Acquisition | K2 Online Help

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.

The Acquisition Editor is displayed.

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.

Archiving an Acquisition

To Archive an Acquisition, click on the Archive button in the toolbar.

A prompt will then appear to confirm that the record is fine to Archive.

When pressing Yes, the record will be archived and locked down. This prevents any new Tasks to be created against the record, other than New Notebook Entry.

Reinstating an Acquisition

To Reinstate an archived Acquisition in K2, click the Reinstate button in the toolbar.

A prompt will then appear to confirm that the record is fine to Reinstate.

When pressing Yes, the record becomes enabled and allows for the creation of all Tasks.

Managing Acquisition Attributes

Refer to Using Attribute Manager for further information.

Managing Acquisition Reference Data

Refer to Acquisition Reference Data for further information.

Other Tasks/Associated Items

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.

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

The Event window is displayed.

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.