The document discusses keys to building effective property management solutions in Oracle Applications 11i. It outlines the main Oracle 11i property management processes like attracting tenants, administering leases and contracts, occupancy management, and cost recovery. It also lists some implementation issues like establishing a business case, timing, data take-on, lease documentation, and interface challenges. Useful links are provided for documentation and a publicly accessible 11i vision instance.

1. Keys to building effective Property Management
solutions in 11i
Richard Byrom
Oracle Applications Consultant
UKOUG Financials SIG – 14th September 2004

2. • Property Management Processes
• The Oracle 11i Property Management Solution
• Implementation Issues
• Useful Links
• Questions and Answers
Agenda

3. Attract Tenants
Property Management
• Administer Leases
• Manage Contracts
• Manage Occupancy
Collection
Payment
Manage Construction
• New Malls
• Tenant Improvements
Cost Recoveries
Analyze
Property Management Processes

4. Employees
Lease
Tracking
Property
Management
Receivables
Billing
Schedule
Payables
Payment
Schedule
Purchasing
Job
Costing
(Projects)
Commitments
Time &
Expense
Expense
Reports
EDI outbound
Supplier
Invoices
Assets
Capital Costs
Purchasing,
Non Project
CIP & Assets
General
Ledger
Post Revenue
Post Supplier
Expense
Post Cost
Distribution
Cost
Recovery
Invoices
Post
Depreciation
&
Asset
Costs
Property Management Solution

5. Landlord & Tenant Processes
Strategic Property
Decisions
Utilize Space
Administer
Terms & Conditions
Allocate/
Recover Costs

6. Real Estate Systems
HR Systems
Executives/
Accounting
Landlords/Tenants
Contractors
Legal

7. Property Assignments Agreements
Property Manager in 11i

8. • CAD integration
• Land & Buildings
• Bldg Life Cycle
• Asset, Projects, Treasury
Property Definition

10. • People
• Tenants
• Assets
• Projects
• Time dimension: past & future
Assignments

13. • Lease abstract
– Options, Dates, Milestones
– Proration, FASB 13 accounting
– Integration with Oracle Payables & Oracle Receivables
• Index Rent
• Variable Rent
Agreements

15. Implementation Issues
• Business Case needs to be established
• Implementation Timing
• Data Take-on and Interfaces
• Lease Agreement Documentation
• Mix of Receivables/Payables
• Recoveries interface to GL.
• Reports

16. Useful Links
• http://otn.oracle.com/documentation Download
the Oracle Documentation CD’s from 11.5.9 back
to version 11 – here you will find the Property
Manager User Guide.
• http://www.solutionbeacon.com/tools _vision.htm
Access the Publicly Accessible 11i Vision
Instance at this site which contains some
examples of how Property Manager should be
implemented.

18. Speaker Information
Name : Richard Byrom
e-mail : richard@richardbyrom.com
Web Sites :
http://www.richardbyrom.com
http://www.oracleappsblog.com