This appendix describes the concurrent programs used in Oracle Property Manager.
This appendix covers the following topics:
When you want to create a report in Oracle Property Manager or perform particular tasks such as creating schedules and items, approving schedules, or exporting data to the CAD interface, you must submit a concurrent request. Oracle Property Manager then runs the appropriate concurrent program to create the report or complete the assigned task.
Related Topics
Defining Request Sets, Oracle Applications User’s Guide
Submitting a Request, Oracle Applications User’s Guide
Submitting a Request Set, Oracle Applications User's Guide
Overview of Reports and Programs, Oracle Applications User's Guide
Changing Request Options, Oracle Applications User's Guide
To submit a standard request from the Submit Request window:
Navigate to the Submit Request window.
Select the concurrent program that you want to submit.
Select the operating unit.
Specify the appropriate parameters in the Parameters window. Click OK to save the parameters.
Click Submit. You can review the status of your request in the Requests window.
To monitor the status of a concurrent program:
Select Other: View Concurrent Requests.
Optionally, specify a request in the Specific Requests region or select All My Requests and click Find.
In the Requests window, select a request and select View Output to view the related report or View Log to view the log file.
For more information, see Monitoring Requests, Oracle Applications User's Guide
To cancel a concurrent request:
In the Requests window, query the concurrent request number for your request.
Select your request.
Select Cancel Request.
For more information, see Canceling Requests, Oracle Applications User’s Guide.
This section describes the concurrent programs used in Oracle Property Manager. For a description of reports, see Oracle Property Manager Reports.
Use the Approve or Cancel Approval of Schedules concurrent program to approve or cancel approval of payment or billing schedules for one or a group of leases, locations, schedule dates, or transaction dates.
The Approve or Cancel Approval of Schedules concurrent request approves all schedules meeting the criteria specified in the Parameters window, except the following:
Schedules that are on hold
Schedule that contain an item with a null actual amount
Schedules for which no GL Period name was assigned during approval. This occurs when the GL Period is closed or has never been opened.
The program skips these schedules, and lists their Lease Number and schedule information in the output and log file.
If you select a value in the Payment Period parameter field in the Approve or Cancel Approval of Schedules concurrent program, and the Lease Class and Billing Period parameter fields are blank, the concurrent program defaults the value entered in the Payment Period parameter field to the Payment Period field of the payment schedule. Otherwise, the program defaults the GL Period name to the Period Name field of the payment or billing schedule. The GL Period name defaulted is based on the GL Period name that corresponds to the schedule date. Defaulting of the period occurs only for Open and Future-Entry GL Periods.
You submit the Approve or Cancel Approval of Schedules concurrent program by selecting Lease and Documents: Approve Schedules. The Submit Request window is displayed where you can specify the appropriate parameters. See Submitting Requests.
The fields available in the Parameters window of the Approve or Cancel Approval of Schedules concurrent program include the following.
Action: Specify whether you wish to approve schedules or cancel approval of schedules. This is a required field.
Schedule Date range: Optionally, provide schedule from and to dates.
Transaction Date range: Optionally, provide transaction from and to dates.
Important: You must provide either a range of schedule dates or a range of transaction dates.
Lease Class Code: Specify whether the Lease is an expense lease, revenue lease, or a sublease. If you select Expense, only payment leases are selected for approval. If you select Revenue or Sublease then billing leases are selected for approval.
Note: When Lease Class is selected, only the relevant lease numbers for each lease class will be displayed in the Lease Number To and From fields, the associated Location Code, and other fields.
Payment Period: You can select an open or future enterable period. This field is optional. This field is applicable only to paying leases.
Billing Period: You can select an open or future enterable period. This field is optional. This field is applicable only to billing leases.
Lease Number: You can enter the beginning lease number or the ending lease number, both beginning and ending, or none. If no lease numbers are entered, then all lease numbers are selected.
Location Code: You can enter the beginning location code or the ending location code, both beginning and ending, or none. If no location codes are entered, then all location codes are selected.
User Responsible: Use this selection criterion to retrieve all leases for a responsible user.
The Approve or Cancel Approval of Schedules concurrent program does not generate a report.
This program approves operating expense terms for the selected agreements. When approving the term for a selected agreement, the program ends the existing approved term, if any.
You must submit this program after you create operating expense terms. This program transfers these terms from the agreement to the lease.
Submit the Approve Operating Expense Terms concurrent program from the Submit Request window. See Submitting Requests, Oracle Property Manager User Guide.
The Approve Operating Expense Terms concurrent program contains the following parameters:
Agreement Number - Low/High. Select to limit the approval to operating expense terms for the specified range of agreements.
Lease Number - Low/High. Select to limit the approval to operating expense terms of agreements for the specified range of leases.
Location Code - Low/High. Select to limit the approval to operating expense terms of agreements associated with the specified range of locations.
User Responsible. Select to limit the approval to operating expense terms created by the specified user.
Payment Start Date - Low/High. Select to limit the approval to operating expense terms with the specified payment start dates.
Payment Function. Select to limit the approval to operating expense terms by function, such as estimated, catch-up, or reconciliation payments.
Property Code. Select to limit the approval to operating expense terms of agreements associated with the specified property.
The Approve Operating Expense Terms concurrent program does not generate a report.
Use the Approve Rent Increase Terms concurrent program to approve index rent terms for one or a range of index rent agreements.
You submit the Approve Rent Increase Terms concurrent program by selecting Lease and Documents: Rent Increase: Approve Rent Increase Terms. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Approve Rent Increase Terms concurrent program from the Submit Request window. See Submitting Requests.
The Approve Rent Increase Terms concurrent program contains the following parameters.
Index Lease Number range: Optionally, provide an index lease (rent increase) number or a range of numbers whose index rent terms you would like to approve.
Assessment Date range: Optionally, provide a date or a date range to specify that only terms belonging to index rent agreements with specific assessment dates should be approved.
Lease Class: Optionally, specify whether you want to approve index rent terms for expense leases, revenue leases, or subleases.
