To add a previous property discount to a home buy case

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The procedure to add a previous property discount to a home buy case is as follows:

  1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
  3. Click on Previous Discounts. The Previous Discounts tab is activated.
  4. Click on New Previous Discount. The Previous Discount window is displayed.
  5. Select the Landlord associated with the previous discount using the spy-glass icon () i.e. the name of the housing organisation with ownership for the discounted property. The Search Group window is displayed.
  6. Enter sufficient details into the contact group fields provided and click on Search. The Select Group window is displayed, returning all possible matches.
  7. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The name of the contact group is displayed in the corresponding Landlord field.
  8. Select the Address of the property against which a discount was applied using the spy-glass icon (). The Search Address window is displayed.
  9. Enter the first few characters of the address into the dynamic search field provided 2. All possible matches are returned in the Address summary table.
  10. Double-click on the row containing the exact record match or revise the entered address component; alternatively, click on New Address to create a new address for the sold property, not previously held. Once selected, the full address is displayed in the corresponding field.
  11. Enter the Date of purchase using the calendar icon (), or type in the value directly i.e. the date on which the property discount was formally processed 3.
  12. Using the Purchasers drop-down field, multi-select all contacts to whom the discount was granted, or choose the All option, as required 4 1.
  13. Alternatively, to identify a purchaser not already linked to the home buy case: (a) Select the name of the purchaser using the spy-glass icon () - The Search Contact window is displayed; (b) Enter sufficient details into the contact fields provided and click on Search - The Select Contact window is displayed, returning all possible matches; (c) Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria - The name of the contact is displayed in the corresponding Purchasers field.
  14. Where the discount was passed onto the purchasing group, activate the Discount received tick box provided.
  15. Enter the applied discount value into the Amount received field provided. The Up and Down arrows are available to increment or decrement the value, as required.
  16. Where a portion of the discount was returned under the terms of the scheme, enter the Amount repaid into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
  17. Enter the Repayment date using the calendar icon (), or type in the value directly i.e. the date on which a portion of the discount was returned under the terms of the scheme.
  18. Click on Save. The new entry is displayed in the Previous Discounts summary table.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 The field will operate as a dynamic search function and match against any element of the property address, based on the successive characters entered.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

4 This list includes only those contact records that are linked to the current home buy case.


See related topics...

Home buy cost evaluation management overview

To remove a previous property discount from a home buy case

Using the search facility