e an is e0ne at P!o+e!t* Le"el.

T,is #,a+te! also eals /it, sea!#, an $oi0#ation o) +!o+e!t* etails.

Procedures

)cope

T,is +!o#eu!e #o"e!s t,e )ollo/ing )un#tional a!easC

1 De0ning Region an A!ea

Responsibility

1 O!a#le P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! De0ning Region an A!ea

%wnership

P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! ensu!ing t,is o#u$ent is

ne#essa!* !ee#ts a#tual +!a#ti#e an su++o!ts #o!+o!ate +oli#*.

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Solution Design

De(ning a Region or Area

Create Region 233Regions4

1. Go to P!o+e!t* Mange! Su+e! >se! an Sele#t t,e na"igateC

P!o+e!t* De0nation F Regions

Region an O#e Pa!H A!ea is non $anato!* in)o!$ation in O!a#le /,i#, is atta#,e at

P!o+e!t* le"el an ,el+s in #lassi0#ation o) P!o+e!ties a##o!ing to Region o! A!eas. T,is

in)o!$ation is !equi!e in )o! !e+o!ting +u!+ose u!ing P!o+e!t* De0niton to get t,e

+!o+e!ties etails !egion/ise.

%. (n T,e Region an O#e Pa!H /ino/ ente! Na$e an Des#!i+tion )o! Region an sele#t

t,e Lo#ation T*+e as Region. Sa"e *ou! /o!H.

Create an Area 233Area4


P!o+e!t* De0nation F Regions

A!ea e.g. O#e Pa!H is e0ne /it,in t,e Region u!ing P!o+e!t* De0ntion.

%. (n T,e Region an O#e Pa!H /ino/ ente! Na$e an Des#!i+tion )o! O#e Pa!H an sele#t

t,e Lo#ation T*+e an *ou #an assign t,e +!e"iousl* eine Region to A!ea.

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Solution Design

De(ning Properties

Create Properties 233Properties4


P!o+e!t* De0nation F P!o+e!t*

Property Definiton is mandatory step in Oracle Property Manager consists of the Buildings, Floors,

Units and Sub Unit. In, Compounds can be defined at Property Definion level which consists of

Buildings and Villas.

Note:You must define region and Area (Office Park) before defining properties.

%. Sele#t t,e O+e!ating >nit une! /,i#, P!o+e!t* nees to be e0ne.

&. Ente! P!o+e!t* Na$e an P!o+e!t* 6oe /,i#, s,oul be unique. O+tionall* ente! Regionan A!ea. Sele#t t,e Tenu!e su#, as O/ne Lease. O+tionall* ente! T*+e 6onition an

es#!i+tion.

Region an A!ea in)o!$ation is !equi!e to !e+o!ting +u!+ose. A##o$$oation t*+e

in)o!$ation is sto!e in t,e T*+e 3iel.

'. On#e *ou sa"e t,e P!o+e!t* etails New 5uilding button /ill be enable so eit,e! *ou

#an e0ne 2uiling )!o$ t,is New 5uilding button to #!eate t,e builing o! i!e#tl*

)!o$ 2uiling.

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Solution Design

De(ning 5uilding

Create 5uildings 2335uildings4

1. Go to P!o+e!t* Mange! Su+e! >se! an Sele#t t,e na"igatC

P!o+e!t* De0nation F 2uiling

2uiling De0nition /ill be $anato!* ste+ !equi!e u!ing P!o+e!t* De0nition. Iit,out t,is

in)o!$ation 3loo! an >nits #annot be e0ne. (n bot, 2uilings an ?illas a!e e0ne at

t,is le"el.

%. Sele#t t,e O+e!taing >nit. Ente! t,e unique 2uiling Na$e. 6!eate S,o!t 3o!$ )o! *ou!

2uiling an ente! it in t,e S,o!t 3o!$ 0el. T,e 2uiling s,o!t )o!$ t,at *ou #!eate /ill

be#o$e t,e 0!st ele$ent o) t,e Lo#ation 6oe.

&. Sele#t t,e P!o+e!t* Na$e T*+e T*+e 0el is use to sto!e t,e A##o$$oation T*+e

u!ing 2uiling De0nition

'. Ente! 3!o$ Date an 6ount!*. 3!o$ Date in)o!$ation is $anato!* an nees to be

ente!e. O+tionall* ente!

To Date A!ess 6it* State an Postal 6oe.

6li#H on %ccupancy Tab

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Solution Design

5. (n t,e O##u+an#* tab s+e#i)* /,et,e! t,e builing is o##u+iable an /,et,e! it #an be

assigne to E$+lo*ee 6ost 6ente! o! 6usto$e!.

Note" The Employee Assignable, Cost Center Assignable, and Customer Assignable fields control

whether you can make assignments to the location or not. Locations with Customer Assignable can

only be used during Revenue Lease Creation.

6li#H On 6eatures Tab.

. (n T,e 3eatu!es tab ente! t,e T*+e es#!i+tion an 6onition o) t,e builing.

3o! ?illas T*+e 3u!nis,ing Details is i$+o!tant in)o!$ation /,i#, is use )o! #al#ulation

o) 3u!nitu!e Allo/an#es )o! t,e E$+lo*ees assigne to 3a$il* A##o$$oation ?illa.

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Solution Design

De(ning 6loors

Create 6loor 2336loor4



I,en *ou 0nis,e setting u+ 2uiling *ou #an t,en set u+ oo!s in t,e builing.

Navigate to the Floor window fromBuilding.

Click onFloor button:

2.Enter the Name of each floor you are defining. Create Short form which should be unique value. Enter

‘From Date’ which should be equal to or greater than ‘From Date’ entered at the Building Level.

