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Properties — Transactions

Overview

Properties is the catalog of company-managed real estate — offices, apartments, and lodging used by collaborators working on-site at client locations. Each property is classified as Own (company-owned) or Rent (leased from a third party). Rented properties can have Contracts and Services attached to them, both of which integrate with Procurement to generate purchase requisitions automatically on a recurring schedule.

For the record lifecycle and automatic requisition logic, see: Workflow.

Note

This transaction follows the standard record list layout. See: Common Features

Properties

The main catalog lists all registered properties with their type, location, and current status. Each row represents one physical property — an apartment unit, office, or building.

The table displays: ID, Name, Type (Own / Rent), Rooms, City (with country and state shown below), Address, and Zip. Columns are configurable via the Custom columns selector.

From the row action menu, users with edit permission can access:

  • Edit — Update the property's name, type, address, rooms, and contact details. For rented properties, the landlord's contact name, phone, and email are editable here.
  • Contracts — Opens the Contracts panel for this property (see below).
  • Services — Opens the Services panel for this property (see below).
  • Deactivate / Activate — Toggle the property between ACTV and INAC status.

All users with view permission can open the View detail modal, which shows the full property record including address, type, and any associated contracts.

Contracts

The Contracts panel is accessible from the row action menu of any active property. It manages the lease agreements attached to a rented property, including payment schedules and automatic requisition generation.

What you will see

The panel shows a table of contracts for the selected property, with columns for start date, expiration date, payment frequency, next payment date, internal company, and status. Each contract row has its own action menu.

A file attachment area is shown per contract: one or more PDF files can be uploaded as the signed contract document. Files are downloaded directly from the contract row.

What you can do here

  • Add contract — Register a new lease contract. Required fields:

    • Start and expiration dates of the lease.
    • Payment frequency: Monthly, Bimonthly, or Annually.
    • Next payment date (the date the first requisition should be generated).
    • Internal company (which entity pays).
    • Cost allocation: either a Project + budget node, or a Department + budget item.
    • Whether to enable automatic requisition generation.
    • Optional details/notes.

  • Edit contract — Modify any of the above fields on an existing contract.

  • Upload contract file — Attach a PDF file to a contract after it is saved.

  • Download contract file — Download a previously uploaded contract PDF.

  • Deactivate / Activate — Toggle a contract between ACTV and INAC.

Automatic requisition

When automatic requisition is enabled on a contract, SARA generates a purchase requisition for that contract on each payment cycle. The requisition is created as a single-item SERVICE-type request charged to the selected project or department. After each generation, the next payment date advances by one frequency period. See Workflow for the full logic.

Services

The Services panel is accessible from the row action menu of any active property. It manages recurring utilities and services (internet, water, cleaning, etc.) attached to a property, each with its own payment schedule and automatic requisition generation.

What you will see

The panel shows all services assigned to the property. Each row displays the service name, payment frequency, next payment date, responsible collaborator, internal company, and status.

A service type catalog is maintained within this panel — if a needed service type does not exist, it can be added directly from the Add Service form.

What you can do here

  • Add service — Assign a recurring service to the property. Required fields:

    • Service type (selected from the service catalog, or a new type created inline).
    • Payment frequency: Monthly, Bimonthly, or Annually.
    • Next payment date.
    • Responsible collaborator.
    • Internal company.
    • Cost allocation: either a Project + budget node, or a Department + budget item.
    • Whether to enable automatic requisition generation.
    • Optional additional details.

  • Edit service — Modify any of the above fields on an existing service assignment.

  • View service card — Read-only summary of the service record.

  • Deactivate / Activate — Toggle a service between ACTV and INAC.

Automatic requisition

Same mechanism as contracts: when enabled, SARA generates a SERVICE-type requisition on each payment cycle and advances the next payment date. See Workflow.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions