Setting Up Facility Information

This chapter provides an overview of facility setup and discusses how to:

Click to jump to parent topicUnderstanding Facility Setup

JD Edwards EnterpriseOne Real Estate Management facility information for commercial or other rentable property is organized by properties or buildings, floors, and units.

Business Unit Setup

Before you can set up building information in the JD Edwards EnterpriseOne Real Estate Management system, you must set up the building as a business unit in the JD Edwards EnterpriseOne General Accounting system. You organize business units by business unit type. The business unit type that you assign to the building directly corresponds to the log standards that you can apply.

See Setting Up Logs and Legal Clauses.

You can set up relationships between parent and subordinate business units by using levels of detail. You can set up a hierarchy that includes up to nine levels. Level 1 is the least detailed level, and level 9 is the most detailed level. For example, you could set up a property (level 1) that consists of a retail mall (level 2), office building (level 2), and parking structure within the office building (level 9).

You can assign values for up to 30 category codes to define the parameters of the business unit that are important to the organization. For example, you could set up the category codes by region to specify that a property is located in the western region.

After you set up business unit information, you must set up the appropriate accounts in order to post billings. To expedite the process of setting up accounts, you can run the Copy Accts to Business Units program (P09804) and specify the range of accounts to copy from another business unit. You must set up accounts before you process billings; otherwise, the system generates errors.

See Working with Journal Entries.

Click to jump to parent topicSetting Up Property and Building Information

This section provides an overview of property and building information, lists prerequisites, and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Property and Building Information

Properties and buildings are business units. A property can be a building or group of buildings. A building is the minimum required element for facility information and is the most specific level by which you can group accounts. To provide greater flexibility, you can associate buildings with a common property. When you set up a building, you must assign it to a company. You set up and maintain information for properties and buildings in the Property/Building Information program (P15062). The system stores building and property information in the Business Unit Master (F0006), Area Master (F1514), and Log Standard Master (F1523) tables.

When you set up relationships between properties and buildings that are associated with one another, consider assigning numbers in numerical sequence. For example, suppose that property 15001 has three buildings that are associated with it. You could set up the buildings as 40001, 50001, and 60001. A building that is associated with building 40001 could be 40002, and so on.

Note. If you use the JD Edwards EnterpriseOne Contract Billing system from Oracle or the JD Edwards EnterpriseOne Service Billing system from Oracle, do not use category code 11 or 12.

Building Logs

After you set up the building, you can assign a building log to it. You can use building logs to track information such as:

Click to jump to top of pageClick to jump to parent topicPrerequisites

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

Click to jump to top of pageClick to jump to parent topicForms Used for Setting Up Property and Building Information

Form Name

FormID

Navigation

Usage

Work with Property/Buildings

W15062A

Facility Setup (G15411), Property/Building Information

Review and select building and property records.

Building Revisions

W15062D

On the Work with Property/Buildings form, click Add.

Set up property and building information.

Log Details

W1521A

On the Building Revisions form, select Log Details from the Form menu.

Copy building log standards or add and revise log records.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Property/Building Information (P15062)

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

Display

1. Required Standards Protection

Specify whether changes are allowed to these required standards fields: Log Class, Amenity ID, Description, and Unit of Measure.

Values are:

Blank: Allow. The Required Standard field (RQ) in the Log Standards Information program (P1523) must be blank on all required standards for which you allow changes.

1: Do not allow.

Edits

1. Area Validation (Building to Floor)

Specify whether the system validates the area that is entered for the building against the sum of the area that is entered for the floors. The system uses this processing option when you revise the building area after floors have been set up. Values are:

Blank: Do not validate.

1: Validate. If the area for the floors exceeds the area for the building, the system generates an error.

Process

1. Copy Log Standards

Specify whether the system automatically copies the log standards to the building logs when you add a building based on business unit type. Values are:

Blank: Automatically copy. At least one log detail line must be required for the system to copy the logs automatically.

1: Do not automatically copy. You can manually copy log standards to a building after you add it or you can add the appropriate log lines individually.

Note. If a log line in the standard is designated as required (the RS field is set to Y), you cannot delete the line from the model or change the information in the corresponding LC, AM, ID, or UM field. If you need to change the log line, you must set the Required Standards Protection processing option for the Floor Information program (P1506) to blank (do not protect), and then remove Y from the RS field on the appropriate log standard.

