look at the objects and units
Administrator
2013/11/22 09:32

Inhaltsverzeichnis

Topography > Portfolio History > Complete Portfolio gives you a summery over all in the system applied, or bought properties.
=== Liegenschaften anzeigen & suchen ===
__ Bild: Übersicht über alle Liegenschaften im System__
You can limit the number of objects in the Flexigrid with further kriterias:
Business fields
Countries
Facility Management
Assetmanager
Bild: Einschränkung der Auswahl über die Gesellschaften
Conventional you can search with the Quick Search (for example) Name respectivly the Advanced Search to limit the choice.
With the button Qick Search - respectiveloy the Shortcut Strg-Shift-F -you have the extended and comfortable possibility to look for objects in all fields.
(for example “Adam” delivers all records with “Adam”, independent the field it contents).
Bild: Öffnen der Schnellsuche
Bild: Mit geöffneter Filterauswahl
==== Possible Handling and Informationen of a Property ====
kleines Bild: Informationen zur Zinsliste und überschrit (title4?)
The current standing of the Lease-List will be shown in a Flexigrid summery. (% lang=”EN-GB” style=”mso-ansi-language:EN-GB” %)A Lease-List deemed to be actual when it is imported in the current month.
Tabelle:
red = not actual
green = actual
yellow = Lease-list not existing
==== ====
=== Creating Properties ===
To create a new property click in the flexigrid on the button //Create Property. //First fill in the basic Information of the property in the following registers:
Main Information of the Property
Object-Information: Details of geographical position, elevator, cellar, agent-information and so on
Finance-Information: Details on purchasing price, market value, assessment, financial data and accounting.
Sell - Information: Details like year of construction, date of purchase, sell-by date and so on.
Budget/Planning: Details of budget lease, capitalization rate and so on.
Permissions: In this register you gain read and write access of groups on all levels of the property.
Webalerts: Here you establish search terms of buildings, companies, persons, corporations - seeking for automatically or by hand (Web Alerts > Check)
Bild: Formular: Liegenschaft anlegen
Bild: Formular: Liegenschaft anlegen, Register: Objektinfos
__ Formular: Liegenschaft anlegen, Register: Finanzinfos__
(% lang=”EN-GB” style=”mso-ansi-language:EN-GB” %)Finance data can only be imported by //Other Modules > Finanicals > Finanical Data Import.//
(% lang=”EN-GB” style=”mso-ansi-language:EN-GB” %)Direct(% lang=”EN-GB” style=”mso-ansi-language: EN-GB; mso-spacerun: yes” %) (% lang=”EN-GB” style=”mso-ansi-language:EN-GB” %)changes on the property are not possible therefore. Also importing with //System >// //Master Data Import > Real estate// is not possible.(% lang=”EN-GB” style=”mso-ansi-language: EN-GB; mso-spacerun: yes” %)
Following fields are blocked in the record:
purchase price
additional charges
acquisition value (cost value)
IAS value (will be changed to IFRS - International Financial Reporting Standards
Asset under Construction
Market Value, Assesor, Valuation Method, last Expertise
Market Value2, Assesor2, Valuation Method2, last Expertise2
Book Value at cost
(% lang=”EN-GB” style=”font-size:12.0pt;font-family: ~”Times New Roman~”;mso-fareast-font-family:~”Times New Roman~”;mso-ansi-language: EN-GB;mso-fareast-language:DE;mso-bidi-language:AR-SA” %)Rest book value (remaining book value)
(% lang=”EN-GB” style=”font-size:12.0pt;font-family: ~”Times New Roman~”;mso-fareast-font-family:~”Times New Roman~”;mso-ansi-language: EN-GB;mso-fareast-language:DE;mso-bidi-language:AR-SA” %)Book Value HGB (will be changed in “Book Value UGB”)
Bild: Formular: Liegenschaft anlegen, Register: Kaufinformationen
Bild: Formular: Liegenschaft anlegen, Register: Budget/Planung
Bild:Formular: Liegenschaft anlegen, Register: Berechtigungen
Bild:Formular: Liegenschaft anlegen, Register: Webalerts
To save the basic information click the Save-Button in all registers. Now you can continue with the information of th property.
Bild:Weitere Informationen zur Liegenschaft anlegen.
Yet you have another Question leave it on this Site for the metamagix-Support-Team.