Setting Up the JD Edwards EnterpriseOne Real Estate Management System

This chapter discusses how to:

• Set up constants.

• Set up user-defined codes (UDCs).

• Set up automatic accounting instructions (AAIs).

• Set up bill codes and adjustment reasons.

• Set up billing frequency information.

• Set up tax rate area information.

• Set up logs and legal clauses.

• Set up statement messages.

Setting Up Constants

This section provides an overview of constants and discusses how to set up constants.

Understanding Constants

Constants are default settings that the JD Edwards EnterpriseOne Real Estate Management (REM) system uses to process requests, generate billings, and perform other tasks. You must define certain constants before you enter information for tenants, facilities, and leases.

You can set up constants by building and company. If you do not define constants for the building, the system uses the company constants. If you do not define constants for the company, the system uses the information that is set up for company 00000, which is the default company. All companies and building can use the information that you set up for company 00000.

When you set up constants for company 00000, you also establish system constants. The options that define the system constants, such as versions, area types, and area validations, appear on the Real Estate Management Constants Revisions form only when you are setting up company 00000. When you use a company number other than the default company 00000, you will access an abbreviated version of the Real Estate Management Constants Revisions form.

The system stores system constant information in the Property Management Constants table (F1510B).

Important! You must log out and log back into the system for constant changes to take effect. In general, do not change system constants after you set up the system. If you do make changes, you must be thoroughly familiar with the information that is involved because it is central to the system processes. You should also ensure that only authorized personnel can access and maintain the constants.

Note. Because you generate invoices and vouchers from the JD Edwards EnterpriseOne Real Estate Management system, you must also set up the Accounts Receivable (AR) and Accounts Payable (AP) constants.

See Also

Setting Up Constants for Accounts Receivable

Forms Used to Set Up Constants

Setting Up Constants

Access the Real Estate Management Constants Revisions form.

Company or Building	Enter a value in either of these fields.
Revenue Business Unit Flag	Enter the code that specifies the method that the system uses to retrieve the business unit, which determines the revenue account. Values are: 0: The system uses the building number as the revenue business unit, regardless of any business unit that is defined in the AAIs. 1: The system uses the business unit that is defined in the PMxxxx AAIs. If no business unit is defined in these AAIs, the system uses the building number. To direct revenues to business units other than the building, you must enter a value of 1. Note. The Expense Account AAIs (RMxxxx) are used in the same way during Accounts Payable processing as the Revenue Account AAIs (PMxxxx) are used during Accounts Receivable processing.
Lease Year Beginning Month	Enter the value that corresponds to the beginning month of a standard lease year. Although various leases may start on different dates throughout the year, they can share the same annual schedule that the property manager establishes. If you do not know the beginning month, enter 01 for January.
Report Year Begin Month	Enter the month that defines the beginning of the year for tenant sales analysis purposes. This value is used in sales analysis processing to determine which months are to be included in quarter-to-date (QTD) and year-to-date (YTD) numbers. If you do not know the beginning month, enter 01 for January.
Tax Suppress	If you select this check box, the system bypasses tax processing and does not display tax processing fields. If you do not select this check box, the system processes taxes. Individual forms and reports may have processing options that override the value that is entered here. Note. You can only enter a value in this field when you are setting up constants for company 00000.
Activate Versioning	If you select this check box, the edits and options for lease versioning are active. If you do not select this check box, versioning is not active. Note. You can only use this field when you are setting up constants for company 00000.
Hard Versioning Error	If you select this check box, the system only allows you to make changes to the latest version of the lease. The system displays a message that indicates that the version is locked when you access any other versions of the lease. If you do not select this check box, the system allows you to make changes to all versions of a lease. You can only select this check box if you select the Activate Versioning check box. Note. You can only use this field when you are setting up constants for company 00000.
Rentable Area Type	Enter a user-defined code (UDC) from UDC table 15/AR that defines the rentable area. Note. You can only use this field when you are setting up constants for company 00000.
Validate Rentable Area	If you select this check box, the system validates the rentable area when you are entering building, floor, and unit information. If you do not select this check box, the system does not validate the information. When the system validates the rentable area, the total square footage of the floors cannot exceed the total square footage of the building. Note. You can only use this field when you are setting up constants for company 00000.
Usable Area Type	Enter a user-defined code from UDC table 15/AR that defines the usable area. Note. You can only use this field when you are setting up constants for company 00000.
Validate Usable Area	The system validates the usable area when you enter building, floor, and unit information. This field is only valid for company 00000. Note. The total square footage of the floors cannot exceed the total square footage of the building.
Alt. Area Type 1 (alternate area type 1), Alt. Area Type 2 (alternate area type 2), and Alt. Area Type 3 (alternate area type 2)	Enter a user-defined code from UDC table 15/AR that specifies an area type other than the rentable or usable area types. Note. You can only use this field when you are setting up constants for company 00000.
Validate Alt. Area 1 (validate alternate area 1), Validate Alt. Area 2 (alternate area type 2), and Validate Alt. Area 3 (validate alternate area 3)	If you select this check box, the system validate alternate area 1, alternate area 2, and alternate area 3 when you enter building, floor, and unit information. Note. For validation purposes, the total square footage of the floors cannot exceed the total square footage of the building. You can only enter a value in this field when you are setting up constants for company 00000.

