To view the service charge group memberships for an asset

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The procedure to view the service charge group memberships 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 Service Charges. The Service Charges tab is activated, revealing  the Service Charge Groups summary table, containing a list of all service charge groups to which the asset is linked 1. Certain fields are worthy of special note and are captured in the table below 2.
  5. Click on Close.


Tip

1 By default, all service charge groups are displayed in alphabetical order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

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 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.


Field

Description

Group

The name of the service charge group to which the asset is linked.

Apportionment Rule

The method by which service charges are allocated to the group asset record i.e. Bedrooms, Equal Division, Floor Space or User Defined. The User Defined option would be displayed in the instance where a bespoke SQL stored procedure has been created to control the apportionment of service charges.

Apportionment Percentage

The percentage rate attributed to the asset in order to calculate the cascaded service charges.

Fixed Apportionment

Denotes that a fixed percentage of the group-wide service charges applies to this asset record, as opposed to an equal share.

Fixed Elements

Denotes that one or more cost elements linked to the asset have been assigned a flat rate fee.

Effective From

The date on which the asset's inclusion within the service charge group came into effect.

Effective To

The date beyond which the asset's membership of the service charge group expires.


See related topics...

Assets record maintenance overview

To view the service charge schedule for an asset

To add an asset to a service charge group

To add a new asset

Using the search facility