168 Unit Information
This chapter contains these topics:
The facility information for commercial, residential, or other rentable property is organized on a property, building, floor, and unit basis. The Unit Information screen lets you set up and maintain information for a specific unit, which is any rentable area for which a lease exists such as an office, apartment, retail store, display area, and so on.
The screen is available in two formats: Facility Data and General Information. The first format displays detail about the unit in the form of log lines. Log lines include information such as critical dates, tenant improvements, inspection of the sprinkler system, and so on. The second format displays the related property or project, a mailing address or comment, and category codes you can use for reporting purposes. This information is stored in the following files: Unit Master (F1507), Log Standards Master (F1503), and Log Standards Extension Master (F1504).
The screen has processing options that control how the system displays and processes the information.
From any Real Estate Management menu, enter 29 in the Selection field.
From the Real Estate Management Setup menu (G1541), choose Unit Information.
Figure 168-2 Unit Information (Fold Area) screen
Description of "Figure 168-2 Unit Information (Fold Area) screen"
Select the Page Switch exit or use F2 to toggle between Facility Data and General Information in the lower part of the screen.
Figure 168-3 Unit Information (Alternate Format) screen
Description of "Figure 168-3 Unit Information (Alternate Format) screen"
168.1 Add Unit Information
To add a unit, type A in the Action Code field, type the appropriate information, and press Enter or F5.
The following information is required for adding a unit:
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Building number
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Unit number
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Unit type
If the unit is a sub-unit, the Master/Sub Unit fields are also required. You must enter S (Sub-unit) in the one-character field and type the number of the master unit to which it relates in the field to the right of it.
168.2 Display Unit Information
To display unit information, type I in the Action Code field, type the number of the building in the Building field, type the number of the unit in the Unit Number field, and press Enter.
168.3 Change Unit Information
To change the information you have displayed, type C in the Action Code field, type the new information, and press Enter or F5.
168.4 Delete Unit Information
There are two methods that you can use to delete the information that you have displayed:
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To delete the unit, type D in the Action Code field and press Enter.
You can only delete a unit that is not tied to a lease.
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To delete a log line, type C (Change) in the Action Code field, type 9 in the OP (Option) field for that line, and press Enter or F5.
Note:
If extended text exists for a log line, the OP (Option) field for that line is highlighted. In this case, JD Edwards World recommends that you first delete the text information before you delete the line. This prevents the wrong text from appearing for a duplicate log line.168.5 Copy Standard Log Information
You can copy standard log information to reduce the entry time and the possibility of errors. To do this, you can use either an automatic method or a manual method. A processing option controls whether the system automatically copies the information.
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If the processing option is set to automatically copy the information, the system copies a model of standard lines into a unit when you first add it. After you have typed the necessary information, press Enter or F5 and the screen displays the log information. This gives you a chance to verify and make more changes to the information. To add the unit, you then must press Enter or F5 a second time.
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When you add a unit, you can manually copy a model into it. You use this method if the processing option is not set to automatically copy the information or if no log line in the model has a Y in the RS field. To do this, type A in the Action Code field, type the appropriate information, and press F6. Then press Enter or F5.
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You can also manually copy a model into an existing unit you have displayed. To do this, type C (Change) in the Action Code field, press F6, and then press Enter or F5. Remember to press F6 only once. If you press it more than once, duplicate log lines appear for the unit because the system copies each log line from the model as many times as you press F6.
The system uses the unit type to choose standard log lines. Before you can copy a model of the standards, therefore, you must set up the model for the specific unit type. To do this, use the Log Standards Information screen.
168.6 Processing Options
168.7 Guidelines
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Before you can add a unit, set up the following information: building, floor number, and unit type. If the unit is a sub-unit, the master unit must also already be set up.
The floor number must already be set up only if the system verifies that it exists in the User Defined Codes file (F0005). A processing option controls this.
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It is important to keep all unit information up to date from the Unit Information screen. If you do not update the Unit Status field or the description to the right of the Unit Number field, the information could be wrong on the Vacancy Inquiry screen and the Unit Listing and Vacancy Listing reports. For example, suppose a vacant unit is under renovation, but you have not changed its status to H (Hold). The Vacancy Inquiry screen incorrectly displays the status of that unit as V (Vacant).
JD Edwards World recommends that you use a general description in the untitled field to the right of the Unit Number field so you do not have to frequently update that field.
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If the system verifies areas, you get an error message when the area of the unit being added or changed causes the total area of the units set up for a floor to be more than the area of that floor. In this case, the system highlights the Unit Number field. You must correct the error before you can add the unit or make the change. For more information about area edits, see Chapter 167, "Floor Information" in this guide.
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The system automatically supplies the information for the Composite Unit Status field from the Unit Status/Activity Revisions file (F15071) based on the activity through the current date. A specific activity does not appear until the current date and the activity date are the same. For more information, see Chapter 149, "Unit Status/Activity Generation" in this guide.