This appendix describes the default navigation paths for each window on the Oracle Property Manager menu.
This appendix covers the following topics:
The following table lists window names and typical navigation paths (if your system administrator has customized your navigator, your navigation paths may be different):
| Window Name | Navigation Path |
|---|---|
| Approve Rent Increase Terms | Leases and Documents: Rent Increase: Approve Rent Increase Terms |
| Approve Schedules | Leases and Documents: Approve Schedules |
| Approve Variable Rent Terms | Leases and Documents: Variable Rent: Approve Variable Rent Terms |
| Authorize Billings | Leases and Documents: Billings: Authorize. Enter search criteria and choose the Find button. |
| Authorize Payments | Leases and Documents: Payments: Authorize. Enter search criteria and choose the Find button. |
| Billing Schedule Details | Leases and Documents: Billings:Authorize. Enter search criteria and choose the Find button. Choose the Details Button. |
| Billing Term Template | Leases and Documents: Billings:Billing Term Template |
| Billings Exported to Receivables | Leases and Documents:Billings:Export to Receivables. Check the Exported check box and choose the Find button. |
| Buildings | Property Definition: Building |
| Contacts | Agents: Contacts |
| Customers (Enter) | Agents: Customers: Standard or Agents: Customers: Quick |
| Customer Profile Classes | Agents:Customers:Profile Class |
| Customers Summary | Agents:Customers:Summary |
| Details Milestones | Leases and Documents:Main Leases:Enter Leases and Documents. Choose the New button. Enter lease information. Choose the Milestones button. |
| Employees (Enter) | Agents:Employees:Enter Employees |
| Employees (View) | Agents:Employees:View |
| Export Billings to Receivables | Leases and Documents:Billings:Export to Receivables. Enter search criteria and choose the Find button. |
| Export Payments to Payables | Leases and Documents:Payments:Export to Payables. Enter search criteria and choose the Find button. |
| Export to CAD Interface | Open Interfaces:Locations and Space Allocation:Export |
| Find Billing Schedules | Leases and Documents:Billings:Export to Receivables. Enter search criteria and choose the Find button. |
| Find/Enter Customers | Agents:Customers:Standard |
| Find Locations | Property Definition:View Locations. Enter search criteria and choose the Find button. |
| Find Payment Schedules | Leases and Documents:Payments:Export to Payables. Enter search criteria and choose the Find button. |
| Find Payments | Leases:Export Payments. Enter search criteria and choose the Find button. |
| Find Space Assignment | Assignments:Assign Space. Enter search criteria and choose the Find button. |
| Floors | Property Definition:Building. Choose the Floors button. |
| Import from CAD | Open Interfaces:Locations and Space Allocation:Import |
| Index History | Leases and Documents:Rent Increase:Enter Index History. |
| Land | Property Definition:Land |
| Lease | Leases and Documents: Enter Leases and Documents. Choose the New button. On the Lease window, choose the New or Open button. |
| Lease Amendment | Leases and Documents:View Lease History. Enter search criteria and choose the Find button. Choose the Amendments button. |
| Lease Details History | Leases and Documents:View Lease History. Enter search criteria and choose the Find button. Choose the Amendments button. |
| Lease Edit | Leases and Documents:View Lease History. Enter search criteria and choose the Find button. Choose the Transactions button, then choose the History button. |
| Leases | Leases and Documents: Enter Leases and Documents. Choose the New button. |
| Leases (History) | Leases and Documents:Main Lease:View Lease History. Enter search criteria and choose the Find button. |
| Locations Inquiry | Property Definition:View Locations. Enter search criteria and choose the Find button. |
| Milestone Templates | Setup:Milestones Template |
| Offices | Property Definition:Buildings: Choose the Floors button, then choose the Offices button. |
| Parcels | Property Definition:Land: Choose the Parcels button. |
| Payment Schedule Details | Leases and Documents: Payments:Authorize. Enter search criteria and choose the Find button. Choose the Details Button. |
| Payment Term Template | Leases and Documents: Payments:Payment Term Template |
| Payments Exported to Payables | Leases and Documents:Payments:Export to Payables. Check the Exported check box and choose the Find button. |
| Properties | Property Definition:Property |
| Regions and Office Parks | Property Definition: Regions |
| Roles and Sites | Agents:Contacts. Choose the New button. |
| Rent Increase | Leases and Documents:Rent Increase:Enter Rent Increase. Choose the Open or New button. |
| Rent Increase Leases | Leases and Documents:Rent Increase:Enter Rent Increase. |
| Reporting Currencies | Setup:International:Enable Reporting Currencies |
| Sections | Property Definition:Land: Choose the Parcels button, then choose the Sections button. |
| Space Assignment | Assignments:Assign Space |
| Space Assignment (View) | Assignments:View Space Assignments. Enter search criteria and choose the Find button. |
| Suppliers | Agents:Suppliers:Enter Suppliers |
| Suppliers (View) | Agents:Suppliers:View |
| Variable Rent | Leases and Documents:Variable Rent:Enter Variable Rent |
| Variable Rent (View) | Leases and Documents:Variable Rent:View Variable Rent |
The following table shows the navigation for Equipment Leasing:
| Icon/Tab/Window Name | Navigation Path |
| Equipment Lease Search | Equipment Leases: Leases: Equipment Lease Search |
| Create Lease | Equipment Leases: Leases: Equipment Lease: Search and Create Lease |
| Parties (B) | Equipment Leases: Leases: Equipment Lease Search: Create Lease: (B) Parties |
| Assets | Equipment Leases: Leases: Equipment Lease Search: Create Lease |
| Assets Payments (B) | Equipment Leases: Leases: Equipment Lease Search: (B) Create Lease: Payments |
| Options | Equipment Leases: Leases: Equipment Lease Search: (B) Create Lease: Options |
| View Transaction | Equipment Leases: Leases: View Transactions |
| Set up: System Option | Equipment Leases: Set up: System Option |
| Set up: Term Templates | Equipment Leases: Set up: Term Templates |
| Set up: Term Templates | Equipment Leases: Set up: Discount Rate Index |
Detailed set up information is in the Equipment-Specific Setups for Compliance, Oracle Property Manager Implementation Guide.
For information in the Equipment Leases Window, see, Equipment Leases Window.
The following concurrent programs and reports can be run and monitored from Reports: Equipment Leases: Reports menu.
Programs
Equipment Schedules and Items: Program to generate schedules and items for equipment.
Approve or Cancel Approval of Equipment Schedules: Program for approving the schedules on equipment leases.
Export Equipment Payment Items to AP: Program for exporting pay items to Accounts Payables for generation of an accounts payable invoice.
Transfer Normalized Equipment Lines to GL: Program for generation of normalized lines and accruals for equipment leases
Reports
Generate Lease Detail Report
Generate Portfolio Detail Report
Generate Portfolio Summary Report