Navigating in PeopleSoft Lease Administration

PeopleSoft Lease Administration provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to the PeopleSoft Lease Administration custom navigation pages, PeopleSoft provides menu navigation and standard navigation pages.

This tables lists the custom navigation pages that are used to navigate in PeopleSoft Lease Administration:

Lease Administration Center

The Lease Administration Center custom navigation pages provide access to lease administration setup as well as lease administration acquisition business processes and reports:

Page Name

Navigation

Usage

Lease Administration Center

Main Menu > Lease Administration > Lease Administration Center

Access primary Lease Administration menu options as well as pages pertinent to administering leases from other PeopleSoft applications.

My Information

Click the My Information link on the Lease Administration Center page.

Access the My Lease Portfolio, My Critical Dates, and My Preferences pages.

Payables Leases

Click the Payables Leases link on the Lease Administration Center page.

Access the Lease Inquiry, Create New Lease, Maintain Lease, Enter Sales Report, and Audit Operating Expenses pages.

Receivables Leases

Click the Receivables Leases link on the Lease Administration Center page.

Access the Create New Lease, Maintain Lease, Enter Sales Report, Reconcile Operating Expense, and Refund Security Deposits pages.

Contact Repository

Click the Contact Repositorylink on the Lease Administration Center page

Access the Contacts page to manage or add new contacts.

Manage Payments

Click the Manage Payments link on the Lease Administration Center page.

Access the Process Payments, Manage Transaction Generator, Create Manual Payables, and Maintain Manual Payables pages as well as the interface to Payables.

Manage Billing/AR

Click the Manage Billing/AR link on the Lease Administration Center page.

Access Process Invoices, Manage Transaction Generator, Review Invoices, Create Manual Receivables, Maintain Manual Receivables, and Review Outstanding Receivables pages.

Manage Accounting

Click the Manage Accounting link on the Lease Administration Center page.

Access Allocation, Accounting Rules, and Straightline Accounting pages.

Reports

Click the Reports link on the Lease Administration Center page.

Access the Lease Abstract, Critical Dates, Property/Asset Inquiry, Pending Lease Payables, Pending Lease Receivable, Reported Sales, Minimum Lease Obligation, Lease Abstract Worksheet pages, Rent Variance and Leased Property reports.

Lease Administration Setup

Click theLease Administration Setup link on the Lease Administration Center page.

Access all the setup pages necessary for PeopleSoft Lease Administration across the applications: Transaction Routing Codes, Amendment Types, LA Business Unit Definition, Clause Types, Economic Index, Lease Options, Lease Abstract, Critical Dates Templates, Customer Setup, Lease Administration Roles, Lease Types, Supplier Setup, Manual Fee Types, Market Rate Index, Miscellaneous Rent Types, Region Codes, Role Types, Sales Categories, Security Deposit Types, Operating Expense Categories, and Schedule pages.

Asset Repository

Click the Asset Repository link on the Lease Administration Center page.

Access the Add/Maintain Property, Space Utilization, Property Tax, CAFM Property Integration, CAFM Department Integration and CAFM Employee Integration pages.

Site Repository

Click the Site Repository link on the Lease Administration Center page.

Access the Create Site and Manage Sites pages.

Site Acquisition Request

Click the Site Acquisition Request link on the Lease Administration Center page.

Access the Site Acquisition Request, Manage SAR Approval pages and critical dates pages.

Site Acquisition Setup

Click the Site Acquisition Setup link on the Lease Administration Center page.

Access all the setup pages necessary for PeopleSoft Site Acquisition including supplemental data.

Options and Template Setup

Click the Options and Template Setup link on the Lease Administration Center page.

Access the pages necessary to manage options and critical data templates.

Lease Administration Center

Click the NavBar and select the Lease Administration link.

Access various lease administration components.

Use the Lease Administration navigation collection to access various lease administration components.

This page can be accessed by adding link on the NavBar.

This example illustrates the fields and controls on the Lease Administration Center Page. You can find definitions for the fields and controls later on this page.

Lease Administration Center page

This navigation collection enables users to access frequently-used lease administration components from a single location. The left panel of this page lists all the collected components in the following categories:

  • My Information

  • Payables Leases

  • Asset Repository

  • Receivables Leases

  • Site Repository

  • Contact Repository

  • Manage Payments

  • Manage Billing/AR

  • Manage Accounting

  • Reports

  • Lease Administration Setup

  • Site Acquisition Request

  • Site Acquisition Setup

  • Options and Template Setup

The right pane displays the component details that is selected on the left panel.