If a line appears on the log in blue, the log item was attached at the lease level and will be copied to the unit level of the building when the unit is set up.

2. Copy Area Master

Specify whether to automatically copy the F1514 area records to the new building when you select Copy on the Work with Property/Buildings form to add a building. Values are:

Blank: Automatically copy.

1: Do not copy. Area values must be entered manually for the new building.

Note. This processing option applies only when you are using the Copy option, and does not apply when a building is manually added.

Versions

If you leave either of these processing options blank, the system uses the ZJDE0001 version.

1. Floor Information (P1506)

Specify the version of the P1506 program to use.

2. Address Book (P01012)

Specify the version of the P01012 program to use.

Click to jump to top of pageClick to jump to parent topicSetting Up Property and Building Information

Access the Building Revisions form.

Building Info

Building

Enter a value that specifies the building number.

Description

In the unlabeled field to the right of the Building field, enter a description for the building. This field is required.

Company

Enter the number of the company that is responsible for the property or building, or the company that is responsible for the original billing on the lease.

Level of Detail

Enter a user-defined code from UDC table H00/LD that specifies the relationship of parent and subordinate business units in a hierarchy. The default level of detail is 9.

For the parent business unit, enter a value that is less detailed than the value for the subordinate business unit.

B.U. Type (business unit type)

Enter the user-defined code from UDC table 00/MC that identifies the classification of the business unit. Although this field is required, you can set up blank as a value in the UDC table.

Facility Address

Enter the address book number of the company or person named as the lessee or lessor on the lease.

Remit to Address

Enter the address book number that identifies the remit-to address for Accounts Receivable (AR) invoices and statements.

Project Number

Enter the number that identifies the associated property, building, or project. This number is a business unit. The business unit for a property can be different from the business unit for an associated building.

Tax/Account Info

Tax Area - Payroll

Informational only. Identifies the code of a taxing authority. All time entries for the cost center appear by default as the value that is entered in this field.

Labor Distri. Meth (labor distribution method)

Informational only. Controls whether the labor costs include a flat burden for payroll taxes and benefits. Values are:

0: The flat burden factor is always 1.0000, so the resulting amount for the flat burden is 0.

1: The flat burden factor is always greater than 1.0000, so the labor costs include a flat burden.

Burden Account

Informational only. Specifies where payroll labor burdens are distributed for a job (business unit). Use this value only if the user elects to split payroll burdens in the payroll company constants. Otherwise, burdens are included in the amount that is distributed to the base labor account (OBJ1). Burdens include all company-paid payroll expenses, including FICA, FUI, SUI, workers' compensation and general liability insurance premiums, company-paid benefits, and fringe benefits.

At this time, the system cannot separate the burdens that are related to base labor versus premium labor; they are combined.

Labor Account

Informational only. Indicates the account to which payroll labor is distributed for a job (business unit). This field can be overridden by an object account (a nonblank account) that is established at the union-job category level. Also, this field overrides an object account that is set up at the automatic accounting instruction (AAI) account level.

Premium Account

Informational only. Indicates the object account portion of a general ledger account.

Grid Info

Area Type

Enter a user-defined code from UDC table 15/AR that identifies the area by its use, such as rentable, usable, gross leasable (GLA), or gross leasable occupied (GLOA).

Quantity

Enter the amount that appears as part of a log line. Examples are the potential rent for a unit, the square footage, or the amount of insurance coverage for a lease.

Click to jump to parent topicSetting Up Floor Information

This section provides overviews of floor information and area validation and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Floor Information

After you set up the business unit and building information, you can assign floors to the building in the Floor Information program (P1506). Setting up floors is optional because a single unit could make up the entire floor. If you do set up floors, you must assign each floor an area grouping code and area grouping value for reporting purposes. The default area grouping code is FLOR, which signifies physical floor space. When you use this area grouping code, the system automatically assigns the value of the floor to the area grouping value. The system stores floor information in the Floor Master (F1506), Area Master (F1514), and Log Standard Master (F1523) tables.

After you set up a floor, you can assign the necessary information, or floor log. To reduce errors, you can set the Copy Log Standards processing option in the P1506 program to copy the standard log information that is set up for the area grouping code.

Click to jump to top of pageClick to jump to parent topicUnderstanding Area Validation

To validate the area of the floors against the area of the building, you must:

Note. When you add floors to UDC table 15/FL, the code must be four characters in length and left-justified. For example, if you add floor 10, you must enter the value with two leading spaces or zeros.

