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metamagix.ICRS - Documentation (English) » Portfolio » Portfolio » Portfolio History » Current

# Current

Zuletzt geändert von Administrator am 2014/01/13 14:17
Kommentare (0) · Anmerkungen (0) · Anhänge (11) · Historie · Information

## Current

In the menue Portfolio > Portfolio History > Current you get a list of the current objects in the system.

Summary of current Objects (all Properties)

The other queries concerning the objects you can access on the menue Portfolio > Portfolio History …

Here you can start the queries, for example: complete Portfolio, current Portfolio , Sold Portfolio etc.

Summery of the current real estates in the System Portfolio > Portfolio History > Current Portfolio gives

you a summery over all in the system applied, or bought properties.

You can limit the number of objects in the Flexigrid with further criterias:

- Business fields
- Countries
- Facility Management
- Assetmanager

choosing constriction of an Area of Business

Conventionally you can search with the menue: Quick Search (for example) Name respectivly the Advanced Search with more options to limit the result.

With the button Quick Search respectively the Shortcut Strg-Shift-F -you have the extended and

comfortable possibility to look for objects considering all fields.

(for example "Adam" delivers all records with "Adam", independent the field it contents).

Load Set of Filters

Opened Filter Selection

### Possible Handling and

Informationen of a Property

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.

red = not actual

green = actual

yellow = Lease-list not existing

### Creating Properties

To create a new property click in the flexigridon the button: Create Property. First fill in the basic information of the property in the following registers.

Financial Data can only be imported by Other Modules > Finanicals > Finanical Data Import.

Direct changes on the property are not possible therefore. Also importing with menue: System > Master Data Import > Real Estate is not possible.

Following fields are locked in the object:

- 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

Open existing Property

Register: Cashflow of the Form: Properties

To save the basic information click the Save-Button in all registers. Now you can continue with the information of the property.

Yet you have another Question leave it on this Site for the metamagix-Support-Team.
Tags: Portfolio Current Portfolio
Erstellt von Administrator am 2013/11/25 12:54

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