Optionally enter To Date and select the Furnishing detail which is non mandatory information at floor

level. Specify the Occupancy Status of the Floor and whether it is assignable to Employees, Cost Center

and Customer or not.

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Solution Design

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Solution Design

De(ning 6lats 89nits

Create 6lats 89nits 2336lats4


I,en *ou ,a"e 0nis,e setting u+ 3loo! *ou #an t,en set u+ 3lats=>nits in t,e 3loo!.

Navigate to the 3lats=>nits /ino/ from Floor.

Click on Unit button.

Flats and Rooms information is entered at this level which is the lowest level in the Property Defintion

Structure in Property Manager.

2. After clicking on Unit button the belowbelow form will open. Click onOpen button.

&. Ente! Na$e )o! ea#, >nit=3lat *ou a!e e0ning.O+tionall* ente! Suite.

Ente! S,o!t 3o!$ /,i#, s,oul be unique.

'. Ente! K3!o$ Date in)o!$ation /,i#, s,oul be equal o! g!eate! to K3!o$ Date ente!e at

t,e 3loo! le"el. O+tionall* ente! KTo ate in)o!$ation.

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Solution Design

5. (n t,e A!ea !egion ente! t,e a$ount o) $o$t,l* !ental /,i#, is use)ul in)o!$ation an

#an be use in !e+o!ting +u!+ose )o! Leases an #al#ulating t,e Rentals at t,e P!o+e!t*

an builing le"el.

. Ente! A!ea in)o!$ation about t,e >nit )o! 6usto$e! Assignable >nits. Assignable

in)o!$ations is e)aulte as 1.

9. (n >sage !egion Sele#t t,e s+a#e T*+e an sele#t t,e 6onition.

:. (n t,e O##u+an#* tabbe !egion s+e#i)* t,e O##u+an#* Status o) t,e >nits=3lats an

/,et,e! it is assignable to e$+lo*ees #ost #ente!s o! #usto$e!s.

Note" () *ou /ant #a+tu!es t,e !oo$s *ou #an use )uite 0el.

nit.

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Solution Design

De(ning Villa

Create Villa 233Villa4


P!o+e!t* De0nation F P!o+e!t*

%. () *ou ,a"e al!ea* e0n P!o+e!t* que!* t,e sa$e an e0ne ?illa une! t,e +!o+e!t* o!

i) *ou a!e e0ning ne/ +!o+e!t* in t,at #ase on#e *ou sa"e t,e +!o+e!t* Ne/ 2uiling

2uttion /ill be enable )!o$ t,e!e *ou #an e0ne t,e ?illa une! t,e ne/l* #!eate

+!o+e!t*.

De0ning ?illa is t,e #usto$ solution +!o"ie in )o! e0ning ?illas at t,e 2uiling le"el

u!ing P!o+e!t* De0ntion. 3o! 2uilings /,i#, a!e e0ne as ?illas /it, T*+e as K3a$il*

A##o$$oation-?illa 3loo! 2utton /ill be isable so t,at 3loo!s an >nits #annot be

e0ne )o! su#, builings. >ne! 3eatu!es Tab T*+e 3u!nis,ing Details nees to beente!e )o! ?illas /,i#, is use )o! 3u!nitu!e Loan allo/an#es in 7RMS.

Note" :ou can either de(ne Villa from Property De(nition window or directly

from 5uilding.

&. Ente! Na$e o) t,e e0ne +!o+e!t* an #li#H on 3in button.

'. On#e *ou #li#H on 0n button belo/ )o!$ /ill o+en.

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Solution Design

6li#H on New 5uilding button to #!eate ?illa.

5. Ente! Na$e S,o!t 3o!$ Tenu!e an sele#t type as 6amily Accomodation 2Villa4 3!o$

Date (t is sta!ting ate o) ?illa. O+tionall* ente! To Date A!ess 6it* State an Postol

6oe.

. (n t,e O##u+an#* tab s+e#i)* /,et,e! t,e ?illa is o##u+iable an /,et,e! it #an be

assigne to E$+lo*ee 6ost 6ente! an 6usto$e! o! not.

Note" The Employee Assignable, Cost Center Assignable, and Customer Assignable fields control

whether you can make assignments to the location or not. Locations with Customer Assignable canonly be used during Revenue Lease Creation.

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Solution Design

9. (n T,e 3eatu!e Tab Sele#t t,e 3u!nis,ing T*+e an #onition. T,ese a!e not Manaato!*

3iels.

;. (n t,e 6onta#t Tab *ou #an #a+tu!e in)o!$ation o) e* Peo+le su#, as Maintenan#e

Pa!Hing 6o$+an* Na$e an 6o$+an* Site.

Note" Contacts needs to be created before using the contact information in

Property De(nition and Lease Administrator. 6or De(ning of Contacts7

please refer Chapter ' De(ning Contacts.

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Solution Design

)earching and #odifying Property 25uilding4

)earch and #odify Property 233Propertyse! an Sele#t t,e na"igateC


P!o+e!t* Moi0#ation is use to $aHe an* #,anges to be e0ne +!o+e!t* e+ening on

t,e #,anges one to t,e sai lo#ation.

2. Ente! t,e Sea!#, #!ite!ia an #li#H on 6ind button.

3. 2uiling 3o!$ /ill be o+en.

4. Make the modification to the location as per the requirement.

5. On#e *ou #li#H on sa"e s*ste$ /ill +o+ u+ $essage t,at o *ou /ant to correct o!9pdate.

6li#H on a++!o+!iate one.

