Work With Addresses

W01012B

Tenant and Lease Information (G1511), Tenant Information

Review and locate tenant records.

Address Book Revision

W01012A

On the Work With Addresses form, click Add.

Set up a tenant record

Log Details (P1521)

Set up the log standards that contain additional necessary information about the lease.

To reduce errors, you can copy the standard log information that is set up for the lease type by setting the Copy Log Standards processing option.

Legal Clause Information (P1570)

Set up legal clause information about the lease or tenant. You use this program in addition to or as an alternative to log standards.

Recurring Billing Information (P1502)

Set up billing amounts and frequencies by bill code that you use to generate recurring billings.

Security Deposit Maintenance (P1565)

Set up information for security deposits that you will refund later.

Escalation Information (P15016)

Set up information to generate rent increases based on an index such as the consumer price index.

Sales Overage Information (P15013)

Set up information to calculate and generate rent billings as a percentage of sales.

E.P. Information (P15012)

Set up information to generate billings for shared expenses, such as common area maintenance, parking, and utilities.

Work with Leases

W1501A

Tenant & Lease Information (G1511), Lease Information

Review and select lease information.

Lease Master Revisions

W1501D

On the Work with Leases form, click Add.

Set up a lease.

Work with Leases

W1501A

Tenant & Lease Information (G1511), New Lease Entry

Access and track other program information.

New Lease Setup

W15010A

On the Work with Leases form, click Add. On the Lease Master Revisions form, click OK.

Set up a new lease entry.

Note. The system displays the New Lease Setup form if the Run New Lease Setup processing option is set in the Lease Information program (P1501).

Version Confirmation

WW1501E

On the Lease Master Revisions form, select New Version from the Form menu.

Create a new lease version, copy logs, and copy options (standards).

1. Move-In Date

Specify whether to use the lease begin date as the default move-in date for the unit. Values are:

Blank: Use.

1: Do not use.

Note. If you leave this field blank, searches on occupied or vacant space will be compromised.

2. Plan-Out Date

Specify whether to use the lease end date as the default plan-out date for the unit. Values are:

Blank: Use.

1: Do not use.

Note. If you leave this field blank, any searches on occupied or vacant space will be compromised.

3. Search Default For Lease Version

Specify whether the system retrieves the version of the lease that is based on today's date (the system date) or the latest effective date. Values are:

Blank: System date.

1: Latest (future) effective date. For example, if the current date is June 6, 2007 and the lease has two versions that are dated January 1, 2007 and October 1, 2007, respectively, the system displays the version that is dated October 1, 2007.

Note. If you do not set up versioning in the F1510B table, the system ignores this processing option.

4. Company

Specify whether to update the Company field in the header portion of the Lease Master Revisions form with the company number that is specified in the first detail line. The system updates the Company field only if it is blank; the system does not overwrite any value that is entered. Values are:

Blank: Update.

1: Do not update.

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.

2. Warning Message Suppression

Specify whether to display a warning message when you enter an invalid the value in the Unit Number field or if you leave the field. Values are:

Blank: Display.

1: Do not display.

Note. The system generates errors regardless of how you set this processing option.

1. Require Lease Manager

Specify whether the lease requires a lease manager. Values are:

Blank: Does not require a lease manager.

1: Requires a lease manager.

2. Unit Number Edit

Specify whether the lease requires a valid unit number. Values are:

Blank: The lease requires a valid unit number that exists in the F1507 table. You cannot leave this field blank.

1: The lease does not require a unit number. You can leave this field blank. However, if you enter a unit number, it must be valid in the F1507 table..

2: The lease requires a unit number, but you can enter an invalid number.

3. Activate FASB 13 Warning Window

Specify whether the system displays the FASB 13 warning window when you revise a date that affects FASB 13. Values are:

Blank: Do not display the FASB 13 warning window. You must manually update the Generation Control field to Y using the FASB 13 Revisions program (P1513) so that FASB 13 information can be recalculated and new FASB 13 records generated.

