To add a rent arrears account priority

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The procedure to add a rent arrears account priority is as follows:

  1. Navigate to Quick Menu > Rents > Configuration > Arrears Account Priority. The Arrears Account Priority window is displayed.
  2. Click on New Priority 1. All fields are activated ready for data entry.
  3. Enter a Priority name into the field provided 2.
  4. Using the Priority order field, enter a numeric value to specify the priority ranking, where '1' represents the highest priority. The Up and Down arrows are available to increment or decrement the value, as required.
  5. Using the Arrears policy drop-down field, select a parameter value appropriate for the arrears account priority.
  6. Click on Statement Builder. The Statement Builder For Arrears Priority window is displayed.
  7. Enter a Validation tag into the field provided by expanding the entity heading and selecting the desired field. Alternatively, typing the name into the Search Tags field will find all possible matches 3.
  8. Using the Expression drop-down field, select an appropriate value ( = <> < <= > >= In) for the condition.
  9. Enter the matching Condition into the field provided. Text and values should be entered directly i.e. without quotation marks; where the validation tag is linked to a discrete set of values, a drop-down field is employed to control the desired selection.
  10. Click on And/Or to add a further condition to the same statement function. Use the drop-down field to change the expression operator. By default, And is displayed.
  11. Repeat step 10 to add further conditions, as required, adjusting the Order number to control the sequence of execution. The Up and Down arrows are available to increment or decrement the value, as required.
  12. Click on End Condition and Save 4. The statement algorithm is displayed in the Priority rule field.
  13. Enter a Priority description into the field provided i.e. detailing the objective of the priority rule 1.
  14. Choose an Effective from date for this rent arrears priority i.e. the date on which it came into effect 5.
  15. Choose an Effective to date if the rent arrears priority is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the priority will be continually valid.
  16. Click on Save. The new rent arrears priority appears in the alphabetical list 6.


Tip

1 Taking the time to record comprehensive information about the priority rule will reap its own rewards.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Priority button is inactive.

2 System validation rules ensure that the name entered for each new arrears priority is unique.

3 The Tag values available for selection are filtered according to the relevant module.

4 To remove an existing condition statement, select the corresponding row in the condition summary table and click on Remove And/Or Condition.

5 The Effective from date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing rent arrears priority, select a priority from the alphabetical list (or type its name into the Search Arrears Priorities field) and repeat steps 3 through 16. By default the list is filtered to show Current arrears priorities. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.


See related topics...

Rents arrears maintenance overview