If the area of the floor changes and the total area of the building is exceeded, the system generates an error. Similarly, if the total area of a floor is less than the total area of the units on the floor, the system generates an error. To locate the error, review the information for the building, floors, and units on the respective forms. You must correct errors on the building level before you can make changes to the floor, and you must correct errors at the floor level before you can make changes to the units.

Example of Area Validations

In this example, a building has a total rentable area of 70,000 square feet (SF). The building contains three floors with these rentable areas:

As you enter information about the three floors, the system compares the sum of the floor areas with the area of the building. Because the subtotal of 70,000 square feet is equal to the total area of the building, the system accepts the area of the third floor.

Similarly, if you enter 20,000 SF, instead of 30,000 SF, for the second floor, the system still accepts the area of each floor because the total SF of the floors did not exceed the total for the building.

However, if you enter 40,000 SF instead of 30,000 SF for the second floor, the system returns an error when you enter the area for the third floor because the sum (80,000 SF) exceeds the total area of the building. To locate which floor is in error, you must review the information for each floor.

Note. If the total area of all the units on a floor is less than the total area of that floor, the Building/Unit Statistics report (R15410) shows the difference as an undefined area for the floor.

If you enter date ranges for the floor areas that you specify, the system validates any new floors that are added to the building, as well as changes to the area against the date range.

See Also

Setting Up Logs and Legal Clauses

Click to jump to top of pageClick to jump to parent topicForms Used to Set Up Floor Information

Form Name

FormID

Navigation

Usage

Work With Floor Information

W1506A

  • Facility Setup (G15411), Floor Information

  • On the Building Revisions form, select Floor Info from the Form menu after you add the building or property.

Review and select floor records.

Floor Revisions

W1506C

On the Work With Floor Information form, click Add.

Set up floors.

Log Details

W1521A

On the Floor Revisions form, select Log Details from the Form menu.

  • Add and revise log records.

  • Copy floor log standards by selecting Copy Logs from the Form menu.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Floor Information (P1506)

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

Display

1. Required Standards Protection

Specify whether to allow changes to these required standards fields: Log Class, Amenity ID, Description, and Unit of Measure. Values are:

Blank: Allow. The Required Standard field in the Log Standards Information program (P1523) must be blank on all required standards for which you allow changes.

1: Do not allow.

Edits

1. Validate Floor Number

Specify whether the system validates the floor number against the values in UDC table 15/FL. Values are:

Blank: Do not validate.

1: Validate.

Note. When you add floors to UDC table 15/FL, the code must be four characters in length and left-justified. For example, if you add floor 10, you must enter the value with two leading spaces or zeros.

2. Grouping Code

Specify a single grouping code from UDC table 15/GC to assign to new floors. The system automatically assigns this value to all new floors and does not allow you to override the code. If you leave this processing option blank, you can assign any grouping code to any floor.

3. Area Validation (Floor to Building)

Specify whether to validate the sum of the area for the floors against the area for the building. Values are:

Blank: Do not validate.

1: Validate. If the area for the floors exceeds the area that is entered for the building, the system returns an error.

4. Area Validation (Floor to Unit)

Specify whether to validate the sum of the area for the units against the area for the floor. Values are:

Blank: Do not validate.

1: Validate. If the area for the units exceeds the area that is entered for the floor, the system returns an error.

Process

These processing options specify whether to copy log standards automatically when a floor is set up, and whether to copy the areas that are defined for the floor if you copy the floor.

1. Copy Log Standards

Specify whether the system automatically copies the log standards to the floor logs when you add a building. Values are:

Blank: Automatically copy.

1: Do not automatically copy. You can manually copy the log standards after you set up the floor, or the appropriate log lines individually.

Note. If a log line in the standard is designated as required (the RS field is set to Y), you cannot delete the line from the model or change the information in the corresponding LC, AM, ID, or UM field. If you need to change the log line, you must set the Required Standards Protection processing option for the P1506 program to blank (do not protect), and then remove the Y from the RS field on the appropriate log standard.

2. Copy Area Master

Specify whether to automatically copy the area records in the Area Master table (F1514) to the new floor when you click Copy on the Work With Floor Information form to add a floor. Values are:

Blank: Automatically copy.

1: Do not copy. You must manually enter area values for the new floor.

Note. This processing option applies only when you are using the Copy feature; it does not apply when a floor is manually added.