1: Display the FASB 13 warning window. The system enables you to automatically update the Generation Control field to Y so that FASB 13 information can be recalculated and new FASB 13 records generated.

Note. If you click OK on the FASB 13 warning window, the system updates the GENC field to Y on the appropriate FASB 13 records. If you click Cancel on the FASB 13 warning window, the system does not update the GENC field to Y. You must update it manually using the FASB 13 Revisions program (P1513).

1. Copy Log Standards

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

Blank: Automatically copy.

1: Do not automatically copy. You can manually copy log standards to a lease.

Note. You can revise and delete only those log lines that are not required standards (lines for which the RS field is blank). If a log line in the log 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 Lease Information program to blank (do not protect), and then remove the Y from the RS field on the appropriate log standard.

If a line appears in blue, the log item was attached at the lease level. This information carries through to the unit level.

2. Speculative Lease Display and Entry

Specify whether to display and allow the entry of speculative leases, nonspeculative leases, or both. Values are:

Blank: Both.

1: Nonspeculative leases only.

2: Speculative leases only.

3. Copy Clause Option Standards

Specify whether to automatically copy option type standards to the F1570 table when you add a lease, and which option type standards to copy. Values are:

Blank: Do not automatically copy option standards.

1: Automatically copy the tenant-level standards. The system copies all option types that are defined as standard for the tenant.

2: Automatically copy the lease-level standards. The system copies all option types that are defined as standard for the lease type.

3: Automatically copy both the tenant-level and lease-level standards. The system copies all option types that are defined as standard for both the tenant and the lease type.

4. Run New Lease Setup

Specify whether to run the New Lease Setup program (P15010) after you add a new lease. Values are:

Blank: Do not run.

1:Run.

1. Unit Information (P15217)

Specify the version of the P15217 program to use when you access the program from Row or Form menu.

2. Recurring Billing Information (P1502)

Specify the version of the P1502 program to use.

3. Expense Participation (P15012)

Specify the version of the P15012 program to use.

4. Escalation Information (P15016)

Specify the version of the P15012 program to use.

5. Sales Overage Information (P15013)

Specify the version of the P15013 program to use.

6. Address Book Revisions (P01012)

Specify the version of the P01012 program to use when.

7. Tenant Ledger Inquiry (P15222)

Specify the version of the P15222 program to use.

8. Supplier Ledger Inquiry (P0411)

Specify the version of the P0411 program to use.

9. Security Deposit Maintenance (P1565)

Specify the version of the P1565 program to use.

10. Legal Clause Information (P1570)

Specify the version of the P1570 program to use.

11. New Lease Setup (P15010)

Specify the version of the P15010 program to use when you add a new lease. You must set the Run New Lease Setup processing option to 1 or the system ignores this processing option.

1. Distribution Structure Type

Specify the structure type of the distribution list to use to send workflow messages when you create a lease version. The system uses the structure type in conjunction with the parent number to locate the distribution list to use for message routing.

If you leave this processing option blank, the system does not send workflow messages.

2. Distribution Parent Number

Specify the parent address book number of the distribution list to use to send workflow messages when you create a lease version. The system uses the parent number in conjunction with the structure type to locate the distribution list to use for message routing.

If the system cannot locate a distribution list for the parent number and structure type that is specified, a workflow message is sent only to the parent address number that is specified.

If you leave this processing option is left blank, the system does not send workflow messages.

1. Default Currency From

Specify the default transaction currency code to use in the Lease Currency Code field on the lease. Values are:

Blank: Use the currency code from the tenant's address book record as the default transaction currency code.

1: Use the currency code from the alternate payee's address book record as the default transaction currency code.

2: Use the currency code from the company to which the building is assigned as the default transaction currency code.

3: Do not supply a value for the transaction currency code. If you select this value, you must enter the transaction currency code manually. Otherwise, the system generates an error.

2. Transaction Currency Override

Specify whether to allow users to override the transaction currency code from the default value on the lease. Regardless of the setting of this processing option, the system does not allow the transaction currency code to be changed after a transaction has been billed for the lease. Values are:

Blank: Allow.

