Open topic with navigation

Required Setup

Letters Setup

For basic setup instruction refer to Letters Setup Overview. For a complete understanding of how Letters function refer to Letters. Corporate Client Statement letters have additional fields available for use when setting up the standard letter. These fields are not available for standard lease statement letters.

ClosedSpecial Fields

Corporate Client Activity

Summary field that prints date (tab), transaction (tab), description (tab), amount (tab), balance.

Date = the date of transaction

Transaction = one of the following:

Description = the primary resident name and address for the item.

Suggested Tab Setup for the Activity Block

8 pt. font with tabs of .63 left, 2 left, 5.13 right, 5.88 right

NoteNote:

This prints information for all leases attached to the selected corporate client. If the lease is not a corporate client lease, then only the lease information for the standard lease is printed.

Corporate Client Ageing

A block with the following balances based on open items and the log on date.

Suggested Tab Setup for this Section

1, 2, 3, 4, 5 all right justified with a 9 pt. font.

NoteNote:

If the lease is associated with a corporate client, then this is the sum of all open items. If the lease is associated with a standard lease, then only the standard lease balances are included.

Corporate Client Balance Due

The sum of the balances due for all leases associated with the corporate client.

NoteNote:

If the lease is associated with a standard lease, then only the standard lease balances are printed.

Corporate Client Description

Pulls in the description from your corporate client setup.

NoteNote:

If the lease is associated with a standard lease, then only the building number (if used) and unit ID are printed.

ClosedCorporate Client Setup

Before Corporate Client Statements can be generated and printed, corporate client set up must be completed in eSite. Use the following instruction to perform the basic set up task required to generate and print corporate client statements. For a complete understanding of how Corporate Clients are used, refer to the Corporate Clients section of your Policies & Setup Guide.

ClosedCorporate Client Setup Instructions

  1. Select eSite—Setup—Global—Corporate Clients. This opens the Corporate Clients grid. If setting up for the first time, the grid will be blank.
  2. Select the Add button to open the Corporate Clients Setup screen.
  3. Complete the requested information. Refer to Fields on Page below for field-level information.
  4. Select the Submit button to save your entries.

Fields on Page

Corporate Client

Enter a unique, identifying code for the corporate client you are setting up.
Length: 10 AN

Name

Enter the legal name of the corporate client you are setting up.

Address

Address Line 1 - 4

Enter a full and complete physical address for corporate client you are setting up.

City/State/Zip

Enter the city, state and zip code for the physical address just entered.

Country

Enter the name of the country where the physical address of this company is located.

Email

Enter an applicable email address for the corporate client you are setting up.

Belongs To

Use the drop-down to select the resident or residents to associated with the corporate client.

NoteNote:

This list pulls from the entries you made under eSite—Setup—Global—Resident Setup.

See Also

Corporate Client Statements Overview

Corporate Client Statement Tab 1

Corporate Client Statement Tab 2

Corporate Client Statement Tab 3

Corporate Client Statement Tab 4

To Process Corporate Client Statements

Effect of Global Policies

Effect of Property Policies

Statements Tab

Processing Overview

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.