Process a proposal to create a lease

1. At the Asset Management main menu, select Acquisition | Proposals. The Work With Proposals display screen appears.
2. Right-click on the proposal and select Change. The Edit Proposal Capital Cost change screen appears.
3. Click Process . The Process Proposal screen appears.
4. Fill in the fields as required.

   Customer Unit Numberis the unit number the customer will use to identify the proposed unit. It is optional.

   Create Leaseidentifies whether or not a lease should be created for the proposed unit(s).

   Display After Addidentifies whether or not you want to view the lease after it has been added.

   Effective Dateis the effective date of the lease. You can click on the calendar button to select the date.

5. Click Enter to activate the lease. The Add Contract/Schedule A from Proposal enter screen appears.
6. If a contract of this type already exists at this facility for the selected customer, to create a new contract click Yes on create new contract. The effective date, billing method, source document, contract term, and rate frequency become input capable.
7. If a contract of this type already exists at this facility for the selected customer, to create a new schedule A click Yes on create new schedule a. The schedule A date, CPI code, CPI frequency, and anniversary point become input capable.
8. If the existing contract and schedule A detail is correct and you want to just add a unit to the contract, leave the create new contract and create new schedule a buttons set to No.
9. To proceed with adding the contract/schedule A, fill in the fields as required.

   Create New Contractflags whether or not a new contract should be created. If no contract of the selected type exists for the customer, this option will be greyed out and a new contract will be created. If Yes is clicked, the effective date, billing method, source document, contract term, and billing frequency fields become input capable.

   Effective Dateis the date the contract goes into effect. You can click on the calendar button to select the date.

   Billing Methoddefines how the billing for this client will be processed internally by the accounting functions of Enrich. You can click on the Prompt button to select the billing method from a list.

   Contract Termis the number of months the contract will remain valid.

   Source Documentreferences the original document that covered the units under agreement with this customer.

   Rate Frequencydefines how often charges on this contract will be billed to the customer. You can click on the Prompt button to select the frequency from a list.

   Create New Schedule Aflags whether a new schedule A should be created or the old one should be used. If no schedule A exists for the customer, this option will be greyed out and a new schedule A will be created. The effective date, CPI code, CPI frequency, and anniversary point fields become input capable if Yes is clicked.

   Schedule A Dateis the date the new schedule A will become active. It defaults to the previous schedule A date. You can click on the calendar button to select the date.

   CPI Frequencyis the number of months before the CPI rate escalation is cyclically applied. This field is required if a CPI code is added.

   CPI Codeis the consumer price index code for rate escalation to be used for this contract. You can click on the Prompt button to select the code from a list.

   Anniversary Pointdefines how the CPI frequency rate escalation will be applied: based on the date of the last increase or on the anniversary of the unit assignment to this schedule. This field is required if a CPI code is added. You can click on the Prompt button to select the anniversary point from a list.

10. Click Enter . The Confirm prompt appears.
11. Click Confirm. If adding a new contract or schedule A, the Edit Contract Schedule A add screen appears (see the Lease Rental module for more information).

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