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metamagix.ICRS - Documentation (English)
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Portfolio
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Portfolio History
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1: <h2> Current 2: </h2> 3: 4: In the menue ~~Portfolio > Portfolio History > Current~~ you get a list of the current objects in the system. 5: 6: \\ 7: {table} 8: {image:xallProperties.jpg|400|800|left} 9: Summary of current objects (all properties) 10: {table}\\ 11: \\ 12: 13: The other queries concerning the objects you can access on the menue ~~Portfolio > Portfolio History~~ … 14: 15: Here you can start the queries, for example: complete Portfolio, current Portfolio , Sold Portfolio etc. 16: \\ 17: 18: <!--[if !mso]> 19: <style> 20: 21: v\:* {behavior:url(#default#VML);} 22: o\:* {behavior:url(#default#VML);} 23: w\:* {behavior:url(#default#VML);} 24: .shape {behavior:url(#default#VML);} 25: 26: </style> 27: <![endif]--> 28: <!--[if gte mso 9]><xml> 29: <w:WordDocument> 30: <w:View>Normal</w:View> 31: <w:Zoom>0</w:Zoom> 32: <w:HyphenationZone>21</w:HyphenationZone> 33: <w:PunctuationKerning/> 34: <w:ValidateAgainstSchemas/> 35: <w:SaveIfXMLInvalid>false</w:SaveIfXMLInvalid> 36: <w:IgnoreMixedContent>false</w:IgnoreMixedContent> 37: <w:AlwaysShowPlaceholderText>false</w:AlwaysShowPlaceholderText> 38: <w:Compatibility> 39: <w:BreakWrappedTables/> 40: <w:SnapToGridInCell/> 41: <w:WrapTextWithPunct/> 42: <w:UseAsianBreakRules/> 43: <w:DontGrowAutofit/> 44: </w:Compatibility> 45: <w:BrowserLevel>MicrosoftInternetExplorer4</w:BrowserLevel> 46: </w:WordDocument> 47: </xml><![endif]--><!--[if gte mso 9]><xml> 48: <w:LatentStyles DefLockedState="false" LatentStyleCount="156"> 49: </w:LatentStyles> 50: </xml><![endif]--><!--[if gte mso 10]> 51: <style> 52: 53: /* Style Definitions */ 54: table.MsoNormalTable 55: {mso-style-name:"Normale Tabelle"; 56: mso-tstyle-rowband-size:0; 57: mso-tstyle-colband-size:0; 58: mso-style-noshow:yes; 59: mso-style-parent:""; 60: mso-padding-alt:0cm 5.4pt 0cm 5.4pt; 61: mso-para-margin:0cm; 62: mso-para-margin-bottom:.0001pt; 63: mso-pagination:widow-orphan; 64: font-size:10.0pt; 65: font-family:"Times New Roman"; 66: mso-ansi-language:#0400; 67: mso-fareast-language:#0400; 68: mso-bidi-language:#0400;} 69: 70: </style> 71: <![endif]--> 72: 73: {style:type=span}Summery of the current real 74: estates in the System ~~Portfolio > Portfolio History > Current Portfolio~~ gives 75: \\{style} 76: 77: you a summery over all in the system applied, or bought properties. 78: 79: \\ 80: 81: {style:type=span}You can limit the number of 82: objects in the Flexigrid with further criterias:{style} 83: 84: * Business fields 85: * Countries 86: * Facility Management 87: * Assetmanager 88: 89: \\ 90: {table} 91: {image:xallProperties-areas.jpg|400|800|left} 92: choosing constriction of an area of business\\ 93: {table}\\ 94: 95: {style:type=span}Conventionally you can 96: search with the menue: ~~Quick Search~~ (for example) Name respectivly the Advanced 97: Search with more options to limit the result.{style} 98: 99: {style:type=span}With the button Quick 100: Search respectively the Shortcut Strg-Shift-F -you have the extended and{style} 101: 102: {style:type=span}comfortable possibility to 103: look for objects considering all fields.