Versions

These processing options specify the versions of programs that are accessed from the Form menu. If you leave either or these processing options blank, the system uses the ZJDE0001version.

1. Property/Building (P15062)

Specify the version of the P15062 program to use.

2. Unit Information (P15217)

Specify the version of the P15217 program to use.

Click to jump to top of pageClick to jump to parent topicSetting Up Floors

Access the Floor Revisions form.

Floor Info

Floor

Enter a user-defined code from UDC table 15/FL that identifies a floor.

Area Grouping Code

Enter a user-defined code from UDC table 15/GC that the system uses to reconcile the total area of the group to the total area of the floor.

If you leave this field blank, the system automatically uses FLOR.

Area Grouping Value

When you enter FLOR in the Area Grouping Code field, the system enters the floor number. If you do not enter FLOR in the Area Grouping Code, you must enter the information in this field.

Area Type

Enter a user-defined codes from UDC table 15/AR that identifies the area by its use, such as rentable, usable, gross leasable (GLA), or gross leasable occupied (GLOA).

Quantity

Enter the amount that appears as part of a log line. Examples are the potential rent for a unit, the square footage, or the amount of insurance coverage for a lease.

Report Codes

Report Code 01 through Report Code 05

Enter user-defined codes from UDC table 15/U1 to use for reporting purposes.

Click to jump to parent topicSetting Up Unit Information

This section provides an overview of unit information, lists prerequisites, and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Unit Information

After you set up buildings and floors (optional), you can assign units to them. You use the Unit Information program (P15217) to set up and maintain unit information, which is any rentable area for which a lease exists (such as an office, a retail store, or a display area). Because the unit area can change over the life of a lease, you can enter effective dates to simplify the tracking of tenant activity.

The system stores unit information in these tables:

You can use the Unit Area Adjustments program (P1514A) to update the records in the F1514 table. You can also access the P1514A program directly from the Lease Information program (P1501).

See Setting Up Leases.

After you set up the units, you can assign the necessary information or unit logto the unit. To reduce errors, you can copy the standard log information for the unit type by setting the Copy Log Standards processing option in the P15217 program.

Use the following programs as alternatives to setting up units individually:

Click to jump to top of pageClick to jump to parent topicPrerequisites

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

See Also

Setting Up Logs and Legal Clauses

Click to jump to top of pageClick to jump to parent topicForms Used to Set Up Unit Information

Form Name

FormID

Navigation

Usage

Work with Units

W15217A

  • Facility Setup (G15411), Unit Information

  • Tenant & Lease Information (G1511), Unit Information

Review and select units.

Unit Master Revisions

W15217C

On the Work with Units form, click Add.

Set up unit information.

Log Details

W1521A

On the Unit Master Revisions form, select Log Details from the Form menu.

Copy unit log standards by selecting Copy Logs from the Form menu, and add and revise log records.

Work With Unit Area Adjustments

W1514AA

Tenant and Lease Information (G1511), Unit Area Adjustments

Review and select unit area information.

Unit Area Adjustments Revisions

W1514AB

On the Work With Unit Area Adjustments form, select a record.

Update unit area information.

Work With Buildings

W15071B

Facility Setup (G15411), Multi-Unit Information

Select the building for which you want to set up unit information.

Multi Unit Information

W15071A

On the Work With Buildings form, select a building.

Set up multi-unit information.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Unit Information (P15217)

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

Display

1. Required Standards Protection

Specify whether to allow changes to these required standards fields: Log Class, Amenity ID, Description, and Unit of Measure. Values are:

Blank: Allow changes.

1: Do not allow changes.

Note. You must leave the Required Standard field (RQ) in the Log Standards Information program (P1523) blank on all required standards for which you allow changes.

2. Speculative Lease Occupancy Status

Specify whether to display the units that are attached to speculative leases as vacant or occupied. Values are:

Blank: Vacant.

1: Occupied.

3. Lease Status Selection 1 - 5

Specify the lease logs to suppress from displaying, based on the lease status, when you review the unit logs. To override this processing option, clear the Suppress Selected Logs option on the Log Details form. You can suppress the logs for up to five lease statuses.

Edits

1. Floor Number Validation

Specify whether to validate the floor number that is entered against the values that are set up in UDC table 15/FL. Values are:

Blank: Do not validate.

1: Validate.

2. Area Validation (Floor to Unit)

Specify whether to validate the square footage that is entered for the units against the square footage that is entered for the floor. Values are:

Blank: Do not validate.