Main Lease Number range: Optionally, specify a lease or range of leases whose associated index rent terms you want to approve.
Location Code: Optionally, specify a location code if you want to approve index rent terms for index rent agreements associated with specific locations only.
User Responsible: Optionally, select a user name if you want to approve terms only for rent increase agreements for which a particular user is responsible.
Payment Date range: Optionally, provide a date range if you want to approve terms whose payment dates fall within the provided range.
Approve Normalize Only: Specify whether you wish to approve only the normalized terms created for the selected index rent agreements.
The Approve Rent Increase Terms program does not generate a report.
Use the Approve Variable Rent Terms concurrent program to approve variable rent terms for one or a range of leases, variable rent agreements, or locations. For details, see Creating and Approving Terms.
You submit the Approve Variable Rent Terms concurrent program by selecting Lease and Documents: Variable Rent: Approve Variable Rent Terms. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Approve Variable Rent Terms request from the Submit Request window. See Submitting Requests.
The Approve Variable Rent Terms concurrent program contains the following parameters.
Lease Number range: Optionally, specify a lease or range of leases for which you want to approve variable rent terms in the Lease Number From and Lease Number To fields.
Location Code range: Optionally, specify a location code or range of location codes for which you want to approve variable rent terms in the Location Code From and Location Code To fields.
Rent Number range: Optionally, specify a variable rent agreement or range of agreements for which you want to approve variable rent terms in the Rent Number From and Rent Number To fields.
Period Number range: Optionally, specify a period number or range of period numbers in the Period Number From and Period Number To fields.
Responsible User: Optionally, select a user name if you want to approve terms for variable rent agreements associated with leases for which a particular user is responsible.
The Approve Variable Rent Terms concurrent program does not generate a report.
The Calculate Variable Rent concurrent program calculates variable rent only for variable rent agreements with approved volumes. When upgrading existing variable rent agreements, run the Approve Variable Rent Volumes concurrent program to perform a mass update for all volumes in Draft status to Approved status.
You can use the parameters in the program to limit the variable rent agreements whose volumes you want to set to Approved status. If you leave the parameters blank, this program updates all existing volumes that are not in Approved status.
Submit the Approve Variable Rent Volumes concurrent program from the Submit Request window.
The Approve Variable Rent Volumes concurrent program contains the following parameters.
Property Code: Optionally, select the value for which you want to approve the variable rent volumes.
Property Name: Optionally, select the value for which you want to approve the variable rent volumes.
Location Code To: Optionally, specify the value up to which you want to approve the variable rent volumes.
Location Code From: Optionally, specify the value for which you want to approve the variable rent volumes.
Lease Number From: Optionally, specify the value for which you want to approve the variable rent volumes.
Lease Number To: Optionally, specify the value up to which you want to approve the variable rent volumes.
Variable Rent FromOptionally, specify the value for which you want to approve the variable rent volumes.
Variable Rent To: Optionally, specify the value up to which you want to approve the variable rent volumes.
The Approve Variable Rent Volumes concurrent program does not generate a report.
Use the Calculate Recovery concurrent program to calculate recovery amounts for one or a range of recovery agreements.
You submit the Calculate Recovery concurrent program by selecting Lease and Documents: Recovery: Calculate Recovery. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Calculate Recovery concurrent program from the Submit Request window. See Submitting Requests.
The Calculate Recovery concurrent program contains the following parameters.
Period Date Range: Optionally, provide date range for which you want to calculate recovery amounts.
As of Date: Optionally, provide the same As of Date which you have entered for the Area Class in recovery agreement.
Lease number range: Optionally, provide a range of lease numbers for which you want to calculate recovery amounts.
Location code range: Optionally, provide a range of location codes for which you want to calculate recovery amounts.
Recovery agreement range: Optionally, provide a range of recovery agreements for which you want to calculate recovery amounts.
Property code: Optionally, select the property for which you want to calculate recovery amounts.
Customer information: Optionally, specify a customer in the Customer name or Customer site fields.
Calculation period ending: Optionally, specify a date if you want to calculate recovery amounts for a period that ends on a particular date.
The Calculate Recovery concurrent program does not generate a report.
Related Topics
Use the Calculate Rent Increase concurrent program to calculate index rent for one or a range of rent increase agreements.
You submit the Calculate Rent Increase concurrent program by selecting Lease and Documents: Rent Increase: Calculate Rent Increase. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Calculate Rent Increase concurrent program from the Submit Request window. See Submitting Requests.
The Calculate Rent Increase concurrent program contains the following parameters:
Index Lease Number range: Optionally, provide an index lease (rent increase) number or a range of numbers for which you want to calculate index rent in the Index Lease Number - Low and Index Lease Number - High fields.
Assessment Date range: Optionally, provide a date or a date range to specify that index rent should be calculated for agreements with specific assessment dates.
Lease Class: Optionally, specify a lease class.
Main Lease Number: Optionally, specify the lease number of the lease to which the index rent agreement is attached.
Location Code: Optionally, specify the location for which you want to calculate index rent.
User Responsible: Optionally, select a user name if you want to calculate index rent amounts for rent increase agreements associated with leases for which a particular user is responsible.
Recalculate Index: Specify whether you wish to recalculate the basis before calculating the rent increase.
The Calculate Rent Increase concurrent program does not generate a report.
Related Topics
Use the Calculate Variable Rent concurrent program to calculate variable rent amounts for one or a range of leases, variable rent agreements, or locations.
You submit the Calculate Variable Rent concurrent program by selecting Lease and Documents: Variable Rent: Calculate Variable Rent. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Calculate Variable Rent program from the Submit Request window. See Submitting Requests.
The Calculate Variable Rent concurrent program contains the following parameters.
Property Name. Select a property to calculate true up for variable rent agreements associated with the specified property.
Property Code. Select the property code for the property you selected above.
Lease Number From/To. Optionally, specify a lease or range of leases for which you want to calculate variable rent amounts.