Correct: 6li#H on 6o!!e#t i) *ou o not /ant to $aintain an* ,isto!* o) $oi0#ations

Update: 6li#H on >+ate i) *ou /ant to $aintain t,e ,isto!* o) $oi0#ations. 6u!!ent

P!o+e!t*

De0nition !e#o! /ill be en ate an ne/ !e#o! /it, KAs on Date /ill be #!eate in

t,e s*ste$.

Note: Similarly Floor and Flats information can be modified either using Correct or Update Options from

Building window.

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Solution Design

6 7 A P T E R

2 S+a#e Assign$ent

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Solution Design

opical *ssay

T,is #,a+te! eals /it, s+a#e assign$ent to an e$+lo*ee an #ontingent

/o!He!.

T,is #,a+te! also eals /it, sea!#, an $oi0es +!o+e!ties b* using Reassign4 A++!o"e button an ?ie/ S+a#e assign$ent to an e$+lo*ee 4 6usto$e!.

Procedures

)cope


% S+a#e Assign$ent

Responsibility

% P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! S+a#e Assign$ent

%wnership



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Solution Design

)pace Assignment to *mployee

)pace Assignment to *mployee 233)pacese! Res+onsibilit* an Sele#t t,e na"igateC

Assign$ent F Assign S+a#e

S+a#e Assign$ent +!o#ess eals /it, assign$ent o) S+a#es in P!o+e!t* Manage! to eit,e!

ne/ o! eBisting e$+lo*ees as +e! A##o$oation !equest !aise in 7RMS. 3lat=?illas a!e

s,o/n to t,e e$+lo*ee an u+on ,is a++!o"al S+a#e Assign$ent !e#o! is ente!e in

O!a#le P!o+e!t* Manage! une! S+a#e Assign$ents.

%. Sele#t t,e O+e!ating >nit Lo#ation T*+e i.e. 2uiling o! 3loo! o! >nit. 7e!e /e a!e

assigning >nit to e$+lo*ee.Ente! t,e Lo#ation #oe *ou /ant to assign to e$+lo*ee.

&. 3ill ot,e! in)o!$ation.

O+e!ating >nitC Sele#t O+e!ating >nit

Lo#ation 6oeC Lo#ation 6oe t,at is assigne to t,e E$+lo*ee.

Lo#ation T*+eC T*+e o) Lo#ation. i.e. Eit,e! O#e3lat o! 2uiling?illa

3!o$C 3!o$ Date is t,e Assign$ent Date )o! t,e 3lat o! ?illa assigne to E$+lo*ee.

ToC To Date is t,e En Assign$ent Date )o! t,e 3lat o! ?illa assigne to E$+lo*ee

Na$eC Na$e o) t,e E$+lo*ee to /,o$ S+a#e is assigne.

6o!+o!ation Nu$be!C 6o!+o!ation Nu$be! o) t,e E$+lo*ee. T,is in)o!$ation is s,a!e

)!o$ 7RMS.

6ost 6ent!eC 6ost 6ent!e o) t,e E$+lo*ee. T,is in)o!$ation is e)aulte )!o$ 7RMS an

#an be u+ate in P!o+e!t* Manage!.

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Solution Design

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Solution Design

View )pace Assignment to Customer

Process to View )pace Assignment to Customer


Assign$ent F ?ie/ S+a#e Assign$ent

Customer )pace Assignment can be view for only those locations for which

Revenue Leases are present in system.

6li#H on %pen button.

%. You #an "ie/ t,e Assigne S+a#e b* Lo#ation 6oe 6usto$e! Na$e As on Date.

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Solution Design

6li#H on 6ind button.&. (n t,e belo/ s#!een s,ot *ou /ill 0n t,e Assign$ent etails to t,e 6usto$e!.

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Solution Design

)ynchroni&ing *mployee Cost Center with !uman Resources

2Program4

1. I,en *ou #!eate an e$+lo*ee s+a#e assign$ent t,e 6ost 6ente! 0el is

auto$ati#all* +o+ulate /it, t,e #ost #ente! assigne to t,e e$+lo*ee in O!a#le7u$an Resou!#es.

%. T,e!ea)te! s+a#e assign$ents a!e not u+ate auto$ati#all* to !ee#t #,anges to

e$+lo*ee #ost #ente! assign$ents in O!a#le 7u$an Resou!#es. You $ust use t,e 6ost

6ente! S*n#,!oni8ation /it, 7R #on#u!!ent +!og!a$ to u+ate #ost #ente! in)o!$ation

in E$+lo*ee S+a#e Assign$ent.

*=ample" )ynchroni&ing *mployee Cost Center

/. $n %racle !uman Resources7 an employee7 >ane Doe7 is created on >anuary

0,7 00/ and assigned to cost center /00. $n %racle Property #anager7 >ane

Doe is assigned o?ce space from >anuary 0,7 00/ to December /,7 00/.

he cost center associated with the space assignment is >ane Doe@s cost

center in %racle !uman Resources.

%n >uly 0,7 00/7 >ane Doe@s cost center changes to 110 in %racle !uman

Resources. $n %racle Property #anager7 the Cost Center )ynchroni&ation

with !R concurrent program is run on >uly /,7 00/ to update the cost

center information in >ane Doe@s space assignment with her new cost center.

he As of Date speci(ed is >uly 0,7 00/.

herefore7 >ane Doe@s space assignment is modi(ed as follows"

he original space assignment 2with cost center /004 is terminated on >une

/07 00/. A new space assignment 2with cost center 1104 is createdbetween >uly 0,7 00/ and December /,7 00/.

