Exception Fields

Overview

Exception fields are fields that are locked in ValuePRO as they contain custom code that have them function a very specific way. These fields cannot be modified by any users, including Master Users.

Any changes will need to go through ValuePRO Support to assess the request, action the request if possible or advise that the request cannot be actioned and the reason why.

Valuation Fields

Organisation/Client Field

The Organisation/Client field is setup to reference the Client records that are stored in ValuePRO. The Client record is initially linked to the job during the Add New Job process. The database field name is OrgLender and the field is included on all ValuePRO default DET's.

On the Job card, users can view the Client card of the linked Client by clicking the ellipsis button [ ... ] (1) to open the linked Client card (2) and view the details of the assigned Client. This button is only visible to Admin and Master Users.

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1. View Assigned Client

Admin and Master Users also have access to the Change button (3), which can be used to either update the Job card with any new updates from the assigned Client card or reassign a new Client card to the Job card.

When the user clicks the Change button (3), the Change Client window (4) will pop up and display the Client information currently on the Job card and the Client information currently stored in the Client card.

This allows the user to compare the difference in Client information between the Job card and the Client card. Clicking the Update Job button (5) will transfer and overwrite the Client information on the Job card with the Client information in the Client card.

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2. Reassign Client

While still on the Change Client window, if the user wishes to reassign the Job to another Client card in ValuePRO, this can be done by typing the name of the new Client to assign in the Enter Client Name field (6).

ValuePRO will present the user with a list of existing Clients that match the name and the user can choose an existing Client from the list. Once the Client is chosen, the Reassign button (7) will appear and a third column will be added to the Change Client view with the Client information from the newly selected Client card. The user can now compare the Client information from the Job card, the currently assigned Client and the newly selected Client.

To proceed and confirm the Client reassignment, click the Reassign button (7).

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3. Client Red Flag & Valuation Notes

There are certain Client specific flags that may also appear on the Job card immediately below the Organisation/Client field. These are:

  • Red Flag Issues (8) - If the Client card has the Red Flag checkbox ticked, Admin and Master Users will see a comment in a red box displayed. If the Allow Valuers to see Client Red Flags setting is turned on, Valuer Users will also see the red box and comments.
  • Valuation Instructions (9) - If there is any information entered into the Valuation Instructions field on the Client card, all users will see the information in a yellow box displayed.

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Billing Name Field

The Billing Name field is designed for use specifically with the MYOBLINK integration. It provides users with a Client list of all clients that are linked to MYOB via the MYOBLINK integration. The database field name is AccountsLinkCustomerID and the field is not included on all ValuePRO default DET's, however it can be added by a Master User.

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Additional Occupancies & Buildings Field

The Additional Occupancies & Building appears on the Job card as a button that allows users to add Additional Occupancies to a job. The database field name is AdditionalOccupancies and the field is included on all ValuePRO default DET's, specifically on the Building Tab.

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1. Adding a New Occupancy

Click on the Add Occupancy/Building button (1) to create a new occupancy. The user will receive the following alert:

Do you want to copy information from the Building Tab into the new Occupancy? The latest saved values will be imported by default.

Clicking the OK button (2) will copy the information from the Job card to the Occupancy card (4) for fields that are enabled. Clicking the Cancel button (3) will still create the new Occupancy card (4), however it will not copy across any information from the job.

Once the Occupancy card (4) is open, users can edit the fields with the information for the occupancy, then press the Save button (6) to save their changes.

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2. Editing an Existing Occupancy

Clicking on the ellipsis button (7) next to an occupancy record will open the Occupany card (8). Once the Occupancy card (8) is open, users can edit the fields with the information for the occupancy, then press the Save button (10) to save their changes.

Users can also click on the Close button (9) to close the Occupancy card, click on the Spell button (11) to perform a spell check on all the text fields on the Occupancy card, click the Delete button (12) to delete the Occupancy record and click the Map button (13) to open the Map window and display a map of the property.

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Acting as Broker For Field

The Acting As Broker For field (1) appears on the Job card as a select list of clients that have been setup to allow other clients to act as a broker for them. The database field name is AsBrokerFor and the field is included on all ValuePRO default DET's, specifically on the Instructions Tab.

