Lease List Inquiry
Modules > Property Lease Management > Inquiries and reports > Lease list inquiry
Use this page to review the leases. By default, the inquiry list shows all active leases without any filter criteria. To view the Lease Details of a specific lease, select the lease number.
Tip: If you want a printable version of this inquiry, use the Lease List Report. The Lease List Report is a report version of this inquiry.
In addition to the standard Microsoft Dynamics 365 for Finance and Operations filter criteria, you can apply the following Property Lease Management filters to show only the records that you want to see in the inquiry list.
When generating the inquiry or report, the As of date entered affects which records are included and how the amounts of certain values are calculated:
- Leases that have a lowest level with a start date after the as-of date specified appear on the inquiry or report.
- One time charges are included in the calculated amounts for the current invoice amount and the total billed amount.
- Current invoice amount: Displays the current invoice amount based on the as-of date specified.
The Total billed amount is available and is the cumulative total of all billing lines for which invoices have been created, regardless of the as-of date specified.
Note: You can add filters to the list of leases by using the Insert columns... action. On the table, select the three vertical dots and then select Insert columns....
| Field | Description |
| Lease type |
Specify the lease type that you want to appear in the inquiry list or report:
|
| Lease status |
Select the status of the leases that you want to appear in the inquiry list or report:
|
| As of date |
Specify the as of date for which you want to include the records. The default date is the current date. Also, if this value is empty, the current date is used. The as-of date specified affects the current invoice amount displayed. |
| Current term end date |
Specify the end date for the current term. Optional. With this filter, all lease records that are active as of the As of date specified and have a current term with an end date on or before the specified end date appear in the list. For example, the as of date is October 12, 2020 and the current term end date is October 31, 2020. All leases that are active as of October 12, 2020 and have a current term with an end date on or before October 31, 2020 appear in the list. If a lowest level of a lease does not have an end date, the lease appears in the list. |
| Final term end date |
Specify the end date for the final term. Optional. With this filter, all lease records that are active as of the As of date specified and have a file term with an end date on or before the specified end date appear in the list. For example, the as of date is October 12, 2020 and the final term end date is December 31, 2020. All leases that are active as of October 12, 2020 and have a current term with an end date on or before December 31, 2020 appear in the list. If a lowest level of a lease does not have an end date, the lease appears in the list. |
The inquiry shows the following columns:
- Lease number, name, type, and status
- Category name
- Levels required
- Account number
- Currency code
- Lease and rent commencement dates
- Execution and termination dates
- Period by period lease
- Level 1, 2, 3 number
- Area unit and total area
- Leasable and leased areas
- Current invoice and total billed amounts
- Current term end and final term end dates