Note" he concurrent program splits space assignments based on the As of

Date speci(ed in the Parameters window

'. To Run t,e S*n#,!oni8ing E$+lo*ee 6ost 6ent!e P!og!a$

Go to S#,eule P!o#esses

ue!* an !un ;;Cost Center )ynchroni&ation with !R

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Solution Design

6 7 A P T E R

3 De0ning 6onta#ts

&%


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Solution Design

opical *ssay

T,is #,a+te! eals /it, #!eation o) 6onta#ts.

Procedures

)cope


& 6!eation o) 6onta#ts

Responsibility

& P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! 6!eation o) 6onta#ts.

%wnership



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Solution Design

Creation of Contacts

Process to Create Contacts

1. Go to P!o+e!t* Manage! Su+e! >se! Res+onsibilit* an Sele#t t,e na"igateC

Agent F 6onta#ts

Ente! 6o$+an* Na$e Nu$be!. O+tionall* Ente! Pa!ent 6o$+an*.

6onta#ts a!e t,e #o$+anies o! ot,e! business entities t,at +e!)o!$ #e!tain )un#tions )o!

P!o+e!t* o! Leases *ou $anage. 6onta#ts in#lue +a!ties to t,e lease /it, !ole su#, as

lanlo!s (nsu!an#e #o$+anies.

You #an also use t,e 6onta#t /ino/ to Hee+ t!a#H o) ot,e! t*+es o) se!"i#es su#, as

Maintena#e Se#u!it* an Pa!Hing Se!"i#e.

%. Sele#t Role Ente! Site Na$e. O+tionall* ente! 6ount!* A!ess 6it* 6ount* State an

Postal 6oe.

(n 6onta#ts !egion ente! Last Na$e 3i!st Na$e Job Title an E$ail.

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Solution Design

Note" Sele#t t,e Role base on t,e t*+e o) 6onta#t *ou a!e #!eating. Sele#t t,e +!i$a!*

ag i) *ou ,a"e $o!e t,an one Pe!son an ot,e! etails an *ou /ant to $aHe one as

+!i$a!*.

&5


36/71

Solution Design

6 7 A P T E R

4De0ne Milestone Te$+late

&


37/71

Solution Design

opical *ssay

T,is #,a+te! eals /it, 6!eation o) Milestone Te$+lates /,i#, /e #an use in

#!eation o) Lease.

Procedures

)cope


1 De0ne Milestone Te$+late

Responsibility

P!o+e!t* Manage! Su+e! >se! is !es+onsible )o!C

% 6!eation o) Milestone Te$+late

%wnership



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38/71

Solution Design

Creation of #ilestone emplate

Process to Create #ilestone emplate 233#ilestone4

1. Go to P!o+e!t* Mange! Su+e! >se! Res+onsibilit* an Sele#t t,e na"igate

Setu+ F Milestone Te$+late

Milestones a!e e"ents o) i$+o!tan#e in t,e li)e o) as lease /it, ates an

ealines b* /,i#, #e!tain a#tion $ust be taHen su#, as #o$$e$#e$ent an

te!$ination ates o! insu!an#e ue ates.

%. Ente! Na$e Des#!i+tion Sele#t t*+e Res+onsible >se! to /,o$ noti0#ation is sent in

t,e Lead Days 0el ente! t,e esti$ate nu$be! o) a*s t,at /ill be !equi!e to

#o$+lete $ilestone t*+e *ou ente!e an in 6reBuency 0el ente! t,e nu$be! o)

a*s t,at *ou /ant to ela+se )!o$ one use! noti0#ation to neBt.

&:


39/71

Solution Design

6 7 A P T E R

5Lease A$inistation

&


40/71

Solution Design

opical *ssay

T,is #,a+te! eals /it, #!eation o) Lease EB+ense an Re"enue A++!o"al o)

Pa*$ent=2illing S#,eules an EB+o!ting (n"oi#es to AP=AR an No!$ali8ation

+!o#ess.

You #an also #!eate Pa*$ent Te!$ an 2illing Te!$ Te$+late /,i#, #an be

use u!ing !a)ting o) Leases.

Procedures

)cope


& Lease 6!eation

Responsibility

P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! Lease 6!eationC

' Lease 6!eation

%wnership



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Solution Design

*ntering *=pense Lease

*nter a *=pense Lease 233P#Lease4

&. Go to P!o+e!t* Mange! Su+e! >se! Res+onsibilit* an Sele#t t,e na"igate

Lease an Do#u$ent F Main Lease F Ente! Leases an Do#u$ent

Lease A$inist!ato! is use to ente! t,e Leases i.e 6ont!a#ts in P!o+e!t* Manage!. Lease

Details Lo#ations an Pa*$ents tabs #ontains t,e $anato!* in)o!$ation t,at nees to

be ente!e u!ing D!a)ting o) Lease. Non Manato!* in)o!$ation su#, as 6onta#ts

(nsu!an#e etails O+tions in)o!$ation #an be sto!e une! gi"en tabs.

6li#H on New button.

'. Sele#t t,e O+e!ating >nit.

5. (n T,e Na$e 0el Ente! >nique Na$e )o! Lease.

. Sele#t t,e T*+e o) t,e lease.

9. Sele#t t,e 6lass EB+ense o! Re"eune o! Sublease

Sele#t t,e *=pense lease #lass i) *ou a!e t,e tenant.

Sele#t t,e Revenue lease #lass i) *ou a!e t,e lanlo!.

Sele#t t,e )ublease lease #lass i) *ou a!e subleasing t,e +!o+e!t* to a subtenant.

