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Use Based Rent (Multi BP) Schedule - Contract Module

The Use Based Rent (Multi BP) Schedule page allows you to see your use based rent by usage group and by payment period. The Summary Totals section at the bottom of the page displays the Use Based Rent Due for the period selected from the fields in the middle of the page. The Use Based Rent (Multi BP) Schedule page also allows you to generate use based rent payments.

To navigate to the Use Based Rent (Multi BP) Schedule page:

  1. Navigate to Contract > Payment Info > Use Based Rent.

    Use the links in the Navigation Pane on the leftmost side of the page.

  2. Select Use Based Rent (Multi BP) Schedule from the field to the left of the Actions menu on the right side of the page.

    The Use Based Rent (Multi BP) Schedule page opens.

  3. Follow a procedure below.

ClosedView the Summary Totals for a Period

To view the summary totals for a period:

  1. Select the period whose summary totals you want to view from the date fields below the Schedule Details heading.

  2. Click Refresh next to the fields.

    The data in the Summary Totals section refreshes. The totals for the period you selected display.

ClosedCreate printable view

Create a printable view of the data on the page.

  1. If the page has a list layout, select the record you want to print from the list at the top of the page.

  2. Select Printable View in the Actions menu.

    A window opens, with the page data in a printer-friendly format.

  3. Print the contents of the window.

ClosedProcess Usage Payment

To process a usage payment:

  1. Click Process Usage Payment.

    This displays in the Actions menu on the right side of the page.

    The Process Payment window opens.

  2. Select the payment period from the Payment Period field.

    The value in this field will default to the payment period.

  3. Enter the payment year in the Year field.

    The value in this field will default to the current year.

  4. Enter the effective date of the payment in the Effective Date field.

    Select Calendar A small button with a picture of a calendar on it. to open the date picker.

  5. Choose between two options from the Contracts to Process field:

    • Select Single Contract if you want to generate a payment for this contract only.

    • Select All Contracts if you want to generate payments for all contracts in your selected portfolio for this payment period.

  6. Enter the following dates in their respective fields:

    • Posting Date

    • Due Date

      Select Calendar A small button with a picture of a calendar on it. to open the date picker.

  7. Select the Use posting date for vendor allocation? check box if your payment needs to be allocated according to the current vendor allocations.

    If the payment needs to be split between the current and previous vendor allocations, clear the check box.

  8. Select the portfolio you would like to generate payments for from the Portfolio field.

    All Portfolios is selected by default.

  9. Click OK.

    A Success window opens.

  10. Click OK.

    The dialog box closes.

  11. To view the generated transaction, navigate to Contract > Payment Info > Transactions.

    Use the links in the Navigation Pane on the leftmost side of the page.

    The transaction appears in the Contract Payments List.

ClosedSave to Documents

You can save a page to your documents.

  1. Click Save to Documents.

    This displays in the Actions menu on the right side of the page.

    A window opens.

  2. Select the folder where you want to save the document from the Folder for Generated Document field.

  3. Enter a File Name.

  4. Select Send email notifications? to send an email notification to anyone who is a member of the folder.

  5. Click Save.

    The window closes. The document is saved.

  6. To view your document:

    1. Navigate to the Documents page.

      Use the links in the Navigation Pane on the leftmost side of the page.

      The Documents page is a third-level tab under the Details sub-tab.

    2. Navigate to the folder where you saved the document.

      The document will appear in the folder.

ClosedLink

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

The Link provides direct links and XML data for exports into TRAIN.

  • To access the Links to this page window, click Link.

    This displays in the Actions menu on the right side of the page.

    The Links to this page window opens.

Entity Links

  • Page URL for current [Entity]: Provides the link for the current page in the UI.

  • Page URL for [Entity] '[Name Here]': Provides a direct link to the page in the UI for the specific entity that you are currently viewing.

    This URL is useful when you want to share a direct link to a page via email.

  • Top Menu Item URL for current [Entity]: Provides a direct link to this page for use in your top menu.

Export as XML Options

To export XML data for this page:

  1. Enter any XML elements you want to include in the XML element includes field.

  2. Enter any XML elements you want to exclude in the XML element excludes field.

  3. Select or clear the following check boxes as necessary:

    • Want firm defined fields: Include your user-defined fields.

    • Want referenced records: Include referenced records, such as location data for a contract.

    • Include all records of this type: Include all records of a particular entity type, such as a contract, location, or portfolio.

    • Importing into a different firm / env: Select if you will be importing this data into a different firm or environment.

  4. Click Export.

    The export processes. An Export Status window opens.

  5. Click Save XML File.

    A Save dialog box opens.

  6. Save the file somewhere you will be able to find it on your computer.