Use this tab to add new tenant lease information for
commercial properties (i.e., property type set to 6-Standard
Commercial).
The menu item label varies, based on the Resident Long
Name value on the Property Names category.
For example, if the value is "Resident," the menu item is "Add
Resident."
Note
An asterisk ( * ) indicates
a required field.
Building *
If known, enter the building number of the suite
the tenant is leasing.
Suite *
If known, enter the suite number the tenant is
leasing. Or, use the Lookup Button to
select a suite and auto-fill the Building, Suite and
Addresses fields.
Address
The suite address. This field is auto-filled by
the system when a selection is made using the Lookup
button.
TenName 1 *
The global policy, Tenant Short
Name affects this field.
Enter the tenant's trade name.
TenName 2
The global policy, Tenant Long
Name affects this field.
Enter the tenant's
business name.
Lease Sq Ft
Enter the amount of square footage the tenant
has agreed to lease. Click the drop-down arrow to display a calculator
that you can use to calculate and transfer an amount into this field.
Lease Type
The property policy, Track Lease
Types affects this field.
This field displays when the policy is checked.
Lease types are used to categorize tenants; for instance a shopping mall
may use the lease types—carts
and stores—to
help identify which retail units operate from carts and which operate
from stores.
Select the lease type that best describes the
new tenant from the drop-down list. Lease types are established on the
Lease Types Tab.
Vendor ID
Enter the vendor ID used for transferring refund
transactions to accounts payable.
Sales Reporting Category
The global policy, Use Retail
Sales affects this field.
This field displays when the policy is checked.
Sales reporting categories are used to group tenants for billing and rebilling
purposes.
Select the sales reporting category that best
describes the new tenant from the drop-down list. Sales categories are
established on the Sales Categories
Tab.
Credit Status
This field defaults to Normal. Accept the default
to indicate all payment types are accepted. Or, select a different option
from the drop-down list. The following options are possible:
Normal
Accept this default option to indicate all payment
types are accepted.
No Checks
Select this option to indicate check payments
are accepted.
Hold
Select this option to indicate no payment types
are accepted.
Restricted
Select this option to indicate no transactions
of any kind; payment or otherwise are accepted.
Group Lease Code
If group lease statements or invoices are used,
select which group lease code to assign the new tenant from the drop-down
list.
Profit Center
The property policy, Use Profit
Centers affects this field.
This field displays when the policy is checked.
Profit centers are used to identify the code that links the profit center
to the tenant's income and/or billing amounts. Profit center codes are
established on the Details Tab
when suites are set up.
Enter a profit center code to link the profit
center to the tenant's income and/or billing amounts; not to exceed a
maximum of 20 alphanumeric characters.
Tracking ID
Use the Lookup to find and select an existing
Tracking ID for an applicant/lease
who has leased previously. Or, leave blank for an applicant/lease who
has not leased previously and the system will assign a unique Tracking
ID.
Notes
Enter any notes or comments to associate
with the tenant; not to exceed 255 alphanumeric characters.
Occupy Flag
This box defaults as checked. Accepting the default
indicates the tenant is currently occupying the leased space. Or, click
once inside the box to remove the check; indicating the tenant is not
currently occupying the space.
Full Guarantee
This box defaults as unchecked. Accepting the
default indicates the new tenant's lease is not financially guaranteed
by another person, or company other than the tenant. Or, click once inside
the box to add a check; indicating the tenant's lease is financially guaranteed
by another person or company.
Fields