Location Code From/To. Optionally, specify a location or range of locations for which you want to calculate variable rent amounts.
Rent Number From/To. Optionally, specify a variable rent agreement or range of variable rent agreements for which you want to calculate variable rent amounts.
Period Number From/To. Optionally, specify a period or a range of periods for which you want to calculate variable rent.
Responsible User. Optionally, select a user name if you want to calculate variable rent for variable rent agreements associated with leases for which a particular user is responsible.
Invoice On. Optionally, specify whether you want to calculate variable rent amounts for variable rent agreements that have invoicing on actual sales amounts or forecasted sales amounts.
For Sales Month Ended. Optionally, specify a date if you want to calculate variable rent for periods up to a specific sales month.
The Calculate Variable Rent concurrent program does not generate a report.
Related Topics
Use the Cost Center Synchronization with HR concurrent program to update an employee's cost center information using the information in Oracle Human Resources. For more information, see Synchronizing Employee Cost Centers with Oracle Human Resources.
The Cost Center Synchronization with HR concurrent program updates the records of all employees whose cost center assignment in Oracle Property Manager does not match their cost center assignment in Oracle Human Resources.
The program modifies employee records in Oracle Property Manager to include the new cost center starting from the as of date you specify in Parameters window. The main steps are:
The existing employee assignment record is end-dated with the date before the as of date, or (As of Date - 1).
A new employee assignment record is created with the start date equal to the as of date, or (Start Date = As of Date).
If the old employee assignment was open-ended, no end date is specified for the new employee assignment record. If the old employee assignment record was end dated, the end date is assigned to the new employee assignment record.
Oracle Property Manager uses the cost center assignment in Oracle Human Resources to specify the cost center in the new employee record.
The As of Date parameter determines the following:
The employee assignment records selected for updating in Oracle Property Manager
The current active cost center assignments in Oracle Human Resources used to update the cost center assignments in Oracle Property Manager
The starting point of the synchronization process
You submit the Cost Center Synchronization with HR concurrent program from the Submit Request window. See Submitting Requests.
The Cost Center Synchronization with HR concurrent program contains the following parameters.
As of Date: Enter the date on which you want to create new space assignments for employees whose records must be updated. This field is required and is set to the system date by default.
Location Type: Select the location type occupied by the employees you want to include. The list of values includes all the location types that currently exist in Oracle Property Manager. Leave the field blank to include all the existing location types.
Location Code range: Select the locations or range of locations occupied by employees you want to include in the update process. The Location Code From and Location Code To lists of values include all the location codes for the specified location type that are valid on or after the as of date you specify. Leave the fields blank to include all the location codes for a specified location type or for all the location types.
Employee Cost Center: The list of values displays valid employee cost centers that are assigned to a space in Oracle Property Manager. Select an employee cost center to include only the employees assigned to the specified cost center in the update process.
The Cost Center Synchronization with HR concurrent program does not generate a report.
Use the Create Accounts Distribution concurrent program to create accounts distributions for one or a range of leases whose normalized payment terms do not contain liability and accrued liability account information or whose normalized billing terms do not contain receivable and accrued asset account information.
You submit the Create Accounts Distribution concurrent program from the Submit Request window. See Submitting Requests.
The Create Accounts Distribution concurrent program contains the following parameters.
Lease Class: Optionally, specify whether you want to create accounts distributions for revenue leases, expense leases, or subleases.
Lease Number range: Optionally, specify a lease or a range of leases for which you want to create the accounts distribution.
Location Code range: Optionally, specify a location or a range of locations if you want to create accounts distributions for leases with tenancies for the specified location range.
Account information: Specify the appropriate Receivable, Accrued Asset, Liability, and Accrued Liability accounts depending on whether you are creating an accounts distribution for expense leases, or revenue leases and subleases.
The Create Accounts Distribution concurrent program does not generate a report.
Use the Create Variable Rent Terms concurrent program to create variable rent terms for one or a range of leases, variable rent agreements, or locations. For more information, see Creating and Approving Terms.
You submit the Create Variable Rent Terms concurrent program by selecting Lease and Documents: Variable Rent: Create Variable Rent Terms. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Create Variable Rent Terms concurrent program from the Submit Request window. See Submitting Requests.
The Create Variable Rent Terms concurrent program contains the following parameters.
Lease Number range: Optionally, specify a lease or a range of leases for which you want to create variable rent terms in the Lease Number From and Lease Number To fields.
Location Code range: Optionally, specify a location code or a range of location codes for which you want to create variable rent terms in the Location Code From and Location Code To fields.
Rent Number range: Optionally, specify a variable rent agreement or a range of variable rent agreements for which you want to create variable rent terms in the Rent Number From and Rent Number To fields.
Period Number range: Optionally, specify a period or range of periods for which you want to create variable rent terms in the Period Number From and Period Number To fields.
Responsible User: Optionally, select a user name if you want to create terms for variable rent agreements associated with leases for which a particular user is responsible.
The Create Variable Rent Terms concurrent program does not generate a report.
Use the Employees Deleted from Space Allocation concurrent program to update Oracle Property Manager space assignment records so that they are current with Human Resources records.
You submit the Employees Deleted from Space Allocation concurrent program from the Submit Request window. See Submitting Requests.
The Employees Deleted from Space Allocation concurrent program contains the following parameters.
Termination Date From: Optionally, specify the first date from which employees have been listed as non-active in Oracle HRMS.
Termination Date Through: Optionally, specify a date at which you want the concurrent program to stop looking for non-active employees. By default, this parameter is set to the system date.
The Employees Deleted From Space Allocation Report lists employees for whom Oracle Property Manager has entered end dates. See Employees Deleted From Space Allocation Report.
Related Topics
Removing Employees Listed as Nonactive in Human Resources
After you approve a billing item in the Authorize Billings window, use the Export Billing Items to AR concurrent program to transfer the item to Oracle Receivables.
The Export Billing Items to AR concurrent program runs automatically when you click Export on the Export to Receivables window.
You can also submit the concurrent program from the Submit Request window. See Submitting Requests.
