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Sales Based

Modules > Property lease management > Leases > All Leases > [select a lease] or select New > [select a sales based charge line] > Sales based button

Use this page to set up how a sales based charge is calculated based on the sales reporting information.

Set Up Charge Calculations for a Lowest Level

To set up charge calculations on sales reporting information for a lowest level, follow these steps: 

  1. On the Lease Details, create a lease.
  2. Add a sales based charge to the lease, and select the Sales based button, which opens the Sales Based page.
  3. Select the Sales reporting number.
  4. In the Lines FastTab, select Add line to add each line as follows: 
    1. Select the Recoverable type and Reconciliation frequency.
      For each recoverable type selected, an additional FastTab appears with other options to complete. See the following information for the different recoverable types.
    2. Select the Recoverable charge number.
    3. Specify the Effective date of the charge calculation.
  5. Repeat the previous step to add more lines.
  6. Select Save.
  7. Close the page to return to the Lease Details.

Natural Breakpoint

When Recoverable type is Natural Breakpoint, specify the Breakpoint percentage.

Non-Natural Breakpoint

When Recoverable type is Non-Natural Breakpoint, complete the following additional boxes: 

  • Annual breakpoint amount
  • Breakpoint percentage

Graduated Leasing

When Recoverable type is Graduated Leasing, complete the following additional steps to add a line: 

  1. Select All line.
  2. Specify the Breakpoint start amount and the Percent.
  3. Repeat these steps to add more lines.

Sales Percentage

When Recoverable type is Sales Percentage, , specify the Breakpoint percentage.

Monthly Breakpoint Reached

When Recoverable type is Monthly Breakpoint Reached, complete the following additional boxes: 

  • Annual breakpoint amount
  • Breakpoint percentage

Cumulative Graduated Leasing

When Recoverable type is Cumulative Graduated Leasing, complete the following additional steps to add a line: 

  1. Select All line.
  2. Specify the Breakpoint start amount and the Percent.
  3. Repeat these steps to add more lines.

Fields

This page contains the following fields: 

Field Description
Identification  
The lease identification information is from the header of the Lease Details page.
Lease number Displays the lease number.
Lease name Displays the lease name.
Lease property Displays the lowest level of the lease.
Lease type Displays the type of lease.
Sales Based Charge  
The lease identification information is from the Charges FastTab of the Lease Details page.
Charge number Displays the charge number of the line.
Name Displays the name of the charge.
Reporting Options  
Sales reporting number Select the sales reporting number for the sales based charge. The available options are set up on the Sales Reporting page.
Name Displays the name of the sales report.
Lines  
Recoverable type

Select the recoverable type: 

  • Natural Breakpoint
  • Non-Natural Breakpoint
  • Graduated Leasing
  • Sales Percentage
  • Monthly Breakpoint Reached
  • Cumulative Graduated Leasing

When this value is changed from a previous setting, all values for the previous setting are deleted.

Reconciliation frequency Select the frequency for the recoverable type.
Recoverable charge number Select the recoverable charge number.
Effective date Specify the effective date of the recoverable charge.
Natural Breakpoint  
Breakpoint percentage

Specify the percentage to calculate the additional charge.
Non-Natural Breakpoint  
Annual breakpoint amount

Specify the annual breakpoint amount. This amount is used to determine when the additional charge is to be charged.
Breakpoint percentage

Specify the breakpoint percentage. The percentage is used to calculate an additional charge.

Graduated Leasing  
Breakpoint start amount

Specify the breakpoint start amount. This amount is compared to the sales reported amount for a specified period to determine whether an additional charge applies, and what the charge will be.
Percent

Specify a breakpoint percentage. The percentage is used to determine the billing amount. The billing amount is calculated as follows: 

  • Breakpoint percent * (Reported sales amount - Breakpoint start amount)
Sales Percentage  
Breakpoint percentage

Specify the percentage to calculate the additional charge.
Monthly Breakpoint Reached  
Annual breakpoint amount

Specify the annual breakpoint amount. This amount is used to determine when the additional charge is to be charged.
Breakpoint percentage

Specify the breakpoint percentage. The percentage is used to calculate an additional charge.

Cumulative Graduated Leasing  
Breakpoint start amount

Specify the breakpoint start amount. This amount is compared to the sales reported amount for a specified period to determine whether an additional charge applies, and what the charge will be.
Percent

Specify a breakpoint percentage. The percentage is used to determine the billing amount. The billing amount is calculated as follows: 

  • Breakpoint percent * (Reported sales amount - Breakpoint start amount)