metamagix.ICRS - Documentation (English) » look at the objects and units

look at the objects and units

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

Tags:
Erstellt von Administrator am 2013/11/11 16:08

This wiki is licensed under a Creative Commons 2.0 license
XWiki Enterprise 3.5 - Documentation