1: Do not allow.

3. Exchange Rate Override

Specify whether you can override the exchange rate that the system automatically copies either from the lease or from the Exchange Rate table (F0015) at billing generation. If you allow an override, you can change the exchange rate at any time. If you do not allow an override, the system displays the exchange rate value that was entered for the lease. However, the exchange rate value on the form is disabled for changes. Values are:

Blank: Allow the exchange rate to be overridden.

1: Use the exchange rate that the system automatically copies from the lease, or leave blank to retrieve the exchange rate at billing generation.

Tenant

Enter the address book number of the tenant.

Lease Manager

Enter the address book number of a manager or planner.

You can set up the default values in the Work With Work Order Default Codes program (P48001). After you set up the default values and the processing option, the default information displays automatically on any work orders that you create if the category code criterion is met. You can either accept or override the default value.

Alt. Payee (alternate payee)

Enter the address book number of the person or company who is responsible for payment of rent and charges that are related to the lease. This payee number might not be the same number as the tenant.

If you leave this field blank, the system uses the value of the Factor/Special Payee field that is assigned to the tenant's address book record.

Payment Source

Enter the address book number of the person or company that submits payment for the rent or other charges that are related to the lease. This field is used for informational and reporting purposes only.

Lease Type

Enter a user-defined code from UDC table 15/LT that specifies the type of lease. Examples include:

AP: Apartment

CO: Commercial office

RT: Retail

SL: Speculative lease

Lease Status

Enter a user-defined code from UDC table 15/LS that specifies the status of the lease for billing and reporting purposes. Examples include:

E: Expired

N: Negotiated

L: Litigation

Note. The letter X in the first position of the Description 2 field indicates that the lease is nonbillable. The letter O indicates that the lease is open-ended.

Payment Terms

Enter a value that indicates the default payment terms for a customer. Payment terms determine the due date, discount amount, and discount due date that the system assigns when you create an invoice. Use a blank code for the payment terms that you use most frequently. Examples of payment terms include:

Blank: Net 15.

1: 1/10 net 30.

2: 2/10 net 30.

D: Due upon receipt.

N: Net 30.

P: Prox 25th.

Lessee

Enter the value that specifies whether the system generates Accounts Receivable (AR) invoices or Accounts Payable (AP) vouchers for the lease. Values are:

Blank: Generate AR invoices

Y or 1: Generate AP vouchers

Warning! Do not change the value of this field after you have generated invoices or vouchers for the lease. Instead, you should create one lease to generate AR invoices and a separate lease for AP vouchers.

Term of Lease

Enter a value that specifies the length of the new assumption.

Print (I/S/N) (print invoice, statement, notice)

Enter values that specify whether to print invoices, statements, and notices for the tenant. The three unlabeled fields represent Invoice (I), Statement (S), and Notice (N). Values are:

Y: Print.

N: Do not print.

Note. If you enter Y in this field, the system uses the Send Invoice To field on the customer master record to determine the billing address that prints on the invoice.

Subldgr Inact. (subledger inactive)

Enter a user-defined code from UDC table OO/SI that specifies whether the subledger is active. Values are:

Blank: Active

1: Inactive. If you enter this value, the system will use subledger information in the tables for reports, but prevent transactions from posting to the record in the Account Balances table (F0902).

Examples of inactive subledgers are jobs that are closed, employees who have been terminated, or assets that have been disposed.

Dsp. Notice (dispossess notice)

Enter a value that specifies whether the tenant has been sent notice of eviction, which prevents the entry of receipts from the tenant. Values are:

Blank: The tenant has not been sent an eviction notice.

Y: The tenant has been sent the eviction notice. The system does not allow the entry of receipts to the tenant's account.

Mgmt. Fee (management fee)

Enter a value that specifies whether the system includes the lease when calculating management fees. The Revenue Fee Generation program (R15105) uses this value. Values are:

Y: Include.

N: Do not include.

