Real estate lists, reports and board
Every list, printed form and board tile of the Real Estate module, by menu group. A criteria marked "required" must be filled before the list or report runs.
Lists
| List | Menu | Criteria |
|---|---|---|
| Property | Property | Property, Property Type, Country, State, City |
| Real Estate Unit | Unit | Property, Property Category, Unit No, Property Type, Property Sub Type |
| Real Estate Unit Max Discount | Unit | Property, Property Category, Property Type, Property Sub Type, Unit No |
| Real Estate Cumulative Summary | Unit | Property, Till Date (required), Include Vacant Reserved |
| Real Estate Cumulative Summary (Buy Back) | Unit | Unit No |
| Sales Agreement Payment Schedule | Unit | Agreement Date, Customer, Property |
| Sales Agreement | Process | Sales Agreement, Customer, Property, Agreement Date |
| Sales Agreement Lines | Process | None |
| Billing Proposal | Process | Billing Proposal, Customer |
| Billing Proposal Lines | Process | Billing Proposal, Customer, Posting Date, Property, Unit No |
| Unit to Unit Transfer (Documents) | Transfer | Transaction |
| Real Estate - Undue Aging | Aging | Aging Period (required), Till Date (required) |
| Real Estate - Due Aging | Aging | Aging Period (required), Till Date (required) |
| Real Estate - Customer Aging | Aging | Aging Period (required), Till Date (required) |
| Real Estate - Customer Aging Unit Wise | Aging | Aging Period (required), Project, Property, Unit No, Payment Basis, Till Date (required) |
| Maintenance Billing Proposal | Pricing Agreement | Property, Till Date (required) |
| Real Estate Cumulative Summary (Maintenance) | Pricing Agreement | Property, Till Date (required) |
Printed forms
| Form | Menu | Criteria |
|---|---|---|
| Real Estate Unit Cost (Form) | Unit | Unit No, Property (required) |
| Real Estate Cumulative Summary (Form) | Unit | Property |
| Real Estate Unit Status (Form) | Unit | Customer, Unit No (required), Property (required) |
| Real Estate Unit History (Form) | Unit | Property, Unit No |
| Real Estate Buy Back Status (Form) | Unit | Unit No (required), Deal No. |
| Sales Agreement - Schedule (Form) | Process | Sales Agreement, Customer, Unit No, Project |
| Sale Agreement (Form) | Process | Sales Agreement, Customer |
| Buy Back Sale Agreement (Form) | Process | Sales Agreement, Customer |
| Billing Proposal (Form) | Process | Billing Proposal, Customer |
| Receipts Ledger (Form) | Process | Property (required), Unit No (required), Posting Date, Sales Agreement |
| Real Estate Document (Form) | Document | Process Number, Process Date |
| Ownership Transfer (Form) | Transfer | Transaction, Process Date |
| Unit To Unit Transfer (Form) | Transfer | Transaction, Posting Date |
| Notice Template (Form) | Notics | Project (required), Property (required), Unit No, Notice Template (required), Issue Date (required), Payment Category |
| Maintenance Bill (Receipt) | Pricing Agreement | Transaction |
| Maintenance Billing Proposal (Form) | Pricing Agreement | Project, Unit No, Required Outstanding |
The Real Estate board
The Real Estate board has ten tiles. Each reads the period chosen on the board.
| Tile | What it shows |
|---|---|
| Units available | Units neither reserved nor booked on a live sales agreement at the end of the period |
| Units by status | Units at the end of the period: booked on a live agreement, reserved, or vacant |
| Sales agreements signed | Agreements dated in the period and their instalment value; the badge counts those since cancelled, refunded or bought back |
| Instalments overdue | Instalments of live agreements due before the end of the period and not yet cleared by a billing proposal |
| Overdue by age | The overdue instalment balance by how long ago it fell due |
| Customers most overdue | The ten customers with the largest overdue balance, with the oldest unpaid due date |
| Due and collected by month | Instalments falling due in the period against money cleared by billing proposals posted in it, by month |
| Collected by payment category | Instalments falling due in the period against what has been cleared on them, by payment category |
| Sales by agreement type | Instalment value of live agreements dated in the period, by agreement type |
| Instalments due next 30 days | Open instalments of live agreements falling due in the 30 days after the period, earliest first |
"Live" means not cancelled, refunded or bought back. "Cleared" means cleared on a Billing Proposal; a Sales billing proposal counts as cleared even before its collection is saved in Receivables.