The Write PM Lease Charge Type Adjustment Tool in Office Connector is a way you can reduce rents by a percentage or flat amount, and apply it to multiple leases on a property at the same time. The Charge Type you select will be adjusted as of the Effective Date entered, and will revert back to the previous amount effective one day after the Through Date entered.

For example, you want to reduce the RENT recurring charge by 5% for three months and reduce CAM by $25 for three months, both effective from June 1, 2020 through August 31, 2020, then they will go back to their original amounts effective September 1, 2020. You would run this tool for RENT effective 6/1/2020 through 8/31/2020 and enter -5% in the adjustment percent amount, then run the tool again for CAM, also effective 6/1/2020 through 8/31/2020, and enter -$25 in the adjustment amount. The RENT and CAM will be reduced effective 6/1/2020 and then will go back to the original amounts effective 9/1/2020. Note: When you use the tool, you can pick and choose which leases on the property to adjust and if you want to adjust by a percent or flat amount. They do not all have to be adjusted by the same method or same amount in a single session.

Note: If you need to track the this credit using a separate Charge Type as a recurring charge, such as a concession (CONCES), use the Write PM Lease Adjustment Tool via Credit Charge Type instead. Refer to How do I use the Write PM Lease Adjustment Tool via Credit Charge Type in Office Connector?

The following software is required in order to utilize the Office Connector templates:

• Sage 300 Construction and Real Estate - Property Management application
• Microsoft Excel 2010 or higher (32-bit)
• Sage Office Connector - Query (designer or standard)
• Sage Office Connector - Write (designer or standard)

Recommendations before using the Office Connector templates:

1. Make a backup of the Sage 300 CRE company data folder before using the template to update data.
2. If you are using Security in Sage 300 CRE, you may want to use a specific login ID in Office Connector so that the records that were created/updated via Office Connector can be identified by the Operator Stamp.
   • For example, user John Doe has a designated Office Connector login as OC-JohnD. John Doe uses the Office Connector templates to update records and is logged in as OC-JohnD. The records with the Operator Stamp of OC-JohnD will indicate that they were last updated or changed by John Doe via Office Connector (OC).
   • Minimum Sage Security access required:
     • Security Administrator
     • ODBC Read Access for:
       • PM Lease files
       • PM Tenant files
       • PM Property files
       • PM System files
     • ODBC Write Access for:
       • PM Lease files
       • PM Tenant files
       • PM Property files
       • PM System files
3. You may want to test with the PM Sample Data, or make a copy of your own data for testing, to see how the tool works.

Steps to use the Write PM Lease Charge Type Adjustment Tool:

1. If you have not already done so, you will need to download and install the new Write PM templates from the Office Connector knowledgebase:
   • To download: https://www.event1software.com/kb-office-connector/lease-adjustment-templates/
   • To add the template to the Office Connector Desktop: https://www.event1software.com/kb-all-products/where-do-i-save-updated-versions-of-the-excel-templates-provided-with-office-connector/
2. Open the Office Connector Desktop.
3. Select the Reports tab.
   • Note: If you saved the template file to another folder inside the Event 1 Report folder, there will be a tab with that folder name. Select that tab instead.
4. Find the template named Write PM Lease Charge Type Adjustment Tool then double-click it to launch it.
5. If it opens in Protected View, click the Enable Editing button.
6. If it displays a Security Warning, click the Enable Content button.
7. Select the company data folder to use then click OK.
8. If you are using Security in Sage 300 CRE, you will be prompted to enter the Operator ID and Password for the user you want to use.
   • Note: The Operator ID entered is what will be used as the Operator Stamp on the records that are changed.
9. Click the Information tab at the bottom of the Excel window and read through the information about this tool.
10. Click the Admin tab.
11. Select the Property.
12. Enter the Effective Date for the new recurring amount.
13. Enter the Through Date that this new amount should remain effective. It will revert back to the previous amount effective one day after the Through Date.
14. Select the Charge Type for the recurring charge type to adjust.
15. Click Refresh Data.
16. This will open the Adjustments tab with all the Current and Future leases for the property with a recurring charge type for the Charge Type selected.
    • Leases that have amount changes during the Effective Date and Through Date period will be included in the records returned so pay attention to what you are adjusting.
    • Leases that already have a Lease Recurring Chg Log record with the Effective Date entered, will have that record replaced with the new amount, then the amount will revert back to the original amount effective one day after the Through Date entered.
17. For the leases where you want to create an adjustment, either in the % Amount column or the $ Amount column, enter the adjustment percent or flat amount as a negative.
    • For example, to create a credit that is a 5% reduction, in the % Amount column enter -.05. Or to create a $25 credit, in the $ Amount column enter -25.00.
    • For leases that you do not want to change, leave the % Amount and $ Amount as 0/blank.
18. The last column for New Amount shows what the new recurring amount will be.
19. When you have the values on the Adjustments tab as you like it, select the Admin tab again.
20. Click Write Data.
21. In the Approve Changes window, you can do one last review before committing to your changes.
22. When ready to approve the changes, click Write. This will create a PM Lease Recurring Chg Log records with the new Effective Date and Amounts for the specified leases.
    • For example, if the Effective Date entered is 6/1/2020 and the Through Date entered is 8/31/2020, it will add a record for 6/1/2020 with the new amount and another record for 9/1/2020 to revert back to the previous amount.
23. Select No if you receive the message: "This workbook uses Query features. Would you like to refresh your queries and functions now?"
24. When it completes, a report will appear with a list of the leases that were changed. The report is automatically saved to the directory C:\ProgramData\Event 1\OC2\WriteReports\[data folder name]\
25. To confirm the changes in Property Management:
    1. Select Tasks, Manage Leases, Change Lease.
    2. Select one of the leases.
    3. Select the Recur Chgs tab.
    4. On the recurring charge for the Charge Type that was used, click in the Amount column to open the recurring charge log window. Notice the new entries for the new Effective Dates and Amounts.
26. If you have other properties you need to do, close the Write PM Lease Charge Type Adjustment Tool Excel window, then repeat steps 4 through 25. When you close Excel, select Don't Save at the prompt asking if you want to save changes.