Charges were not created during Generate Rent Roll in Property Management (the recurring charge on the lease is not working correctly)
Description

If this does not resolve your issue, refer to article 17610 DocLink: Charges were not created during Generate Rent Roll in Property Management for other possible causes and solutions.

Cause

The recurring charge on the lease is not working correctly. The recurring charge may have been modified or may have become corrupt. Even if it appears to be set up correctly, it may not process as expected.

To view the dates, follow the steps below to create a report that displays the Start Date and Next Date for your recurring charges:

  1. In Report Designer, from the File menu, select New Design.
  2. In the Records Available section, select PM - Lease Recurring Charge and click OK.
  3. In the field list on the right side of the window, double click Lease, Charge Type, Start Date, Next Date, and any other fields you would like to include in the report.
  4. From the File menu, select Save Design As and save your custom report.
  5. From the File menu, select Print.
  6. Click Ranges, select the lease that does not have charges created during Generate Rent Roll, and then click OK.
  7. Click Print Preview to view the report on the screen or click Start to print the report.
  8. If the Start Date is after the Next Date, continue with the steps below to delete the recurring charge and set it up again.
  9. If the Start Date is before the Next Date, refer to the attachment below to review other possible causes for charges not creating during Generate Rent Roll.
Resolution

If the Start Date on the lease, which is a hidden field, is after the Next Date set up in recurring charges, delete the recurring charge and set it up again.

  1. In Property Management, from the Tasks menu, select Manage Leases, Change Lease.
  2. On the General tab, click the Dates/Status tab and confirm that the Lease status is Current.
  3. On the Chg Controls tab, confirm that the Charge Type is set up properly.
  4. On the Recur Chgs tab, note the setup for the recurring charge and then delete it as follows:
    1. Click anywhere in the row for the recurring charge that is not created when you process Generate Rent Roll.
    2. In the first column of the grid, right-click, and select Delete Row.
    3. Click Yes.
  5. Set up the recurring charge for this lease again.
  6. From the Tasks menu, select Create Charges, Generate Rent Roll, and select Trial Run.
  7. Verify that the charges appear as expected before you process Generate Rent Roll again and select Create Charges.

Note: If the steps above do not resolve the issue, follow the steps below to delete and re-set up the recurring charge and lease charge control for the charge type.

  1. In Property Management, from the Tasks menu, select Manage Leases, Change Lease.
  2. On the General tab, click the Dates/Status tab and confirm that the Lease status is Current.
  3. On the Chg Controls tab, confirm that the Charge Type is set up properly.
  4. On the Recur Chgs tab, note the setup for the recurring charge and then delete it as follows:
    1. Click anywhere in the row for the recurring charge that is not created when you process Generate Rent Roll.
    2. In the first column of the grid, right-click, and select Delete Row.
    3. Click Yes.
  5. On the Chg Controls tab, note the setup for the charge type you deleted from the Recur Chgs tab.
  6. Delete the Charge Type on the Chg Controls tab.
    1. Click anywhere in the row for the appropriate charge type.
    2. In the first column of the grid, right-click, and select Delete Row.
    3. Click Yes.
  7. Set up the charge type for this lease on the Chg Controls tab again.
  8. Set up the recurring charge for this lease on the Recur Chgs tab again.
  9. From the Tasks menu, select Create Charges. Generate Rent Roll, and select Trial Run.
  10. Verify that the charges appear as expected before you process Generate Rent Roll again and select Create Charges.
DocLink: Charges were not created during Generate Rent Roll in Property Management

[BCB:156:Chat 300 CRE US:ECB]
Defect ID
52293
Steps to duplicate
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