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Acquisition

The Acquisition module allows the details of how a deed has been acquired to be recorded.

Select from the following for information on managing acquisition records:

Adding or Editing an Acquisition

To add or edit an acquisition:

Do one of the following:

  • Navigate to Estates > Acquisition > New Acquisition.

  • Search for an existing acquisition record.

  • Click the Add Acquisition option in the Tasks panel of a Deed Record.

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The Acquisition Editor is displayed.

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  • Enter or edit the relevant details.

The fields on the Acquisition Editor are described in the following table:

This field…

Holds this information...

Acquisition Number

The acquisition number. This is populated automatically if the Acquisition Record Auto Unique Number system setting (accessed by navigating to Tools > System Options and then clicking the System Options button) is set to 'True'.

Description

A description of the acquisition.

Value

The overall value of the acquisition.

Costs

Any costs incurred from the acquisition (for example: legal fees).

Status

The status of the acquisition.

These can be defined in Acquisition Status Reference Data (accessed by navigating to Estates > Acquisition > Acquisition).

Date Acquired

The date the acquisition was acquired.

Seller

The name of the seller (agency). Refer to Adding or Editing an Agency for further information.

Comments

Any comments on the acquisition.

  • Click Save.

Adding or Editing Acquisition Events

To add or edit an event:

  • Search for and open the relevant acquisition record.

  • Select the New Event option in the Tasks panel.

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Alternatively, select the Event(s) option from the Associated Items panel, and then double-click an existing record.

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The Event window is displayed.

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  • Enter or edit the relevant details.

The fields on the Event window are described in the following table:

This field…

Holds this information...

Associated To

The record type that the event is linked to. This defaults to Acquisition and cannot be edited.

When

The date of the event.

Status

The event status (for example: Live).

Event Type

The event type.

These can be defined in Acquisition Event Type Reference Data (accessed by navigating to Estates > Acquisition  > Acquisition).

Description

A description of the event.

Comment

Further information on the event.

Notify

Whether to create a notification message. If selected, do one of the following:

  • Select the Notification date radio button and specify the date and time that you want the notification to occur

  • Select the Notify in radio button to specify how far in advance you want the notification to occur

Last edited by

The user who last updated the event details.

  • Click OK.

Adding a Deed to an Acquisition

To add a deed to an acquisition:

  • Search for and open the relevant acquisition record.

  • Click the Add Deed option in the Tasks panel.

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The Select Deed window is displayed.

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  • Select the relevant deed and then click OK.

The Deed List is displayed with the new deed included.

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This screen can also be accessed by clicking the Deed(s) option in the Associated Items panel.

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You can use this screen to remove deed records by selecting the relevant record and then clicking the Delete button.

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Managing Acquisition Reference Data

Refer to Acquisition Reference Data for further information.

Managing Acquisition Notes

Refer to Managing Notes for further information.

Managing Acquisition Attributes

Refer to Using Attribute Manager for further information.

Related Topics

Click the links below to navigate to the following related topics:

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