To add a property cost to a home buy case

The procedure to add a property cost 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 Cost Floors / Defects. The Cost Floors / Defects tab is activated.
4. Click on New Cost Floor. The Cost Floor window is displayed.
5. Enter the Date of the cost incurred on the property using the calendar icon (), or type in the value directly 2.
6. Using the Cost type drop-down field, select an appropriate parameter value to reflect the cost incurred by the landlord on the property e.g. Reactive Repairs, Planned Works, etc.
7. Enter the cost Amount into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
8. Use the Note field to add contextual data in support of the incurred property cost.
9. Click on Save. The new entry is displayed in the Cost Floors summary table.
10. Repeat steps 4 through 9 to add further cost floor items against the property.

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

See related topics...

Home buy cost evaluation management overview

To import a property cost into a home buy case

To remove a property cost from a home buy case

To record a property defect within a home buy case

Using the search facility