The Export Billing Items to AR concurrent program contains the following parameters.
Lease Number range: Optionally, specify a lease or range of leases whose items you want to export to Oracle Receivables in the Lease Number From and Lease Number To fields.
Tip: If you specify only one end of the range, Oracle Property Manager exports items for all leases with lease numbers from or up to the value specified. The same rule applies to schedule dates, transaction dates, and amounts. To run the concurrent program for a specific lease, date, or amount, enter the same value in both the from and to fields.
Schedule Date range: Optionally, provide a date or a range of dates in the Schedule Date To and Schedule Date From fields if you only want to export items belonging to schedules with specific schedule dates.
Transaction Date range: Optionally, provide a date or a range of dates in the Transaction Date To and Transaction Date From fields if you only want to export items with specific transaction dates.
Payment Purpose: Optionally, specify a payment purpose, for example, base rent, operating expenses, or depreciation, if you want to export items for payment terms with the selected payment purpose.
Period Name: Optionally, specify the name of the period for which you want to export payment items.
Amount Range: Optionally, specify a payment amount or range in the Amount To and Amount From fields.
Customer Name: Optionally, specify the name of a customer for whom you wish to export billing items to Oracle Receivables.
The Export Billing Items to AR concurrent program does not generate a report.
Related Topics
Exporting Billing Items to Oracle Receivables
Use the Export Locations to Enterprise Asset Management concurrent program to export location data to Oracle Enterprise Asset Management. For information on the Export Locations to Enterprise Asset Management concurrent program, see: Executing the Export Process, Oracle Enterprise Asset Management User's Guide.
Related Topics
Integration with eAM Property Manager, Oracle Property Manager Implementation Guide
After you approve a payment item in the Authorize Payments window, use the Export Payment Items to AP concurrent program to transfer the item to Oracle Payables.
The Export Payment Items to AP concurrent program runs automatically when you click Export on the Export to Payables window.
You can also submit the program from the Submit Request window. See Submitting Requests.
The Export Payment Items to AP concurrent program contains the following parameters.
Lease Number range: Optionally, specify a lease or a range of leases whose items you want to export to Oracle Payables in the Lease Number From and Lease Number To fields.
Tip: If you specify only one end of the range, Oracle Property Manager exports items for all leases with lease numbers from or up to the value specified. The same rule applies to schedule dates, transaction dates, and amounts. To run the concurrent program for a specific lease, date, or amount, enter the same value in both the from and to fields.
Schedule Date range: Optionally, provide a date or a range of dates in the Schedule Date To and Schedule Date From fields if you only want to export items belonging to schedules with specific schedule dates.
Transaction Date range: Optionally, provide a date or a range of dates in the Transaction Date To and Transaction Date From fields if you only want to export items with specific transaction dates.
Payment Purpose: Optionally, specify a payment purpose, for example, base rent, operating expenses, or depreciation, if you want to export items for payment terms with the selected payment purpose.
Period Name: Optionally, specify the name of the period for which you want to export payment items.
Amount Range: Optionally, specify a payment amount or range in the Amount To and Amount From fields.
Supplier Name: Optionally, specify the name of a supplier if you want to export items associated with a particular supplier.
Invoice Number: Optionally, specify an invoice number if you want to export items for a particular invoice.
The Export Payment Items to AP concurrent program does not generate a report.
Related Topics
Exporting Payment Items to Oracle Payables
Use the Export to CAD Interface concurrent program to export location or space assignment information from Oracle Property Manager to computer-assisted design (CAD) or computer-assisted facilities management (CAFM) applications. For more information, see Oracle Property Manager Open Interface Tables, Oracle Property Manager Implementation Guide.
You submit the Export to CAD Interface concurrent program from the Export to CAD Interface window. Click Export after you have provided the required information to export information to the interface tables.
The Export to CAD Interface concurrent program contains the following parameters.
Locations or Space Assignments: In the Select region, specify whether you want to export location- or space assignment-related information by selecting either the Locations option or the Space Assignments option.
Operating Unit: Select the operating unit to which the locations or space assignments you are exporting belong.
Batch Name: Provide a batch name. Batch Name is a required field.
Location Type: Select the location type, such as building, floor, office, land, parcel, or section, which you want to export.
Location Code: Select a location code or a range of location codes that you want to export. This field is optional.
Last Update: Provide a date range to specify that you want to export records that were updated within a certain date range. This field is optional.
The Export to CAD Interface concurrent program does not generate a report.
Related Topics
Exporting Location Information, Oracle Property Manager Implementation Guide
Use the Extract Expenses from GL concurrent program to load expenses from Oracle General Ledger into the Expense Lines interface table based on a General Ledger account mapping. The expense line information is used while calculating recoverable expenses.
You submit the Extract Expenses from GL concurrent program by selecting Leases and Documents: Recovery: Extract Expenses from GL. The Submit Request window is displayed where you can specify the appropriate parameters. See Submitting Requests.
The Extract Expenses from GL concurrent program contains the following parameters.
Mapping Name: Enter the name of the desired GL expense account mapping. This field is required.
Location Code: Choose a valid value from the location code list of values.
Property Name: Choose a valid value from the property name list of values.
Note: You must specify either a location code or a property name when running the Extract Expenses from GL concurrent program.
Ledger: This field is mandatory and is set to the ledger used in your organization by default. You can specify another ledger if required.
Period Name Start: Choose the Oracle General Ledger period name from the list of values that defines the beginning point of the expense extraction. This field is mandatory.
Period Name End: Choose the Oracle General Ledger period name from the list of values that defines the end point of the expense extraction. This field is mandatory.
Balance Type: Choose Actual or Budget as the balance type. This field is mandatory.
Budget Name: Choose a valid budget name if you chose Budget in the Balance Type field. This field is mandatory if the Budget Balance Type was chosen.
Populate Recoveries: Choose whether the expenses are automatically imported into the Recovery Expense Lines table via the Recovery Module Expense Line Extraction concurrent program. This field is mandatory.