:. Sele#t t,e Abst!a#te 2* T,e na$e o) t,e +e!son /,o ente!s lease in)o!$ation in

O!a#le P!o+e!t* Manage!


42/71

Solution Design

6inal" () *ou ,a"e ente!e Pa*$ent o! 2illing ite$s in t,e tabbe !egion o) t,e Leases

/ino/ *ou /ill gene!ate s#,eule +a*$ents o! s#,eule billings /,en *ou 0nali8e

an sa"e t,e lease. A)te! *ou #,ange t,e status to 3inal an sa"e t,e lease *ou $ust

eit,e! #!eate an A$en$ent o! +e!)o!$ an Eit to $aHe $ost #,anges to *ou! lease

in)o!$ation.

1. Sele#t t,e Lease Status

11. Ente! t,e 6ont!a#t Ente!e Date Sta!t Date an En Date.

1%. Ente! t,e EB+ense Liabilit* an A##!ue Liabilit* A##ount o! sele#t t,e erm

emplate.

1&. Sele#t t,e >se! Res+onsible

,'.Sele#t t,e Proration Rule Days8#onth

15. Contacts abbed RegionC You #an ente! t,is in)o!$ation onl* a)te! *ou ,a"e set u+

#onta#ts. T,is tab is use to sto!e #onta#ts !elate etails su#, as Role 6o$+an*

na$e an site. T,is in)o!$ation is non $anato!* une! !a)ting o) Lease.

'%


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Solution Design

1. Locations abbed RegionC Ente! lo#ation in)o!$ation )o! t,e 2uiling=?illa 3loo! an

>nit as +e! 6ont!a#t /it, t,e Lanlo!. You #an ente! t,is in)o!$ation onl* a)te! gi"ne

P!o+e!t* is e0ne in t,e s*ste$. You #an ente! t,e usage +u!+ose o) t,e lease

lo#ation esti$ate an a#tual o##u+an#* ates an EB+i!ation ate.

19. $nsurance abbed Region" T,is tab is use to sto!e (nsu!an#e !elate etails su#,

as (nsu!an#e T*+e (nsu!e! Details Poli#* Nu$be! an Dates. T,is in)o!$ation is non

$anato!* une! !a)ting o) Lease.

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Solution Design

1:. Rights and %bligations abbed Region" T,is tab is use to sto!e an* !ig,ts anobligation su#, as T*+e su#, as Pa!Hing Maintenan#e et# G!ant #oe an #o$$ents i)

an*. T,is in)o!$ation is non $anato!* une! !a)ting o) Lease.

1


45/71

Solution Design

%. Payment abbed Region" 3inan#e De+a!t$ent /ill +!o"ie t,e Pa*$ent Tab

(n)o!$ation /,i#, in#lues A##ount etails A$ounts Pa*$ent t*+e an ot,e!

0nan#ial etails to 7ousing Se#tion u!ing t,e !a)ting o) Lease.

6li#H on %pen button.%1. Sele#t t,e Pu!+ose an T*+e o) t,e +a*$ent. Sele#t t,e 3!equen#* o) t,e +a*$ent.

Ente! t,e s#,eule a*.T,is is t,e a* o) t,e $ont, )o! /,i#, s#,eules s,oul be

#!eate.

Sele#t t,e Sta!t Date an En Date o) t,e +a*$ent Te!$.

Sele#t t,e Su++lie! Na$e an Su++lie! site.Ente! t,e A#tual A$ount o) t,e +a*$ent.Note" #ae sure Normali&e chec bo= should be enabled for *=pense Lease.

'5


46/71

Solution Design

Sa"e *ou! /o!H.

%%. Go to Se#on line as s,o/n in belo/ s#!een s,ot an #li#H on O+en.

%&. Sele#t t,e Pu!+ose an T*+e o) t,e +a*$ent. Sele#t t,e 6reBuency o) t,e +a*$ent.

Ente! t,e s#,eule a*.T,is is t,e a* o) t,e $ont, )o! /,i#, s#,eules s,oul be#!eate.

Sele#t t,e Sta!t Date an En Date o) t,e +a*$ent te!$.

Sele#t t,e Su++lie! Na$e an Su++lie! site.Ente! t,e A#tual A$ount o) t,e +a*$ent.Note" #ae sure Normali&e chec bo= should be enabled for *=pense Lease.

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47/71

Solution Design

Sa"e *ou! /o!H.

%'. Notes abbed RegionC T,is tab is use to sto!e notes !elate etails su#, as Note T*+e

Date. T,is in)o!$ation is non $anato!* une! !a)ting o) Lease. T,is tab #an be use to

u+loa t,e o!iginal #ont!a#t s#anne #o+*.

%5. A)te! 0lling all t,e in)o!$ation #,ange t,e Approval )tatus to 6inal. S*ste$ /ill

+o+ulate $essage. 6li#H on )ave Now.

'9


48/71

Solution Design

Note" T,e Ale!t noti0#ation is gene!ate /,ene"e! EB+ense Lease A++!o"al Status is

u+ate )!o$ DraftE to 6inalE so t,at AP Tea$ #an !e"ie/ an a++!o"e t,e Pa*$ent

S#,eules.

':


49/71

Solution Design

Approve Payment )chedule and *=port $nvoices to AP

)chedule Payment 233APnit Lease Na$e o! Lease Nu$be!. 6li#H on 6ind button.

&. You /ill 0n t,e all t,e s#,eule +a*$ent #,ange t,e Pa*$ent status )o! t,e +e!io *ou

/ant to +a* )!o$ D!a)t to A++!o"e

here will be three statuses"

a. Draft" I,en O!a#le P!o+e!t* Manage! 0!st gene!ates t,e s#,eule its status is

D!a)t. You a++!o"e a s#,eule b* #,anging its status to A++!o"e an sa"ing *ou!

