Real estate and rental questions

The questions clients actually ask about real estate and rental. Each answer is short and ends with the page that goes further.

Does saving a sales agreement post anything?

No. It is the schedule of what the buyer owes. Receipts post when the collection is saved in Receivables against a billing proposal; instalments post as revenue only if you invoice them with Sales Agreement Periodic Invoices. See What posts.

Where does the unit price on a new agreement come from?

From the Pricing Profile of the period holding the agreement date: a line for the unit wins, then for its property type, then for its sub type. If none fits, from the unit's own Unit Price for the agreement currency. The Unit column on the profile must equal the unit's unit of measure.

Can a buyer pay part of an instalment?

Yes. On the Billing Proposal, lower the clearing amount. The remainder stays open on the agreement. For the collection in Receivables to clear part of a billing proposal, tick Required Partially Clearing on Real Estate Setting.

Can two people own one unit?

Yes. Add both on the Ownership tab of the Sales Agreement; active owners must total 100 percent. Nominees go on the Nominee's tab.

Can I change the plan after payments have been taken?

Only for lines not yet cleared. A line with a settled amount cannot be removed, reduced below what was cleared, or moved to another date, and the Payment Date and Agreement Date cannot change once billing has started.

How do I hold a unit for a buyer for a few days?

Add a reservation to the unit on Real Estate Unit. A unit reserved over an agreement's date is not offered on it.

Can a booking be taken before the exact unit is known?

Yes, with an Open Unit. Sell the open unit, then use the assign-unit button on the agreement to move it, and its billing, to the real unit.

What is a buy back sale?

A unit the developer took back with a Buy Back Refund, marked Unit For Sales Buy Back, and sold again on an agreement of type Buy Back Sales. Billing proposals of billing type Buy Back Sales post on Save.

A buyer wants a different unit. Do I cancel and start again?

No. Use Unit To Unit Transfer: it cancels the old agreement, carries what was paid, and the new agreement takes it as an adjustment. See Move a buyer to another unit.

Can the money paid on one unit clear instalments on another unit the buyer already owns?

Yes, with a Fund Transfer Single or Multiple on Unit To Unit Transfer.

Does a pricing period or a discount limit stop a sale?

Discount % Upper Limit on the pricing profile is not checked. A maximum discount on an additional charge only marks the agreement Discount Exceeded. Pricing validation asks for confirmation and, if overridden, marks Pricing Plan Override.

Can maintenance be billed quarterly?

The Recurring field allows it, but only monthly charges bill one line per calendar month; quarterly, half-yearly and yearly charges come out with odd counts and dates. Prefer monthly rates. See Maintenance Pricing Agreement.

Does the rental order invoice the customer or move stock?

No. Rental quotations and orders record the hire only. See Rental Order.