Tenant SIC (tenant standard industrial classification)

Enter the user-defined code from UDC table 01/SC that specifies the classification of goods and services. This code can be in the format that is specified by any one of these classification systems:

Standard Industrial Classification (SIC) or North American Industry Classification System (NAICS). These are numerical systems that are used in the U.S. to classify goods and services. A code in the SIC format is four digits. A code in the NAICS format is six digits.

Harmonized System (HS). This is the international method of classifying goods. More than fifty countries use this system. A code in the HS format can be up to 10 digits.

Standard Industrial Trade Classification (SITC). This is a numerical code system that was developed by the United Nations to classify goods that are used in international trade. International organizations use this system. A code in the SITC format can be up to six digits.

Supplemental Date

Enter the supplemental date that is associated with the lease.

Own/Lease

Enter the user-defined code from UDC table 15/OL that specifies the occupant of the space. Values are:

Blank: Tenant

O: Owner

Lease Currency Code

Enter the code that identifies the currency of a transaction.

The system assigns the value of the Lease Currency Code field on the Currency tab to the Base Currency field in the detail portion of the form. All detail records and versions of a lease must use the same base currency. You can assign and change the transaction currency codes on detail records and lease versions as necessary.

Lease Override Exchange Rate

Enter the number that specifies the exchange rate that a foreign currency amount is multiplied by or divided by to calculate a domestic currency amount.

You can enter a value with up to seven decimal positions. If you enter more, the system adjusts to the nearest seven decimal positions.

Move-in Date

Enter the date in which the tenant moves in the unit.

Plan-Out Date

Enter the date in which the tenant plans to move out of the unit.

Actual-Out Date

Enter the date in which the tenant physically moves out of the unit.

Unt Grp (unit group code)

Enter the three-character alphanumeric code that you can use to organize similar units for reporting or billing purposes. This field corresponds to the unit group code that you can use to set up one billing line to represent multiple units in the Recurring Billing, Escalation, and Expense Participation programs. For example, if two units exist to which you assign unit grouping codes of 61 and 1, respectively, you can set up a recurring billing line with a unit group code of 1 to specify both units.

By allowing a three-to-one match with the recurring billing Unit Group Code field, you can assign meaning to each character of the unit grouping code and establish an unlimited number of groups to use in recurring billing, escalations, and E.P.

SIC (standard industrial classification)

Enter a user-defined code from UDC table 01/SC that specifies a SIC code, which identify the industry classification of the occupant of a leased facility, such as construction, retail trade, or finance. This field is informational only.

Sublease Date

Enter the date on which the term of a sublease begins. If a sublease exists, the system updates this date on the parent or original lease. A sublease is designated by the lease type, which you set up in UDC table 15/LT.

DBA (doing business as)

Enter the address book number that identifies the name under which a tenant operates if the tenant name is different from the tenant name on the lease. You can use the DBA number to separate or combine sales information for reports. The system validates the number against the Address Book Master table (F0101).

Alt. Area Type 1 through Alt. Area Type 5 (alternate area type)

Enter codes from UDC table 15/AR that specifies area types other than rentable or leasable.

Alternate Area 1 through Alternate Area 5

Enter an area value that corresponds to the area type that you specified in the alternate area type field. For example, if you specify AAin the Alt. Area Type 1 field, you should enter the corresponding square footage in the Alternate Area 1 field.

Trans Curr (transaction currency code)

Enter the code that identifies the currency of a transaction.

Override Exch Rate (override exchange rate)

Enter the number that specifies the exchange rate that a foreign currency amount is multiplied by or divided by to calculate a domestic currency amount. You can enter a value with up to seven decimal positions. If you enter more, the system adjusts to the nearest seven decimal positions.

Note. The system assigns the value of the Lease Currency Code field on the Currency tab to the Base Currency field in the detail portion of the form. All detail records and versions of a lease must use the same base currency. You can assign and change the transaction currency codes on detail records and lease versions as necessary.

