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Setup Questions Global Names

Questions in this section are intended to help you make decisions about your setup. The questions follow the on-screen cursor movement. Therefore, the fields may be in a different order than they appear in Help. In Help the fields are presented in the order in which that appear on screen, ignoring cursor movement.

Field List

Refer to the following field list for more information: Global Names Tab.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Send a copy of your completed questionnaire to AMSI Customer Support.
5. Use your answers to set up the system.

Questions for Global Names

Unit Short Name

What unit short name do you want to use as the default name?

Enter a 5-character A/N name: ____________________

Unit Long Name

What unit long name do you want to use as the default name?

Enter a 10-character A/N name: ____________________

Resident Short Name

What resident short name do you want to use as the default name?

Enter a 5-character A/N name: ____________________

Resident Long Name

What resident long name do you want to use as the default name?

Enter a 10-character A/N name: ____________________

Rent Short Name

What rent short name do you want to use as the default name?

Enter a 5-character A/N name: ____________________

Rent Long Name

What rent long name do you want to use as the default name?

Enter a 15-character A/N name: ____________________

Security 1 Short Name

What security 1 short name do you want to use as the default name?

Enter a 3-character A/N name: ____________________

Security 1 Long Name

What security 1 long name do you want to use as the default name?

Enter an 8-character A/N name: ____________________

Security 2 Short Name

What security 2 short name do you want to use as the default name?

Enter a 3-character A/N name: ____________________

Security 2 Long Name

What security 2 long name do you want to use as the default name?

Enter an 8-character A/N name: ____________________

User Defined Date 1

What user defined date 1 name do you want to use as the default name?

Enter a 10-character A/N name: ____________________

User Defined Date 2

What user defined date 2 name do you want to use as the default name?

Enter a 10-character A/N name: ____________________

User Sq Ft Name

For use by commercial property types only.

Recovery Overhead Fee

For use by commercial property types only.

What recovery overhead fee code do you want to use? This code displays as the default for report prompts and options.

Enter a code of up to 17 alphanumeric characters: ____________________

Tenant Name 1

For use by commercial property types only.

What tenant name 1 do you want to use? This name identifies the tenant's business name, i.e., trade name, and displays as the default for report prompts and options.  Default: Trade Name

Enter a name of up to 10 alphanumeric characters: ____________________

Tenant Name 2

For use by commercial property types only.

What tenant name 2 do you want to use? This name identifies the tenant's alternate business name and displays as the default for report prompts and options. Default: Legal Name

Enter a name of up to 10 alphanumeric characters: ____________________

User Corporate Clients/National Tenants Name

For use by commercial property types only.

Do you want to use the label Corporate Client or National Tenant to display as the default for report prompts and options for this type of client/tenant? For example, Property A can use the label Corporate Clients and Property B can use the label National Tenants. This policy allows users to specify the preferred label.

Enter a name of up to 10 alphanumeric characters: ____________________

Sales Tax

Code 1 Name

What sales tax code 1 name do you want to use as the default name?

Skip this question if you did not activate the global policy Calculate and bill residents sales taxes.

Enter a name of up to 10 alphanumeric characters: ____________________

Code 2 Name

What sales tax code 2 name do you want to use as the default name for sales tax?

Skip this question if you did not activate the global policy Calculate and bill residents sales taxes.

Enter a name of up to 10 alphanumeric characters: ____________________

Code 3 Name

What sales tax code 3 name do you want to use as the default name?

Skip this question if you did not activate the global policy Calculate and bill residents sales taxes.

Enter a name of up to 10 alphanumeric characters: ____________________

Code 4 Name

What sales tax code 4 name do you want to use as the default name?

Skip this question if you did not activate the global policy Calculate and bill residents sales taxes.

Enter a name of up to 10 alphanumeric characters: ____________________

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