ValuePRO supports the modelling of a single instructing party that is acting as a broker for another party, with invoicing going to 1 or 2 other parties. The Acting As Broker For models the scenario where a job is being instructed by a Mortgage Broker (e.g: Mortgage Choice or Aussie Home Loans) but the borrower is applying for finance through the broker to a financial institute (e.g: ANZ, Westpac or Commonwealth Bank).

ValuePRO allows users to identify existing clients in your application that may allow other clients to act as a broker for them. This can be setup on the Client card (2) of the client that needs to appear in the Acting As Broker For list. Once the Client card (2) is open, scroll to the bottom of the Client Details tab and locate the Broker Network (3) field, then select the Other clients may act as a broker for this client option. This will then put the client into the Acting As Broker For list.

Users can now select this client in the Acting As Broker For list to create the relationship between the assigned Client and the Broker on the Job card. This will allow the Bank's valuation requirements, Nominated Parties and Lender Specific Information to be used in place of assigned Client. This means that you can keep the assigned Client or the Broker as your instructing client, however the Valuation report generated will contain the relevant information required by the financial institution.

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Built About & Built Year Label Fields

The Built Year Label field (1) appears on the Job card as a drop down list of options and the Built About field (2) appears on the Job card as a single line field for users to enter text. The database field names are BuiltAbout and BuiltYearLabel and the fields are included on all ValuePRO default DET's, specifically on the Building Tab.

Although there are two fields, when both fields are present on a DET, ValuePRO will display the Built Year Label drop down list and the Built About text field side by side on the Job card, as both these fields are linked. Users can then first select an option from the Built Year Label drop down list, then enter the complimentary text in the Built About text field.

For example, users can enter "Year Built 2000" or "Circa 1900's" or "To Be Erected Nov 2015".

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Market Value Fields

There are three different sets of Market Value fields in ValuePRO, these are as follows:

  1. Existing Market Value fields;
  2. TBE Market Value fields and;
  3. Strata Market Value fields.

The Market Value fields display are linked to the Report Version field (1), which is located on the Instructions tab of all ValuePRO default DET's. Depending on which Report Version option is selected, a set of Market Value fields will be displayed to the user. These fields are included on all ValuePRO default DET's, specifically on the Value Tab.

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1. Existing Market Value Fields

When the Report Version field is set to Standard or Vacant Land, the Existing Market Value fields are displayed and the TBE and Strata Market Value fields are hidden. If the Report Version field is set to All Fields, then the Existing Market Value fields, along with the TBE and Strata Market Value fields are shown.

ValuePRO contains a function that calculates and populates the Market Value - Existing field (2) using values from the following linked fields:

  • Land Value - Existing field (3)
  • Improvements - Existing field (4)
  • Other - Existing field (5)

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2. TBE Market Value Fields

When the Report Version field is set to TBE, the TBE Market Value fields are displayed and the Existing and Strata Market Value fields are hidden. If the Report Version field is set to All Fields, then the TBE Market Value fields, along with the Existing and Strata Market Value fields are shown.

ValuePRO contains a function that calculates and populates the Market Value - As if Complete field (6) using values from the following linked fields:

  • Land Value field (7)
  • Building field (8)
  • Other Improvements field (9)

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3. Strata Market Value Fields

When the Report Version field is set to Strata/Unit or TBE Unit, the Strata Market Value field (10) is displayed and the Existing and TBE Market Value fields are hidden. If the Report Version field is set to All Fields, then the Strata Market Value field (10), along with the Existing and TBE Market Value fields are shown.

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Environmental Hazards Fields

The Has Environmental Hazards field appears on the Job card as a checkbox and the Environmental Hazards field appears on the Job card as a single line field for users to enter text. The database field names are HasEnvironmentalHazards and EnvironmentalHazards and the fields are included on all ValuePRO default DET's, specifically on the Summary Tab.

Although there are two fields, when both fields are present on a DET, ValuePRO will display the Has Environmental Hazards field and, if the checkbox is un-ticked, the Environmental Hazards field will be hidden. If the Has Environmental Hazards checkbox is ticked, the Environmental Hazards field will appear on the Job card to allow the user to enter a comment.

