Oracle Property Manager Implementation Guide

Contents

Title and Copyright Information

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Preface

Overview of Implementing Oracle Property Manager

Introduction to Oracle Property Manager

Planning the Implementation of Oracle Property Manager

Oracle Property Manager Setup Checklist

Prerequisites and Optional Integration

Overview

Setting Up Underlying Oracle Applications Technology

Setup Steps in Related Products

      Oracle General Ledger

      Currencies

      Oracle Subledger Accounting

      Oracle HRMS

      Oracle Payables

      Oracle Receivables

      Oracle E-Business Tax

      Oracle Projects

Setup Steps in Oracle Property Manager

Profile Options

System Options

      System Options in Oracle Property Manager

      Defining System Options

      Updating System Options

Descriptive Flexfields and Value Sets

Lookups

      Lookups in Oracle Property Manager

      Updating Lookups in Oracle Property Manager

Countries and Territories

      Updating Country or Territory Information

      Address Formats and Styles

Location Hierarchy

Contacts

      Setting Up Contacts

      Modifying Contacts

Window References

      Contacts Window Reference

      Roles and Sites Window Reference

Setup Steps for Leases

Overview of Setting Up Leases

Setting Up Default Accounts

Setting Up Templates and Grouping Rules

      Invoice Grouping Rules

      Payment Item Grouping Rules

      Billing Item Grouping Rules

      Payment and Billing Term Templates

      Milestone Templates

      Setting Up Milestone Templates

Oracle Property Manager Open Interfaces

Oracle Property Manager Open Interfaces

      Exporting Location Information

      Importing Property Information

      Purge Open Interface Tables

      Integration with eAM Property Manager

Oracle Property Manager Open Interface Table Descriptions

      PN_LOCATIONS_ITF

      PN_EMP_SPACE_ASSIGN_ITF

      PN_VOL_HIST_BATCH_ITF

      PN_VOL_HIST_LINES_ITF

      PN_REC_EXP_ITF

Public Views

Oracle Property Manager Public Views

      PN_LOCATIONS_PUB_V

      PN_SPACE_ASSIGN_CUST_PUB_V

      PN_SPACE_ASSIGN_EMP_PUB_V

Legacy Data Conversion

Overview

      Conversion Effort

Conversion Sequence

      Load Lease Details

      Load Lease Tenancy Information

      Load Lease Contacts

      Load Lease Insurance Details, Rights, Obligations, and Options

      Load Lease Notes

      Load Lease Terms

      Load Lease Milestones

      Finalize Leases

      Load Amendments and Edits

      Approve Schedules

      Reconcile Lease Information

      Cleanse Schedules and Items

      Transfer Normalized Distributions to the General Ledger

      Reconcile Term Data with the General Ledger

Technical Considerations

Function Security

Function Security in Oracle Property Manager

Index