Uploading Unit Master Information from JD Edwards EnterpriseOne Real Estate Management

This chapter provides an overview of the unit setup and discusses how to upload unit master information.

Understanding Unit Setup

To generate a budget forecast for a unit, the system must have access to unit information such as the area values and assumption rules. Use either of the following programs to set up unit information in the JD Edwards EnterpriseOne Advanced Real Estate system:

To forecast budgets based on actual information from the JD Edwards EnterpriseOne Real Estate Management (REM) system, run the Load AREF Unit Master program (R15L1012) to upload existing units from the REM system.
To do as if analyses or compare budget information among several units, set up units manually in the AREF Unit Maintenance program (P15L101).

See Adding Units Manually.

Uploading Unit Master Information

This section provides an overview of the upload process and discusses how to:

Run the Load AREF Unit Master.
Set processing options for the Load AREF Unit Master (R15L1012).

Understanding the Upload Process

To copy the unit information from JD Edwards EnterpriseOne Real Estate Management, you must run the Load AREF Unit Master (R15L1012). The system copies unit information, such as areas, dates, report code values, and the associated leases if they exist, from these JD Edwards EnterpriseOne Real Estate Management tables:

Unit Master (F1507)
Floor Master (F1506)
Area Master (F1514)
Lease Master Header (F1501B)
Lease Master Detail (F15017)

The system updates this information to the AREF Unit Master table (F15L101), from which you can review various budget scenarios.

When you run the R15L1012 program, you assign the revision number in the processing options to identify the group of units that you are uploading. After you set up information for one revision number, you can copy this information to another revision number, and then revise that information as necessary.

Note. The lease start date must be the same as or within the date range as specified in the Load Start Date and Load End Date processing options or the system does not update the Lease Number, Tenant, Name, or Start Date and Lease End Date fields on the unit in the JD Edwards EnterpriseOne Advanced Real Estate Forecasting system.

For leased units, the system retrieves the following information from JD Edwards EnterpriseOne Real Estate Management:

Revenue amounts (both rent and nonrent) from the recurring billing information.

If you do not set up recurring billing information, the system forecasts revenue based on the unit assumption rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.
Expense participation.

If you do not set up expense participation information, the system forecasts expense participation based on the expense participation rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.
Sales overage.

If you do not set up sales overage information, the system forecasts sales overage based on the sales overage rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.

Note. You can use processing options on the AREF Budget Calculation report (R15L1091) to indicate whether the system uses unit assumption rules for both revenue amounts and expense participation amounts if the lease does not contain amounts. These processing options enable you to prevent the system from forecasting amounts for revenue, expense participation, or both if the REM lease does not have or use these amounts.

To maintain integrity between the JD Edwards EnterpriseOne Advanced Real Estate Forecasting system and the JD Edwards EnterpriseOne Real Estate Management system, you can rerun the Load AREF Unit Master program (R15L1012) as often as necessary. The system updates the F15L101 table with changes made in JD Edwards EnterpriseOne Real Estate Management. To bypass updating unit information in the F15L101 table, you can lock the unit record. The system does not update unit information on locked unit records.

Note. You can update unit information only from JD Edwards EnterpriseOne Real Estate Management to JD Edwards EnterpriseOne Advanced Real Estate Forecasting.

Running the Load AREF Unit Master

Select AREF Setup (G15L412), AREF Load Unit Master.

Setting Processing Options for the Load AREF Unit Master (R15L1012)

These processing options are used to specify default values and process parameters for uploading units from JD Edwards EnterpriseOne Real Estate Management to JD Edwards EnterpriseOne Advanced Real Estate Forecasting.

Defaults

1. Useable Area Type Designation	Specify a code from user-defined code (UDC) table 15/AR that the system uses to retrieve the billable useable area from the F1514 table. The system assigns the area value to the Useable Area field in the F15L101 table. If the area type that you specify does not exist in the F1514 table, the system does not update the Useable Area field in the F15L101 table. If you leave this processing option blank, the system uses the area type specified in the Rentable Area Type field of the Real Estate Management Constants table (F1510B) to retrieve the area value.
2. Sales Area Type Designation	Specify a code from UDC table 15/AR that the system uses to retrieve the sales useable area from the F1514 table. Specify the area type to use to retrieve the area value from the F1514 table. The system assigns the area value to the Sales Area field in the F15L101 table. If the area type that you specify does not exist in the F1514 table, the system does not update the Sales Area field in the F15L101 table. If you leave this processing option blank, the system uses the area type specified in the Rentable Area Type field of the Real Estate Management Constants table (F1510B) to retrieve the area value.
3. Revision Number	Specify a revision number to assign to the units that you add to the F15L101 table. If you leave this processing option blank, the system assigns 0 as the revision number.
4. Load Start Date	Specify the start date that the system uses to determine whether an active lease is attached to a unit. If you leave this processing option blank, the system uses the system date. Warning! Because the system retains assumption information when you reload the unit master for building and revision, running the unit load for different dates for the same building and revision may result in incorrect assumption assignment for a unit.
5. Load End Date	Specify the end date that the system uses to determine whether an active lease is attached to a unit. If you leave this processing option blank, the system uses the system date.

Process

1. Reabsorbed Units	Specify whether to delete unlocked reabsorbed units when the original unit is reloaded into the AREF Unit Master table and the report is run in final mode. If the lock flag on the original unit or the reabsorbed unit is set to Y, the reabsorbed unit is not deleted regardless of the setting. Values are: Blank: Delete unlocked reabsorbed units if the original unit is unlocked. (default) 1: Do not delete reabsorbed units.
2. AREF Assumption Information	Specify whether to delete AREF assumption information on an unlocked record when the unit is reloaded. If the lock flag is set to Y, the record is not updated regardless of the setting. Values are: Blank: Retain the unit assumption information and update the lease information only. (default) 1: Delete the AREF assumption information.
3. Proof Or Final Mode	Specify whether to run the R15L1012 program in proof or final mode. The report lists the units that were added and updated for each building as well as provides totals for all buildings. Values are: Blank: Run the report in proof mode. The system generates a report, but does not update units in the F15L101 table. 1: Run the report in final mode. The system generates a report and updates the units in the F15L101 table.
4. AREF Speculative Lease Type	Specify whether the system includes Real Estate Management leases with an AREF speculative lease type. Values are: Blank: Do not include AREF speculative lease type. 1: Include AREF speculative lease type.
5. Real Estate Lease Term Renewal	Specify whether the system retains the real estate lease renewal information that has been assigned to the unit when the unit is uploaded more than once to the F15L101 table. Values are: Blank: Retain renewal specifications. 1: Delete renewal specifications.
6. Time Prior to REM Lease	Specify whether the Time Prior to REM Lease is Downtime check box is selected in the AREF Unit Maintenance program (P15L101). Values are: Blank: The check box is not selected. Time prior to a REM lease is not considered downtime. 1: The check box is selected. Time prior to a REM lease is considered downtime. Note. This default value applies only for units that have a REM lease attached.

1. Summary or Detail

Specify whether the system prints the R15L1012 report in summary or detail mode. Values are:

Blank: Summary

1: Detail