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Navigation: Contracts > Rental Management > Rental Units

Assign a Rental Agreement to a Rental Unit

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A rental unit's status is determined by the rental agreement assigned to it.

Rental Unit Statuses

Symbol

Status

Description

order-symbol-green

Free

The rental unit is vacant. A Rental unit has this status when it has no rental agreement assigned to it.

status-blue

Free with offers

A rental agreement whose status is Marked Down is assigned to the rental unit.

status-white

Long-term Rented

A rental agreement with the Unlimited check box selected in its Termination details is assigned to the rental unit.

status-black

Temporarily Rented

A rental agreement with a fixed term in its Termination details is assigned to the rental unit.

Only one rental agreement that has a status of Complete can be assigned to a rental unit at a time.

Prerequisites

Before you can assign a rental agreement to a rental unit, ensure

that the rental agreement's Contract Category is one that includes the rental unit data object. Refer to Link a Rental Agreement with Data Objects for more information.

that the rental unit to which you want to assign the rental agreement has a building selected in the Building field in the rental unit details.

that another rental agreement with a status of Complete is not already assigned to the rental unit. If another rental agreement whose status is Complete is already assigned to the rental unit, you will only be able to assign a rental unit whose status is Marked Down.

Assign a Rental Agreement to a Rental Unit

If the prerequisites outlined above are satisfied, you can assign a rental agreement to a rental unit on the rental agreement details page.

To Assign a Rental Agreement to a Rental Unit

1.Navigate to the details page for the rental agreement you want to assign to a rental unit.

2.Click the Edit (icon-edit) icon.

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3.Click the arrow in the Type of Object menu.

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4.Double-click Rental Unit, or select it and click Apply.

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The rental agreement must be assigned a Contract Category that includes the rental unit data object.

5.Click the arrow in the Rental Unit menu.

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6.Double-click the rental unit you want to assign the rental agreement to, or select it and click Apply. By default, the Selection: Rental Unit dialog lists the rental units in the building selected in the Building field in the rental unit details.

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7.Click Save and Close.

When you complete the rental agreement assignment, the rental unit's status should update to reflect the term of the rental agreement.

You can see the rental agreements assigned to the rental unit in the Contracts section on the rental unit details page.

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Contracts Section

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