PLM Space Change Wizard

Use this wizard to change the lowest level for an existing lease. This wizard simplifies the process for when a customer or vendor changes the lowest level during the course of their lease.

When moving out, the customer or vendor must continue to use the same category levels that have been set up. Also, if a meter is attached to the lease, the customer or vendor can continue to use the same meter or use a different meter.

If you want to use a different category, you must terminate the current lease, and then create a lease with the different category for the customer or vendor.

After you complete the wizard for changing the space, you can review the lease on the PLM Lease page and, if needed, make any changes.

Note: Only categories or leases with levels 1 to 3 can be selected in this wizard. Categories or leases that have no required levels (for example, equipment leases) are not available in this wizard.

Tip: As a best practice for leases that use the sales based reconciliation functionality, run the Sales Based Reconciliation before using this wizard.

Step 1: Lease Information

Review the information for the current lease. All values, except for the Space Change Date, are Read-only. These fields correspond to the header of the PLM Lease page.

Space Change Wizard lease Information Table

Field	Description
No.	Displays the lease number being changed. This value is automatically updated based on the lease selected in the Lease list or from the PLM Lease page. This field appears in all pages of the wizard and cannot be edited.
Name	Displays the lease name. This field appears in all pages of the wizard and cannot be edited.
Lease Information
Type	Displays the lease type.
Account No.	Displays the customer or vendor account number. The accounts available depend on the type of lease being created.
Customer/Vendor	Displays the customer or vendor name.
Space Change Date	Specify the date on which the space change is to occur. This date is the start date for the new lease space. The termination date of the old lease space is this date less one day. Note: If the selected change date is earlier than the start date of the lowest level selected, the change date is updated to the next date after the start date of the lowest level. Also, a message appears to inform you of the change. For example, the start date of the lowest level is May 01, 2020. The change date is set to April 20, 2020. The change date will be automatically updated to May 2, 2020.

Step 2: New Lease Space

Select the current lowest level from which you want to move, and then select the new lowest level into which you want to move. When you first get to this step, the list shows the current lowest levels for the lease. To select new lease space, follow these steps: 

1. In the list, select the lowest level from which you want to move.
2. Select Lease Line > Move Space.
3. In the dialog that appears, select through the levels and select the lowest level of the new lease space.

After the new lease space is selected, it appear in the list below the list of current lease spaces. The end date of the current lease space is updated to the space change date less one day. The start date of the new lease space is the space change date.

Step 3: Lease Charges

Review the list of charges for the new lease spaces. All charges from the current lease space are copied to the new lease space. This page is divided into the following lists.

• The top list shows the list of new lease spaces were added in the previous step. Select a line from the list to review charges.
• The lower list is for reviewing the charges for the selected new lease space. Remove, add, or edit the charges as needed. These columns for each line are the same columns when adding charges to a lowest level line on the PLM Lease Chargespage.

After the space change wizard finishes, the PLM Lease page appears. Go to the Lease Line (Lowest Level) FastTab to review the lines. Make any other changes as needed.