Setting Up User-Defined Codes

UDC values are required in many fields in the JD Edwards EnterpriseOne Real Estate Management system. In these fields, the system only accept codes that are defined in a UDC table. Some UDCs are hard-coded, and others you can define to meet the needs of the organization. Some UDCs contain a special handling code, which directs the system to perform a specific function. Set up UDC values to define codes that are appropriate for the business needs, such as business unit types, tenant lease types, lease status codes, and log classes.

This table describes the UDCs that are used by the JD Edwards EnterpriseOne Real Estate Management system:

See Also

JD Edwards EnterpriseOne Tools 8.98 Foundation Guide

Setting Up Automatic Accounting Instructions

You can create automatic accounting instructions (AAIs) for each unique combination of company and either billing code, adjustment reason code, or general ledger (GL) offset code. AAIs define which accounts the system uses to post entries to the General Ledger. Billing and GL offset codes are one to four characters and adjustment reason codes are only two characters.

You can also set up AAIs for default company 00000, if a specific AAI is not defined. Each AAI is associated with a GL account that consists of a business unit, object, and optionally, a subsidiary.

This table lists the AAI items that are used in the JD Edwards EnterpriseOne Real Estate Management system, the code type that can be used with each AAI item, and a description of the associated account:

In the Automatic Accounting table (F0012), the AAIs that are related to the JD Edwards EnterpriseOne Real Estate Management system have sequence numbers between 15.000 and 15.999.

This table describes some of the AAIs that are defined in the system for demonstration purposes:

See Also

Setting Up Automatic Accounting Instructions

Setting Up Bill Codes and Adjustment Reason Codes

This section provides an overview of bill codes and adjustment reason codes, list a prerequisite, and discusses how to:

• Set processing options for Bill Codes / Adjustment Reasons (P1512).

• Set up bill codes and adjustment reason codes.

Understanding Bill Codes and Adjustment Reason Codes

Use the Bill Codes / Adjustments Reasons program (P1512) to set up bill codes and adjustment reason codes that the system uses to identify the AAIs that the system uses to post transactions. You must define the adjustment reason codes both as adjustment reason codes in the Billing Code Entry table (F1512) and as adjustment classifications in UDC table 15/AD.

Important! The JD Edwards EnterpriseOne Real Estate Management system and the JD Edwards EnterpriseOne Accounts Receivable system each use specific adjustment reason codes. Do not use the JD Edwards EnterpriseOne Accounts Receivable system adjustment reason codes unless they have also been set up in the JD Edwards EnterpriseOne Real Estate Management system. To prevent errors, you should set up identical codes for both systems.

