1 How to start

This is a guide how to start using SOFT4RealEstate App. Once SOFT4RealEstate App was successfully installed, follow the steps below:

1. After installing Soft4RealEstate make sure to set the Posting:

• VAT Product Posting Groups
• Gen. Product Posting Groups
• Customer Posting Groups.

2. Open Real Estate Setup by search or from menu. Real Estate Setup window opens. Make sure that main settings are ready:

General:

• Set Number Series on Lease Unit Nos, Lease Contract Nos, Meter Nos, Work Order No. Series.
• Default WO Sales Invoice Status. Select the status of WO that Sales Invoice could be created.
• Check Meter Journal Posting. It’s recommended to have it always enabled. This parameter indicates either Meter readings would be checked on posting, so no Meter readings would be entered twice or incorrectly.
• Allocate Negative Meter Quantity. Use this parameter whenever you need to allocate the negative amounts of Meter readings, e. g. when the amount of Lease Unit meters' readings would exceed the Inlet meter readings.
• Create service price on Purchase Inv. posting. This parameter allows you to create a price of selected service on Purchase lines. The amount would be created according to the total Building area.
• Manual Price Indexing. Enable this field to switch off automated Price Indexing during Service Journal Line creation. Recommended to use this as default.
• Set parameter Do Not Check Meter Jnl. Lines when you post Meter readings even though there are no matching Lease Contract Lines with assigned Lease Units. Also, if this parameter is active, all the blocked Meters would be eliminated from the exported template from Meter Journal.
• Use Lease Unit Area as Quantity. Use Lease Unit Area as Quantity if price type is 'Area', otherwise Quantity would be 1.
• Set Do not Allow Price Change for Valid Contracts to restrict Service Price changes and deletion for Valid Lease Contracts.
• Select option on Sales Inv. Line Description, which value would be visible on Sales Invoice lines.
• Enter Default price indexing Code and while creating a new Service sales price, the field 'Price Indexing Code' would be entered automatically with that value.
• Enter one or multiple Services values in Rent Service Filter field (if multiple would be specified use symbol '|' for separation and do not select services from the list but type manually). The system would recognize if the Lease Unit were rented according to this filter, i.e. there has to be a contract line with one of these services with assigned Lease Unit, otherwise the Lease Unit would appear with status 'vacant'.
• Specify CAM Service Filter, Marketing Service Filter and Turnover Service Filter so the correct values would be auto populated to 'Lease Contact List' and 'Tenancy Schedule' to corresponding fields there.
• Allocation Service Code and Prepayment Service Code would be used in reconciliation.
• Building Dimension Code. If a dimension code were selected, a dimension value would be created with a Building No. as in the Building card. When a Lease Unit in this Building is created this dimension value will be assigned automatically. This field is optional.
• Deposit Posting Group. The Lease Contract and related reports System would reflect Deposit amounts that are in this posting group.
• Expiring Contracts Date Formula specifies for which term expiring Lease Contracts would show up on ‘Expiring Lease Contracts’ table on the Role center.
• Automated Lease Contract Termination Date Formula specifies the value of the Automated Lease Contract Termination Date Formula. Lease Contracts would be terminated after this term and the date of Lease Contract termination would be Lease Contract expiration date.
• Do Not Check Meter Jnl. Lines. Enable if you want to post Meter Journal Lines for meters not assigned to any Contract. If this parameter is on, blocked meters wouldn’t be included in Meter readings Export/Import template.
• Automated Lease Contract Termination Date Formula. This date formula specifies when Lease Contracts has to be automatically terminated after expiry date.

Invoice Emails:

• S4RE Invoice E-Mails Text Code. Select a prepared template that would be used in emails body while sending Invoices directly from the system. If you want to enter further text in a separate line or if an extra empty line is needed use a symbol '' in the text.
• Invoice Subject Text. Enter the text that would be used in emails while sending Invoices directly from the system.
• Generic email body template. Select a prepared template that would be used while sending Documents (from Lease Contract) directly from the system.
• Use Email Accounts for sending invoices to the tenants. If not marked, then SMTP mail would be used. This feature will be enabled by default in future releases.

System Feature Configuration. Select your preferences what would you like to see on the Lease Unit and Lease Contract Cards.

3. Open Users page. Select the user and click Edit. In the User Permission Sets part set SOFT4REALESTATE as user permission set.

4. Open User Setup page and click New action button. Enter the necessary information in User ID, Salespers./Purch. Code fields and make sure Allow Changing Lease Contract Status (allows user to Release lease contracts), Lease Contract Status Administrator (allows user to terminate) checkboxes are checked.