Complex / Center Details - Location Module

To edit your complex or center details:

1. Click Edit.

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

   The page becomes editable.

2. Complete these fields:

   Note:

   Some of these fields may be pre-populated based on the values you entered on the Location > Details > Summary page.

   • Location Group: Select the location group from this field.

     Create a new group or category.

     Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

   • Location Type: Select the location type from this field.

     If you want to create a new type, follow the Add a Type procedures. Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.

   • Location Category: Select the location category from this field.

     Create a new group or category.

     Categories are the third level of organization in Lucernex. Categories are the children of types, and grandchildren of groups. Groups, types, and categories are used to simplify reporting.

   • Location ID: Enter the number which identifies the location in this field.

     This field is also known as the ClientEntityID, and can be used to import data.

   • Location Name: To learn our recommendations for naming locations, please see our Naming Conventions in Lucernex walkthrough.

   • Location Status: Select the location status from this field.

     Create a new group or category.

   • Description: Enter a description of the location in this field.

   • Location Use: Select the location use from this field.

     Create a new group or category.

   • Name: Enter the name of the center or complex in this field.

   • Status: Select the status of the center or complex from this field.

   • Developer: Select the developer of the complex from this field.

     To add a new person, follow the Add a Person in the Add Person window procedures.

   • Format: Select the format of the complex from this field.

     Example formats include malls or open-air centers.

     Create a new group or category.

   • Property Manager: Select the property manager of the complex from this field.

     To add a new person, follow the Add a Person in the Add Person window procedures.

   • Scheme: Select the scheme of the complex from this field.

     Example schemes include regional malls, strip / convenience, or neighborhood centers.

     Create a new group or category.

   • Landlord: Select the landlord of the complex from this field.

     To add a new person, follow the Add a Person in the Add Person window procedures.

   • Hours of Operation: Enter the hours of operation of the complex in this field.

   • Notable Tenants: Enter the names of any notable tenants of the complex in this field.

   • Year Built

   • Gross Lease Area: Enter the gross leaseable area of the complex.

   • Area Unit: Select the area unit used to measure the area.

     An example of an area unit would be square foot.

   • Number of Levels: Enter the number of floors this complex has in this field.

   • Gla Excluding Anchors: Enter the gross leaseable area of the complex excluding anchor stores.

     An example of an anchor store would be a big chain department store.

   • Occupancy Percentage: Enter the occupancy percentage of the complex in this field.

     Note:

     The Vacancy Rate is the percentage of the complex that is vacant. This percentage is calculated as 100% - the Occupancy Percentage.

   • Number of Stores: Enter the number of stores in the complex in this field.

   • Sales Per Area: Enter the estimated sales / rentable area of the complex in this field.

   • Number of Outparcels: Enter the number of storefronts on the lot in this field.

     For example, there may be a lot with several buildings that is owned by one parent company. Each of these buildings may have a different company that is leasing the space.

   • Is Space Available?: Select this check box if there is space available in the complex.

   • Has Food Court?: Select this check box if the complex has a food court.

   • Is Enclosed?: Select this check box if the complex is enclosed—for example, an indoor mall.

   • Number of Parking Spaces: Enter the number of parking spaces the complex has in this field.

   • Last Renovation Date: Enter the date of the last renovation.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   • Is Renovation Planned?: Select this check box if there is a renovation planned for the complex.

   • Renovation Plan Date: Enter the planned start date of the renovation.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   • Is Expansion Planned?: Select this check box if there is a expansion planned for the complex.

   • Expansion Plan Date: Enter the planned start date of the expansion.

     You can also click Calendar to open the Date Picker and select the appropriate date.

3. Click Save Changes.

   The page refreshes, and is no longer editable. Your changes are saved.

You can 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. Click Printable View.

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

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

3. Print the contents of the window.

The ability to delete a location is dependent upon your user permissions.

To delete a location:

1. Click Edit.

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

   The page becomes editable.

2. Click Delete.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes. Your location is deleted.

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.

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.