Property Lease Management Basic Setup

After Property Lease Management is installed, perform the following setup activities. This base set of activities will help you get started with testing Property Lease Management in your test environment.

Set Up User Security

After you install Property Lease Management, only the system administrator role has full access to the program. To allow other users to access Property Lease Management, you must set up the appropriate duties to all non-administrator users.

The following Property Lease Management duties are available after installation.

Duty Name  Description 
PLM - Full access Full access to all Property Lease Management functionality and pages.
PLM transactions maintain Access to all Property Lease Management features except has read-only access to the Property Lease Management Parameters page.
PLM reports and inquiries maintain Access to all reports and inquiries, and has read-only access to other pages, such as properties and leases.
PLM data entities maintain Access to PLM data entities for importing and exporting data.

User security is part of standard Microsoft Dynamics 365 for Finance and Operations functionality. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation: 

To set up the user security, do the following: 

  1. Select System administration > Security > Security configuration.
  2. Create a role.
  3. Assign the one of the available Property Lease Management duties to the role that you just created.
  4. Assign the role to all new Property Lease Management users.

For more control over the security, create security privileges and duties that are specific to the needs of your company.

Generate Number Sequences

Before you can create any documents, you must set up the number sequences. Number sequences are part of the standard Microsoft Dynamics 365 for Finance and Operations setup. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation: 

To automatically generate number sequences, follow these steps: 

  1. Select Organization administration > Number sequences > Number sequences.
  2. Under the New group at the top, select Generate.
  3. Review the number sequences on the Property Lease Management Parameters page.

Notes:

  • For a new installation of Property Lease Management and before setting up the Parameters page, ensure that you have generated the number sequence for Property Lease Management.
  • When upgrading to a newer version of Property Lease Management, new number sequences may be added for new features. As a best practice, make sure that you complete these steps so that any new number sequences are added.
  • Instead of automatically generating the number sequences, you can generate custom number sequences. When you set up custom number sequences, you must create and assign them manually for each company.

Automatic Number Sequences

To ensure that the number sequence you want to use is automatically applied and updated for new records, do the following: 

  1. Select Organization administration > Number sequences > Number sequences.
  2. Select the number sequence you want and go to the General FastTab.
  3. Set Manual to No and save the changes.

Manual Number Sequences

To allow user to enter a manual number sequence for the records, do the following: 

  1. Select Organization administration > Number sequences > Number sequences.
  2. Select the number sequence you want and go to the General FastTab.
  3. Set Manual to Yes and save the changes.