Summary Page - Parcel Module

The Parcel module helps you manage the parcel access records and property taxes associated with the lots, plots, or land you own. Parcels are children to locations, and parcels can be linked to one or more RE contracts.The Parcel module helps you manage the parcel access records and property taxes associated with the lots, plots, or land you own. Parcels are children to locations, and parcels can be linked to one or more RE contracts. The Summary page of the Parcel module allows you to manage high-level details about your parcel. You can also create new parcels from this page.

To navigate to the Summary page:

Navigate to Parcel > Details > Summary.

Use the links in the Navigation Pane on the leftmost side of the page.
Follow a procedure below.

Edit Parcel

To edit a parcel:

Click Edit.
This displays in the Actions menu on the right side of the page.
The page becomes editable.
Make your changes.

The following fields are editable:
- Group: Select the parcel 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.
- Type: Select the parcel 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.
- Category: Select the parcel 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.
- Parcel ID: Enter the number which identifies the parcel in this field.
  
  Each parcel has a unique parcel number and often more than one parcel will be part of a location.
- Status: Select the status of the parcel from this field.
  
  Create a new group or category.
- Parcel Name: Enter the parcel name in this field.
  
  To learn our recommendations for naming parcels, please see our Naming Conventions in Lucernex walkthrough.
- Parcel Use: Select the purpose of the parcel from this field.
  
  Create a new group or category.
- Time Zone: Select the appropriate time zone from the Time Zone field.
- Parcel Public Name: If your parcel has an official or public name on the assessor's documentation that differs from the name you use in Lucernex, enter the name here.
- Currency Type: Select the currency type for this parcel from the field.
- Description: Enter a description of the parcel in this field.
- Parcel Area: Enter the total area of the parcel in this field.
- Master Parcel: If this parcel is listed on a consolidated tax bill that contains multiple parcels, select the master parcel from this field.
  
  The master parcel is the parent record where you will track your single tax bill. You should still have other parcel records for each individual parcel, but you will not add tax bill records to those parcels. If you receive separate tax bills for each parcel, ignore this field.
- Area Unit: Select the unit you will use for measuring your area from this field.
  
  Create a new group or category.
- Contract: Select the contract this parcel is associated with from this field.
- Facility: Select the facility this parcel is associated with from this field.
- Address
- City
- State / Province
- Zip / Postal Code
- Country
- Photo
  
  To learn how to upload a photo to an entity's Summary page, see the Upload a Photo to an Entity Summary Page article.
Complete the following fields in the Jurisdiction, Tax Parcel Information section:
- Tax Jurisdiction: Select the tax jurisdiction from this field.
  
  The value in this field is determined by the location of the parcel.
- Tax Authority: Enter the main tax authority for the parcel in this field.
  
  You can enter tax assessment records for other tax authorities such as county, city, or state, on the Property Taxes page.
- Owner Name: Enter the owner of the parcel in this field.
- Tax Responsibility: Select the party responsible for the taxes on this parcel from this field.
  
  Common values in this field are "landlord" and "tenant".
  
  Create a new group or category.
- Tax ID Number: Enter the tax ID number for the parcel.
  
  Each parcel has a unique parcel number and often more than one parcel will be part of a location. An assessor may group multiple parcels together with a single tax ID and provide a consolidated tax bill, or a company might have multiple tax IDs if they are receiving separate tax bills for a location.
- Tax Begin Period: Enter the begin date of the tax period in this field.
  
  You can also click Calendar to open the Date Picker and select the appropriate date.
- Tax End Period: Enter the end date of the tax period in this field.
  
  You can also click Calendar to open the Date Picker and select the appropriate date.
- Block: If your parcel has a block identifier, enter the block identifier. Block identifiers are common for parcels in urban areas.
- Lot: If your parcel has a lot identifier, enter the lot identifier. Lot identifiers are common for parcels in urban areas.
- Is Tax Exempt?: If this parcel is tax exempt, select this check box.
- Has Improvements?: If this parcel has improvements—such as a building—select this check box.
Complete the following fields in the Parcel Key Dates section:
- Purchase Date: Enter the purchase date of the parcel in this field.
- Acquired Date: Enter the date you acquired the parcel in this field.
  
