ERE: Lease Import Functionality In Mass (Doc ID 1922358.1)

Last updated on MAY 16, 2016

Applies to:

PeopleSoft Enterprise FIN Real Estate Management - Version 9.2 and later
Information in this document applies to any platform.

Goal

System should provide Excel to CI functionality or an upload functionality to capture lease – lease base information, financial terms, notes/attachments, clauses and critical dates. This is mainly because abstraction is completed by 3rd party vendors. Do not want to provide them with access to the database. If they could abstract into the worksheet and then upload worksheet, this would save time (abstraction and QC) and eliminate a 2nd person touching the data and entering, leaving room for errors
 

Solution

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