Messages and what to do

Message	Cause	Fix
Please Fill Required Fields	A required top field is empty on Create	Fill it
Account is not defined in Posting Profile of Payment Category ...	A billing line's category has no account	Set it on the posting profile
No Schedule found	No open or due lines for the customer	Check the customer and dates
No Schedule found of To Unit	The To agreement has no open lines	Pick another unit
No Lines found / No Billing Found	No maintenance due	Check the rates and date
Billing Propsal Lines - select atleast 1 line	No line ticked	Tick one
Select atleast 1 line	No maintenance line ticked	Tick one
Lineid - ... - Billing Proposal - clearing amount cannot be 0 or smaller then 0	A ticked line has no amount	Enter it
Lineid - ... - Collection Through - Payment Amount cannot be 0 or smaller then 0	Empty collection line	Enter it or delete the line
There is Balance Receivable Amount is left, please clear Balance amount	Collection Through is short	Match the totals
Line ID: ... Clearing Amount cannot be greater then balance Amount ...	Another proposal cleared part meanwhile	Lower the amount
Lineid: ... - Balance amount connot be smaller then zero	Over-clearing	Lower the amount
Transaction Clearing Amount connot be zero or less then zero	Tax lines opened on an empty line	Enter the amount first
Line ID: ... is not found	The agreement line was removed	Reload
Billing Proposal : ... cannot be deleted.	A collection refers to it	Reverse the collection
Sales Agreement already created against this Unit - ...	Unit already sold	Pick another unit
Outright Payment Category is not selected in Real Estate Setting	Setting incomplete	Set it
Buy Back Outright Payment Category is not selected in Real Estate Setting	Setting incomplete	Set it
Outright Payment Category is not defined in Real Estate Setting	Setting incomplete	Set it
Total Amount ... is not matching schdule Lines	Lines do not add up	Fix amounts
Unit Payment Amount is not matching with Installment Lines ...	Lines do not add up	Fix amounts
Unit Amount is not matching Installment Plan	Plan total is off	Fix the plan
Total Percentage of stages cannot be greater than 100	Stages over 100 percent	Lower them
Please define atleast 1 line in Installment line	No payment lines	Add one
Total Ownership % should be 100%	Owners do not total 100	Fix percentages
Payment Adjustment is not matching	Adjustment lines and amount differ	Re-enter
Please Select Tranfer in Adjustment	A transfer into the unit is waiting	Pick it on Payment Adjustment
Wrong Transfer Selected in Adjustment ...	Transfer of another customer	Remove it
Sales Agreement Header - Agreement Date cannot be greater than Payment Date	Payment Date too early	Move it
Installment - LineID: ... Due Date cannot be smaller then Agreement Date	Due date too early	Move it
Payment Date cannot be smaller then Sales Agreement Date	Plan date too early	Move it
LineID: ... - Payment Basis must be Stage or Installment, and the other plan line messages	Plan line incomplete	Complete it
Schedule Plan - Line ID: ... is duplicated with Line ID: ... / LineID: ... and LineID: ... is duplicating	Repeated plan line	Remove one
Cannot create plan, lines are duplicating of ... / Cannot save plan, lines are duplicating of ...	Two plan lines fall on the same date	Change one
Cannot change Agreement Date Because Billing is Processed	Billing started	Leave the date
Basic Data - Schedule : ... - Billing Propsal is already created (with ... Amount)	Line already cleared	Keep it at least at the cleared amount
You cannot delete ... of payment category because it's billing proposal is already created	Line already cleared	Keep it
You Cannot Change Payment Date because There are some lines which are settled	Lines cleared	Keep the date
Installment Line - Line ID: ... - already paid, Date Cannot Change / amount cannot be smaller then settled amount	Line cleared	Keep date and amount
Percentage can not be more than 100	Discount above 100	Lower it
Unit is Already Assigned, Please re-open the Sale Agreement	Unit moved meanwhile	Reopen
Name cannot be empty / Property cannot be empty / Unit Quantity cannot be less than zero	Unit incomplete	Complete it
Same Property Unit already exists in Property ...	Unit number used	Change it
Currency ... cannot be duplicated	Two price lines in one currency	Remove one
For this unit, a sales agreement has already been created; settings cannot be changed	Unticking use on a sold unit	Tick it back
Transaction No cannot be empty	No number on Units	Type one or set a number range
Same property Type already exists	Code used	Change it
Pricing Period - Date From cannot be greater than Date TO / Pricing Period already Exist	Bad or overlapping dates	Fix dates
Same Notice Template already exists / Same Sales Agreement Request already Exists	Code used	Change it
Line ID: ... Price cannot be zero or negative, and the other maintenance line messages	Rate line incomplete	Complete it
Lined ID: ... is duplicating with ... this document Line	Overlapping rate	End the old one
Please Define Journal in Real Estate Setting	No maintenance journal	Set it
Customer ... Default Payment Method / Default Payment Term is not defined in Customer Master	Customer incomplete	Set it in Receivables
Date To: ... cannot be greater than Posting Date: ...	Periodic invoice dates	Fix dates
From Customer and To Customer cannot be same	Same customer	Pick another
To Customer is must in Ownership Line	New buyer not an owner	Add the line
There is an already Transfer is in Approval of this Agreement	Pending transfer	Finish it
Transfer Type is mandatory	Empty type	Pick one
Unit To Unit Transfer - From Project and To Project must be same / Project To Project Transfer - From Project and To Project cannot be same	Wrong type	Change type
Sales Agreement is not created of ...	No agreement on the unit	Check the unit
Sales Agreement is already created of ...	To unit sold	Use a fund transfer
No Payments Found	Nothing cleared	Record payments first
To Units are Duplicating	To unit twice	Remove one
Transfer Billing Lines Clearing Amount is not matching with Payment Amount	Totals differ	Adjust
Transfer Billing Lines of Property Unit ... Clearing Amount is not defined	A To unit has nothing	Tick its lines
Basic Data is mandatory	No paid lines	Check the From agreement
Please fill all required fields	From or To incomplete	Fill them
Real Estate Setting Fund Transfer Payment Method is not Configure / ... Default account is not configure	Setting incomplete	Set it
Unit Transfer cannot be deleted	Posted	Reverse it
Only Posted Vouchers can be reversed / Reverse Date: ... cannot be less than Posting Date: ... / Unit Transfer is already referred in Sales Agreement - ...	Reverse not allowed	See Unit To Unit Transfer
Payment Amount cannot be zero	Refund wiped out	Lower the deduction
This unit is Buy Back you cannot create Buy Back Refund	Already a buy back unit	Use Refund
Transaction Date cannot smaller then Sales Agreement Date	Refund date too early	Move it
Customer Account cannot be empty / Customer Account for Invoice cannot be empty	Rental customer missing	Fill before Create
Sale Order Lines cannot be empty	No rental lines	Add one
Pricing Group not define in Customer In Legalentity and it's cannot be empty	Customer needs a pricing group	Set it
Sales Order - Line ID: ... - Customer effected date is not started of Item / Customer is expire of Item	Item approval dates	Check the dates
Pre Payment Amount cannot be greater then Net Amount, and the other prepayment messages	Bad prepayment	Fix it
No Data selected in Lines	Nothing ticked when copying	Tick lines