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All Leases View

Modules > Property lease management > Leases > All Leases

Use this page to view a list of all leases with some brief information about each lease. This view is for informational purposes and the lines cannot be edited.

To view a subset of leases, specify a value in the filter to show only the records that match the specified filter criteria.

To view or edit the details of a lease, select the lease to open the Lease Details page, where you can review further details of the lease and make edits.

Fields

The following columns are available. For descriptions of these columns, review the Lease Details page.

  • Lease number
  • Name
  • Category name
  • Lease type
  • Cust/Vend account
  • Cust/Vend name
  • Currency
  • Lease status

With the standard Microsoft Dynamics 365 for Finance and Operations list views, you can add or remove columns and rearrange the order of the columns.

Buttons

This page contains the following buttons: 

Lease Buttons Table
Group Description
Deposit

Select an action to perform: 
Deposits Opens the Deposits page, where you can process deposits for the selected lease.
Deposit return Opens the Deposit Returns page, where you can process deposit returns for the selected lease.
Insurance
Insurance Opens the Insurance page, where you specify insurance information for a lease.
Invoice
Invoice lease Opens the Invoice Creator, where you create the invoice for the lease. All lines up to the current date that are available for the invoice are readily available on the page.
Sales based reconciliation

Select an action to perform: 
Sales reporting Opens the Sales Reporting page.
Reconciliation option

Opens a dialog where you specify the Reconciliation year and, if needed, Partial year calculation. The default values are from the Property Lease Management Parameters page.

Termination

Select an action to perform: 
Reverse termination Opens the Reverse Termination page, where you reverse a termination for the selected lease.
Terminate lease Opens the Mass Termination page, where you terminate the lease.
Notification  
Lease notification Opens a the Lease Notifications dialog, where you add the email notifications for a lease.
User Defined Fields Opens the User Defined Fields dialog, where you specify the values for user defined fields for a lease.
Lease status  
Make active

Select to make a lease active. The Make active button is available when:

Place hold

Select to place a lease on hold. When a lease is on hold you cannot invoice it. Opens a drop down menu where you can enter the hold date, reason code and any comments about the hold.

  • Hold date: Enter the date when the lease is put on hold.

  • Reason code: Select the hold reason code. Required.

  • Description: Displays the description of the hold reason code.

  • Hold notes: Enter any other relevant information about the hold.

Remove hold

Select to remove a hold on the lease. Only visible when a lease is already on hold. When you remove a hold, the lease status is updated to Active.

  • Removal date: Enter the date when you want the hold removed.

  • Resumption date: Enter the date when you want the lease status to be updated to updated to Active.

Billing class
Billing class Opens the Billing class window. See Use Billing Class on Lease.