To import a property cost into a home buy case

Recorded via the Cost Floors / Defects tile, the overall cost floor value pertinent to a property sale can be established using a combination of ‘automatic’ and ‘manual’ processing methods.  Through the New Cost Floor action button, an end user can capture manually all valid repairs and maintenance expenditure incurred by the landlord on the asset, separated by cost type. Similarly, the Import Cost Floor From Repairs action button will interrogate the fulfilled orders and summate the matching invoiced figures to deliver an overall total. Robust notification messaging underpins this automated data retrieval process, and is triggered in circumstances where no active import rules exist for the overarching company, or where the detection of repairs matching the defined criteria has been unsuccessful.

The procedure to import a property cost into 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 Import Cost Floor From Repairs. The cumulative invoiced total for all works orders raised against the property are displayed as a single entry in the Cost Floors summary table 2.

Note

1 Additional search criteria may need to be employed (e.g. start date range, 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 During the collective record retrieval process, the cumulative invoiced value of all identified works orders will be calculated, alongside any existing ‘manual’ entries, and then the ‘disregarded value’ - specified within the operating import rule - deducted from the resultant figure to establish the actual cost floor.

See related topics...

Home buy cost evaluation management overview

To analyse the constituent works orders within a cost floor entry

To create a new cost floor import management rule

To add a property cost to a home buy case

To remove a property cost from a home buy case

Using the search facility