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RE Transaction tab

The RE Transaction tab is where your management team can oversee the high-level details of the negotiation. Once a transaction and the initial scenario are created, additional scenarios can be linked to the transaction. Your lease administration team can then use the RE Scenario tab to compare each scenario linked to the transaction and select the appropriate choice. See the End User: RE Transaction Sub-Module Walkthrough for more information.

To manage your RE transactions:

  1. Navigate to Portfolio > RE Transaction.

  2. Follow a procedure below.

ClosedAdd a Transaction

There are two ways to create a transaction: from the Terms or Covenants pages of a contract or from the Scenario page (for a site transaction).

ClosedCreate a Transaction from a Term or Covenant

To create a transaction:

  1. Do one of the following:

    • Navigate to Contract > Abstract Info > Terms.

    • Navigate to Contract > Abstract Info > Covenants.

  2. Select the term or covenant that you want to use for your transaction.

  3. Click RE Transaction Wizard.

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

  4. Complete these fields:

    • Scenario Name

    • Deal Type

    • Use Existing RE Transaction?: Select this check box if you want to use this term or covenant to create a scenario on a preexisting transaction.

  5. Do one of the following:

    • If you selected the Use Existing RE Transaction check box, select the check box next to the RE transaction you want to use.

    • If you did not select the Use Existing RE Transaction check box, enter a name for the transaction in the Transaction Name field.

  6. Click Create RE Transaction.

Create a Transaction from a Site

ClosedManage or Edit a Transaction

To manage or edit a transaction:

  1. Select the transaction you want to modify from the list at the top of the page.

  2. Do one of the following:

    • Refer to the Transaction Fields sub-section below for information on how to complete the fields on the RE Transaction page.

    • Follow a procedure below.

  3. Click Save Changes.

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

ClosedTransaction Fields

The following table lists the fields on the RE Transaction page and their usage.

RE Transaction Page Fields
Sub-Section Field Name Editable? Definition
Transaction Detail Transaction Name Yes Enter a name for the transaction.
Transaction Detail Begin Date Yes This field has not been implemented for this functionality.
Transaction Detail End Date Yes This field has not been implemented for this functionality.
Transaction Detail Transaction Manager Yes Select the name of the transaction manager or whoever owns the transaction.
Transaction Detail Transaction Status Yes

Select the current phase of the transaction.

Important!

Once a RE Transaction's status has been set to Complete:

  1. No additional scenarios can be added to the transaction. Completed transactions no longer appear in the list layout in the RE Transaction Wizard.

  2. Only Scenarios with a status of Selected appear in the list layout at the top of the RE Scenario tab.

  3. For historical purposes, you can view non-selected scenarios in the embedded list layout for the transaction on the RE Transaction tab.
Transaction Detail Deal Schedule No The date range of the deal step schedule.
Transaction Detail Active Deal Step(s) No The deal step (or steps) that is currently in progress for the Transaction.
Transaction Detail Portfolio No The portfolio that the transaction belongs to.
Transaction Detail Facility No The facility that the transaction is associated with.
Transaction Detail Approved Capital Budget Yes

On a lease, enter the cost of improvements that are not covered by the tenant improvement allowance.

On a purchase, enter the deposit or equity amount contributed by the buyer, or the cash the buyer brings to closing.

Transaction Detail Related Transaction Yes Select any transaction that is related or similar to this transaction record.
Transaction Detail # Scenarios No The total number of scenarios linked to this transaction record.
Transaction Detail Selected Scenario Yes Select the scenario which has been selected to go forward for this transaction.

ClosedManage Scenarios

You can manage the scenarios that are linked to your transaction from the Scenarios table, or you can click RE Scenario tab.

ClosedAdd a Scenario

To add a new scenario for this transaction:

  1. Follow the applicable Add a Transaction procedures above.

  2. Select the Use Existing RE Transaction? check box.

  3. Select the check box for this transaction.

  4. Click Create RE Transaction or Create Scenario.

ClosedEdit a Scenario

To edit a scenario:

  1. Click Edit in the Actions column of the record.

  2. Make your changes.

    Refer to the Scenario Fields section for more information.

  3. Click Update.

ClosedDelete a Scenario

To delete a scenario:

  1. Click Delete in the Actions column of the record.

    A dialog opens, asking you to confirm your choice.

  2. Click Yes.

Manage Transaction Contacts

Manage Deal Steps

Manage Transaction Documents

ClosedDelete a Transaction

To delete a transaction:

  1. Select the transaction you want to delete from the list at the top of the page.

  2. Click Delete Item.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

ClosedApply Template

You can apply multiple templates to a transaction or scenario. If a single template is applied more than once to the record, tasks that have a status of In Progress, Complete, or Canceled will not be altered.

Tasks and groups will be displayed in chronological order and are not grouped by template.

Important!

Keep the following important information in mind when applying a template:

  • If two tasks from different templates have the same name, they will be treated as the same task.

  • If you re-apply a template that contains a task you deleted, that task will be re-added to your deal steps.

  • If there is a predecessor-successor relationship between tasks in two separate templates, the template with the predecessor task must be applied first.

To apply a schedule template:

  1. Click Apply Template.

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

  2. Select the schedule template you want to apply from the Schedule Template field.

  3. Do one of the following:

    • If you want to apply the template according to a start date:

      1. Select Start On.

      2. Enter the start date of the schedule in Start On.

        You can also click Calendar A small button with a picture of a calendar on it. to open the Date Picker and select the appropriate date.

    • If you want to apply the template according to an end date:

      1. Select Finish On.

      2. Enter the end date of the schedule in Finish On.

        You can also click Calendar A small button with a picture of a calendar on it. to open the Date Picker and select the appropriate date.

  4. Click Append Schedule Template.

    The window closes. The schedule template is applied.

ClosedDelete Steps

To delete a schedule which has been applied to the transaction or scenario:

  1. Select the transaction you want to modify from the list at the top of the page.

  2. Click Delete Steps.

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

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

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