1. Legal Clause Information (P1570)

Specify the version of the P1570 program to use when you select Legal Clause / Addenda. If you leave this processing option blank, the system uses the ZJDE0001 version.

2. Recurring Billing Information (P1502)

Specify the version of the P1502 program to use when you select Recurring Billings / Rent. If you leave this processing option blank, the system uses the ZJDE0001 version.

3. Sales Overage Information (P15013)

Specify the version of the P15013 program to use when you select Sales Overage / Percent Rent. If you leave this processing option blank, the system uses the ZJDE0001 version.

4. Expense Participation Information (P15012)

Specify the version of the P15012 program to use when you select Expense Participation / Pass-Throughs. If you leave this processing option blank, the system uses the ZJDE0001 version.

5. Security Deposit Information (P1565)

Specify the version of the P1565 program to use when you select Security Deposit / Other Deposits. If you leave this processing option blank, the system uses the ZJDE0001 version.

6. Manual Billing Revision (P1511)

Specify the version of the P1511 program to use when you select Manual Billing / Misc. Expenses. If you leave this processing option blank, the system uses the ZJDE0001 version.

7. Escalation Information (P15016)

Specify the version of the P15016 program to use when you select Escalations / CPI. If you leave this processing option blank, the system uses the ZJDE0001 version.

8. New Manual Billing (P15111)

Specify the version of the P15111 program to use when you add manual billings through the New Lease Setup program. The system launches the P15111 program after you enter the manual billing record and click OK. If you leave this processing option blank, the system uses the ZJDE0001 version.

9. Lease Master Listing (R15401)

Specify the version of the R15401 program to use when you select Lease Master Listing. If you leave this processing option blank, the system uses the XJDE0001 version.

Work With Legal Clauses

W1570A

Tenant & Lease Information (G1511), Legal Clause Information

Review and select legal clause records.

Legal Clause Revisions

W1570B

On the Work With Legal Clauses form, click Add.

Enter legal clause information.

Copy Option Standards

W1570G

On the Work With Legal Clauses form, select Copy Standards from the Form menu.

Copy option standards.

Space Detail Revisions

W1570C

On the Work With Legal Clauses form, select a clause, and then select Space Detail from the Row menu.

Enter space detail information.

Space Detail Audit Revisions

W1570D

On the Space Detail Revisions form, select the clause, and then select Space Detail Audit from the Row menu.

Enter space detail audit information.

Clause Amounts Revisions

W1570E

On the Work With Legal Clauses form, select the clause, and then select Clause Amounts from the Row menu.

Enter clause amounts.

Clause Options Audit Revisions

W1570F

On the Work With Legal Clauses form, select the clause, and then select Option Audit from the Row menu.

Enter clause options audit information.

1. Search Default For Lease Version

Specify whether the system retrieves the version of the lease that is based on the current date (the system date) or the latest effective date. Values are:

Blank: System date.

1: Latest (future) effective date. For example, if the current date is June 30, 2007 and the lease has two versions dated January 1, 2007, and October 1, 2007, respectively, the system displays the version that is dated October 1, 2007.

Note. If you do not set up versioning in the F1510B table, the system ignores this processing option.

2. Automatic Display of Forms

Specify whether the system automatically displays the form for these options after you click OK to add a new legal clause:

Space Detail Revisions

Clause Amount Revisions

Clause Options Audit Revisions

Values are:

Blank: Do not automatically display.

1: Automatically display.

Note. This processing option functions only when you add a new legal clause record. If the legal clause record exists, use the Form menu to access the applicable entry program.

1. Retain Tenant Number, 2. Retain Lease Number, 3. Retain Option Type, and 4. Retain Option Status

Specify whether the system retains the value that is entered in the corresponding field of the previous legal clause when you add a new legal clause. Values are:

Blank: Do not retain.

1: Retain.

1. Lease Information (P1501)

Specify the version of the P1501 program to use.

2. Critical Date Inquiry (P15204)

Specify the version of the P15204 program to use.

From Standard 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. 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.

If you want to copy the options for both the lease and tenant, leave the From Standard Level field blank and select the Copy From All check box.