Yes: Expenses are automatically imported into the Recovery Expense Lines table via the Recovery Module Expense Line Extraction concurrent program.
No: The extracted expenses from Oracle General Ledger are not automatically imported into the Recovery Expense Lines table and the Recovery Module Expense Line Extraction concurrent program must be manually initiated. If you select this option, the fields listed below are disabled. Although the period start and end dates appear as mandatory and are defaulted based on the General Ledger period name entered in the Period Name Start and Period Name End fields, the application ignores their values.
As Of Date: This date defaults to the last day of the period entered in the Period Name End field. This field is mandatory and can be updated.
Period Start Date: This date defaults to the first day of the period entered in the Period Name Start field. This field is mandatory and updatable.
Period End Date: This date defaults to the last day of the period entered in the Period Name End field. This field is mandatory and updatable.
Populate Expense Class Details: Choose whether the system automatically populates the expense class details in the result of the Extract Expenses from GL concurrent program. This field is mandatory if the Populate Recoveries field is set to Yes.
Yes: Choose Yes to have the expense class details automatically populated after the concurrent program completes.
No: Choose No if the extracted expenses will be further allocated, or the expense class details should not be populated when the concurrent program completes.
Populate Area Class Details: Choose whether the system automatically populates the area class details. This field is mandatory if the Populate Recoveries field is set to Yes.
Yes: Choose Yes to automatically extract area class details.
No: Choose No and the area class details are not automatically extracted.
Use Override: Choose whether the overrides made in the expense class or area class details are kept or removed during re-extraction, or whether the system utilizes the overrides from the class details populated in a previous extraction period.
No: The overrides are removed.
Yes: The overrides are kept.
Note: The entered value will be ignored by the system if you choose not to populate the area or expense class details.
If the Extract Expenses from GL concurrent program is run for the same period that overrides are made to the expense class details or area class details, the following values control whether the overrides are kept or removed.
If overrides are made in the expense class details or area class details in a prior period, and you run the Extract Expenses from GL concurrent program for a later period, the Use Override parameter will control whether the system utilizes the overrides from the prior period.
If there are no prior periods in the system, the Use Overrides field has no effect on the new extraction.
Recovery Expense Number: Enter a recovery expense number if the Automatic Recovery Expense Number Generation system option to set to No. The field is mandatory if the system option is No.
If the Automatic Recovery Expense Number Generation system option is set to Yes, the field is automatically populated and displayed.
Note: Oracle Property Manager ignores any values entered to override the default recovery expense number.
The Extract Expenses from GL concurrent program does not generate a report.
Related Topics
Load Expenses from Oracle General Ledger
Use the Generate Rent Increase Periods concurrent program to create periods for an index rent agreement.
You can submit the Generate Rent Increase Periods concurrent program in the following ways:
Click Generate Periods on the Basis Periods tabbed region of the Rent Increase window.
Select Lease and Documents: Rent Increase: Generate Rent Increase Periods. The Submit Request window is displayed where you can specify the appropriate parameters.
Submit the Generate Rent Increase Periods concurrent program from the Submit Request window. See Submitting Requests.
The Generate Rent Increase Periods concurrent program contains the following parameters:
Index Lease Number: Select the index lease (rent increase) number for which you would like to generate periods.
Regenerate Periods: Specify whether you want to undo existing periods (if any exist) before recreating all periods for the rent increase agreement.
This Generate Rent Increase Periods concurrent program does not generate a report.
Use the Import from CAD concurrent program to import employee space assignment entries or location records into Oracle Property Manager.
After importing the information, you can create, update, or delete employee space assignments or modify locations in Oracle Property Manager. For more information, see Oracle Property Manager Open Interface Tables, Oracle Property Manager Implementation Guide.
You submit the Import from CAD Interface concurrent program from the Import from CAD Interface window. Click Import after you have provided the required information to import information to the interface tables.
The Import from CAD Interface concurrent program contains the following parameters.
Locations or Space Assignment: In the Select region, specify whether you want to import location- or space assignment-related information by selecting either the Locations option or the Space Assignments option.
Operating Unit: Select the operating unit to which the locations or space assignments you are importing belong.
Batch Name: Provide a batch name. Batch Name is a required field.
The Import from CAD Interface concurrent program does not generate a report.
Related Topics
Importing Property Information, Oracle Property Manager Implementation Guide
This program automatically extends selected leases that are in Month-to-Month or Holdover status. The program simultaneously extends associated variable rent and rent increase agreements.
Submit the PN - Month to Month Rollforward concurrent program by selecting Lease and Documents: PN - Month to Month Rollforward Process. You can also submit the PN - Month to Month Rollforward Process concurrent program from the Submit Request window. See Submitting Requests, Oracle Property Manager User Guide.
The Month to Month Rollforward concurrent program contains the following parameters:
Lease Number Low/High. Optionally, select to limit the month to month rollforward to the specified range of leases.
Lease Extension End Date. Enter the date to which the program must extend selected leases.
Lease Option. Select to extend variable rent agreements, rent increase agreements, both, or none.
The Month to Month Rollforward concurrent program does not generate a report.
Oracle Property Manager calculates rent and stores the breakdown of this calculation in transaction tables. Use the Populate Existing Variable Rent Transactions concurrent program to upgrade existing variable rent agreements. This program takes inputs from variable rent agreements and updates transactions tables.
You can submit the Populate Existing Variable Rent Transactions concurrent program from the Submit Request window.
The Populate Existing Variable Rent Transactions concurrent program contains the following parameters.
Property Code: Optionally, select the value for the variable rent agreements for which you want to create records in the transaction tables.
Property Name: Optionally, select the value for the variable rent agreements for which you want to create records in the transaction tables.
Location Code from: Optionally, select the value for the variable rent agreements for which you want to create records in the transaction tables.
Location Code to: Optionally, select the value for the variable rent agreements up to which you want to create records in the transaction tables.
Lease Number from: Optionally, select the value for the variable rent agreements for which you want to create records in the transaction tables.
