Maintain Customer Property Mapping
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Select the “Maintain Customer Property Mapping” activity under the “Customer Property Relations” business component.
The “Maintain 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.
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Workflow Status |
The status of the document as per Workflow Applicability. |
To create Customer – Property mapping
Enter the following in the “Customer Property Mapping Details” group box:
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Relation ID |
The relation ID created when a customer reserved a property. This ID should be in “Unallocated” status. |
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Press <Enter> key. |
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The Pay Plan Type combo is loaded with pay plan types of the scheme. |
The system displays the following:
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Property |
The concatenated property numbers and the scheme code of the relation. |
Enter the following in the “Customer Property Mapping Details” group box:
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Customer Code |
The code identifying the customer to whom the property is to be mapped. Mandatory. |
The system displays the following:
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Customer Name |
The name of the customer. |
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Scheme Code |
The code identifying the scheme which is related to the customer. |
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Scheme Name |
The name of the scheme. |
Enter the following in the “Customer Property Mapping Details” group box:
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Grace Period(days) - DLI |
The number of days after the due date during which the delayed interest is not levied. |
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Pay Plan Type |
Use the drop-down list box to specify the pay plan type for the customer. The combo is loaded with pay plan types mapped for the scheme code. Mandatory. |
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Application Date |
The date on which the application was purchased by the customer. |
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Booking Date |
The booking date of the property by the customer. Mandatory. |
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Possession Letter HO Date |
The date on which the possession letter of the property is handed over to the customer. |
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Possession Date |
The possession date of the property. |
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Agreement No |
The number identifying the agreement signed by the customer for the property. |
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Agreement Date |
The date on which the agreement was signed. |
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Registration Date |
The registration date of the property. |
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Form A2 Date |
The date on which the Form A2 (application for drawal of foreign exchange) was filed. |
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Sold By |
The code identifying the sales person of the property. |
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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”. |
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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”. |
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Bank Name/Branch |
The name of the bank along with the branch details. |
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Scanned Doc No |
The number identifying the document created during registration process and scanned. |
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Remarks |
Any remarks regarding the customer – property mapping. |
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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”. |
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Reference Unique No |
The reference unique number for property booking. Mandatory when Reference By is selected as “Unique No”. |
The system displays the following:
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Reference Scheme Code |
The scheme code of the reference unique number. |
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Reference Customer Code |
The customer of the reference unique number. |
Enter the following in the “Customer Property Mapping Details” group box:
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Company Name |
The name of the company used as a reference for property booking. Mandatory when Reference By is selected as “Corporate”. |
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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. |
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STax Applicable |
Select the check box to indicate that service tax is applicable for the customer. |
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DLI Applicable |
Select the check box to indicate that delayed interest is applicable for the customer. |
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EPR Applicable |
Select the check box to indicate that early payment rebate is applicable for the customer. |
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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”. |
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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:
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Employee Code |
The code identifying the broker. Mandatory when the Booked By is selected as “Broker”. |
The system displays the following:
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Broker Name |
The name of the broker. |
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Broker Basis |
The basis on which the brokerage is calculated. It could be “%” or “Amount”. |
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Brokerage Value |
The brokerage value for the scheme – property. |
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Incentive Basis |
The basis on which the incentive is calculated. It could be “%” or “Amount”. |
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Incentive Value |
The incentive value for the scheme – property. |
Enter the following in the “Brokerage Details” group box:
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Consortium Code |
The code identifying the consortium. |
The system displays the following:
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Consortium Name |
The name of the consortium. |
Enter the following in the “Brokerage Details” group box:
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Broker Type |
Use the drop-down list box to specify the type of broker. The combo is loaded with options “Individual”, “Consortium” and “Corporate”. |
Note: The Broker details will be fetched from the Broker Management component.
This page has 4 tabs. They are:
2. Applicable Components and Pay Plans
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:
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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. |
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Joint Holder1 Name |
The name of the joint holder of the property. |
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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. |
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Relative Name(JH1) |
The relative name of the joint holder. |
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Status |
Use the drop-down list box to specify the status of the joint holder. The combo is loaded with options “Active” and “Inactive”. |
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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. |
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Nationality |
The nationality of the joint holder. |
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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”. |
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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”. |
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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”. |
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PAN/PP No |
The PAN or passport number of the joint holder. |
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Status Change Date |
The date on which the status of the joint holder was changed. |
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Address 1 |
The first line of address of the joint holder. |
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Address 2 |
The second line of address of the joint holder. |
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Address 3 |
The third line of address of the joint holder. |
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City |
The city to which the joint holder belongs. |
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State |
The state to which the joint holder belongs. |
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Country |
The country to which the joint holder belongs. |
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Zip Code |
The zip code of the country. |
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Phone No |
The phone number of the joint holder. |
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The email address of the joint holder. |
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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. In this tab you can delete the components which are not required using the multiline delete.
