Amend Customer Property Mapping

This activity allows you to amend the authorized unique number. The unique number in “Assigned” status is fetched for amendment and the status of the unique number will be updated as “Amend”. But the amended unique numbers should be authorized for the changes to get reflected in subsequent transactions.

Select the “Amend Customer Property Mapping” activity under the “Customer Property Relations” business component.

The “Amend Customer Property Mapping” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details in the header.

Workflow Status

The status of the document as per Workflow Applicability.

Enter the following in the “Customer Property Mapping Details” group box:

Unique No	The number which identifies the relation – customer combination and is unique for a scheme.
Relation ID	The relation ID created when a customer reserved a property.

The system displays the following in the “Customer Property Mapping Details” group box:

Status	The status of the unique number. It could be “Assigned” when the Unique No is entered or “Allocated” when the Relation ID is entered.
Property	The concatenated property number(s) and the scheme code of the relation.
Customer Code	The code identifying the customer to whom the property is mapped.
Customer Name	The name of the customer.
Scheme Code	The code identifying the scheme which is related to the customer.
Scheme Name	The name of the scheme.
Sale Value	The sale value of the property.
Old Unique No	The old unique number of the property.
Old Sale Value	The earlier sale value of the property.
Authorizer Remarks	The authorizer remarks regarding the authorization of customer –property mapping.

Enter /Modify the following in the “Customer Property Mapping Details” group box:

Scanned Doc No	The number identifying the document created during registration process and scanned.
Grace Period(days) - DLI	The number of days after the due date during which the delayed interest is not levied.
Application Date	The date on which the application was purchased by the customer.
Booking Date	The booking date of the property by the customer. Mandatory.
Possession Letter HO Date	The date on which the possession letter of the property is handed over to the customer.
Possession Date	The possession date of the property.
Agreement No	The number identifying the agreement signed by the customer for the property.
Agreement Date	The date on which the agreement was signed.
Registration Date	The registration date of the property.
Form A2 Date	The date on which the Form A2 (application for drawal of foreign exchange) was filed.
Sold By	The code identifying the sales person of the property.
Booked By	Use the drop-down list box to specify whether the property is booked through broker or directly booked by the customer. The combo is loaded with options “Broker” and “Direct Booking”.
Home Loan	Use the drop-down list box to specify whether the bank has the right to possess the property in the event when the customer defaults his payment to bank. The combo is loaded with options “Yes” and “No”.
Bank Name/Branch	The name of the bank along with the branch details.
Legal Flag	Select the check box to indicate that legal issue exists on the property.
Remarks	Any remarks regarding the amendment of the authorized of the customer – property mapping.
Reference By	Use the drop-down list box to specify the reference for property booking. The combo is loaded with options “Unique No” and “Corporate”.
Reference Unique No	The reference unique number for property booking. Mandatory when Reference By is selected as “Unique No”.

The system displays the following:

Reference Scheme Code	The scheme code of the reference unique number.
Reference Customer Code	The customer of the reference unique number.

Enter the following in the “Customer Property Mapping Details” group box:

Company Name	The name of the company used as a reference for property booking. Mandatory when Reference By is selected as “Corporate”.
Compensation	The amount to be compensated to the customer when the property is not handed over to the customer as per the said possession date.
STax Applicable	Select the check box to indicate that service tax is applicable for the customer.
DLI Applicable	Select the check box to indicate that delayed interest is applicable for the customer.
EPR Applicable	Select the check box to indicate that early payment rebate is applicable for the customer.
Generate Demand Letter	Use the drop-down list box to specify whether to generate demand letter for the customer or not. The combo is loaded with options “Yes” and “No”.
Basis (Compensation)	Use the drop-down list box to specify the basis on which the compensation is calculated. The combo is loaded with options “Booking Date” and “Agreement Date”.

Enter the following in the “Brokerage Details” group box:

Broker Code

The code identifying the broker. Mandatory when the Booked By is selected as “Broker”.

The system displays the following:

Broker Name	The name of the broker.
Broker Basis	The basis on which the brokerage is calculated. It could be “%” or “Amount”.
Brokerage Value	The brokerage value for the scheme – property.
Incentive Basis	The basis on which the incentive is calculated. It could be “%” or “Amount”.
Incentive Value	The incentive value for the scheme – property.

Note: The Broker details will be fetched from the Broker Management component.

Enter the following in the “Brokerage Details” group box:

Brokerage Amount	The brokerage amount, if the Property is booked by Broker.
Incentive Amount	The incentive amount to the Broker, if Property is booked by Broker.
S. Tax on Brokerage	The sales tax on brokerage.

Enter the following in the “Brokerage Details” group box:

Consortium Code

The code identifying the consortium.

The system displays the following:

Consortium Name

The name of the consortium.

Enter the following in the “Brokerage Details” group box:

Broker Type

Use the drop-down list box to specify the type of broker. The combo is loaded with options “Individual”, “Consortium” and “Corporate”.

This page has 4 tabs. They are:

1. Joint Holders

2. Applicable Components and Pay Plans

3. Applicable Rebates/Charges

4. Property Details

Joint Holders

This tab is displayed by default on launch of the page. You can provide the joint holder details of the property.