{style} 104: 105: {style:type=span}(for 106: example "Adam" delivers all records with "Adam", independent 107: the field it contents).{style} 108: 109: \\ 110: {table} 111: {image:xallProperties-filter.jpg|550|800|left} 112: Load set of filters\\ 113: {table}\\ 114: 115: \\ 116: {table} 117: {image:xallProperties-filter.jpg|550|800|left} 118: Opened filter selection\\ 119: {table}\\ 120: 121: \\\\ 122: \\ 123: 124: <!--[if gte mso 9]><xml> 125: <w:WordDocument> 126: <w:View>Normal</w:View> 127: <w:Zoom>0</w:Zoom> 128: <w:HyphenationZone>21</w:HyphenationZone> 129: <w:PunctuationKerning/> 130: <w:ValidateAgainstSchemas/> 131: <w:SaveIfXMLInvalid>false</w:SaveIfXMLInvalid> 132: <w:IgnoreMixedContent>false</w:IgnoreMixedContent> 133: <w:AlwaysShowPlaceholderText>false</w:AlwaysShowPlaceholderText> 134: <w:Compatibility> 135: <w:BreakWrappedTables/> 136: <w:SnapToGridInCell/> 137: <w:WrapTextWithPunct/> 138: <w:UseAsianBreakRules/> 139: <w:DontGrowAutofit/> 140: </w:Compatibility> 141: <w:BrowserLevel>MicrosoftInternetExplorer4</w:BrowserLevel> 142: </w:WordDocument> 143: </xml><![endif]--> 144: <!--[if gte mso 9]><xml> 145: <w:LatentStyles DefLockedState="false" LatentStyleCount="156"> 146: </w:LatentStyles> 147: </xml><![endif]--><!--[if gte mso 10]> 148: <style> 149: 150: /* Style Definitions */ 151: table.MsoNormalTable 152: {mso-style-name:"Normale Tabelle"; 153: mso-tstyle-rowband-size:0; 154: mso-tstyle-colband-size:0; 155: mso-style-noshow:yes; 156: mso-style-parent:""; 157: mso-padding-alt:0cm 5.4pt 0cm 5.4pt; 158: mso-para-margin:0cm; 159: mso-para-margin-bottom:.0001pt; 160: mso-pagination:widow-orphan; 161: font-size:10.0pt; 162: font-family:"Times New Roman"; 163: mso-ansi-language:#0400; 164: mso-fareast-language:#0400; 165: mso-bidi-language:#0400;} 166: 167: </style> 168: <![endif]--> 169: 170: 1.1.1 Possible Handling and</span> Informationen of a Property</h3> 171: 172: \\ 173: 174: {style:type=span}The current standing of the 175: Lease-List will be shown in a Flexigrid summery. A Lease-List deemed to be 176: actual when it is imported in the current month.{style} 177: 178: \\ 179: 180: {style:type=span}red = not actual{style} 181: 182: {style:type=span}green = actual{style} 183: 184: {style:type=span}yellow = Lease-list not 185: existing{style} 186: 187: 1.1.1 Creating Properties 188: 189: \\ 190: 191: \\ 192: 193: To create a new property 194: click in the Flexigrid on the button ~~Create Property.~~ First fill in 195: the basic Information of the property in the following registers: 196: \\ 197: 198: {style:type=span}Finance data can only be 199: imported by ~~Other Modules > Finanicals > Finanical Data Import~~{style} 200: \\ 201: 202: {style:type=span}Direct changes on the{style}{style:type=span} property are not possible therefore. Also importing with ~~System>~~ <em>Master 203: Data Import > Real estate</em> is not possible.{style} 204: 205: \\ 206: \\ 207: 208: Following fields are locked 209: in the object: 210: 211: * {style:type=span}Additional charges{style} 212: * Acquisition value (cost value) 213: * IAS value (will be changed to IFRS - International Financial Reporting Standards 214: * Asset under construction 215: * Market value, assesor, valuation method, last expertise 216: * Market value2, assesor2, valuation method2, last expertise2 217: * Book value at cost 218: 219: \\ 220: 221: <h3>{style:type=span}<strong><span>Yet you have another question 222: leave it on this site for the metamagix-support-team. {style}</strong>