Forms Used to Set Up Adjustments to the Class Exposure

Form Name

FormID

Navigation

Usage

Work with E.P. Class Information

W1530A

Expense Participation (G1523), E.P. Class Information.

Review and select expense participation class records.

E.P. Class Information Revisions

W1530C

On the Work with E.P. Class Information form, click Add.

  • Set up fees.

  • Set up gross up percentages at the class level.

E.P. Class Account Overrides Revisions

W15301D

On the E.P. Class Information Revisions form, select Account Overrides from the Row menu or the Form menu.

  • Set up account overrides.

  • Set up fees.

  • Set up gross up percentages at the account level.

Note: If you select the Row menu, the filter fields for the account range are populated. If you select the Form menu, these fields are not populated.

E.P. Class Adjustments Revisions

W1530B

On the E.P. Class Information Revisions form, select Class Adjustments from the Form menu.

Set up adjustment amounts.

Note: You cannot access this form from the E.P. Class Adjustments Revisions form in Add mode.

Work with Leases

W15210A

Expense Participation (G1523), E.P. Information

Select the lease for which you want to add or revise expense participation information.

E.P. Information Revisions

W15012A

On the Work with Leases form, click Add.

  • Add tenant exclusion rules and exclusion overrides to an expense class.

  • Set up base exclusion amounts.

  • Set up fees.

Expense Participation Adjustments

W15012B

On the E.P. Information Revisions form, select EP Adjustments from the Form menu.

  • Set up minimum and maximum adjustments and adjustment factors.

  • Set up gross up percentages at the lease level.

E.P. Class Account Overrides Revisions

W15301D

Select Account Overrides from the Row menu or the Form menu on the E.P. Class Information Revisions form.

Set up cap overrides.

Note: If you select the Row menu, the filter fields for the account range are populated. If you select the Form menu, these fields are not populated.

Work with Tenant Exclusions

W150120A

Expense Participation (G1523), Tenant Exclusion Revisions

Review and select tenant exclusion rules.

Tenant Exclusion Revisions

W150120B

On the Work with Tenant Exclusions form, click Add.

Set up tenant exclusion rules.