Wiki-Quellcode von look at the objects and units

Zuletzt geändert von Administrator am 2013/11/22 09:32
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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.