You can define a bill code or adjustment reason code for a specific property or building. Otherwise, all information is applicable for all properties.

Because of the relationship among AAIs, bill codes, and adjustment reason codes, you must set up AAIs before you set up bill codes and adjustment reason codes. For existing bill codes or adjustment reasons, you can revise information on the Bill Codes/Adjustment Reasons Revisions form; however, you cannot revise the Bill Code or Building fields. If you need to revise either of those values, you must delete the bill code and add a new bill code.

Prerequisite

Before you complete the tasks in this section, you must set up the real estate AAIs that you want to use.

Forms Used to Set Up Bill Codes and Adjustment Reasons

Setting Processing Options for Bill Codes / Adjustment Reasons (P1512)

Processing options enable you to specify the default processing for programs and reports.

Versions

Setting Up Bill Codes and Adjustment Reason Codes

Access the Bill Codes/Adjustment Reasons Revisions form.

Bill Code	Enter code that determines the trade account that the system uses as the offset when you post invoices or vouchers. The system concatenates the value that you enter to the AAI item RC (for Accounts Receivable) or PC (for Accounts Payable) to locate the trade account. For example, if you enter TRAD, the system searches for the AAI item RCTRAD (for receivables) or PCTRAD (for payables).
Bill Code or Adj (bill code or adjustment reason code)	Enter a value that specifies whether the record is a bill code or an adjustment reason code. Values are: B: Bill code. A: Adjustment reason code. If you enter A, you must complete the Adj. Classifications field.
Priority Application	Enter the two-character numeric code that indicates the order in which the system applies the receipt to the invoice pay item based on the bill code. The system applies the payment to invoice pay items with bill codes that are assigned a lower number (higher priority) first. For example, if one invoice has three bill codes with priorities 1, 2, and 3, the system applies the receipt to the pay item that has a bill code with a priority 1 first. Note. The priority application code is applicable only when you load invoices for receipt entry and when you select the Priority Code Application field. These priority codes are hard-coded for special processing: 00: Enter this value for bill codes that you use on credit memos (negative invoices) when you want to use the feature to automatically apply receipts to specific credit memos only. This is based on a processing option for the RE Receipts Entry program (P15103). The system displays only those credit memos with a priority code that is equal to 00. 99: Enter this value for bill codes that you use on invoices that you want the system to bypass when you use the feature to automatically apply receipts to invoices. This is based on a processing option for the RE Receipts Entry program (P15103). The system will not automatically apply receipts to invoices, regardless of the setting of the corresponding processing option, if the priority application code assigned to the bill code is 99.
Security Group	Enter a user-defined code from UDC table 15/SG to specify the security group to which you assign the bill code record. Complete this field only for bill codes that are used to identify security deposits.
Subject to Late Fees	Enter a value that indicates whether the bill code is subject to fee and interest calculations. Values are: Y: Subject. N: Not subject.
Adj Classifications (adjustment classifications)	Enter a user-defined code from UDC table 15/AD to further classify adjustment codes for reporting purposes. You must complete this field if you entered A(for adjustment) in the Bill Code or Adj field.
Special Processing Code	Enter a value that specifies whether to use the bill code as the default value for unapplied receipts if the Unapplied Bill Code field is blank. If you set up more than one default bill code, the system uses the bill code that it locates first in alphabetical order. If you do not set up a default bill code, the system uses the bill code UC. Values are: Blank: Do not use. UNC: Use.
Spread Code	Enter a value that specifies whether to allow the invoices that are generated with the bill code to be paid. For example, you might need to prevent invoices for security deposits from being paid. Values are: Y: Allow. N: Do not allow. The system does not display invoices with this bill code on the Receipts Entry form, regardless of whether they were selected for payment using the Load feature and the Select features. W: Allow invoices that generated with this bill code to be paid, but issue a warning message.
Comment Required	Enter a value that specifies whether invoices for the bill code require a value in the Remark field in the Receipts Entry form. The system assigns the description of the bill code by default. Values are: Y: Requires a value. N: Does not require a value.