/o!H. T,e a++!o"al taHes ee#t /,en *ou sa"e *ou! /o!H. You #an #,ange t,e

billing te!$s )o! an ite$ in an a++!o"e s#,eule. T,is #,ange is in#o!+o!ate into

all ite$s belonging to t,e te!$ t,at a!e not eB+o!te. On#e *ou ,a"e a++!o"e a

s#,eule *ou #an no longe! #,ange t,e s#,eule ate )o! t,at s#,eule. You #an

#,ange t,e status o) an a++!o"e s#,eule ba#H to !a)t status as long none o)

t,e ite$s belonging to t,at s#,eule ,a"e been eB+o!te. () *ou #,ange a

s#,eule to D!a)t status *ou #an #,ange t,e t!ansa#tion ate.b. %n hold" () *ou +la#e a s#,eule on ,ol *ou #annot a++!o"e it. You $ust

esele#t t,e On 7ol #,e#H boB an #,ange t,e status to a++!o"e it.

#. Approved" On#e t,e status is a++!o"e $eans *ou #an eB+o!t t,e billing s#,eule

to AP.

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50/71

Solution Design

6li#H on Approve button.

Note" 5y using Details button7 one can view the Payment details of the

lease and can

defer scheduled payments of the Lease.

'. To EB+o!t t,e lines to Pa*ables ;;AP@Lease@EB+o!t

Go to Lease an Do#u$ents F Pa*$ents F EB+o!t To Pa*ables

Ente! t,e Lease Nu$be! an #li#H on 6ind button.

1. #ae sure that you are e=porting the Payment for Particular #onth8#onths.

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51/71

Solution Design

6li#H on *=port button.

Note" After *=porting the Payments you can reBuery the payments in *=port

Payments to Payable form then ransaction 5uttion will be enable. After clicing

on rasaction button you can see the $nvoices created in AP.

+. o $mport $nvoices in AP 233APnit Sou!#e an Ente! t,e 2at#, Na$e to i$+o!t t,e in"oi#es une!

t,is +a!ti#ula! bat#,.

51


52/71

Solution Design

:. 5atch Name" Pa*ables is+la*s t,e "alue *ou ente!e /,en *ou sub$itte Pa*ables

O+en (nte!)a#e ($+o!t. () *ou int ente! a "alue an *ou use bat#, #ont!ol t,en t,e

s*ste$ assigns a "alue )o! *ou b* #on#atenating t,e sou!#e /it, a unique sequential

nu$be!. 3o! eBa$+le ERSC 1%&'

sing !ent no!$ali8ation )eatu!es +!o"ies *ou /it, etail $ont,l* ee!e liabilit*

a$ounts t,at #an be a##esse b* a##ounting an 0nan#e e+a!t$ent to a##!u!atel*#al#ulate an esti$ate #o$+an* le"el eB+enses.

#. As +e! #u!!ent +!o#ess in A##ount Pa*ables De+a!t$ent #!eates Se$i-annuall*

P!e+a*$ent in"oi#es in AP /it, in"oi#e ate as 1st June an 1st De# )o! Lanlo!

+a*$ents. E"e!* $ont, stana! in"oi#e is #!eate in AP an a++lie to Se$i-annuall*

P!e+a*$ent in"oi#e )o! +!o+e!t* a##ounting.

>sing P!o+e!t* Manage! $ont,l* an Se$i-annuall* in"oi#es /ill be eB+o!te )!o$

P!o+e!t* Manage! an A##!ue Liabilit* P!e-Pa*$ent Rent A##ount an $ont,l*

eB+ense lines /ill be sent to GL.

. A##ounting ent!ies )o! Pa*$ent Lines /,e!e No!$ali8e #,e#H boB is #,e#HeC

(n AP stana! (n"oi#e e+ening o) 3!equen#*C

A##!ue Liabilit* Rent P!e+a*$ent A##ount --- Debit

To Liaiblit* A##ount ---- 6!eit

(n GL A##ounting ent!ies )o! Mont,l* No!$ali8e ite$sC

EB+ense A##ount --- Debit

To A##!ue Liabilit* Rent P!e+a*$ent A##ount ---- 6!eit

Note" 5efore running 2ranser Normali&ed Lines o FL Program4 corresponding

Payment )chedules needs to be approved and e=ported to AP

11. (n t,e Jou!nal 6atego!* Sele#t Lease EB+ense. Ente! t,e Lease Nu$be!. O+tionall* Ente!

S#,eule Sta!t Date S#,eule En Date Pe!io Na$e an Su++lie! Na$e.

Parameters"

a. >ournal Category" You $ust sele#t t,e Qou!nal #atego!* )o! t,e eB+o!t to O!a#le

5%


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Solution Design

Sublege! A##ounting. T,e sele#tions )o! t,is !equi!e 0el t,e )ollo/ingC

All" All !e"enue an eB+ense ite$s a!e in#lue.

Lease *=penses" Onl* eB+ense ite$s a!e in#lue

Lease Revenue" Onl* !e"enue ite$s a!e in#lue

b. )chedule Date range" O+tionall* !est!i#t t,e t!ans)e! to a s#,eule ate !ange.

Lea"ingt,e 0els blanH /ill in#lue all s#,eule ates.

c. Lease Number range" Optionally, restrict the transfer to a lease number range. Leaving

the fields blank will include all lease numbers.

d.Period Name" Optionally, enter the period name.

e. )upplier Name" Optionally, enter the name of the supplier.

f. Customer Name" Optionally, enter the name of the customer.