Lease Number to: Optionally, select the value for the variable rent agreements up to which you want to create records in the transaction tables.
Rent Number from: Optionally, select the value for the variable rent agreements for which you want to create records in the transaction tables.
Rent Number to: Optionally, select the value for the variable rent agreements up to which you want to create records in the transaction tables.
The Populate Existing Variable Rent Transactions concurrent program does not generate a report.
Use the Purge Open Interface Tables concurrent program to purge location and space assignment data from the Property Manager open interface tables. For more information, see: Oracle Property Manager Open Interface Tables, Oracle Property Manager Implementation Guide.
You submit the Purge Interface Tables concurrent program by selecting Open Interfaces: Locations and Space Assignments: Purge. The Submit Request window is displayed where you can specify the appropriate parameters. See Submitting Requests.
The Purge Interface Tables concurrent program contains the following parameters.
Purge: Choose the type of data you want to purge:
A: Locations and Space Assignments
L: Locations Only
S: Space Assignments Only
This parameter is required.
Batch Name: Choose a batch name for the data to be purged.
The Purge Open Interface Tables concurrent program does not generate a report.
Use the Recalculate Index Periods for Updated Index History Lines concurrent program to update index history and the rent increase agreements that use it after you have modified an Index History line.
The Recalculate Index Periods for Updated Index History Lines concurrent program runs automatically when you save the changes you make in the Index History window.
You can also run the concurrent program from the Navigator window, as follows:
Select Lease and Documents: Rent Increase: Update Index History. The Submit Request window is displayed where you can specify the appropriate parameters.
Submit the Recalculate Index Periods for Updated Index History Lines concurrent program from the Submit Request window. See Submitting Requests.
The Recalculate Index Periods for Updated Index History Lines concurrent program contains the following parameters.
Index Type: Select the index type for which you want to update periods.
Recalculate: Specify whether you wish to recalculate the rent increase amounts.
Yes: Index rent is recalculated. That is, Oracle Property Manager recalculates the basis amount before calculating the rent increase amount.
No: Oracle Property Manager calculates the rent increase amount based on the current basis amount.
The Recalculate Index Periods for Updated Index History Lines concurrent program does not generate a report.
Use the Reconcile Variable Rent concurrent program to reconcile the variable rent calculated based on actual and forecasted amounts. For more information on variable rent reconciliation, see Reconciling Variable Rent.
You run the Reconcile Variable Rent concurrent program by clicking Reconcile on the Actual tabbed region of the Variable Rent Period window.
You can also submit the Reconcile Variable Rent concurrent program from the Submit Request window. See Submitting Requests.
The Reconcile Recovery concurrent program contains the following parameters.
Lease Number range: Optionally, specify a lease or a range of leases for which you want to reconcile variable rent amounts in the Lease Number From and Lease Number To fields.
Location Code range: Optionally, specify a location or a range of locations for which you want to reconcile variable rent amounts in the Location Code From and Location Code To fields.
Rent Number range: Optionally, specify a variable rent agreement or a range of agreements for which you want to reconcile variable rent amounts in the Rent Number From and Rent Number To fields.
Period Number range: Optionally, specify a period or a range of periods for which you want to reconcile variable rent amounts in the Period Number From and Period Number To fields.
Responsible User: Optionally, select a user name if you want to reconcile variable rent amounts for variable rent agreements associated with leases for which a particular user is responsible.
Invoice Date: Optionally, specify the invoice date. Oracle Property Manager performs reconciliation for periods belonging to variable rent agreements with this invoice date.
The Reconcile Variable Rent concurrent program does not generate a report.
Use the Recovery Module Expense Lines Extraction concurrent program to populate the Recovery Expense Lines table with expense-related information in the Expense Lines interface table.
You can access the Recovery Module Expense Lines Extraction concurrent program by navigating to Leases and Documents: Recovery: Populate Recoveries with Expenses.
You can also submit the Recovery Module Expense Lines Extraction concurrent program from the Submit Request window. See Submitting Requests.
The Recovery Module Expense Lines Extraction concurrent program contains the following parameters:
Location Code: Choose a valid value from the Location Code list of values for this optional field. You must enter either the Location Code or the Property Name.
Property Code: Choose a valid value from the Property Code list of values for this optional field. You must enter either the Location Code or the Property Name.
As of Date: This date is used in Area Class details to compute the total area of the class. This field is mandatory and manually entered.
Period Start Date: The start date of the expense extract period. This date defaults to the first day. This field is mandatory and manually entered.
Period End Date: The end date of the expense extract period. This field is mandatory and manually entered.
Currency Code: Select the appropriate currency code from the Currency Code list of values.
Populate Expense Class Details: Choose whether the system automatically populates the expense class details when running the Extract Expenses from GL concurrent program. This field is mandatory.
Populate Area Class Details: Choose whether the system automatically populates the area class details. This field is mandatory.
Yes: Choose Yes to automatically extract area class details.
No: Choose No if the area class details should not be automatically extracted.
Use Override Values: Choose whether the overrides made in the expense class or area class details are kept or removed during re-extraction, or whether the system utilizes the overrides from the class details populated in a previous extraction period.
Note: The entered value will be ignored by the system if you do not choose to populate the area or expense class details.
If you rerun the Extract Expenses from GL concurrent program for the same period that expense or area class details are overridden, the Use Override field controls whether the overrides from the prior period are applied or ignored.
Yes: The overrides are kept.
No: The overrides are removed.
If any overrides are entered in the expense class details or area class details in a prior period, and the Extract Expenses from GL program is run for a later period, the Use Override parameter controls whether the overrides from the prior period are applied or ignored.
Yes: The overrides from the prior period will be applied to the current period.
No: the overrides entered in the prior period will be ignored by the system.
If there are no prior periods in the system, the Use Overrides field has no effect on the new extraction.
Recovery Expense Number: You must enter a recovery expense number if the Automatic Recovery Expense Number Generation system option is set to No. If the Automatic Recovery Expense Number Generation system option to set to Yes, this field is disabled.
