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PLM Categories Setup

Use this page to set up categories that are used for the leases.

A category can be thought of as a classification of the lease type. For example, a property management company maintains revenue leases in different neighborhoods. In this case, you can have categories such as Downtown, Suburban, or Uptown.

The category also defines the labels that are used for fields in Property Lease Management for the lease to which it is assigned.

Add Category

To add a category, follow these steps: 

  1. Specify a unique Name and select the Levels Required.
  2. Specify the Area Unit.
  3. For each required level, specify a name for the Level Label and select the Level Dimension that you want to apply.
  4. Specify the Customer Label and Vendor Label.
  5. To attach documents to the record, do the following: 
    1. Select to expand the FactBox pane.
    2. Select the number to open the details for the documents and attach the files you want.
    3. Select Close to return to the main page.
  6. Repeat these steps to add more categories.

After the categories are set up, they are available on the PLM Lease and PLM New Lease Wizard, where they are assigned to a lease.

Note icon. Note: Categories that are used by leases cannot be edited or deleted.

Fields

This page contains the following fields: 

Category Fields Table
Field Description
Name

Specify the unique category name. Required.

Levels Required

Select the number of levels for the category: None, One, Two, or Three.

For example: 

  • If the category is for a single item, set the required level to None. For example, a piece of equipment.
  • If the category is for a property that has multiple levels, set the required level to One, Two, or Three. For example, a commercial unit.
Area Unit

Select the unit of measure for the area of a leasable category: None, Square Feet, or Square Meters.

The default value is from the PLM Property Lease Management Setup page, which can be changed as needed. When the category is used for a lease, the area unit cannot be change.

Validate Occupancy

Validates whether the lowest level is already occupied. The option selected is the default value for the PLM Properties page.

  • On: A validation that checks whether the lowest level is occupied based on the lease start date and end date is performed. ClosedMore.
  • Off: No validation checking whether the lowest level is occupied is performed.

When the lowest level is occupied, it can be used by only one lease and cannot be selected for use with another lease of the same lease type. However, the lowest level can be used by a revenue lease and an expense lease at the same time. Consider the examples: 

  • The lowest level is used by a revenue lease (Lease-001) from January 01, 2020, to December 31, 2020. The same lowest level can also be used by an expense lease (Lease-002) from February 01, 2020, to October 31, 2020.
  • The lowest level is used by an expense lease (Lease-003) from January 01, 2020, to December 31, 2020. The same lowest level cannot be used by a different expense lease (Lease-004) during any time from January 01, 2020, to December 31, 2020.
Level Label

For each level, specify the label name to appear on the pages. Depending on the number of required levels, this label is required. For example, if the number of levels required is two, you must specify labels for levels 1 and 2.

The default values for each level is as follows: 

  • Level 1: Property
  • Level 2: Building
  • Level 3: Unit

Note icon. Note: The default level name values are used throughout the documentation for all field labels and references. Because every organization is unique and the categories are different, Binary Stream is not able to predict the terminology that your organization uses.

Level Dimension

Select the global dimension for each level. The global dimension name is attached to the category level when the property based on the category is created.

Global dimensions are a standard feature in Microsoft Dynamics 365 Business Central. For more information, see Working with Dimensions .
Customer Label Specify the label for customers. If this value is left empty, the default is Customer.
Vendor Label Specify the label for vendors. If this value is left empty, the default is Vendor.

FactBox

The FactBox shows the following information: 

  • Attachments Displays the number of attachments for the category. Adding an attachment is part of the standard Microsoft Dynamics 365 Business Central functionality.