The Transfer Normalized Lines to GL concurrent program does not generate a report.

1%. Run 6!eate A##ounting

Go to P!o+e!t* Manage! ?ie/ F Request F Sub$it a Ne/ Request F 6!eate A##ounting

1&. To See t,e ent!ies in GL

Na"igateC Jou!nal F Ente!

5&


54/71


55/71

Solution Design

11. Contacts abbed RegionC You #an ente! t,is in)o!$ation onl* a)te! *ou ,a"e set u+#onta#ts. T,is tab is use to sto!e #onta#ts !elate etails su#, as Role 6o$+an* na$e

an site. T,is in)o!$ation is non $anato!* une! !a)ting o) Lease.

1%. Locations abbed RegionC Ente! lo#ation in)o!$ation )o! t,e builing oo! o!>nit t,at *ou a!e assigning to t,e lease. You #an ente! t,is in)o!$ation onl* a)te! *ou set

u+ lo#ations. You #an ente! t,e usage +u!+ose o) t,e lease lo#ation esti$ate an

a#tual o##u+an#* ates an EB+i!ation ate.

Note" $f you enter customer name in Location tab then you can search this

location is assigned to particular customer in View )pace Assignment form.

55


56/71

Solution Design

1&. $nsurance abbed Region" T,is tab is use to sto!e (nsu!an#e !elate etails su#, as

(nsu!an#e T*+e (nsu!e! Details Poli#* Nu$be! an Dates. T,is in)o!$ation is non

$anato!* une! !a)ting o) Lease.

1'. Rights and %bligations abbed Region" T,is tab is use to sto!e an* !ig,ts an

obligation t*+e su#, as Pa!Hing Maintenan#e et# G!ant #oe an #o$$ents i) an*. T,is

in)o!$ation is non $anato!* une! !a)ting o) Lease.

5


57/71

Solution Design

15. %ptions abbed Region" T,is tab is use to sto!e O+tions !elate etails su#, as O+tion

T*+e su#, as Rene/al Pu!#,ase et# Sta!t Date Re)e!en#e an Status. T,is in)o!$ation is

non $anato!* une! !a)ting o) Lease.

,+.5illing abbed Region "

3inan#e De+a!t$ent /ill +!o"ie t,e 2illing Tab (n)o!$ation /,i#, in#lues A##ount

etails A$ounts 2illing t*+e an ot,e! 0nan#ial etails to 7ousing Se#tion u!ing t,e

!a)ting o) Lease.

59


58/71

Solution Design

6li#H on %pen button

19. Sele#t t,e Pu!+ose an T*+e o) t,e Re#ei+t. Sele#t t,e 3!equen#* o) t,e Re#ei+t.

Ente! t,e s#,eule a*.T,is is t,e a* o) t,e $ont, )o! /,i#, s#,eules s,oul be

#!eate.

T,e s#,eule a* $ust be bet/een 1 to %:. Sele#t t,e Sta!t Date an En Date o) t,e

Re#ei+t.

Sele#t t,e Lo#ation.

Sele#t t,e 6usto$e! Na$e an 2ill to Site.Ente! t,e A#tual A$ount o) t,e Re#ei+t. Ente! t,e esti$ate a$ount o) t,e !e#ei+t i) *ou

o not Hno/ t,e a#tual a$ount.Sele#t t,e T!ansa#tion T*+e

5:


59/71

Solution Design

Sa"e *ou! /o!H.

1:. () *ou ente!e t,e a##ounts on Lease Detail Tab ,e!e it /ill a++ea! auto$ati#all* )!o$

Lease Detail Tab. () *ou ,a"e not ente!e in Lease Detail Tab *ou #an ente! ,e!e.

Sa"e *ou! /o!H.

1


60/71

Solution Design

Note" T,e Ale!t noti0#ation is gene!ate /,ene"e! Re"enue Lease A++!o"al Status is

u+ate )!o$ DraftE to 6inalE so t,at AR Tea$ #an !e"ie/ an a++!o"e t,e 2illing

S#,eules.


61/71

Solution Design

Approve 5illing )chedule and *=port $nvoices to AR

5illing )chedule 233Lease


62/71

Solution Design

Sa"e *ou! /o!H.

*=port $nvoices to AR 233ARse! Res+onsibilit* an Sele#t t,e na"igate

Lease an Do#u$ent F 2illingF EB+o!t to Re#ei"ables

%. 6,e#H t,e EB+o!t #,e#H boB is #,e#He.

6li#H on *=port button.

&. S*ste$ /ill gene!ate 6onn#u!!ent Request. 6li#H on oH.

'. o $mport the $nvoices in AR run Autoinvoice 2Program4

5. On#e P!og!a$ #o$+letes na"igateC

T!ansa#tion F T!asa#tions

%


63/71

Solution Design

De(ning Payment erm emplate

Payment erm emplate 233Paymentse! Res+onsibilit* an Sele#t t,e na"igateC

Lease an Do#u$ent F Pa*$ents F Pa*$ent Te!$ Te$+late

Pa*$ent te!$ te$+late #ontain e)ault te!$ t,at use! #an asso#iate /it, $ulti+le leases.

(t /ill ,el+ use!s to a"oi ente!ing ienti#al in)o!$ation )o! $ulti+le +a*$ent te!$s.

Pa*$ent te!$ te$+late #ontains e)ault +a*$ent te!$ in)o!$ation use in eB+ense

lease. A)te! *ou asso#iate a te!$ te$+late /it, a lease all t,e te!$ etails s+e#i0e in

t,e te$+lates a!e auto$ati#all* assigne to t,e lease.