1: Validate. The system returns an error if the sum of the square footage that is entered for the units exceeds the square footage that is entered for the floor.

Process

1. Copy Log Standards

Specify whether to automatically copy the log standards to the unit logs when you add a unit. Values are:

Blank: Automatically copy.

1: Do not automatically copy. You can manually copy the log standards after you set up the unit, or add the appropriate log lines individually

Note. If a log line in the standard is designated as required (the RS field is set to Y), you cannot delete the line from the model or change the information in the corresponding LC, AM, ID, or UM field. If you need to change the log line, you must set the Required Standards Protection processing option for the Unit Information program to blank (do not protect), and then remove the Y from the RS field on the appropriate log standard.

2. Search Area Type

Specify the area type from the F1510B table to use as the default search criteria for the Unit Size and Thru fields in the header portion of the Work with Units form. The system completes the unlabeled field (ARTY) to the right of the Thru field with the value that is specified. Values are:

Blank: Use the value from the Alternate Area Type processing option.

1: Rentable Area Type field (RNAT).

2: Usable Area Type field (USAT).

Note. The system displays both the Rentable Area and Usable Area columns in the detail area of the form regardless of the setting of this processing option. To display an additional area type, leave this processing option blank and complete the Alternate Area Type processing option.

If both area type processing options are blank, the system uses the value from the Rentable Area Type field (RNAT) from the F1510B.

3. Alternate Area Type

Specify an area type other than rentable and usable to use as search criteria for the Unit Size and Thru fields in the header portion of the Work with Units form. The system completes the Unlabeled field (ARTY) to the right of the Thru field with the value that is specified, and adds a column in the detail area to display the area. The value that you enter must exist in UDC table 15/AR.

The system ignores this processing option if the Search Area Type processing option has a value. If both area type processing options are blank, the system uses the value from the Rentable Area Type field (RNAT) from the F1510B table.

4. Option Log Classes

Specify the log classes for which you want the system to provide a visual queue if they have been assigned to the unit. The system displays the letter O in the OP field on the Work with Units form if one of the log classes that you enter has been assigned to the unit. If the lease, to which the unit is assigned, is speculative, the system displays the letter S instead of O.

5. Copy Area Master

Specify whether to automatically copy the F1514 records to the new unit when you select Copy on the Work With Units form to add a unit. Values are:

Blank: Automatically copy the Area Master records from the selected unit to the unit that is copied.

1: Do not copy. Area values must be manually entered for the new unit.

Note. This processing option applies only when you use the Copy feature; it does not apply when a unit is manually added.

Versions

If you leave any of the following processing options blank, the system uses the ZJDE0001 version.

1. Floor Information (P1506)

Specify the version of the P1506 program that the system uses when you access the program from the Form menu.

2. Lease Information (P1501)

Specify the version of the P1501 program that the system uses when you access the program from the Form menu.

3. Market / Renewal / Potential Rent (P159071)

Specify the version of the P159071 program that the system uses when you select Rent Translations from the Row menu on the Rent Information form.

4. Property / Building Information (P15062)

Specify the version of the P15062 program that the system uses when you select Area Translations from the Row menu on the Unit Revisions form.

Click to jump to top of pageClick to jump to parent topicSetting Up Unit Information

Access the Unit Master Revisions form.

Unit Information

Unit

Enter an 8-digit number that identifies the actual space within a building that is or can be leased, such as an apartment, office, retail space, parking space, and so on.

Unit Type

Enter a user-defined code from UDC table 15/UT that identifies the type of unit. Examples include:

OFFCE: Office space.

RSALE: Retail space.

RESTR: Restaurant.

CONDO: Condominium.

Unit Usage

Enter a user-defined code from UDC table 15/UU that specifies how a unit is used. Examples include:

M: Medical

L: Legal

S: Storage

EP Unit Type (expense participation unit type)

Enter a user-defined code from UDC table 15/EU that identifies the unit for expense participation exclusions. The system uses the EP unit type when you set up a tenant exclusion or a share factor denominator.

Unit Status

Enter a user-defined code from UDC table 15/UX that identifies the occupancy status of a unit.

Master/Sub Unit

Enter the value that specifies whether the unit is a master or a sub unit. A master unit is the main unit of a group of related units (sub units). Values are:

M: Master unit. (default)

S: Sub unit. If you enter S, the system displays the Master Unit field in the header area. Use this field to identify the master unit to which the sub unit relates.

