Rent Roll Inquiry

Modules > Property Lease Management > Inquiries and reports > Rent roll inquiry

Use this page to review the rent roll inquiry for the leases. By default, the rent roll inquiry shows all active leases as of the specified date and includes all charges. To view the Lease Details of a specific lease, select the lease number.

Each charge appears as a line in the inquiry. For example, a lease that has three charges. When you view the inquiry, three lines will appear for the lease, one for each charge.

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.

Field Description
Lease type

Specify the lease type that you want to appear in the inquiry list or report: 

  • Revenue: Only revenue leases appear in the inquiry list or report.
  • Expense: Only expense leases 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: 

  • Active: Only leases with the Active status appear in the inquiry list or report.
  • All: Leases with any status appear in the inquiry list or report.
  • Draft: Only leases with the Draft status appear in the inquiry list or report.
  • On hold: Only leases with the On hold status appear in the inquiry list or report.
  • Canceled: Only leases with the Canceled status appear in the inquiry list or report.
  • Archived: Only leases with the Archived status appear in the inquiry list or report.
  • Terminated: Only leases with the Terminated status 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.

Charge number

Select the charge number that you want to appear on the report or inquiry.

Calculations

For each lowest level, the calculated amounts appear on the rent roll report.

Rent Roll Report Table
Column Description
Deposit Displays the sum total of all deposit amounts for the lease.
Annual rent roll

Displays the non-prorated net amount in terms of an annual amount for the lowest level.

The rent roll amounts are calculated for the selected lease and corresponding lowest level. The escalation lines that are included in the calculations have a current date between the start and end dates specified for the report.

  • If the billing frequency is annually, the annual rent roll amount is the same as the non-prorated Net amount from the Billing Line Actions on the Billing Lines.
  • If the billing frequency is any other frequency, the annual rent roll amount is calculated based on the calculated Monthly rent roll amount: Monthly rent roll * 12.
Current amount

Displays the current charge amount (with proration (if used), and including any escalation and abatement). Escalation lines that are included in the amount have an escalation start date with the same month and year as the As of date specified.

The current amount is the sum of the charge and escalation lines for the current period.

Difference Displays a calculated value: Current amount - Previous amount.
Monthly rent roll

Displays the non-prorated Net amount in terms of a monthly amount for the lowest level.

The rent roll amounts are calculated for the selected lease and corresponding lowest level. The escalation lines that are included in the calculations have a current date between the start and end dates specified for the report.

  • If the billing frequency is monthly, the monthly rent roll amount is the same as the non-prorated Net amount from the Billing Line Actions on the Billing Lines.
  • If the billing frequency is not monthly, calculations are made to the total amounts to get a monthly amount.

    • Billing frequency: Annually
    Monthly rent roll is calculated as follows: non-prorated Net amount / 12

    Billing frequency: Quarterly
    Monthly rent roll is calculated as follows: non-prorated Net amount / 3

    Billing frequency: Daily (days of full month)
    Monthly rent roll is calculated as follows: non-prorated Net amount / days of full month

    Billing frequency: Daily
    Monthly rent roll is calculated as follows: non-prorated Net amount * days of full month
Previous amount

Displays the charge amount for the previous period without proration (including any escalation and abatement). Escalation or abatement lines that are included in the amount have an escalation start date with the same month and year as the previous As of date specified.

Rate

Displays the per square unit rate, which is calculated as follows: 

Monthly rent roll / Leased area
Remaining amount Displays the unused deposit amount for the lease.

The inquiry shows the following columns. For information on the calculated values, see the Rent Roll Report.

  • Lease number, name, and type
  • Account number
  • Currency
  • Level 1, 2, 3
  • Start and end dates
  • Status (of the lowest level: Active or Space Changed)
  • Leasable and leased area values
  • Charge number
  • Current and previous amounts
  • Difference
  • Monthly and annual rent roll amounts
  • Rate
  • Deposit and remaining amounts
See also

Rent Roll Report