To Clause Type

Enter a user-defined code from UDC table 15/CK that specifies whether the clause record is attached to a lease or to a tenant. The lease and tenant key values are mutually exclusive in the F1570 table.

Copy From All

Select this check box to copy option type standards for each standard level.

Note. If you select this check box, you must leave the From Standard Levelfield blank.

Square Footage

Enter the gross occupied area of a unit, floor, or building, or the area that is available to lease.

Hierarchy

Enter the code from UDC table 15/HI that specifies which legal clause rights take precedence. Such precedence can exist between clauses within the same lease, or clauses that are in the leases of different tenants.

Amount

Enter the value that specifies the total amount of the invoice or voucher pay item. The gross amount might include the tax amount, depending on the tax explanation code. The system does not decrease the gross amount when payments are applied. When you void a transaction, the system clears the Gross Amount field.

Amount Type

Enter a user-defined code from UDC table 15/TA that indicates the amount type, such as percentage amount or monetary amount, of the legal clause.

Hierarchy

Enter the code that specifies which legal clause rights take precedence. Such precedence can exist between clauses within the same lease, or clauses that are addressed in the leases of different tenants.

Work with Log Detail Critical Dates

W15204C

Tenant & Lease Information (G1511), Critical Date Inquiry

Review and select critical dates for the lease logs.

Work with Legal Clause Critical Dates

W15204A

On the Work with Log Detail Critical Dates form, select Clause Dates from the Form menu.

Review critical date information that is associated with legal clauses, and select records to revise.

Expiring Leases

W154030A

Tenant and Lease Information (G1511), Expiring Leases Inquiry

Review expiring leases.

Rent Roll Inquiry

W154210A

Tenant & Lease Information (G1511), Tenant Rent Roll Inquiry

Review rent amounts that are effective for a specified date.

Rent Roll Detail

W154210F

On the Rent Roll Inquiry form, select a record.

Review rent amounts for active leases.

1. Search for Default Lease Version

Specify whether the system displays the version of the lease that is based on the current date (the system date) or the latest effective date. Values are:

Blank: System date.

1: Latest (future) effective date. For example, if the current date is June 30, 2007 and the lease has two versions dated January 1, 2007 and October 1, 2007, respectively, the system displays the version that is dated October 1, 2007.

Note. If you do not set up versioning in the F1510B table, the system ignores this processing option.

1. Lease Information (P1501)

Specify the version of the P1501 program to use.

2. Unit Information (P15217)

Specify the version of the P15217 program to use.

3. Floor Information (P1506)

Specify the version of the P1506 program to use.

4. Property/Building Information (P15062)

Specify the version of the P15062 program to use.

5. Legal Clause Information (P1570)

Specify the version of the P1570 program to use.

Resolve Status

Enter a user-defined code from UDC table H00/SX that specifies whether the requirements for the log line have been satisfied. Values are:

Blank: The requirements have not been satisfied, the log line is not active, or no status is required.

Y: Yes.

N: No.

Lease Only

Select this check box to display only log entries that are defined as lease logs.

L C (property log class)

Specifies a user-defined code from UDC table 15/LG that specifies the type of information the log contains. Examples include:

OP: First renewal option

IN: Insurance

PK:Parking spaces

TI: Tenant improvements

Log Level

Specifies the level of a log entry. Values are:

B: Building

F: Floor

U: Unit

L: Lease

1. Bill Codes for Base Rent Amounts

Specify the bill codes that the system uses to identify base rent amounts. You can use up to 12 bill codes.

1. As If Currency Code

Specify the currency code for As If currency processing when the G/L constant for currency conversion is set to Y or Z.The system translates and prints amounts for the bill codes that you choose in a currency other than the stored currency. If you leave this processing option blank, the system converts and accumulates the billing amounts in the base currency of the building that is being processed.

2. As If Exchange Rate Date

Specify the date on which to retrieve an exchange rate when a default exchange rate does not exist for the lease billing record and the G/L constant for currency conversion is not set to N. If you leave this processing option blank, the system uses the as of date.