%. Sele#t t,e O+e!ating >nit Ente! Na$e. O+tionall* ente! Lo#ation Pu!+ose T*+e an

S#,eule Da*.

&. Sele#t t,e No!$ali8e 6,e#H onl* )o! t,e t*+e o) 2ase Rent t,at is )o! t,ose Pa*$ent t*+es

)o! /,i#, *ou /ant to a##!ue Liabilit* o"e! t,e +e!io o) Lease

6li#H on Account Distribution tab.

'. I,en *ou ,a"e not sele#te t,e No!$ali8e 6,e#H 2oBC Gi"e onl* % a##ountsC EB+ense

an Liabilit* Non Manato!*

&


64/71


65/71

Solution Design

De(ning 5illing erm emplate

5illing erm emplate 2335illingse! Res+onsibilit* an Sele#t t,e na"igate

Lease an Do#u$ent F 2illing F 2illing Te!$ Te$+late

2illing te!$ te$+late #ontain e)ault te!$ t,at use! #an asso#iate /it, $ulti+le leases. (t

/ill ,el+ use!s to a"oi ente!ing ienti#al in)o!$ation )o! $ulti+le billing te!$s.

2illing te!$ te$+late #ontains e)ault billing te!$ in)o!$ation use in !e"enue lease. A)te!

*ou asso#iate a te!$ te$+late /it, a lease all t,e te!$ etails s+e#i0e in t,e te$+lates

a!e auto$ati#all* assigne to t,e lease.

%. Sele#t t,e O+e!ating >nit Ente! Na$e. O+tionall* ente! Des#!i+tion Lo#ation Pu!+ose

T*+e an S#,eule Da*.

&. Sele#t t,e No!$ali8e 6,e#H onl* )o! t,e t*+e o) 2ase Rent t,at is )o! t,ose 2illing t*+es

)o! /,i#, *ou /ant to >nea!ne Re"enue o"e! t,e +e!io o) Lease

6li#H on Account Distribution tab.

'. I,en *ou ,a"e sele#te t,e No!$ali8e 6,e#H 2oBC Gi"e GL #oe #o$binations )o! all t,e

& a##ountsC Re"enue Re#ei"able A##!ue Asset an is set to1.

5


66/71

Solution Design

Note" I,en *ou ,a"e not sele#te t,e No!$ali8e #,e#H boB gi"e onl* % a##ountsCRe"enue an Re#ei"ables.

Note" 5illing erm template can be used during Lease Creation in the 5illing

ab.


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Solution Design

6 7 A P T E R

6Lease Maintenan#e

9


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Solution Design

opical *ssay

T,is #,a+te! eals /it, Lease A$en$ent an Lease Eit.

Procedures

)cope


5 Lease Maintenan#e

Responsibility

P!o+e!t* Manage! Su+e! >se! is !es+onsible )o! lease Maintenan#eC

1 Lease Maintenan#e

%wnership



:


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Solution Design

Lease Amendmend

Lease Amendmend 233Leasese! Res+onsibilit* an Sele#t t,e na"igateC


%. A$en$ent )eatu!e is to !e#o! an* a$en$ent to t,e Lease in)o!$ation t,at ,as

3inan#ial i$+a#t on t,e Lease. 3o! eBa$+le /,en *ou #!eate a lease a$en$ent to

te!$inate a lease ea!l* *ou #an u+ate *ou! in)o!$ation in P!o+e!t* Manage! /it, t,e

A$en$ent )eatu!e. T,e a$en$ent )eatu!e allo/s *ou to Hee+ a ,isto!* o)

$oi0#ations $ae to t,e o!iginal lease ag!ee$ent along /it, in)o!$ation su#, as

t,e use! !es+onsible an t,e a$en$ent

&. I,en *ou #!eate an a$en$ent in O!a#le P!o+e!t* Manage! na$e t,e a$en$ent

an ienti)* its #ont!a#t ente!e ate #ont!a#t sta!t ate an #ont!a#t en ate.'. You also ente! t,e na$e o) t,e +e!son /,o abst!a#te t,e a$en$en an t,e na$e

o) t,e Pe!son to /,o$ t,e a$en$en is assigne

Sa"e *ou! /o!H.

Note" %nce you saved the record system automatically generates reBuest id for

new schedules for payments8 5illing depend upon lease Class.

Note" :ou can see the changes in View Lease !istory window.


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Solution Design

Lease *diting

Lease *diting 233Leasese! Res+onsibilit* an Sele#t t,e na"igate


%. You eit a lease to $aHe #,anges o! aitions be#ause o) an e!!o! o! o$ission t,at /as

$ae /,en t,e lease in)o!$ation /as o!iginall* ente!e.

&. Eit lease in)o!$ation )eatu!e is () *ou si$+l* nee to #o!!e#t an e!!o! *ou $ae /,ile

ente!ing in)o!$ation an *ou o not nee to #!eate a lease a$en$ent *ou #an use t,e

Eit )eatu!e to u+ate *ou! lease in)o!$ation.

'. You #an #,ange t,e lease na$e an lease nu$be! using t,e Eit )un#tion a)te! a lease,as been 0nali8e. MaHe t,e #,anges.

Sa"e *ou! /o!H.

9


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Solution Design

%pen and Closed $ssues for this Deliverable

%pen $ssues

$D $ssue Resolution Responsibili

ty

arget

Date

$mpact

Date

Closed $ssues

$D $ssue Resolution Responsibil

ity

arget

Date

$mpact Date

property manager solution design v1.0

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