Setting Up Billing Frequency Information

This section provides an overview of billing frequency information, lists a prerequisite, and discusses how to:

• Set up periodic billing cycles.

• Set up weekly billing cycles.

Understanding Billing Frequency Information

Set up billing frequency information, or cycles, for recurring and irregular billings such as rent, expense participation, escalations, and sales overage in the Billing Frequency Information program (P15019). The billing cycle determines how often and when an account is billed. You can set up weekly billing cycles or periodic billing cycles for monthly, quarterly, semiannual, annual, and irregular billing cycles.

Regardless of the type of billing cycle, you must assign it a fiscal date pattern code so that the system can correlate the period with a calendar. For example, if you specify that annual billing should occur in period 12, you must indicate whether period 12 is December or May. The fiscal date pattern code defines the beginning and ending of the fiscal year, as well as the number and length of each period for that year.

Note. You can use a regular fiscal pattern for all billings. Each billing process will post transactions to the correct period in the general ledger based on the fiscal pattern that is associated with the company on the lease. Billing frequencies that are attached to sales overage information must always be assigned a calendar fiscal pattern as sales are processed by calendar year.

Use the following guidelines when setting up a fiscal date pattern code:

• For periodic billings, assign a fiscal date pattern code that is set up in the F0008 table.

  You can add or revise fiscal date pattern codes by accessing the Date Patterns form from the Form menu in the Company Names & Numbers program (P0010).

• For weekly billings, assign a fiscal date pattern code that is set up in the F0008B table.

  Verify whether the 52-period date pattern exists by selecting the corresponding option when you set up the weekly billing frequency. If a date pattern does not exist, set up the 52-period date pattern in the Set 52 Period Dates program (P0008B).

If you enter a fiscal date pattern code that is not set up in the correct table, the system displays an error message when you post billings.

The system stores billing frequency information in the Billing Frequency Master table (F15019).

Prerequisite

Before you complete the tasks in this section, you must set up the fiscal date patterns.

See Also

Setting Up Fiscal Date Patterns

Setting Up 52 Period Fiscal Date Patterns

Forms Used to Set Up Billing Frequency Information

Setting Up Periodic Billing Cycles

Access the Billing Frequency Code Revisions form.

Billing Frequency Code	Enter a user-defined value, a number or letter , that identifies how often the system generates billing records.
Fiscal Date Pattern	Enter a user-defined code from UDC table H00/DP that identifies a fiscal date pattern. You must set up special codes (letters A through N) for 4-4-5, 13-period accounting, or any other date pattern that is unique to the environment. The default value is R, that identifies a regular calendar pattern.
Periodic	Select this button to set up periodic billing cycles.
Per 1 through Per 14 (period 1 through period 14)	Select the period options that apply to the frequency code. Periods 1–12 correspond to a calendar billing period which is typically associated with a month. For example, period 4 corresponds to April. Period 13 and period 14 are primarily used to extend the periodic billing cycle for weekly billings.

Setting Up Weekly Billing Cycles

Access the Set Up 52 Periods form.

On the Billing Frequency Code Revisions form, you must complete the Bill Frequency Codeand Fiscal Date Pattern fields and select the Weekly button and Set 52 Period Pattern check box to set up weekly billing cycles.

Setting Up Tax Rate Area Information

This section provides an overview of tax rate area information, lists prerequisites, discusses how to set up tax rate areas.

Understanding Tax Rate Area Information

Use the Tax Rate / Area Information program (P1508) to set up and work with the areas, rates, and effective dates for current and future taxes. Each tax area can have its taxes assessed by different tax authorities for different purposes and rates. The system uses this information in conjunction with a tax explanation code to calculate the tax amounts for billings when tax processing is in effect. As tax rates change, you can update the tax rate and area information. The system stores tax rate and area information in the Tax Areas table (F4008).

