To amend the calculated element charge for an agreement

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


The procedure to amend the calculated element charge for an agreement is as follows:

  1. Navigate to Quick Menu > Rents > Configuration >  Rent Review Maintenance. The Rent Review Details window is displayed.
  2. Expand a rent charge review status heading from the alphabetical list and select an associated cycle or type the description directly into the Search Rent Review field. By default the list is filtered to show Current rent review cycles. An alternative filter can be applied using the Select View drop-down field: Expired, Future or All combinations 1.
  3. Click on Agreement Results 2. The Agreement Results tab is activated
  4. Using the Model drop-down field, select the desired model from which the proposed agreement charge uplift values have been applied. The Agreement Charges summary table is refreshed, revealing a list of all affected agreements and the proposed charge values.
  5. Double-click on the row containing the proposed agreement charge to be amended 3. The Agreement Rent Breakdown window is displayed, revealing all charge elements linked to the agreement in the Elements summary table.
  6. Highlight the row matching the specific agreement element charge to be amended.
  7. Adjust the amount entered in the Proposed Value field, as required.
  8. Using the Proposed VAT Rate drop-down field, ensure that the selected parameter value is still valid for this charge element and apply any required changes.
  9. Click on Add / Update Element. The selected element is displayed in the Elements summary table, reflecting the amended and recalculated values.
  10. Click on Confirm. The proposed agreement charge for the combined elements reflects the recalculated values i.e. Proposed Charge and % Increase.
  11. Click on Save.


Note

1 The Search Rent Review field will match against any component of the cycle description.

2 The Agreement Results tab is active only for those rent review cycles where a calculation has been applied.

3 It is only permitted to amend an asset charge element where the review cycle status is set to In Progress or Calculated.


See related topics...

Rents charge review management overview

To set the uplift values for a rent charge element

To calculate element charges using a rent review model

To create a new charge element review model