The Recovery Module Expense Lines Extraction concurrent program does not generate a report.
Related Topics
PN_REC_EXP_ITF, Oracle Property Manager Implementation Guide
Use the Recovery Module Expense Lines Interface Table Purge concurrent program to delete the information in the Recovery Expense Lines table. For more information, see Purge the Expense Lines Interface Table.
You submit the Recovery Module Expense Lines Interface Table Purge by selecting Open Interfaces: Variable Rent Gateway: Volume Import.
You can also submit the Recovery Module Expense Lines Interface Table Purge concurrent program from the Submit Request window. See Submitting Requests.
The Recovery Module Expense Lines Interface Table Purge concurrent program contains the following parameters.
Recovery Expense Number: Choose a recovery expense number from the list of values.
Location Code: Choose a location code from the list of values. A value must be entered for either the Location Code or Property Code field.
Property Code: Choose a property code from the list of values. A value must be entered for either the Location Code or Property Code field.
Period Start Date: Choose the start date of the expense extract period to be purged.
Period End Date: Choose the end date of the expense extract period to be purged.
Transfer Flag: Choose the type of data you want to purge:
E: Erroneous
N: Not Transferred
Y: Transferred
Delete All: Specify whether all the expense lines in the interface table will be deleted, without regard to the value in the Transfer Flag field.
Yes: Delete all the expense lines from the interface table.
No: Do not delete any of the expense lines from the interface table.
The Recovery Module Expense Lines Interface Table Purge concurrent program does not generate a report.
This program creates billing or payment schedules for a lease. The Schedules and Items concurrent program runs automatically in the following situations:
When you finalize a lease
When you create new terms for a lease in Lease Ordered or Signed status
When you extend or contract a finalized lease
When you change a draft lease to Lease Ordered or Signed status
When you approve variable rent, rent increase, operating expense, or recoveries terms
If the Schedules and Items concurrent program fails when run automatically, you can submit it from the Submit Request window.
The Schedules and Items concurrent program contains the following parameters:
Lease Number. Select the lease number of the lease for which you want to create schedules and items.
Lease Context. Select the context in which you are running the concurrent program. For example, you can specify if you are creating schedules and items after you have abstracted a lease, extended or contracted a lease or term, added terms, made retroactive adjustments, or have changed the lease status to Lease Ordered, Signed, or the rollover status of the lease to Month To Month, or On Hold.
Called From. Optionally, specify whether you are creating schedules and items for terms you have specified directly in the lease, for variable rent terms, or for rent increase terms.
Payment Term. Optionally, specify a payment term if you want to create schedules for a specific term.
Calculate Index Rent. Optionally, specify whether you want to recalculate index rent after schedules and items are created for the specified lease. If you select Yes, Oracle Property Manager recalculates the basis for all periods in the agreements and then recalculates the index rent amounts.
Cutoff Date. Optionally, specify a cutoff date if you are running the concurrent program in the context of a lease extension. Oracle Property Manager will not renormalize terms whose normalization end date is earlier than the cutoff date.
This program generates Schedules and Items report. The report lists information by lease including the following information:
Currency Code
Total Cash
Normalization Cash
Account Expense
Adjustment
Accrued Liability
Related Topics
Use the Tenancy Attributes Upgrade concurrent program to update customer and recoveries-related information including recovery type, space standard, and financial obligation end dates on the Locations tab of the Lease window for revenue leases and subleases.
Note: You cannot use Oracle Property Manager’s Recovery module until you provide customer and recovery information for locations specified on the lease.
You submit the Tenancy Attributes Upgrade concurrent program from the Submit Request window. See Submitting Requests.
The Tenancy Attributes Upgrade concurrent program contains the following parameters:
Lease Number range: Select a lease or range of leases for which you want to update tenancy information in the Lease Number From and Lease Number To fields.
Space Standard: Select the space standard to be populated in the Recovery Space Standard field.
Recovery Type: Select a recovery type to be populated in the Recovery Type field.
Update Customer: Specify whether you want to update customer and customer site information. Oracle Property Manager identifies the customer and customer site from the first term in the lease and updates the Customer Name and Bill To Site field.
A customer space assignment is generated when customer information is populated in the Customer Name and Bill To Site fields.
Financial Obligation End Date: Specify whether you want to update the Financial Obligation End Date field using the expiration date of the tenancy. Oracle Property Manager updates the financial obligation end date only if you have not provided the appropriate information already.
Important: Oracle Property Manager updates the Recovery Space Standard, Recovery Type, Customer Name, Bill To Site, and Financial Obligation End Date fields only if you have not specified the appropriate information already. Existing information is not overwritten.
The Tenancy Attributes Upgrade concurrent program does not generate a report.
Use the Transfer Normalized Lines to GL concurrent program to transfer normalization-related expense and revenue accounting entries to Oracle Subledger Accounting
You submit the Transfer Normalized Lines to GL concurrent program from the Submit Request window. See Submitting Requests.
The Transfer Normalized Lines to GL concurrent program contains the following parameters.
Journal Category: You must select the journal category for the export to Oracle Subledger Accounting. The selections for this required field include the following:
All: All revenue and expense items are included.
Lease Expenses: Only expense items are included.
Lease Revenue: Only revenue items are included.
Schedule Date range: Optionally, restrict the transfer to a schedule date range. Leaving the fields blank will include all schedule dates.
Lease Number range: Optionally, restrict the transfer to a lease number range. Leaving the fields blank will include all lease numbers.
Period Name: Optionally, enter the period name.
Supplier Name: Optionally, enter the name of the supplier.
Customer Name: Optionally, enter the name of the customer.
The Transfer Normalized Lines to GL concurrent program does not generate a report.
Related Topics
Expense and Revenue Recognition Process
The Update Location Alias concurrent program is used to change the alias of a location. See Changing the Location Alias.
You submit the Update Location Alias concurrent program from the Submit Request window. See Submitting Requests.
