Leases - Revision history

John.devonshire: /* Fields */

2018-01-31T18:12:17Z

‎Fields

John.devonshire: /* Adding a New Lease */

2018-01-31T18:10:51Z

‎Adding a New Lease

John.devonshire at 00:48, 26 November 2015

2015-11-26T00:48:49Z

John.devonshire: /* Reservations Page */

2015-11-26T00:47:46Z

‎Reservations Page

John.devonshire at 13:03, 20 September 2014

2014-09-20T13:03:08Z

John.devonshire at 12:49, 20 September 2014

2014-09-20T12:49:40Z

Show changes

Alex.tso: /* User Fields */

2013-08-12T18:56:43Z

‎User Fields

Alex.tso: /* Notes */

2013-08-12T18:01:35Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:35:48Z

‎Notes

Alex.tso: /* Attachments */

2013-08-12T17:35:00Z

‎Attachments

← Older revision		Revision as of 18:12, 31 January 2018
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	''Renew On'': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.		''Renew On'': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.
		+
		+	''Type'': This is where you can specify what type of lease this is (percentage, flat rate, step/escalator, etc). The default value for a lease is <Unspecified>.

	==== Faces Page====		==== Faces Page====

@@ Line 13: / Line 13: @@
 [[File:New_New_Lease.JPG]]
-On this screen, basic information about the Lease can be entered on the Details Page. This information includes the Lease Number, any description you may wish to give for the Lease, the start and end dates of the Lease, and any renewal information you may wish to enter. Usually the renewal information will be dependent upon how you wish to track your Leases and when to address renewals. NOTE: Information you put on this page does not affect your Lease Payment Schedule(s). If you make changes to the dates, you will still have to edit the Payments, as necessary, to reflect these changes.
+On this screen, basic information about the Lease can be entered on the Details Page. This information includes the Lease Number, any description you may wish to give for the Lease, type, the start and end dates of the Lease, and any renewal information you may wish to enter. Usually the renewal information will be dependent upon how you wish to track your Leases and when to address renewals. NOTE: Information you put on this page does not affect your Lease Payment Schedule(s). If you make changes to the dates, you will still have to edit the Payments, as necessary, to reflect these changes.
 On the Lessors Page you can add Lessor information. To add a new Lessor, click the New ([[File:New_add_button.JPG]]) button to the right and you can either select an existing name or create a new one by choosing <New>. If you choose <New> the following window will appear:
@@ Line 23: / Line 23: @@
 On the Contacts Page, any contact people that are related to this Lease can be added. To add a Contact person, click on the New (  ) button on the page. From here you can select a Contact from the list, or add one by clicking on <New...> at the top of the list. Once you have finished adding Contacts to the Lease, click on the Save button to save the Lease.
 [[File:New_Lessor_Contacts.JPG]]
 == Modifying a Lease ==

← Older revision		Revision as of 00:48, 26 November 2015
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	The Filter check box allows you to filter the listing of Lessors to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Lessors with a certain Name, Vendor Code, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.		The Filter check box allows you to filter the listing of Lessors to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Lessors with a certain Name, Vendor Code, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
		+
		+	==== Locations Page ====
		+
		+	The Locations Page lists all Digital (2) Locations that are associated with this Lease.

	==== Notes Page ====		==== Notes Page ====

@@ Line 306: / Line 306: @@
 ==== Reservations Page ====
-The Reservations page shows you a listing of all reservations that have been scheduled to Digital (1) Player Slots that are associated with the Lease.
+The Reservations page shows you a listing of all reservations that are associated with the Lease.
-−
 ==== Sites Page====

@@ Line 75: / Line 75: @@
 ===== Fields =====
-'''Description''': This is a quick description of what this Lease pertains to. This description allows the users to be able to recognize the Lease among a long list of Leases.
+''Description'': This is a quick description of what this Lease pertains to. This description allows the users to be able to recognize the Lease among a long list of Leases.
-'''Duration''': This is the date range for the Lease. You can enter the date or select the date from the dropdown calendar, and enter in the duration or the end date. Ad Manager will automatically calculate the third value.
+''Duration'': This is the date range for the Lease. You can enter the date or select the date from the dropdown calendar, and enter in the duration or the end date. Ad Manager will automatically calculate the third value.
-'''Expires On''': The date when the Lease will expire. If you are extending the lease automatically, this date should always reflect the newest expiry date.
+''Expires On'': The date when the Lease will expire. If you are extending the lease automatically, this date should always reflect the newest expiry date.
-'''Extend Automatically''': This check box should be checked if you lease agreement allows you to automatically extend the it without signing a new Lease agreement.
+''Extend Automatically'': This check box should be checked if you lease agreement allows you to automatically extend the it without signing a new Lease agreement.
-'''Extend Expiry To''': If your Lease agreement allows for the automatic extension of the Lease, the expiry date of the extension should be entered here.
+''Extend Expiry To'': If your Lease agreement allows for the automatic extension of the Lease, the expiry date of the extension should be entered here.
-'''Number''': This is the unique Lease number.
+''Number'': This is the unique Lease number.
-'''Renew On''': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.
+''Renew On'': This is an arbitrary date, chosen to flag your Leasing department that its time to go out and renew the Lease.
 ==== Faces Page====

@@ Line 359: / Line 359: @@
 == User Fields ==
-Ad Manager allows users to create their own fields to store information for use throughout the program. These User fields can be filtered on when doing a find. These fields in turn become searchable criteria in your Lease query and can be added to a customized view of a Lease listing.
+For more information on the User fields page, [[User fields page|click here]].
-−
-[[File:New_Lease_Userfields.JPG]]
-−
-The functions available through the buttons immediately above the User Fields pane are:
-−
-[[File:New_add_button.JPG]]- The New button allows you to create a new User field. When a User field is created, Ad Manager creates it for every Lease.
-−
-[[File:New_delete_button.JPG]]- The Delete button allows you to delete the highlighted User field. When a user field is deleted, it is deleted from every Lease.
-−
-[[File:New_properties_button.JPG]]- Clicking the Properties button will allow you to change the name of the highlighted User field. When the name of a user field is changed, it is changed for every Lease.
-−
-For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].
-−
-To change the value assigned to a User field, double click the User field to edit, and type the new value in. Press the Enter key on your keyboard to save your change. Every user field does not need to be filled in for a Lease, only those items that relate to this Lease should be filled in.

@@ Line 145: / Line 145: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]].
+For more information on the Notes page, [[Notes page|click here]].
 == Payment Schedules ==

@@ Line 20: / Line 20: @@
 == Attachments ==
-The Attachments Page is where documents can be stored for the Lease. You can create a document library showing different files or documents, of any file type (TXT, DOC, XLS, PDF), with each Lease. Electronic copies of any correspondence and the Lease itself are a couple of examples of what can be saved here.
+For more information on the Attachments page, [[Attachments page|click here]].
-−
-[[File:New_Lease_Attachments.JPG]]
-−
-The functions available through the buttons immediately above the Attachments pane are:
-−
-[[File:New_add_button.JPG]]- Add a new item for this Lease. A window will appear where you can select the desired file.
-−
-[[File:New_delete_button.JPG]]- Delete an item from this Lease. Highlight the item, and click the Delete button.
-−
-[[File:New_properties_button.JPG]]- Open the document or File item. Highlight the item and click the properties button.
-−
-[[File:New_save_button.JPG]]- Save the item to your computer or network drives. Highlight the item, and click on the Save As button.
-−
-For additional information on the buttons that appear at the top of the window, [[Buttons#Lease|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lease Tools Menu|click here]].
 == Contacts ==