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Effect of Global Policies on Calculate SDI

Global Policies are functions that determine how eSite responds for all properties set up within the system. Often, these provide users with defaults that lighten workload and cause business data to be processed in a consistent manner. Defaults are used as place holders—automatically assigned and displayed by the system and remain until other values are specified.

NOTE that an administrator can change policy settings. Caution should be exercised when altering defaults or established settings, as changes can have far-reaching effects on the way the system handles calculating security deposit interest.

Effect of Global Policies

• The policy selections on the View, Print, Wait List Tab determine:
  • if payments display as credits and
  • how those credits should appear on reports and lists.
• The policy selections on the Batch, Bulk, Transfer Tab defines:
  • the maximum number of receipts that can be entered in a batch,
  • if that maximum number can be changed or not,
  • if that maximum number can be exceeded,
  • if batches are required to be restricted to a particular property, and
  • if only the user who created the batch can enter transactions in it.
• The policy selections on the AME, Interface Tab determine:
  • if security refunds are transferred to an accounts payable system, and
  • whether to transfer security refunds to A /P or not, and
  • the Refund.APS format to be used for the transfer.
•  The policy selections on the Inter Property, Additional Tab determine:
  • whether security deposit interest calculations are used.
    • If yes, then the Calculate SDI option displays in the Processing menu.
    • If not, the option is hidden.

See Also

Calculate SDI Overview

Effect of Property Policies

Calculate SDI Tab

Processing Overview