149 Unit Status/Activity Generation
This chapter contains these topics:
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Section 149.1, "Unit Status/Activity Generation Procedures,"
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Section 149.2, "Composite Unit Status Unit Status/Activity Generation,"
The Unit Status/Leasing Activity file (F15071) contains information about the status of a unit over time and about the activity related to each status. You use the Unit Status/Activity Generation program to automatically update the file with lease-related information such as whether a lease is new or expired, when a tenant has moved in or moved out, and so on. The system updates the file from the Lease Master (F1501) and Unit Master (F1507) files.
A processing option controls whether the system prints a report so you can review the information in the Unit Status/Leasing Activity file. You can also use the Unit Sts/Activity Revisions screen to display and manually add information such as an increase or decrease in the square footage of a unit, the status for a unit being renovated, and so on.
JD Edwards World recommends that you run this program each night during your unattended nightly operations so that the Unit Status/Leasing Activity file is up-to-date. It is important to keep this file current because the system uses the information for the Unit Sts/Activity Revisions screen, Vacancy Listing, and Leasing Activity Report. The system also updates the composite unit status in the Unit Master file.
From any Real Estate Management menu, enter 27 in the Selection field.
From the Advanced Operations menu (G1531), choose Unit Sts/Activity Generation.
149.1 Unit Status/Activity Generation Procedures
When you choose the program from the menu, the system displays a DREAM Writer version list. From this screen, you can copy, change, or run a version of the program. For an overview of the DREAM Writer facility, see Appendix B, "DREAM Writer Overview" in this guide.
149.2 Composite Unit Status Unit Status/Activity Generation
The unit status code, which is user defined (system 15, type UX), in the UN ST field specifies the composite status of a unit. The composite status is a group of 4 one-character codes that identifies the following aspects of the unit:
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Valid codes for the first character, which is displayed in the VO field, are V (Vacant) and O (Occupied). It is related to the move-in and move-out dates from the lease.
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Valid codes for the second character, which is displayed in the AN field, are A (Available) and N (Not available). It is related to whether a lease is attached to the unit.
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Valid codes for the third character, which is displayed in the TO field, are T (Tenant-held) and O (Owner-held). A blank indicates that it is not held by either owner or tenant. The information is related to the Own/Lease field for the lease.
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The fourth character identifies how the unit status is controlled. Valid codes are C (Conditionally user-controlled), S (System-controlled), and U (Unconditionally user-controlled). If the code is S, the system controls the status information during the generation. If the code is either C or U, the user controls it from the Unit Sts/Activity Revisions screen. If the code is C, the system can also replace the information that covers the same time period.
The Composite Unit Status field on the Unit Information screen displays the composite status based on the activity through the current date. A specific status does not appear until the current date and the activity date related to that status are the same. This status displays until the next activity date becomes current. For example, consider the activity for unit 202 and lease 4175 on the sample report in this chapter.
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The activity date is 10/02/15 and the unit status is TH for when Abernathy & Hitch moved into the unit. If the current date is 10/02/15 when you inquire on unit 202 from the Unit Information screen, the composite unit status is ONTS because the current date and the activity date for the move-in are the same.
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If the current date is 03/01/19 when you inquire on the unit, the composite unit status is still ONTS because the activity date for the next activity, which is a planned move-out, is 04/01/19.
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If the current date is 04/01/19 when you inquire on the unit. The composite unit status is now VNTS because the current date and the activity date for the planned move-out are the same.
149.3 Guidelines
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The Act Cod (Activity Code) and Activity Description fields, which identify the type of activity for the detail line, are user defined (system 15, type AE) such as NLN for a new lease and new tenant, MI for a move-in, EX for a lease expiration, and so on.
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The Activity Date field on the report contains the date assigned to the activity that causes a change in the status of a unit. If the activity is system-controlled, the date is from the lease. For example:
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For a move-in, the date is the move-in date.
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For a move-out, the date is the actual move-out date. If that date does not exist, the system calculates the date by adding one day to the planned-out date. For example, if a tenant has not actually moved out and a move-out is planned for 03/31/18, the activity date is 04/01/18.
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For a new lease and tenant, the date is the move-in date.
If the activity is user-controlled, the date is when you add the information from the Unit Sts/Activity Revisions screen. For example, suppose that beginning January 15, 2018, a unit is not available because of construction. If you do not add the change in activity until January 17, the activity date is 01/17/18.
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The date in the Status Start field is based on either the move-in or move-out activity for a unit.
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For a move-in, the date the status starts is the move-in date.
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For a planned move-out, the system calculates the date by adding one day to the planned date.
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For an actual move-out, the system calculates the date by adding one day to the actual date.
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The date in the Move-Out Date field is from the lease and depends on the following sequence:
1. The system uses the actual move-out date.
2. If that date does not exist, the system calculates the date by adding one day to the planned move-out date.
3. If neither date exists, the system calculates the date by adding one day to the ending date of the lease.
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The OS (Occupancy Status) field identifies whether a unit is occupied. If a tenant has moved into a unit, the OS field contains a plus sign (+). If a tenant has moved out or plans to move out of a unit, the field contains a minus sign (-). The field is blank when the activity does not relate to a move-in or move-out.
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The LS (Leasing Status) field identifies whether a unit is leased. For a leased unit, the LS field contains a plus sign (+) regardless of whether that unit is occupied. When the lease has expired, the field contains a minus sign (-) regardless of whether that unit is occupied. The field is blank when the activity does not relate to a new lease or an expiration.
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The Program Message and Status Ending fields are not currently active.