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look at the objects and units
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look at the objects and units
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look at the objects and units
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1: Topography > Portfolio History > Complete Portfolio gives you a summery over all in the system applied, or bought properties. 2: 3: === Liegenschaften anzeigen & suchen === 4: 5: __ Bild: Übersicht über alle Liegenschaften im System__ 6: 7: 8: You can limit the number of objects in the Flexigrid with further kriterias: 9: 10: * Business fields 11: * Countries 12: * Facility Management 13: * Assetmanager 14: 15: __Bild: Einschränkung der Auswahl über die Gesellschaften__ 16: 17: 18: Conventional you can search with the Quick Search (for example) Name respectivly the Advanced Search to limit the choice. 19: 20: 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. 21: 22: (for example "Adam" delivers all records with "Adam", independent the field it contents). 23: 24: 25: __Bild: Öffnen der Schnellsuche__ 26: 27: __Bild: Mit geöffneter Filterauswahl__ 28: 29: 30: ==== Possible Handling and Informationen of a Property ==== 31: 32: __kleines Bild: Informationen zur Zinsliste und überschrit (title4?)__ 33: 34: 35: 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. 36: 37: Tabelle: 38: 39: red = not actual 40: 41: green = actual 42: 43: yellow = Lease-list not existing 44: 45: ==== ==== 46: 47: === Creating Properties === 48: 49: 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: 50: 51: * Main Information of the Property 52: * Object-Information: Details of geographical position, elevator, cellar, agent-information and so on 53: * Finance-Information: Details on purchasing price, market value, assessment, financial data and accounting. 54: * Sell - Information: Details like year of construction, date of purchase, sell-by date and so on. 55: * Budget/Planning: Details of budget lease, capitalization rate and so on. 56: * Permissions: In this register you gain read and write access of groups on all levels of the property. 57: * Webalerts: Here you establish search terms of buildings, companies, persons, corporations - seeking for automatically or by hand (Web Alerts > Check) 58: 59: __Bild: Formular: Liegenschaft anlegen__ 60: 61: __Bild: Formular: Liegenschaft anlegen, Register: Objektinfos__ 62: 63: __ Formular: Liegenschaft anlegen, Register: Finanzinfos__ 64: 65: 66: 67: 68: 69: 70: (% lang="EN-GB" style="mso-ansi-language:EN-GB" %)Finance data can only be imported by //Other Modules > Finanicals > Finanical Data Import.// 71: 72: (% 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" %) 73: 74: 75: Following fields are blocked in the record: 76: 77: * purchase price 78: * additional charges 79: * acquisition value (cost value) 80: * IAS value (will be changed to IFRS - International Financial Reporting Standards 81: * Asset under Construction 82: * Market Value, Assesor, Valuation Method, last Expertise 83: * Market Value2, Assesor2, Valuation Method2, last Expertise2 84: * Book Value at cost 85: * (% 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) 86: * (% 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") 87: 88: Bild: Formular: Liegenschaft anlegen, Register: Kaufinformationen 89: 90: Bild: Formular: Liegenschaft anlegen, Register: Budget/Planung 91: 92: Bild:Formular: Liegenschaft anlegen, Register: Berechtigungen 93: 94: Bild:Formular: Liegenschaft anlegen, Register: Webalerts 95: 96: 97: To save the basic information click the Save-Button in all registers. Now you can continue with the information of th property. 98: 99: 100: Bild:Weitere Informationen zur Liegenschaft anlegen. 101: 102: 103: Yet you have another Question leave it on this Site for the metamagix-Support-Team.