Wiki-Quellcode von looking at objects and units

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 1: <h2>
 2: look at the objects and units
 3: </h2>
 4: 
 5: Topography > Portfolio History > Complete Portfolio gives you a summery over all in the system applied, or bought properties. 
 6: 
 7: <h3> Liegenschaften anzeigen & suchen
 8: </h3>
 9: 
10: Bild: Übersicht über alle Liegenschaften im System
11: 
12: You can limit the number of objects in the Flexigrid with further kriterias:
13: 
14: 1. Business fields
15: 1. Countries
16: 1. Facility Management
17: 1. Assetmanager
18: 
19: Bild: Einschränkung der Auswahl über die Gesellschaften
20: 
21: Conventional you can search with the  Quick Search (for example) Name respectivly the Advanced Search to limit the choice.
22: 
23: 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.
24: 
25: (for example "Adam" delivers all records with "Adam", independent the field it contents).
26: 
27: Bild: Öffnen der Schnellsuche
28: 
29: Bild: Mit geöffneter Filterauswahl
30: 
31: <h3>
32: Possible Handling and Informationen of a Property
33: </h3>
34: 
35: kleines Bild: Informationen zur Zinsliste und überschrit (title4?)
36: 
37: 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.
38: 
39: Tabelle:
40: 
41: red = not actual
42: 
43: green = actual
44: 
45: yellow = Lease-list not existing
46: 
47: <h3>
48: Creating Properties
49: </h3>
50: 
51: 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:
52: 
53: 1. Main Information of the Property
54: 1. Object-Information: Details of geographical position, elevator, cellar, agent-information and so on
55: 1. Finance-Information: Details on purchasing price, market value, assessment, financial data and accounting.
56: 1. Sell - Information: Details like year of construction, date of purchase, sell-by date and so on.
57: 1. Budget/Planning: Details of budget lease, capitalization rate and so on.
58: 1. Permissions: In this register you gain read and write access of groups on all levels of the property.
59: 1. Webalerts: Here you establish search terms of buildings, companies, persons, corporations - seeking for automatically or by hand (Web Alerts > Check)
60: 
61: Bild:  Formular: Liegenschaft anlegen
62: 
63: Bild:  Formular: Liegenschaft anlegen, Register: Objektinfos
64: 
65: Bild: Formular: Liegenschaft anlegen, Register: Finanzinfos
66: 
67: Finance data can only be imported by Other Modules > Finanicals > Finanical Data Import.
68: 
69: Direct changes on the property are not possible therefore. Also importing with System > Master Data Import > Real estate is not possible.
70: 
71: Following fields are blocked in the record:
72: 
73: 1. purchase price
74: 1. additional charges
75: 1. acquisition value (cost value)
76: 1. IAS value (will be changed to IFRS - International Financial Reporting Standards
77: 1. Asset under Construction
78: 1. Market Value, Assesor, Valuation Method, last Expertise
79: 1. Market Value2, Assesor2, Valuation Method2, last Expertise2
80: 1. Book Value at cost
81: 1. Rest book value (remaining book value)
82: 1. Book Value HGB (will be changed in "Book Value UGB")
83: 
84: Bild:    Formular: Liegenschaft anlegen, Register: Kaufinformationen
85: 
86: Bild: Formular: Liegenschaft anlegen, Register: Budget/Planung
87: 
88: Bild:Formular: Liegenschaft anlegen, Register: Berechtigungen
89: 
90: Bild:Formular: Liegenschaft anlegen, Register: Webalerts
91: 
92: To save the basic information click the Save-Button in all registers. Now you can continue with the information of the property.
93: 
94: Bild:Weitere Informationen zur Liegenschaft anlegen.
95: 
96: *Yet you have another Question leave it on this Site for the metamagix-Support-Team.*