Solution Properties
Solution ID:
225924250082803
Last Modified Date:
Wed Apr 05 17:46:30 UTC 2023
Taxonomy Path:
Category//Transactions
Author:
legacyauthor
Differences in the Property Management Trial Run and Create Entries options
Description

The following items in the Property Management Tasks menu include the Trial Run and Create Entries options.

  • Create Charges, Generate Rent Roll
  • Create Charges, Late Charges
  • Management Fees, Calc Management Fees (Scheduled)
  • Management Fees, Calc Management Fees (On Demand)
  • Deposit Interest, Accrue Interest
  • Deposit Interest, Pay Interest
  • Recoveries and Escalations, Pull Expenses from GL
  • Recoveries and Escalations, Reconcile and Escalate
  • Recoveries and Escalations, Recoverable Expenses
  • Recoveries and Escalations, Escalate by CPI
  • Recoveries and Escalations, Escalate by Porters' Wage
  • Retail, Bill Percentage Rent
  • Retail, Recalc Pct Rent (Scheduled)
  • Retail, Recalc Pct Rent (On Demand)
Cause
Resolution

You can use the Trial Run task to preview what the task will generate or create without updating the data. The "preview" comes in the form of a printed journal.

Trial Run (pre 15.1)

 Trial Run (as of 15.1 and after)

Create Entries

Uses the local Pervasive Workgroup Engine on the machine where you perform the task.

 Uses the Pervasive/Actian Server Engine.

Uses the Pervasive/Actian Server Engine.

Copies data into temp files to perform the trial run, then removes the temp files when finished.

Notes:

When ran on a workstation, it creates these temp files in the local user's temp directory (C:\Users\[user]\AppData\Local\Temp).

When ran on the server, it creates these temp files in the temp directory on the server (C:\Windows\Temp).

Copies data into temp files to perform the trial run, then removes the temp files when finished.

Notes:

When ran on a workstation, it creates these temp files inside the company data folder.

When ran on the server, it creates these temp files in the temp directory on the server (C:\Windows\Temp).

Doesn’t use temp files. Uses the active ("live") data files.

Doesn’t create any transactions or update any data.

Doesn’t create any transactions or update any data.

Creates transactions and updates data.

 

Applies to both tasks: Creates a temp file that stores the last run settings. It uses these settings the next time you select the Prefill button in the task.

Steps to duplicate
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