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Report Fee, Expenses, Search Fee & Total Fee Fields

The 4 Fee fields appear on the Job card as a currency field for users to enter a numeric currency value and a linked second drop down list with 2 options beside it: include the tax rate or not including the tax rate. The database field names are ReportFee, Expenses, SearchFee and TotalFee and these fields are included on all ValuePRO default DET's, specifically on the Instructions Tab.

When a value is entered into or modified in the Report Fee, Expenses or Search Fee fields, ValuePRO automatically calculates the total and updates the Total Fee field immediately. Alternatively, if a value is entered into or modified in the Total Fee field, ValuePRO automatically updates the Report Fee field with the appropriate value, minus any values present in the Expenses and Search Fee fields.

Users also have the option to change the drop down to see the fee value for any field either with or without the tax rate applied. The numeric value displayed in the currency field will immediately change when the drop down option is changed, to either apply or remove the tax rate value.

These drop down tax rate lists will default to a particular option depending on the following settings in ValuePRO:

  • Show Job Fee as INC GST - If this setting is turned on, the Report Fee tax rate drop down list will always default to Inc. GST. If it is turned off, it will default to Ex. GST.
  • Show Expenses as INC GST - If this setting is turned on, the Expenses tax rate drop down list will always default to Inc. GST. If it is turned off, it will default to Ex. GST.
  • Show Total Fee as INC GST - If this setting is turned on, the Total Fee tax rate drop down list will always default to Inc. GST. If it is turned off, it will default to Ex. GST.
  • Show Search Fee as INC GST - If this setting is turned on, the Search Fee tax rate drop down list will always default to Inc. GST. If it is turned off, it will default to Ex. GST.

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Invoice Job To Field

The Invoice Job To field initially loads as a single grayed out field on the Job card with an arrow down button. Clicking on the arrow down button will expand the field to display a custom composite view with the following fields:

  1. Primary Invoicee - This will display the name of the client selected as the primary invoicee. To select a new client, begin typing the name of the new client and ValuePRO will auto suggest a list of matching clients to select from;
  2. Primary Invoicee Amount to Bill - This will allow the user to assign a specific amount to bill to the primary invoicee;
  3. Secondary Invoicee - If a secondary invoicee is required for a job, this field will allow users to select a new client as the secondary invoicee. Begin typing the name of the client and ValuePRO will auto suggest a list of matching clients to select from;
  4. Secondary Invoicee Amount to Bill - This will allow the user to assign a specific amount to fill to the secondary invoicee;
  5. Balance - The first field will show any difference leftover from the primary and secondary invoicee, while the second file will display the total of the primary and secondary invoicee amounts to bill;

Any changes to the above fields need to be saved by either pressing the Save button or the Save and Close button, which will save the field information and compress the Invoice Job To composite view back to the single grayed out field.

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Rental Value Unfurnished Field

The Rental Value Unfurnished field appears on the Job card as a single line field for users to enter text and the Rental Value Label field appears on the Job card as a drop down list of options. The database field names are MarketRental and RentalPeriod and the fields are included on all ValuePRO default DET's, specifically on the Value Tab.

Although there are two fields, when both fields are present on a DET, ValuePRO will display the Rental Value Unfurnished text field and the Rental Value Label drop down list side by side on the Job card, as both these fields are linked. Users can first enter an amount into the Rental Value Unfurnished field, then select an option from the Rental Value Label drop down list.

An ellipsis button [ ... ] is available near the Rental Value Label drop down list which allows the user to access the same list of values in the lookup list.

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Previous Ref No Field

The Previous Ref No field is setup to reference the Job Number of the previously valued job record that is stored in ValuePRO. The Previous Ref No can be either initially linked to the job during the Add New Job process when a previously valued job is selected or by the user typing a Job Number into the field. The database field name is PreviousRefNo and the field is included on all ValuePRO default DET's, in particular on the Instructions tab.

On the Job card, users can view the Job card of the linked Job by clicking the ellipsis button [ ... ] to open the linked Job card.

