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Status Delivered
Workspace IBM TRIRIGA Real Estate & Lease Accounting Management
Created by Guest
Created on Apr 3, 2023

RELATED IDEAS

When a Lease is amended the Fiscal Months shown go back many years. Request ability to filter and order this data

When a Lease is amended the Fiscal Months from the dropdown shown go back many years and it is ordered oldest to newest. 
The query is: triFiscalMonth - Lookup Query - Fiscal Month For Contract Revision Accounting Period. 
This is very inconvenient and frustrating to the users.

We request the ability to filter and reorder this list to make it more user friendly.  Possibly allow filters for specific time frame, or specific number of historic periods, etc.
 

 

Idea priority Medium
Needed By Quarter
  • Post comment
  • Admin
    David Kirwan
    Reply
    |     Jul 10, 2023

    This feature has been available since the 10.6.1 release. If there are any questions please contact me directly via email david.kirwan@ibm.com

  • Guest
    Reply
    |     Jul 10, 2023

    Thank you for the tip!

  • Admin
    David Kirwan
    Reply
    |     Jul 10, 2023

    The ability to filter for specific time frame, or specific number of historic periods, etc.is available in TRIRIGA. For example when amending a lease the user would click on Contract Revise==>ChangeType:Amendment. In the Fiscal Period box enter the effective year which opens the RE Contract Revision: window. Then click on the effective Fiscal Month and click OK. This feature is available for entering all types effecive period dates and for entering date ranges to run reports. See attached files for a contract revision.

    General Tab_202...
    Contrcat Revisi...
    Fiscal Period_2...
    General Tab_2023-07-10_9-14-39.png
    Open full size
    Contrcat Revision_2023-07-10_9-22-51.png
    Open full size
    Fiscal Period_2023-07-10_9-24-23.png
    Open full size
    General Tab_2023-07-10_9-14-39.png Contrcat Revision_2023-07-10_9-22-51.png Fiscal Period_2023-07-10_9-24-23.png

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