1. Sorting Option

Specify a default sorting option from UDC table 15/LE that the system uses on the View Expiring Leases form.

2. Area Type

Specify the area type to retrieve from the Real Estate Management Constants table (F1510B) to calculate projected sales. Values are:

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

1: Rentable Area Type field.

2: Useable Area Type field.

If both area-type processing options are blank, the system uses the value from the Rentable Area Type field.

3. Alternate Area Type

Specify a user-defined code from UDC table 15/AR if you want the ability to search by an alternate area type and the Area Type processing option is blank.

4. Rent As Monthly Or Annual

Specify whether to express rent as a monthly or annual amount. Values are:

Blank: Monthly amount.

1: Annual amount.

1. Search Default for Lease Version

Specify whether the system retrieves the version of the lease that is based on today's date (the system date), or the latest effective date. Values are:

Blank: System date.

1: Latest effective date.

2. Select Area Type

Specify the area type to retrieve from the Real Estate Management Constants table (F1510B) to use to calculate projected sales. Values are:

Blank: Use the value in the Alternative Area Type processing option.

1: Use the value in the Rentable Area Type field.

2: Use the value in the Useable Area Type field.

If both area-type processing options are blank, the system uses the value from the Rentable Area Type field.

3. Alternative Area Type

Specify a user-defined code from UDC table 15/AR that identifies an area type if the Select Area Type processing option is blank and you want the ability to search by an alternate area type.

4. Rent Roll Sort By

Specify the default sorting option from UDC table 15/RR that the system uses on the View Rent Roll form.

5. Rent Steps Sort By

Specify the default sorting option from UDC table 15/RN that the system uses on the View Rent Steps form.

1. Bill Codes for Base Rent Amounts and Base Rent Bill Code 2 through Base Rent Bill Code 12

Specify up to 12 bill codes that the system uses to identify base rent amounts.

2. Bill Codes for EP Billing Amounts and EP Bill Code 2 through EP Bill Code 3

Specify up to three bill codes that the system uses to identify expense participation billing amounts.

3. Bill Codes for Escalation Billing Amts. and Escalation Bill Code 2 through Escalation Bill Code 3

Specify up to three bill codes that the system uses to identify escalation billing amounts.

1. As If Currency Code

Specify the currency code for As If currency processing. This processing option enables the system to display amounts in a currency other than the stored currency. If you leave this processing option blank, the program displays amounts in the stored currency.

2. As If Exchange Rate Date

Specify the date that the system should use to locate an exchange rate when using As If currency processing if a default exchange rate does not exist for the lease billing record. If you leave this processing option blank, the system uses the as of date to locate an exchange rate.

1. Lease Master Listing (R15401)

Specify the default version of the R15401 report to use.

2. Tenant Rent Roll (R15421) Version

Specify the default version of the R15421 report to use.

1. From Date for Lease Selection

Specify the from date that the system uses for selecting leases. For a specific date, leave the To Date for Lease Selection processing option blank or enter the same date in both options.

2. To Date for Lease Selection

Specify the to date that the system uses for selecting leases. For a specific date, leave this option blank or enter the same date in the From and To date processing options.

3. Date Selection Criteria

Specify which lease dates the system uses when selecting leases. Values are:

1: Select all leases with an end date (or planned out date) in the range of dates from the date in option 1 to the date in option 2, and change all end dates to the date entered in the New Lease End Date processing option.

2: Select all leases with an end date (or planned out date) in the range of dates from the date in option 1 to the date in option 2, and extend all end dates by the number of days entered in the Increment Days/Month processing option.

3: Select all leases with an end date (or planned out date) in the range of dates from the date in option 1 to the date in option 2, and extend all end dates by the number of months entered in the Increment Days/Month processing option.

4: Select all leases with an end date (or planned out date) in the range of dates from the date in option 1 to the date in option 2, and extend all end dates by the number of months entered in the Increment Days/Month processing option and set the end date to the last day of the month.

