This topic outlines how to add, edit, and delete a rental agreement in VertiGIS FM.

Add a Rental Agreement

You can add a new rental agreement on the VertiGIS FM Rental Management search page.

Link to Rental Management Search Page

To Add a Rental Agreement

1.Navigate to the VertiGIS FM Contracts search page.

2.Under Objects, click Rental Agreement.

3.Click the Add () icon.

4.Complete the mandatory contract form fields:

▪Contract no.

▪Name

▪Type of Object

▪Contractual Relationship

▪State

▪Country

▪Commencement of contract

▪Payer

▪Lessor

▪Renter

▪Termination (select Unlimited or specify a Fixed Term)

Refer to Rental Agreement Details for description of all contract form fields.

5.Click Save or Save and Close.

Add a Rental Agreement Addendum

In VertiGIS FM, a contract addendum is a continuation of a contract. Each addendum to a contract has its own details page and a unique Addendum value but shares its Contract no. with the contract's other addendums.

VertiGIS FM locks most fields in the rental agreement details after you change the contract's state to Completed. If you want to change any of the contract's locked properties, you must create an addendum. You can only create an addendum to a contract if the contract's state is Completed.

To Add a Contract Addendum

1.Click the Add Addendum () icon on the rental agreement's details page.

2.Update any rental agreement details as required. By default, the addendum that is created shares all the properties its predecessor except for its State and the value in the Addendum field, which increments by one.

3.Click Save and Close.

Addendums added to a rental agreement are documented in the Hierarchy section of the rental agreement details page.

An up-arrow icon in the leftmost column indicates that the version of the contract is a predecessor of the version whose details page you are viewing. A down-arrow icon indicates that the version of the rental agreement is a more recent addendum than the rental agreement whose details page you are viewing.

Hierarchy Section on the Contract Details Page

Edit a Rental Agreement

You can edit a rental agreement on its details page if you want to change any of the rental agreement's details whose field is not locked. If you want to change any properties whose field is locked because the rental agreement's state is Complete (), add an addendum to the contract.

To Edit a Rental Agreement

1.On the rental agreement details page of the contract you want to edit, click the Edit () icon.

2.Edit the rental agreement details as required.

3.Click Save and Close.

Delete a Rental Agreement

You can delete a rental agreement whose State is not Completed () on the VertiGIS FM Rental Management search page.

To Delete a Rental Agreement

1.Navigate to to the VertiGIS FM Rental Management search page.

2.Under Objects, click Rental Agreement.

3.In the search grid, select the rental agreement you want to delete.

4.Click the Delete () icon.

5.Click OK.

The rental agreement is removed from the database.