When the Lease Template Auto-Generate window is opened it displays two lists of templates. The top list is the list of templates that have charges due to be created based on the charge schedule. The bottom list is the list of templates that have payments due to be created based on the payment schedule.
Both of the lists of scheduled charge/payment templates display the following information:
Lease Code - This is the lease code to uniquely identify the lease for which the charge or payment is to be added.
Charge Type - This is the charge type for the charge or payment.
Transaction Type - This is the transaction type for the charge or payment.
Description - This is the description of the charge or payment.
Start Date - This is the period start date for the scheduled charge or payment.
End Date - This is the period end date for the scheduled charge or payment.
Date Due - This is the due date for the scheduled charge or payment.
Create On - This is the date on which to create the scheduled charge or payment.
The Auto-Generation window displays a message indicating the date that the auto-generation was last performed. There is also a count of the number of selected records which is updated whenever you select or de-select a template in either list.
Open the Leasing Module for the first time for a new day
OR
Choose Auto-Generate from the Leasing menu.
Pinnacle will display the lists of the templates that require charges/payments to be generated.
Select the templates in either list from which you want to generate charges/payments
OR
Click the Select All button next to either list to select all templates in that list.
Click the Generate button.
Pinnacle will create the selected charges and payments for the leases.
From the auto-generation window, select the templates in either list that you want to remove.
Click the Delete button.
Pinnacle will remove the occurrence of the template from the list, but this will not remove the actual template itself. The next occurrence of the template will appear on the auto-generation window at its next scheduled date.
The Auto-Generation window allows you to choose the date up to which you want to display the charges/payments that would be generated. This is called "forward scheduling".
From the auto-generation window, choose the date up to which you want to show the templates.
Click the Apply Date button.
Pinnacle will update the list of date-based templates due to be created up to the date you have specified.