Understanding the Upload Process

To copy the unit information from JD Edwards EnterpriseOne Real Estate Management, you must run the Load AREF Unit Master (R15L1012). The system copies unit information, such as areas, dates, report code values, and the associated leases if they exist, from these JD Edwards EnterpriseOne Real Estate Management tables:

Unit Master (F1507)
Floor Master (F1506)
Area Master (F1514)
Lease Master Header (F1501B)
Lease Master Detail (F15017)

The system updates this information to the AREF Unit Master table (F15L101), from which you can review various budget scenarios.

When you run the R15L1012 program, you assign the revision number in the processing options to identify the group of units that you are uploading. After you set up information for one revision number, you can copy this information to another revision number, and then revise that information as necessary.

Note: The lease start date must be the same as or within the date range as specified in the Load Start Date and Load End Date processing options or the system does not update the Lease Number, Tenant, Name, or Start Date and Lease End Date fields on the unit in the JD Edwards EnterpriseOne Advanced Real Estate Forecasting system.

For leased units, the system retrieves the following information from JD Edwards EnterpriseOne Real Estate Management:

Revenue amounts (both rent and nonrent) from the recurring billing information.
If you do not set up recurring billing information, the system forecasts revenue based on the unit assumption rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.
Expense participation.
If you do not set up expense participation information, the system forecasts expense participation based on the expense participation rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.
Sales overage.
If you do not set up sales overage information, the system forecasts sales overage based on the sales overage rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting.

To determine which in date field on the lease the system uses as the Begin Effective date on the R15L1012 report, the system uses the Lease Commitment Begin Date processing option.

The system uses the following hierarchy in determining which out date field on the lease to use as the End Effective date on the R15L1012 report:

If there is a value in the Plan-Out Date field, the system uses this value.
If the Plan Out Date field is blank, the system uses the value in the Move Out Date field.
If both the Plan Out Date and the Move Out Date fields are used, the system uses the value in the Lease End Date.

Note: You can use processing options on the AREF Budget Calculation report (R15L1091) to indicate whether the system uses unit assumption rules for both revenue amounts and expense participation amounts if the lease does not contain amounts. These processing options enable you to prevent the system from forecasting amounts for revenue, expense participation, or both if the REM lease does not have or use these amounts.

To maintain integrity between the JD Edwards EnterpriseOne Advanced Real Estate Forecasting system and the JD Edwards EnterpriseOne Real Estate Management system, you can rerun the Load AREF Unit Master program (R15L1012) as often as necessary. The system updates the F15L101 table with changes made in JD Edwards EnterpriseOne Real Estate Management. To bypass updating unit information in the F15L101 table, you can lock the unit record. The system does not update unit information on locked unit records.

Note: You can update unit information only from JD Edwards EnterpriseOne Real Estate Management to JD Edwards EnterpriseOne Advanced Real Estate Forecasting.