Wiki-Quellcode von Current Portfolio

Zuletzt geändert von Administrator am 2014/06/06 15:47
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  1: Current Portfolio 
  2: 
  3: <h3>Searching and Viewing Objects (Real Properties) 
  4: </h3>
  5: 
  6: Summery of the current real estates in the system ~~Portfolio  > Portfolio History > Current Portfolio.~~ 
  7: 
  8: gives you a summery over all in the system applied, or bought properties.
  9: {image:wikisupport2.jpg|200|200}
 10: 
 11: \\
 12: \\
 13: {table}
 14:  {image:xallProperties.jpg|450|800|left}
 15: The  table is showing all stored objects\\ 
 16: {table}\\
 17: 
 18: You can limit the number of objects in the [Flexigrid>Flexigrid>Flexigrid] with further criterias:
 19: 
 20: \\
 21: 
 22: * Business fields
 23: * Countries
 24: * Facility Management
 25: * Assetmanager
 26: 
 27: {table}
 28: {image:xallProperties-areas.jpg|400|800|left}  
 29:  Consider the query limitations on the left side (opened areas of business)\\ 
 30: {table}\\
 31: \\
 32: 
 33: Conventionally you can search with the menue:  ~~Quick Search~~ (for example) Name respectivly the ~~Advanced search~~ with more options to limit the result.
 34: 
 35: With the button ~~Quick search~~ respectively the shortcut Strg-Shift-F -you have the extended and
 36: 
 37: comfortable possibility to look for objects considering all fields.
 38: \\
 39: {table}
 40: {image:quicksearch-engl.jpg|700|800|left}  
 41:  Quick search \\ 
 42: {table}\\
 43: \\
 44: 
 45: (for example "Adam" delivers all records with "Adam", independent the field it contents).  
 46: 
 47: \\
 48: {table}
 49:  {image:xallProperties-filter.jpg|550|800|left}
 50:  Suitable ways to limit the results for precisely searching.\\ 
 51: {table}\\
 52: 
 53: \\
 54: Another example with limitations on status, property group and and property....
 55: \\
 56: {table}
 57: {image:xallProperties-filter-1.jpg|700|800|left}  
 58:  Consider the opened query filter.\\ 
 59: {table}\\
 60: 
 61: Under the lines of the filter fields you can set the checkmark, if you want to store the query as a template to make it available for the staff.
 62: 
 63: <h3>Possible Handling and Informationen of a Property
 64: </h3>
 65: 
 66: The current standing of the Lease-list will be shown in a [Flexigrid>Flexigrid>Flexigrid] summery.  A Lease-list deemed to be actual when it is imported in the current month.
 67: 
 68: \\
 69: red = not actual
 70: 
 71: green = actual
 72: 
 73: yellow = Lease list does not exist 
 74: 
 75: \\\\
 76: 
 77: <h3>Creating  Properties
 78: </h3>
 79: 
 80: 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.
 81: 
 82: Finance data can only be imported by ~~Other Modules > Finanicals > Finanical Data Import.~~
 83: 
 84: Direct  changes on the property are not possible therefore. Also importing with menue: ~~System > Master Data Import > Real Estate~~ is not possible. 
 85: 
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131: 
132: {style:type=span}Following{style} {style:type=span}fields are locked in the object:{style}
133: 
134: \\
135: 
136: 1. Additional charges
137: 1. Acquisition value (cost value)
138: 1. IAS value (will be changed to IFRS - International Financial Reporting Standards)
139: 1. Asset under construction
140: 1. Market value, assesor, valuation method, last expertise
141: 1. Market value2, assesor2, valuation method2, last expertise2
142: 1. Book value at cost
143: 1. Rest book value (remaining book value)
144: 
145: \\
146: {table}
147: {image:xliegenschaften.jpg|950|800|left}  
148:  Form to create properties - first register\\ 
149: {table}
150: \\
151: \\
152: {table}
153: {image:xcashflow.jpg|700|800|left} \\ {style:type=span}Register: Cashflow{style}
154: {table}
155: 
156: \\
157: To save the basic information click the ~~Save~~-button in all registers. Now you can continue with the information of the property.
158: 
159: *Yet you have another question leave it on this site for the metamagix-support-team.*