Corporate Clients / National Tenants Overview

A corporate client is a corporation with which you have a business relationship. For example, if your company provides housing for the airline personnel of a national airline in particular locations and at reduced rates, you can set up that relationship in the system as a corporate client.

Corporate clients are defined globally with a corporate client ID. After being set up, corporate client options can be used to complete a number of tasks.

Note

Setting up corporate client policies is optional.

Enable Corporate Clients

Setup—Policies—Global Policies—Inter Property, Addl Tab

The option Use Corporate Clients must be selected to enable rentable items.

Select Corporate Clients or National Tenants

Setup—Policies—Global Policies—Names Tab

Use the option User Corporate Clients/National Tenants Name to specify the preferred label.

List Corporate Clients/National Tenants

Setup—Global—CC/National Tenants

Use this menu item to set up individual corporate clients.

User security permissions must be granted in the System module to access the Corporate Client menu item.

System—Security—Users—(select a user)—eSite—Setup—Global Setup—Corporate Clients

You can group many corporate clients into one corporate client. As you add corporate clients, those clients appear on the drop-down list for the Belongs To field on the General Tab.

Knowing that, you can build multi-level corporate clients. For example, add BNA—Big National Airline as your master corporate client and subordinate corporate clients like BNAA—Big National Airline Atlanta, BNAC—Big National Airline Chicago, and BNAW—Big National Airline Washington.

Use the Belongs To field to associate the subordinate corporate clients with the master corporate client. Using this set up methodology allows you to keep records and create documents for each subordinate corporate client. In addition, you can keep records and create documents for the master corporate client that includes data for the subordinate corporate clients.

You can generate statements and invoices for a specific corporate client. However, you must set up the applicable letters using corporate-client specific fields on the following tabs:

Create Data Template Tab
Corporate Client Statements Tab
Corporate Client Invoices Tab

For a listing of aged delinquencies specifically for corporate clients, print a copy of the Corporate Client Delinquency report. This report includes the same selection criteria as the standard Aged Delinquency Report, but allows you to specify a particular corporate client and print only those leases associated with the corporate client you selected.

Make the following selections from the eSite menu to access this report:

Reports—Corporate Client Reports—Delinquency

Note

Currently, this report is not available in Print Series.

Corporate Clients Overview