The Update Location Alias concurrent program contains the following parameters.
Location Type: Specify the location type of the location, for example, building, land, or office.
Location Code: Choose a location code from the Location Code list of values. The Location Code list of values is populated based on your choice of location type.
New Alias Name: Specify the new alias name for the location you have selected.
The Update Location Alias concurrent program does not generate a report.
Use the Variable Rent - Cascade Breakpoints from Line Items UI to Setup UI concurrent program to make line item information for existing agreements available in the Setup window. The concurrent program links line items with the same product type and category from year to year to form a single line item displayed in the Setup window. Therefore, before running the program for an agreement, you must ensure that multiple line items in the same year do not share the same product type and category. Alternatively, you can continue to calculate variable rent with the non-upgraded agreement, or contract it and create an agreement. However, you cannot modify line items or breakpoint definitions for non-upgraded agreements.
Important: You need not run the concurrent program for old, inactive agreements or for agreements whose breakpoint definitions will not change. However, it is recommended that you upgrade all variable rent agreements so that you have a consistent view of breakpoint definitions and do not have to run the program for unexpected future changes, such as lease contraction.
If your portfolio contains variable rent agreements where you have overridden the basis amount, run the Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program first.
The Variable Rent - Cascade Breakpoints from Line Items UI to Setup UI concurrent program contains the following parameters.
Property Id:Optionally, select a value for which you want to upgrade the breakpoint definitions from line items to setup windows.
Location Id: Optionally, select a value for which you want to upgrade the breakpoint definitions from line items to setup windows.
Lease Id: Optionally, select a value for which you want to upgrade the breakpoint definitions from line items to setup windows.
Variable Rent Id: Optionally, select a value for which you want to upgrade the breakpoint definitions from line items to setup windows.
The Variable Rent - Cascade Breakpoints from Line Items UI to Setup UI concurrent program generates a report that lists the upgraded variable rent agreements.
Use the Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program to select lease terms to include in the breakpoint basis. If your portfolio contains variable rent agreements for which you have overridden the calculated basis or if you modify the breakpoint definitions later, you must run the Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program. The concurrent program converts natural breakpoint definitions to artificial breakpoints for agreements with overridden bases. (Natural breakpoints created using basis you have overridden are, in essence, artificial breakpoint definitions, with the artificial breakpoints entered indirectly rather than directly.)
You must run the concurrent program for all agreements with overridden breakpoint basis, whether or not you change the breakpoint definitions.
Important: The Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program does not modify volumes or rates of the converted breakpoint definitions.
You can submit the Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program from the Submit Request window.
The Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program contains the following parameters.
Mode: Optionally, select the value that you want to use to convert natural breakpoint definitions to artificial breakpoint definitions.
Diagnostic:In diagnostic mode, this program creates a report that shows which agreements have override values for Base Rent.
Update:In update mode, this program converts to artificial breakpoints. This is a Required Parameter.
Property Id: Optionally, select the value you want to use to convert natural breakpoint definitions to artificial breakpoint definitions.
Location Id: Optionally, select the value you want to use to convert natural breakpoint definitions to artificial breakpoint definitions
Lease Id: Optionally, select the value you want to use to convert natural breakpoint definitions to artificial breakpoint definitions
Variable Rent Id: Optionally, select the value you want to use to convert natural breakpoint definitions to artificial breakpoint definitions
The Variable Rent - Convert Natural Breakpoints to Artificial Breakpoints concurrent program generates a report, in both the diagnostic and update modes, which lists variable rent agreements with overridden base rent values. In the case of Update mode, the report lists modified agreements.
Use the Variable Rent Gateway Import Process concurrent program to import data into the Volume History interface tables.
You submit the Variable Rent Gateway Import Process concurrent program by selecting Open Interfaces: Variable Rent Gateway: Volume Import. The Submit Request window is displayed where you can specify the appropriate parameters.
You can also submit the Variable Rent Gateway Import Process concurrent program from the Submit Request window. See Submitting Requests.
The Variable Rent Gateway Import Process concurrent program contains the following parameter.
Batch Name: Select a batch name for which you want to import data from the Batch Name list of values.
The Variable Rent Gateway Import Process concurrent program does not generate a report.
Related Topics
Use the Variable Rent Gateway Purge Process concurrent program to purge data available in the Volume History interface tables.
You submit the Variable Rent Gateway Purge Process concurrent program by selecting Open Interfaces: Variable Rent Gateway: Purge. The Submit Request window is displayed where you can specify the appropriate parameters. See Submitting Requests.
You can also submit the Variable Rent Gateway Purge Process concurrent program from the Submit Request window. See Submitting Requests.
The Variable Rent Gateway Purge Process concurrent program contains the following parameters:
Batch Name: Provide the name of the batch whose data you want to purge.
Reporting Date range: Provide a date or date range if you want to purge records belonging to volume history batches whose reporting dates fall within the given range.
The Variable Rent Gateway Import Process concurrent program does not generate a report.
Related Topics
This program calculates the true up gross variable rent for the calculation period. When you select the True Up calculation method, Oracle Property Manager first calculates variable rent based on noncumulative group sales volume and the group breakpoint throughout the year and bills the customer for these terms.
Then you must submit this program after a sales year is complete. This program perform the annual true up calculation and creates a true up term. The true up terms is the adjustment amount for the difference in billed amounts during the year and the result of the true up calculation.
Submit the PN - Variable Rent True Up concurrent program from the Submit Request window. See Submitting Requests, Oracle Property Manager User Guide.
The Variable Rent True Up concurrent program contains the following parameters:
Property Code. Select to limit the true up calculation for variable rent agreements associated with the specified property.
Lease Number Low/High. Select to limit the true up calculation to variable rent agreements for the specified range of leases.
Variable Rent Number Low/High. Select to limit the true up calculation to the specified range of variable rent agreements.
Period End Date. Enter to limit the true up calculation to agreements with end dates that are less than or equal to the specified date.
The Variable Rent True Up concurrent program generates a report with the actual true up amount.