To set the rent review dates for a charge category

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The components included within a rent review cycle - charges (element, asset and agreement based), charge types, agreement types and charging frequencies - form unique combinations of charge categories that must be managed separately as part of the review cycle, potentially with different effective and review dates.


The procedure to set the rent review dates for a charge category is as follows:

  1. Navigate to Quick Menu > Rents > Configuration >  Rent Review. The Rent Review 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 Open rent review cycles. An alternative filter can be applied using the Select view drop-down field: In Progress, Selection Complete, Applied, Part Applied, Notifications Generated, Cancelled or All 1.
  3. Click on Effective 2. The Effective tab is activated, revealing a list of unique charge category combinations in the Effective Dates summary table.
  4. Double-click on the first row matching a unique charge category combination. The Effective Dates window is displayed.
  5. Enter the Next review date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the next review is scheduled for this unique charge category combination.
  6. Choose an Effective from date for this unique charge category combination i.e. the date on which the review comes into effect 3.
  7. Click on Confirm. The charge category combination displays the selected dates and is marked with a red indicator, pending the record being saved.
  8. Repeat steps 4 through 7 to assign relevant dates to the remaining charge category combinations.
  9. Click on Save.


Note

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

2 It is only permitted to assign effective dates to charge category combinations where the rent review cycle status is set to In Progress or Selection Complete.

3 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Rents charge review management overview

To create a new rent charge review cycle

To cancel a rent charge review cycle