  The acquired date is similar to a possession date.
- Survey Date: Enter the survey date in this field.
  
  You can also click Calendar to open the Date Picker and select the appropriate date.
  
  Note:
  The Parcel Tax Assessment section was created before the Property Taxes sub-module was created. You may use this section to log assessment data, but understand that this section does not create or store individual tax assessment records. To create and store individual tax assessment records, see the Property Taxes sub-module.
Enter any comments in the Comments field.
Click Save Changes.

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

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

Add Parcel

To add a parcel:

Click Add Parcel.
This displays in the Actions menu on the right side of the page.
The Parcel Setup Wizard window opens.
Complete each step of the Parcel Setup Wizard window.

Step One: Parcel General Information

To complete Step One of the Parcel Setup Wizard:

Select the portfolio from the Portfolio field.

The portfolio you are currently viewing is pre-selected in this field.
Select the location from the Location field.

The location you are currently viewing is pre-selected in this field if you are adding the parcel from the Location module.
Select the facility associated with this parcel from the Facility field.
Select the contract associated with this parcel from the Contract field.
Enter the name of the parcel in the Parcel Name field.

To learn our recommendations for naming parcels, please see our Naming Conventions in Lucernex walkthrough.
Enter the parcel ID in the Parcel ID field.
Select the parcel group from the Parcel Group 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.
Select the parcel type from the Parcel Type 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.
Select the parcel category from the Parcel Category 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.
Select the parcel status from the Parcel Status field.

Create a new group or category.
Enter the address using the Address fields or select the Use Location Address? check box to use the address from the selected Location.
Enter notes in the Notes field.
Click Next.

Step Two of the Parcel Setup Wizard opens.

Step Two: Folder Setup

Step Three: Assign Members

Assigning a member allows that member to access specific folders, documents, pages, fields, and actions within the parcel. A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of a parcel, you must first set up that member in your firm. This must only be done once for each Member.

Once a Lucernex user is set up as a Member of your Firm, they must be added to each parcel and assigned user classes. The Member’s User Class determines which folders, documents, pages, fields, and actions within the parcel that member may access.

To assign members to your parcel:

Do one of the following:

Set Up a Member
To set up a member in your firm:
1. Click Setup Members.
  
  The Setup Members page opens.
2. Click Add Member.
3. Follow the Add a Person in the Add Person window procedures.
4. Click Add.
  
  The Add Member window closes. A message appears in the upper-left corner of the Parcel Setup Wizard that reads: Successfully added Member.
5. Click Finish Managing Members in the bottom-right corner of the Parcel Setup Wizard window.
  
  You are returned to the Assign Members page of the Parcel Setup Wizard.
Assign Members to your Parcel
To assign members to a parcel:
1. Click Assign Members.
  
  A new page opens.
2. Do one of the following:
  - To add all members in the system, click Add all members in the upper left corner of the Members NOT Assigned table.
    
    All members currently configured in your system are added to the Current / Proposed member (s) field.
  - To search for a specific member to add to your parcel:
    1. Enter the name of the member you want to assign in the Search at the upper right corner of the Members NOT Assigned table.
    2. Click Search.
      
      The members meeting your search criteria appear.
    3. Click next to the member you want to add.
      
      The member is added to the Current / Proposed member (s) field.
3. If you need to remove a member from the Current / Proposed member (s) field:
  1. Select the member you want to remove.
    
    Press and hold CTRL on your keyboard to select multiple values.
  2. Click Remove Selected below the Current / Proposed member (s) field.
    
    The member is removed from the Current / Proposed member (s) field.
4. Once you are satisfied with your list, click Update members to [Parcel Name].
5. Click Finish Assigning Members at the bottom-right corner of the Parcel Setup Wizard.
  
  The Assign Members page opens. The members you assigned appear in the Managers and Members already assigned using Org Chart table.
Click Next.

Step Four of the Parcel Setup Wizard opens.

Step Four: Schedule Setup

Click Finish.

The window closes. Lucernex opens to your new parcel in the Parcel module.

Summary Page - Parcel Module

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