The system does not check for duplicate tax rate and area information. Consequently, you can set up different tax rates and effective date ranges for the same tax rate and area. The system checks for overlapping effective date ranges. When an overlap exists, the system generates an error.

When you process taxes, note that:

• The Tax Suppress field in the Property Management Constants table (F1510B) controls whether tax processing is in effect and whether the tax-related fields are displayed.

  Processing options for specific billing programs also control tax processing.

• When tax processing is in effect, you can assign the necessary tax information for a billing in the Tax Ex Code(tax explanation code), Tax Rate Area, and Serv/Tax Date (service/tax date) fields on the Manual Billing Revisions form.

  The service and tax date must occur within the effective date range that is defined for the tax rate and area.

• The system automatically supplies the tax rate area for a tenant from either the Customer Master by Line of Business table (F03012) or Supplier Master table (F0401).

  You can also manually assign a different tax rate area for a particular billing.

In addition to the tax explanation codes that are used in the JD Edwards EnterpriseOne Accounts Payable and JD Edwards EnterpriseOne Accounts Receivable systems, the Real Estate Management system uses the tax explanation code AR. The system calculates taxes for tax explanation code AR in the same manner that it does for S, with these differences:

• The system creates a separate pay item for each tax rate that is specified.

• The system uses the GL offset from the tax rate area in conjunction with PM/RC AAIs (for invoices) and RM/PC AAIs (for vouchers) to locate the tax account and tax offset account to use.

For example, suppose that you want to charge a county tax of 2 percent and a city tax of 3 percent on an invoice with a taxable amount of 1,000. Using the code AR and the appropriate tax rate area, the system automatically creates two pay items for the tax information.

The resulting invoice has these pay items:

• 1,000 for the invoice.

• 20 for the county tax.

• 30 for the city tax.

If you use the tax explanation code S, the resulting invoice has only one pay item for 1,000 with a tax amount of 50.

Important! Any tax explanation codes other than AR that you use in the JD Edwards EnterpriseOne Real Estate Management system are subject to the standard financial tax processing and setup.

See Understanding Tax Explanation Codes.

Prerequisites

Before you complete the tasks in this section, you must:

• Set up tax authorities.

• Set up the appropriate tax AAIs.

See Also

Setting Up Tax Authorities

Setting Up AAIs for Taxes

Forms Used to Set Up Tax Rate Area Information

Setting Up Tax Rate Areas

Access the Tax Rate/Area Revisions form.

Tax Rate/Area	Enter the code that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code that you enter against the Tax Areas table (F4008). The system uses the tax rate area in conjunction with the tax explanation code and tax rules to calculate tax and GL distribution amounts when you create an invoice or voucher.
Effective Date and Expiration Date	Enter the dates when a transaction, contract, obligation, preference, or policy rule becomes effective or ceases to be in effect.
Address	Enter the address book number of the tax authority.
Bill Code	Enter a code that indicates how to locate the tax account for general ledger entries. This field corresponds to AAIs that, in turn, correspond to the tax account. Examples are: PTyyyy for AP (VAT only). RTyyyy for AR (VAT only). GTyyyy for GL (VAT only). 4320 for sales orders 4400 and 4410 for purchase orders. When setting up VAT and Canadian GST, PTyyyy, RTyyyy, and GTyyyy are the only values. For the AP system, a second GL offset (PTxxxx) is required when the tax setup involves VAT plus use taxes (tax explanation code B). Use the AAI PTxxxx to designate the use tax portion of the setup. For sales taxes, the Accounts Payable and Accounts Receivable systems do not use the values in this field. However, the Sales Order Management and Procurement systems require values in this field. You must complete this field for tax rate areas that are used with tax explanation code AR.
Tax Rate	Enter the percentage of tax that is assessed or paid to the corresponding tax authority, based on the tax area. Enter the percentage as a whole number and not as the decimal equivalent. For example, to specify 7 percent, enter 7, not .07. If the tax rate area is used with tax explanation codes B (VAT plus use) or C (VAT plus sales), you must enter the VAT tax authority and tax rate on the first line of the tax rate area.