Grid

Area Type

Enter a user-defined codes from UDC table 15/AR that identifies the area by its use, such as rentable, usable, gross leasable (GLA), or gross lease occupied (GLOA).

Begin Date

Enter the beginning date in which the unit area adjustment is effective.

End Date

Enter the ending date in which the unit area adjustment is effective.

Quantity

Enter a value that appears as part of a log line. For example, the square footage or the rentable area.

Click to jump to top of pageClick to jump to parent topicUpdating Unit Area Information

Access the Unit Area Adjustments Revisions form.

Use the Date Effective Range From and Through fields in the header area to search for effective adjustments.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Multi-Unit Information (P15071)

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

Process

1. Copy Log Standards

Specify whether the system automatically copies the log standards to the unit logs when you add a unit. Values are:

Blank: Automatically copy.

1: Do not automatically copy. You can manually copy log standards to a unit after you add it.

Versions

This processing option specifies the version of the program to use when you access it from the Form menu.

1. Unit Information (P15217)

Specify the version of the P15217 program to use. If you leave this processing option blank, the system uses version ZJDE0001.

Click to jump to top of pageClick to jump to parent topicSetting Up Multi-Unit Information

Access the Multi Unit Information form.

Unit I.D. (unit identification)

Enter the number that identifies a particular leasable space within a building, such as an apartment, office, retail space, or parking space.

Click to jump to top of pageClick to jump to parent topicReplicating Units

Select Facility Setup (G15411), Replicate Property / Units.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Replicate Property / Units (R15115)

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

Process

1. Property From

Specify the source property or building from which you want to copy units.

2. Property To

Specify the target property or building to which you want to copy units.

3. Unit From

Specify the beginning unit in the range of units you want to copy. Use this processing option in conjunction with the Unit To processing option. If the range of units that is specified includes alphanumeric characters, the system ignores the alpha characters and includes the units for the numeric values that are specified. For example, if you enter a range of 103A to 407Z, the system copies all units that are numbered between 103 to 407, regardless of the alpha character.

If you leave this processing option blank but specify a value in the Unit To processing option, the system copies all units that are equal to or less than the value that is specified.

If you leave both the Unit From and Unit To processing options blank, the system copies all units for the building that is entered in the Property From processing option.

4. Unit To

Specify the ending unit in the range of units you want to copy. Use this processing option in conjunction with the Unit From processing option. If the range of units that is specified includes alphanumeric characters, the system ignores the alpha characters and includes the units for the numeric values that are specified. For example, if you enter a range of 103A to 407Z, the system copies all units that are numbered between 103 to 407, regardless of the alpha character.

If you leave this processing option blank but specify a value in the Unit From processing option, the system copies all units that are equal to or greater than the value that is specified.

If you leave both the Unit From and Unit To processing options blank, the system copies all units for the building that is entered in the Property From processing option.

Note. If you specify a range of units with alphanumeric numbers, the system also copies any numeric units within the range that is specified. For example, if the source building has units 10 through 30 and units A10, B12, C14, and D16, and you enter A10 in the Unit From processing option and C14 in the Unit To processing option, the system copies units A10, B12, and C14, as well as units 10 through 14.

5. Proof or Final Mode

Specify whether to run the program in proof or final mode. Values are:

Blank: Proof mode. The system prints a report of the transactions that are selected for processing. The system does not copy the records or update any tables.

1: Final mode. The system copies the records, updates the appropriate tables, and prints a report.

Copy Logs

1. Copy Log Lines

Specify whether to copy the log lines from the units when the system creates the new units. Values are:

Blank: Do not copy.

1: Copy.

2. Copy Log Text

Specify whether to copy the text from the log lines when the system copies them to the new units. The system ignores this processing option if the Copy Log Lines processing option is blank. Values are:

Blank: Do not copy.

1: Copy.

3. Copy Log Quantity

Specify whether to copy the quantities from the log lines when the system copies them to the new units. The system ignores this processing option if the Copy Log Lines processing option is blank. Values are:

Blank: Do not copy.

1: Copy.

Select

1. Copy Area Records

Specify whether to copy the F1514 records to the new units. Values are:

Blank: Do not copy records.

1: Copy all records.

2: Copy records based on the effective date in the Area Record Effective Date processing option. The system copies only the area records that have a begin date on or after the date that is specified.

