Current Portfolio
Searching and Viewing Objects (Real Properties)
Summery of the current real estates in the system
Portfolio > Portfolio History > Current Portfolio.
gives you a summery over all in the system applied, or bought properties.
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The table is showing all stored objects
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You can limit the number of objects in the
Flexigrid with further criterias:
- Business fields
- Countries
- Facility Management
- Assetmanager
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Consider the query limitations on the left side (opened areas of business)
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Conventionally you can search with the menue:
Quick Search (for example) Name respectivly the
Advanced search with more options to limit the result.
With the button
Quick search respectively the shortcut Strg-Shift-F -you have the extended and
comfortable possibility to look for objects considering all fields.
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Quick search
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(for example "Adam" delivers all records with "Adam", independent the field it contents).
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Suitable ways to limit the results for precisely searching.
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Another example with limitations on status, property group and and property....
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Consider the opened query filter.
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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.
Possible Handling and Informationen of a Property
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.
red = not actual
green = actual
yellow = Lease list does not exist
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.
Finance data can only be imported by
Other Modules > Finanicals > Finanical Data Import.
Direct changes on the property are not possible therefore. Also importing with menue:
System > Master Data Import > Real Estate is not possible.
Following fields are locked in the object:
- 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
- Rest book value (remaining book value)
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Form to create properties - first register
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Register: Cashflow |
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To save the basic information click the
Save-button in all registers. Now you can continue with the information of the property.
Yet you have another question leave it on this site for the metamagix-support-team.