Setting Up Logs and Legal Clauses

This section provides overviews of logs and legal clauses, log standards, and lease option type standards, lists a prerequisite, and discusses how to:

• Select log standards.

• Set up log standards.

• Set up lease option types.

Understanding Logs and Legal Clauses

The system provides two methods for tracking information, and you can use either or both methods, depending on the type of information that you want to track:

1. Logs, which enable you to track information by lease, building, floor, or unit.

   Set up templates for logs by using log standards.

2. Legal clauses, which enable you to track information by lease or tenant.

   Set up templates for legal clauses by using lease option types.

Although you can use logs to track lease information, the legal clauses provide a more robust means of tracking because you can associate the clause directly with a unit, and you can group all the clauses by tenant instead of by lease only.

This table describes some of the differences between logs and legal clauses, as well as providing information that is specific to the template:

Understanding Log Standards

Log information describes a lease or facility. For leases, the log information defines the terms and conditions of the lease, such as critical dates, lease options, and text descriptions. For facilities, log information might define the areas that you use for expense participation, critical dates, the number of units within a building or on a floor, tenant improvements, or inspection of the sprinkler system.

If you use the same logs to track similar information on the lease or facility, you can use the Log Standards Information program (P1523) to create log standards. Log standards are templates or models that you use to track the same information for the same types of leases, buildings, floors, and units. Log standards simplify the setup process for individual leases and facilities and help reduce the possibility of errors.

This table lists the log standard, log standard type, and examples of the information that you might track:

* When you use logs, each type of information that you track is a log class. You can set up log classes by building, floor, unit, or lease.

When you set up log standards, you must set up the log standard level to identify whether the log pertains to the building, floor, unit, or lease.

When you set up log lines, you can specify whether they are required. For example, you might make the log line for insurance information required so that a critical date is entered to indicate when insurance information must be received.

You can update log information when necessary by revising. deleting, or adding log lines, deleting lines within logs. When you revise the log standard, you change the current information for that log standard from that point forward. Logs that are already attached to leases or facilities do not change.

Additionally, you can attach a media object (for example, a lease abstract) to a log standard. Every time that you copy the log standard, the system includes the attached media object.

The system provides processing options that enable you to copy log standards automatically when you add a new lease, building, floor, or unit. If you do not set the processing option, you can copy log standards manually. To copy log standards manually, you must access the program that corresponds to the log level:

• The Property/Building Information program (P15062) for the building.

• The Floor Information program (P1506) for the floor.

• The Unit Information program (P15217) for the unit.

• The Lease Information program (P1501) for the lease.

In each of these programs, you can select Log Details on the Form menu to access the Log Detail form. From the Log Detail form, you can select Copy Logs on the Form menu.

Understanding Lease Option Type Standards

If you use legal clauses to track information, you can use the Lease Option Type Information (P157011) program to create lease options to use as a template. You can set up options for each lease type that you use, or for specific tenants, but not for both. For example, you might offer an option for parking on commercial leases that you do not offer on leases for restaurants. Option types include lease details such as mortgage information, options to renew, lease terms, right of first refusal, and insurance information. You can define these options as standard for a tenant or a lease type.

The system stores lease option type information in the Lease Option Type Header (F157011) and Lease Option Type Detail (F157012) tables.

Prerequisite

Before you complete the tasks in this section, you must verify that the following UDCs are set up:

• Tenant Lease Type (15/LT)

• Business Unit Types (00/MC)

• Grouping Code (15/GC)

• Unit Type (15/UT)

• Log Class (15/LG)

• Amenity Identification (15/AM)

See Also

Setting Up Legal Clause Information

Forms Used to Set Up Log Standards and Lease Options

Selecting Log Standards

Access the Log Standard Level Selection form.

