Manage Acquisitions

To add or edit an acquisition:

1. 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.

   

2. 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. Note: 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 Add or Edit an Agency for further information.
Comments	Any comments on the acquisition.

3. Click Save.

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To add or edit an event:

1. Search for and open the relevant acquisition record.

2. 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.

   

3. 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. Note: 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.

4. Click OK.

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To delete an event from an acquisition:

1. Search for and open the relevant acquisition record.

2. Select the event record to be deleted.

   

3. Click on Delete.

   Note: Only users with full access to Acquisition or the System Administrator role can delete an event.

4. The following message is displayed.

   

5. Click on Yes.

6. Check that the event has been deleted.

   

7. Click on the Associated Items tab then Audit Trail.

8. Check that the acquisition event deletion is displayed in the audit trail.

   

9. Click on View then Calendar.

10. Check that the event has been deleted from the calendar.

    

11. Click on View then Panels and Notifications the event notification has been deleted.

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To add a deed to an acquisition:

1. Search for and open the relevant acquisition record.

2. Click the Add Deed option in the Tasks panel.

   

   The Select Deed window is displayed.

   

3. Select the relevant deed and then click OK.

   The Deed List is displayed with the new deed included.

   

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

   

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

   

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Refer to Acquisition Reference Data for further information.

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Refer to Manage Notes for further information.

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Refer to Use Attribute Manager for further information.

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