Enter the following in the “Joint Holder Details” multiline:

Title	Use the drop-down list box to specify the title of the joint holder. The combo is loaded with options defined for the Category – Title in Maintain Categories activity.
Joint Holder1 Name	The name of the joint holder of the property.
Relationship	Use the drop-down list box to specify the relationship of the joint holder with the customer. The combo is loaded with options defined for the Category – Relationship in Maintain Categories activity.
Relative Name(JH1)	The relative name of the joint holder.
Status	Use the drop-down list box to specify the status of the joint holder. The combo is loaded with options “Active” and “Inactive”.
Age	Use the drop-down list box to specify the age of the joint holder. The combo is loaded with options defined for the Category – Age in Maintain Categories activity.
Nationality	The nationality of the joint holder.
Residential Status	Use the drop-down list box to specify the residential status of the joint holder. The combo is loaded with options “Residential Indian”, “NRI”, ”Foreigner” and “Foreigner of Indian Origin”.
Category	Use the drop-down list box to specify the category of the joint holder. The combo is loaded with options “Male”, “Female” and “Corporate”.
Primary	Use the drop-down list box to specify whether the joint holder is a primary owner of the property or not .The combo is loaded with options “Yes” and “No”.
PAN/PP No	The PAN or passport number of the joint holder.
Status Change Date	The date on which the status of the joint holder was changed.
Address 1	The first line of address of the joint holder.
Address 2	The second line of address of the joint holder.
Address 3	The third line of address of the joint holder.
City	The city to which the joint holder belongs.
State	The state to which the joint holder belongs.
Country	The country to which the joint holder belongs.
Zip Code	The zip code of the country.
Phone No	The phone number of the joint holder.
E-mail	The email address of the joint holder.
Fax	The fax number of the joint holder.

Applicable Components and Pay Plans

This tab displays the applicable components and pay plans of the property.

Enter the following in the “Property Details” group box:

Property No

Use the drop-down list box to specify the property number. The combo is loaded with the property numbers defined for the relation ID.

The system displays the following:

Area	The area of the property.
Plot Area	The plot area of the property.
UOM	The unit of measurement of area.
Property Type	Indicates the type of property.

Click the “Get Components” button to retrieve the applicable components and pay plan details of the property.

The system displays the following in the “Component Details” multiline:

Property No	The number identifying the property.
Component Code	The code identifying the component.
Component Description	The description of the component.
Component Type	Indicates the type of component. It could be “Plan” or “Non Plan”.
Pay Plan Code	The code identifying the pay plan.
Pay Plan Description	The description of the pay plan.
Pay Plan Type	The type of pay plan.
Price Per	The price per unit of measurement.
Interest Rate	The rate of interest for the pay plan code. Interest Rate is displayed when “Interest Included?” is “Yes”.
Interest Included?	Indicates whether the interest is included or not for the pay plan. It could be “Yes” or “No”.
Component Rate	The price of the component.

Enter the following:

Price	The price of the component.
Remarks	Any remarks regarding the price change.

Click “Save” button to save the updated component and pay plan details of the property.

Applicable Rebates/Charges

This tab displays the applicable rebates /charges and pay plans of the property.

Enter the following in the “Property Details” group box:

Property No

Use the drop-down list box to specify the property number. The combo is loaded with the property numbers defined for the relation ID.

The system displays the following:

Property Type

Indicates the property type.

Click the “Get Other Charges” button to retrieve the details in the multiline.

The system displays the following in the “Component Details” multiline:

Property No	The number identifying the property.
Rebate/Charge Code	The code identifying the rebate/charge.
Rebate/Charge Description	The description of the rebate/charge.
Rebate/Charge Type	Indicates the type of rebate/charge.
%	The rebate / Charge percentage.

Enter the following:

Amount

The rebate or charge amount.

The system displays the following in the “Component Details” multiline:

Rebate/Charge Pay Plan Code	The pay plan code of rebate/charge.
Rebate/Charge Pay Plan Description	The pay plan description of rebate/charge.
Rebate/Charge Pay Plan Type	The pay plan type of rebate/charge.
Component Code	The code identifying the component.
Component Description	The description of the component.
Component Type	Indicates the type of component. It could be “Plan” or “Non Plan”.
Component Pay Plan Code	The code identifying the pay plan of component.
Component Pay Plan Description	The description of the pay plan of component.
Component Pay Plan Type	The type of pay plan of component.

Select from the following:

Include In

Use the drop-down list box to specify whether the interest rate details.

Click “Save” button to save the applicable rebate/charges details.

Property Details

The system displays the following in the “Property Details” multiline:

Property No	The number identifying the property.
Block	The block to which the property belongs.
Tower	The tower to which the block belongs.
Floor	The floor in which the property exists.
Unit	The unit in which the property exists.
Property Type	Indicates the type of property.
Original Area	The original area of the property.
Revised Area	The revised area of the property.
UOM	The unit of measurement of area.

Click the “Amend” button to amend the customer – property details.

The system amends the unique number and updates the status of the unique number to “Amend”.

Click the “Delete Demand Letter” button to delete the demand letter.

To proceed, carry out the following

Select the “Maintain Property Relation” link to maintain the property relation details.

The system displays the following in the “Data History” group box:

Created By	The login ID of the user who created the customer property mapping details.
Created Date	The date on which the customer property mapping details was created.
Last Modified By	The login ID of the user who amended the customer property mapping details.
Last Modified Date	The date on which the customer property mapping details was amended.
Agr. Dtl Last Modified By	The login ID of the user who modified the agreement details.
Agr. Dtl Last Modified On	The date on which the agreement details was last modified.