To create an agreement category for an asset

The procedure to create an agreement category for an asset is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Asset Details. The Asset Details window is displayed for the current asset.
4. Click on Rent Details. The Asset Rent Details window is displayed.
5. Click on Agreement Categories. The Agreement Categories tab is activated.
6. Click on New Agreement Category. The Agreement Category window is displayed.
7. Using the Agreement Category drop-down field, select an appropriate parameter value for the asset e.g. Residential, Residential Rented, Residential Non Rented, Non Residential, etc.
8. Choose an Effective From date for this agreement category record i.e. the date on which it came into effect 2.
9. Choose an Effective To date if the agreement category record is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the agreement category will be continually valid for this asset.
10. Click on Confirm. The new record is displayed in the Agreement Categories summary table.
11. Click on Save 3.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

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

3 To amend the details of an existing agreement category record, double-click on the desired row in the Agreement Categories summary table and repeat steps 8 through 11.

See related topics...

Rents setting management overview

Using the search facility