4. New Lease End Date

Specify the new end date for the selected leases, which is based on the Date Selection Criteria option. If you set the Date Selection Criteria processing option to 1, the system uses the date in this field as the new end date for all leases in the specified range.

5. Increment Days/Months

Specify the number of days or months the system uses to increment the lease end date, which is based on the Date Selection Criteria processing option.

If you have set the Date Selection Criteria processing option to 2, the number you enter here is the number of days the system adds to the lease end date. If you set the Date Selection Criteria processing option to 3 or 4, the number you enter here indicates the number of months the system adds to the lease end date. (Maximum increment = 999).

6. Last Day of Month

Specify whether to extend the new lease end date to the last day of the new month, if the current end date is the last day of the month. For example, assume that the current lease end date is February 28th and you are extending the lease for six months. If you activate this processing option, the new lease end date changes to August 31st. In this example, if you had not activated this processing option, the system would have assigned a new lease end date of August 28th. Values are:

Blank: Extend the new end date of the lease to the same day in the new lease end month as the current lease end day.

1: Extend the new lease end date to the last day of the new lease end month.

1. New Bill Code

Specify the new bill code for recurring billing records created by holdover. If you leave this field blank, the system uses the bill code of the existing record.

2. Create an Audit Trail

Specify whether to create an audit trail for recurring billing records. Values are:

Blank: Update existing records.

1: Create an audit trail of recurring billing records by suspending current records and creating new billing records.

3. Adjustment Indicator

Specify whether to enter the corresponding adjustment amount as a percentage or a dollar value. Values are:

Blank: Percentage value (default).

1: Dollar value.

4. Enter Adjustment Amount

Specify the amount by which to increase the gross amount for recurring billing records. If the adjustment indicator is equal to 1, the system adds the increase to the gross amount. If the adjustment indicator is blank, the system multiplies the increase by the gross amount.

Note. Enter a percentage value as a whole number, for example, enter 5 1/4 percent as 5.25.

5. Adjustment Currency Code

Specify the currency code of recurring billing records. If the Adjustment Indicator processing option is blank, or if Currency Processing in GL Accounting Constants is set to N, the system ignores this processing option.

6. Taxable Amount Adjustment

Specify how to modify the taxable amount. The system uses this processing option when the Gross Amount is not equal to the Taxable Amount and both amounts are greater than zero. The system adjusts the Gross Amount based on the Adjustment Indicator and Adjustment Amount. Values are:

Blank: Do not adjust.

1: Adjust the Taxable Amount by the dollar change to the Gross Amount.

2: Adjust the Taxable Amount by the percentage change to the Gross Amount.

Note. If the original Gross Amount and Taxable Amount are equal, this option is ignored and both values are increased by the adjustment amount.

Table Update Selection

Specify whether the system updates leases records with new end dates in these tables:

Tenant E.P. Class Master (F15012B).

Product Scales Master (F15014B).

Minimum Rent/Recoveries (F15015B).

Escalation Master (F15016B).

Recurring Billing Master (F1502B).

Management Fee Master (F1505B).

A/R Fee & Interest (F1525B).

When you update these tables, the system also updates the Lease Master Header table (F1501B) and the Lease Master Detail table (F15017). Values are:

Blank: Do not update.

1: Update.

1. Select / Omit Bill Codes

Specify which records to select for processing based on the bill code; use this processing option, in conjunction with the bill code processing options. Values are:

Blank: Select records for all bill codes.

1: Select the records with the bill codes specified in the processing options.

2: Omit the records with the bill codes specified in the processing options. The system processes records for all other bill codes.

1. Print Edit Report

Specify whether to update the holdover dates or print an edit report. Values are:

Blank: Print an edit report only without allowing updates.

1: Update the holdover dates and update the tables.

2. FASB 13 Regeneration

Specify whether to regenerate the FASB 13 records that were updated by the holdover process. Values are:

Blank: Do not regenerate FASB 13 records.

1: Regenerate FASB 13 records.