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<h2> Current </h2> In the menue ~~Portfolio > Portfolio History > Current~~ you get a list of the current objects in the system. \\ {table} {image:allProperties.jpg|400|800|left} Summary of current Objects (all Properties) {table}\\ \\ 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. \\ <!--[if !mso]> <style> v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} </style> <![endif]--> <!--[if gte mso 9]><xml> <w:WordDocument> <w:View>Normal</w:View> <w:Zoom>0</w:Zoom> <w:HyphenationZone>21</w:HyphenationZone> <w:PunctuationKerning/> <w:ValidateAgainstSchemas/> <w:SaveIfXMLInvalid>false</w:SaveIfXMLInvalid> <w:IgnoreMixedContent>false</w:IgnoreMixedContent> <w:AlwaysShowPlaceholderText>false</w:AlwaysShowPlaceholderText> <w:Compatibility> <w:BreakWrappedTables/> <w:SnapToGridInCell/> <w:WrapTextWithPunct/> <w:UseAsianBreakRules/> <w:DontGrowAutofit/> </w:Compatibility> <w:BrowserLevel>MicrosoftInternetExplorer4</w:BrowserLevel> </w:WordDocument> </xml><![endif]--><!--[if gte mso 9]><xml> <w:LatentStyles DefLockedState="false" LatentStyleCount="156"> </w:LatentStyles> </xml><![endif]--><!--[if gte mso 10]> <style> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Normale Tabelle"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman"; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} </style> <![endif]--> {style:type=span}Summery of the current real estates in the System ~~Portfolio > Portfolio History > Current Portfolio~~ gives \\{style} you a summery over all in the system applied, or bought properties. \\ {style:type=span}You can limit the number of objects in the Flexigrid with further criterias:{style} * Business fields * Countries * Facility Management * Assetmanager \\ {table} {image:allProperties-areas.jpg|400|800|left} choosing constriction of an Area of Business\\ {table}\\ {style:type=span}Conventionally you can search with the menue: ~~Quick Search~~ (for example) Name respectivly the Advanced Search with more options to limit the result.{style} {style:type=span}With the button Quick Search respectively the Shortcut Strg-Shift-F -you have the extended and{style} {style:type=span}comfortable possibility to look for objects considering all fields.{style} {style:type=span}(for example "Adam" delivers all records with "Adam", independent the field it contents).{style} \\ {table} {image:allProperties-filter.jpg|400|800|left} Load Set of Filters\\ {table}\\ \\ {table} {image:allProperties-filter-1.jpg|500|800|left} Opened Filter Selection\\ {table}\\ \\\\ \\ <!--[if gte mso 9]><xml> <w:WordDocument> <w:View>Normal</w:View> <w:Zoom>0</w:Zoom> <w:HyphenationZone>21</w:HyphenationZone> <w:PunctuationKerning/> <w:ValidateAgainstSchemas/> <w:SaveIfXMLInvalid>false</w:SaveIfXMLInvalid> <w:IgnoreMixedContent>false</w:IgnoreMixedContent> <w:AlwaysShowPlaceholderText>false</w:AlwaysShowPlaceholderText> <w:Compatibility> <w:BreakWrappedTables/> <w:SnapToGridInCell/> <w:WrapTextWithPunct/> <w:UseAsianBreakRules/> <w:DontGrowAutofit/> </w:Compatibility> <w:BrowserLevel>MicrosoftInternetExplorer4</w:BrowserLevel> </w:WordDocument> </xml><![endif]--> <!--[if gte mso 9]><xml> <w:LatentStyles DefLockedState="false" LatentStyleCount="156"> </w:LatentStyles> </xml><![endif]--><!--[if gte mso 10]> <style> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Normale Tabelle"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman"; mso-ansi-language:#0400; mso-fareast-language:#0400; mso-bidi-language:#0400;} </style> <![endif]--> 1.1.1 Possible Handling and Informationen of a Property {style:type=span}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.{style} \\ {style:type=span}red = not actual{style} {style:type=span}green = actual{style} {style:type=span}yellow = Lease-list not existing{style} 1.1.1 Creating Properties {style:type=span}To create a new property click in the [flexigrid>Flexigrid>Flexigrid]on the button: ~~Create Property~~. First fill in the basic information of the property in the following registers.{style} {style:type=span}Financial Data can only be imported by ~~Other Modules > Finanicals > Finanical Data Import.~~{style} {style:type=span}Direct changes on the property are not possible therefore. Also importing with menue: <em>System > Master Data Import > Real Estate</em> is not possible. {style} {style:type=span}Following fields are locked in the object:{style} * {style:type=span}additional charges{style} * 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 \\ {table} {image:liegenschaften.jpg|999|800|left} Open existing Property\\ {table} \\{table} {image:cashflow.jpg|600|800|left} {style:type=span} Register: Cashflow of the Form: Properties{style} {table} {style:type=span}To save the basic information click the ~~Save~~-Button in all registers. Now you can continue with the information of the property.{style} \\ *Yet you have another Question leave it on this Site for the metamagix-Support-Team.*