Setting Up Log Standards

Access the Log Standard Revisions form.

L C (log class)	Enter a user-defined code from UDC table 15/LG that identifies the type of information that the log contains. Examples include: OP: First renewal option. IN: Insurance. PK: Parking spaces. TI: Tenant improvements.
AM ID (amenity ID)	Enter the four-character user-defined code from UDC table 15/AM that is used to provide additional information about the class to which the log belongs. For example, if the log class represents building features, the amenity ID can be used to further define a feature, such as atrium. Examples include: F01: Number of rentable units F02: Seating capacity INS: Insurance renewal SEWR: Sewer hookups
Explanation -Remark	Enter a name or remark that describes the purpose for using an account or that conveys any other information about the transaction.
R S (required standards)	Enter a value that specifies whether the log line is a required standard for the lease. Values are: Blank or N: The log line is not a required standard. Y: The log line is a required standard and cannot be deleted from the model. If you select this value, the system disables the LC (log class), AM ID (amenity ID), and UM (unit of measure) fields for revisions.
E.P. Code (expense participation code)	Enter a user-defined code from UDC table 15/EP that identifies a log line used for the control square footage of a property or building. The system uses this control square footage to calculate expense participation.
RP1 (reporting code pm log 01)	Enter a user-defined code UDC table 15/L1–L10 that specifies a group for reporting purposes. You can set up the field names in vocabulary overrides.

Setting Up Lease Option Types

Access the Option Type Revisions form.

Option Type	Enter a value that specifies the type of option that is offered on a legal clause.
Description	Enter a description of the option type.
Detail Type	Enter a value that identifies individual items within an option type.
Detail Description	Enter a description that specifies details about an option type, such as the number of parking spaces.
Std Opt (standard option)	Enter a value that specifies whether an option is standard. The system automatically copies options that are standard when a new lease is added based on the setting of the processing option. Values are: Blank: Not standard. Y: Standard.
Std Lvl (standard option level)	Enter a user-defined code from UDC table 15/SL that indicates whether an option is defined as standard for the lease or the tenant. If the option is a standard for leases, the lease type must also be defined. If the option is a tenant standard, the tenant number must also be defined. Values are: L: Lease. You must also specify the lease type if you select this option. T: Tenant. You must also specify the tenant's address book number if you select this option.
Lse Type (lease type)	Enter a user-defined code from UDC table 15/LT that identifies the type of lease for billing and reporting purposes. Examples include: AP: Apartment. CO: Commercial office. RT: Retail store. SB: Sublease.
Recurring Option	Enter a user-defined code from UDC table 15/RO that can be used for informational purposes.

Setting Up Statement Messages

This section provides an overview of statement messages and discusses how to set processing options for Generic Message/Rates Records (P00191).

Understanding Statement Messages

You can set up the system to print user-defined messages on statements that you send to customers. The Generic Message/Rates Records program (P00191) uses user-defined codes from UDC table 15/MS as identifiers for the associated statement messages. You can set up an unlimited number of statement messages.

The P00191 program limits the number of messages that are printed in these statement locations:

• The header portion of the statement.

• The portion to the left of the total following the statement detail.

• The aging portion of the statement if you specify to print aging information.

  You can specify a different message to print according to the aging category. For example, you might include a message on statements with invoices in the fifth aging category that is more strongly worded than the message on statements with invoices in the first aging category. If one statement has invoices in multiple aging categories, the system prints the message that is associated with the oldest aging category.

Warning! Although you can specify a different UDC table, the Print Statements program (R155001) accesses codes from UDC 15/MS only.

The system stores the statement message codes and associated text in the General Message Detail table (F00192).

Forms Used to Set Up Statement Messages

Setting Processing Options for Generic Message/Rates Records (P00191)

Processing options enable you to specify the default processing for programs and reports.

Defaults

Display