2. Area Record Effective Date

Specify the date to use to copy F1514 records. The system copies only those F1514 records that have a begin date greater than or equal to the date that is entered. If you leave this processing option blank, the system uses today's date. The system uses this processing option only if you enter 2 in the Copy Rent Amounts processing option.

3. Copy Rent Amounts

Specify whether to copy rent amounts to the new units from the Market/Potential/Renewal Rent Master table (F159071). Values are:

Blank: Do not copy rent amounts.

1: Copy all rent amounts.

2: Copy rent amounts based on the effective date in the Rent Amount Effective Date processing option. The system copies only the rent amounts that have a begin date on or after the date that is specified.

4. Rent Amount Effective Date

Specify the date to use to select the rent amount records from the F159071 table to copy. The system copies only those rent records that have a begin date that is greater than or equal to the date entered. If you leave this processing option blank, the system uses today's date. The system uses this processing option only if you enter 2 in the Copy Rent Amounts processing option

Print

1. Summary or Detail Report

Specify whether the system prints the detail that is associated with each unit that is copied. Values are:

Blank: Prints the detail of each unit that is copied.

1: Prints only the total number of records that are copied.

Click to jump to parent topicSetting Up Market, Renewal, and Potential Rent Information

This section provides an overview of market, renewal, and potential rent information and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Market, Renewal, and Potential Rent Information

Use the Market / Renewal / Potential Rent program (P159071) to set up the market, renewal, and potential rent amounts to project future rent. Future rent projections enable you to generate budget and cash flow reports. The system uses the market, renewal, and potential rent information when you run the Projected Rent Generation (R15660) or the Tenant Rent Roll (R15421).

You set up rent amounts by unit and enter the amounts as an annual amount per square foot. On the Market / Renewal / Potential Rent Revisions form, you can set up effective dates for the rent amounts for different time periods for the same unit. You can use processing options to specify whether the amounts pertain to the rentable area, usable area, or an alternate area type.

The system stores this information in the Market/Potential/Renewal Rent Master table (F159071).

Click to jump to top of pageClick to jump to parent topicForms Used to Set Up Market, Renewal, and Potential Rent Information

Form Name

FormID

Navigation

Usage

Work with Market / Renewal / Potential Rent

W159071A

Facility Setup (G15411), Market / Renewal / Potential Rent

Review and select building records to which to apply the market, renewal, and potential rent amounts.

Market / Renewal / Potential Rent Revisions

W159071B

On the Work with Market / Renewal / Potential Rent form, select the option for the type of rent to add, and select a building record.

  • Set up market, renewal, and potential rent information.

  • Add and revise the rent amount, based on the option that is selected, for each unit in the building.

Click to jump to top of pageClick to jump to parent topicSetting Processing Options for Market / Renewal / Potential Rent (P159071)

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

Process

1. Select Area Type

Specify the area type that the system uses as the default search criteria for the Area Type field on the Market / Renewal / Potential Rent Revisions form. The system retrieves this area type from the F1510B table. Values are:

Blank: Use the value from the Alternate Area Type processing option.

1: Rentable Area Type field.

2: Usable Area Type field.

If you leave the Select Area Type and Alternate Area Type processing options are blank, the system uses the value from the Rentable Area Type field in the F1510B table.

2. Alternate Area Type

Specify an area type from UDC table 15/AR other than rentable or usable to use as search criteria for the Area Type field on the Market / Renewal / Potential Rent Revisions form.

If you enter a value in the Search Area Type processing option, the system ignores this processing option. If you leave the Select Area Type and Alternate Area Type processing options are blank, the system uses the value from the Rentable Area Type field in the F1510B table.

Versions

1. Unit Information (P15217)

Specify the version of the P15217 program to use when you access the program from the Form menu. If you leave this processing option blank, the system uses version ZJDE0001.

Click to jump to top of pageClick to jump to parent topicSetting Up Market, Renewal, and Potential Rent Information

Access the Market / Renewal / Potential Rent Revisions form.

The rent amount field that is available in the header area of this form depends on the option that you selected on the Work with Market / Renewal / Potential Rent form. For example, if you selected the Market Rent button on the Work with Market / Renewal / Potential Rent form, the Market Rent field is available on this form.

Market Rent, Renewal Rent, and Potential Rent

Enter the amount that indicates the annual potential rent, the annual market rent, or the current renewal rent per square foot for a unit. To update this information to the detail area of the form, select Copy From Header from the Form menu