Entering Sales Amounts

Sales amounts can be entered for:

Audited (Certified) - Amount provided by an Auditor.
Reported - Amount provided by the Tenant.
Estimate - If no amount has been provided by the Tenant in time for reporting an estimate can be entered.
Forecast - A forecasted amount.
Budget - A budgeted amount.

Financials

Sales

Mandatory Prerequisites

Prior to creating Sales Amounts, refer to the following Topics:

Sales Group - Maintaining Groups (Generic)

Lease Component Sales Link - Maintaining Lease Component Sales Link

Screenshot and Field Descriptions

Show: this option is for displaying leases that have a sale amount entered or not for the selected Date value. The options are:

All - show all leases with or without sales amounts already entered.

Existing Only - show only leases that have an amount entered.

Selection: this is the date the sales amount relates to.

Lease Type: this is a selection filter value for the type of Lease (Tenant / Landlord).

Include: these are selection filter values:

Inactive Leases - include leases that are inactive.

Inactive Property Components - include inactive components attached to the Lease.

Lease a/c: this is a selection filter value for the Lease a/c.

Property: this is a drop down list of the Property / Lease entities that the selection can be filtered on. Select a value from the drop down list and the appropriate filter field will be displayed.

Include Leases of Children Properties: this is a selection filter value to include leases attached to children properties of the Property being used as a filter. If a Building is being filtered on it works as follows:

If checked, leases for the Sections, Suites and Annexes attached to the Building will be shown.

If not checked, only leases directly attached to the Building level will be shown.

Sales table: when the Application tool-bar push button: Select is clicked this is populated with Lease records ready for entry of sales amounts .

Only Leases that have been attached to a Sales Group in the Lease Component Sales Link application will be shown when the Application tool-bar push button: Select is pressed.

How Do I : Search For and Maintain Entities

These General Rules are described in the Fundamentals Manual: How Do I : Search For and Maintain Entities

How Do I : Add a new Sales Amount

Select the All option for the Show field.
Enter a date in the Selection field.
Enter values in the selection filter value fields eg. Lease Type, Lease a/c, Property, etc. as required. Leave blank to select all Leases.
Click the Application tool-bar push button: Select to populate the Sales table.
In the Sales table enter amounts directly into the columns for Audited, Reported, Estimate, Forecast and Budget as required.
Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.

How Do I : Modify an existing Sales Amount

Select the Existing Only option for the Show field.
Select a date from the Selection drop down list.
Enter values in the selection filter value fields eg. Lease Type, Lease a/c, Property, etc. as required. Leave blank to select all Leases that have existing sales amounts.
Click the Application tool-bar push button: Select to populate the Sales table.
In the Sales table change the amounts in the columns for Audited, Reported, Estimate, Forecast and Budget as required.
Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.

How Do I : Delete an existing Sales Amount

Select the Existing Only option for the Show field.
Select a date from the Selection drop down list.
Enter values in the selection filter value fields eg. Lease Type, Lease a/c, Property, etc. as required. Leave blank to select all Leases that have existing sales amounts.
Click the Application tool-bar push button: Select to populate the Sales table.
The sales amount can be deleted by:
1. Clicking the Audited, Reported, Estimate, Forecast or Budget Right Hand Side Application tool-bar push button: Wipe to wipe all amounts in the matching columns in the Sales table.
2. In the Sales table change the amounts in the columns for Audited, Reported, Estimate, Forecast and Budget to zero.
Click the Application tool-bar push button: Change and confirm that you wish to save the changes made.