Enter the following in the “Property Details” group box:
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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:
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Area |
The area of the property. |
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Plot Area |
The plot area of the property. |
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UOM |
The unit of measurement of area. |
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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:
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Property No |
The number identifying the property. |
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Component Code |
The code identifying the component. |
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Component Description |
The description of the component. |
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Component Type |
Indicates the type of component. It could be “Plan” or “Non Plan”. |
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Pay Plan Code |
The code identifying the pay plan. |
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Pay Plan Description |
The description of the pay plan. |
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Pay Plan Type |
The type of pay plan. |
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Price |
The price of the component. |
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Price Per |
The price per unit of measurement. |
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Interest Rate |
The rate of interest for the pay plan code. Interest Rate is displayed when “Interest Included?” is “Yes”. |
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Interest Included? |
Indicates whether the interest is included or not for the pay plan. It could be “Yes” or “No”. |
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Component Rate |
The price of the component. |
Select the required
row to be deleted and click the 
icon to delete the selected row.
Click “Save” button to save the updated component and pay plan details of the property.
This tab displays the applicable rebates /charges and pay plans of the property. In this tab you can delete the rebates/charges which are not required using the multiline delete.
Enter the following in the “Property Details” group box:
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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:
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Property Type |
Indicates the property type. |
Click the “Get Other Charges” button to retrieve the charges details in the multiline.
The system displays the following in the “Component Details” multiline:
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Property No |
The number identifying the property. |
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Rebate/Charge Code |
The code identifying the rebate/charge. |
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Rebate/Charge Description |
The description of the rebate/charge. |
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Rebate/Charge Type |
Indicates the type of rebate/charge. |
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% |
The rebate / Charge percentage. |
Enter the following:
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Amount |
The rebate or charge amount. |
The system displays the following in the “Component Details” multiline:
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Rebate/Charge Pay Plan Code |
The pay plan code of rebate/charge. |
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Rebate/Charge Pay Plan Description |
The pay plan description of rebate/charge. |
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Rebate/Charge Pay Plan Type |
The pay plan type of rebate/charge. |
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Component Code |
The code identifying the component. |
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Component Description |
The description of the component. |
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Component Type |
Indicates the type of component. It could be “Plan” or “Non Plan”. |
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Component Pay Plan Code |
The code identifying the pay plan of component. |
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Component Pay Plan Description |
The description of the pay plan of component. |
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Component Pay Plan Type |
The type of pay plan of component. |
Select from the following:
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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.
The system displays the following in the “Property Details” multiline:
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Property No |
The number identifying the property. |
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Block |
The block to which the property belongs. |
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Tower |
The tower to which the block belongs. |
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Floor |
The floor in which the property exists. |
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Unit |
The unit in which the property exists. |
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Property Type |
Indicates the type of property. |
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Original Area |
The original area of the property. |
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Revised Area |
The revised area of the property. |
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UOM |
The unit of measurement of area. |
Click the “Maintain” button to save the customer - property mapping details.
The system generates the unique number in Allocated status.
The system displays the following:
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Unique No |
The number which identifies the relation – customer combination and is unique for a scheme. |
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Status |
The status of the unique number which is “Allocated”. |
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Sale Value |
The sale value of the property. Sale Value = Components + Charges - Rebate |
To modify the Customer – Property mapping details
Enter the following in the “Customer Property Mapping Details” group box:
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Unique No |
The number which identifies the relation – customer combination and is unique for a scheme. |
The system displays the corresponding details of the unique number in the header and in the tabs. You can modify the required fields other than the Customer Code. Customer Code cannot be modified as the mapping of the customer to the property is done during creation and the customer exists in the relation.
Click the “Maintain” button to save the modified details against the unique number.
To cancel the Customer – Property mapping details
Enter the following in the “Customer Property Mapping Details” group box:
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Unique No |
The number which identifies the relation – customer combination and is unique for a scheme. |
The system displays the corresponding details of the unique number in the header and in the tabs.
Click the “Cancel” button to cancel the unique number.
The system cancels the unique number and the status of the unique number is updated to “Cancelled”. The status of the relation ID is also updated as “Cancelled” and the properties gets disassociated from the relation ID.
To proceed, carry out the following
Select the “Attach Notes” link to specify any additional notes regarding the customer-property mapping details.
The system displays the following in the “Data History” group box:
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Created By |
The login ID of the user who created the customer property mapping details. |
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Created Date |
The date on which the customer property mapping details was created. |
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Last Modified By |
The login ID of the user who modified the customer property mapping details. |
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Last Modified Date |
The date on which the customer property mapping details was last modified. |