Current
Administrator
2014/01/13 14:17

Inhaltsverzeichnis
   Current  	 # 
Possible Handling and 	 # 
Creating Properties 	 # 

   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.