looking at objects and units
Administrator
2013/11/22 09:54

Inhaltsverzeichnis
look at the objects and units 	 # 
 Liegenschaften anzeigen & suchen 	 # 
Possible Handling and Informationen of a Property 	 # 
Creating Properties 	 # 

look at the objects and units
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. 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
Bild: Formular: Liegenschaft anlegen, Register: Finanzinfos
Finance data can only be imported by Other Modules > Finanicals > Finanical Data Import.
Direct changes on the property are not possible therefore. Also importing with System > Master Data Import > Real estate is not possible.
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
· 	Rest book value (remaining book value)
· 	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 the property.
Bild:Weitere Informationen zur Liegenschaft anlegen.
Yet you have another Question leave it on this Site for the metamagix-Support-Team.