Configuring the Valuation Module

Adding or Editing an Authorisation Role for further information.

The permissions applicable to the Estates module are described in the following table:

Refer to Managing Roles for further information.

• Create Financial Asset Transaction From Valuation - automatically creates a Financial Asset Transaction against an individual Valuation Item/Calculation

• Default Demolition Fees - the default demolition fee for a valuation insurance calculation, as a percentage

• Default Factor - the default factor for a CV-EUV-DRC valuation. The value must be between 0 and 999.99

• Default Professional Fees - the default professional fee for a valuation insurance calculation, as a percentage

• Default Validation Multiplier - the default valuation multiplier for insurance valuations. The value must be between 0 and 999.99

• Default Valuation Rent Years - the default number of years for a valuation insurance calculation. The value must be between 0 and 999.99

The Authorisation Matrix enables multiple levels of authorisation based on the overall value of the valuation. To configure the Authorisation Matrix for valuations:

• Navigate to Tools > System Options and then click Financial Options.

• Select the Authorisation Matrix tab and enable the Valuation Authorisation Matrix in the top part of the screen.

• Select the Valuation check box, if not already selected.

• Select Valuation from the Type drop-down, and then use the adjacent buttons to manage valuation levels.

The buttons on the Financial Options screen are described in the following table:

• Enter the number of authorisations required for each value.

• Click OK

The following reference data applies to valuations:

• All items in the Valuation Reference Data

• Building Type in Buildings reference data