If the Flag and record if PreviousRefNo value is available setting is turned on, a red box will be displayed below the Previous Ref No field with the text Job has been previously valued.

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Report Version Field

The Report Version field appears on the Job card as a set of radio options that and is an internal ValuePRO field that is used to determine the job type and control the display of certain fields. The database field name is ReportVersion and the field is included on all ValuePRO default DET's, in particular on the Instructions tab.

The Report Version field provides users with the following 6 options:

  1. Standard
  2. Vacant Land
  3. TBE
  4. Strata/Unit
  5. TBE Unit
  6. All Fields

Depending on the option chosen by the user, ValuePRO will either show or hide certain fields that are required or not required based on the report version. The table below shows all the Report Version options and how they affect the fields in the list.

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Add To Sales Database Field

The Add To Sales Database field appears on the Job card as a button that allows users to add the information in the job to the sales database. The database field name is SalesItemNo and the field is included on all ValuePRO default DET's, specifically on the Sales Tab.

Click on the Add To Sales Database button (1) to create a new sale from the job information. The user will receive the following alert:

Are you sure that as much information as possible about this job has been accurately recorded and saved?

Clicking the OK button (2) will copy the information from the Job card to the Sale card for fields that are enabled, including the Recent Sale of Subject Property (Price) (3) as the Sale Price and the Recent Sale of Subject Property (Date) (4) as the Sale Date. The button on the Job card will then be changed to Edit Entry in Sales Database.

Clicking the Cancel button will cancel the process.

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Site Area Field

The Site Area field appears on the Job card as a single line field for users to enter a numeric value and the Site Area Label field appears on the Job card as a drop down list of options. The database field names are SiteArea and SiteAreaLabel and the fields are included on all ValuePRO default DET's, specifically on the Summary Tab.

Although there are two fields, when both fields are present on a DET, ValuePRO will display the Site Area number field and the Site Area Label drop down list side by side on the Job card, as both these fields are linked. Users can first enter an amount into the Site Area field, then select an option from the Site Area Label drop down list, either m2 or ha.

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Use Authorising Signature Field

The Use Authorising Signature field appears on the Job card as a checkbox for users to either tick or un-tick and the Authorising ValuerID field appears on the Job card as a drop down list of Authorising Valuer names. The database field names are UseAuthorisingSignature and AuthorisingValuerID and the fields are included on all ValuePRO default DET's, specifically on the Instructions Tab.

Although there are two fields, when both fields are present on a DET, ValuePRO will display the Use Authorising Signature checkbox and the Authorising Valuer ID drop down list side by side on the Job card, as both these fields are linked.

If the Use Authorising Signature checkbox is ticked, this indicates to ValuePRO that the Authorising Valuer select in the Authorising Valuer ID drop down list should have their signature always included on any generated report, provided that the report template has the Authorising Signature merge fields added.

If the Use Authorising Signature checkbox is un-ticked, ValuePRO will not include the selected Authorising Valuer's signature on any generated reports.

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Sales Fields

Captured From Job Field

The Captured From Job field is setup to reference the Job Number of the linked Valuation record that was used to create the Sale record. The database field name is CapturedFromJobID and the field is included on all ValuePRO default Sales DET's, in particular on the Details tab.

For Sales that are manually entered, the field will be empty and grayed out, however if the Sale card was created using the Add To Sales Database button, the field will contain the Job Number of the linked job. Users can view the Job card of the linked Job by clicking the ellipsis button [ ... ] to open the linked Job card.

If the Captured From Job field contains a Job Number, users will also notice 2 additional buttons on the Sale card:

  • Open Original Valuation Job which opens the linked Job card and;
  • Re-Import Data from Valuation which transfers any updated information from the Job card to the Sale card.

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Comparison Field

The Comparison field appears on the Sale card as a large multi-line field for users to enter paragraphs of text. The database field name is Comparison and the field is included on all ValuePRO default Sales DET's, specifically on the Details Tab.

This field is only visible on the Sale card if the sale has been added as Sales Evidence to a Job and the user opened the Sale card from the Sales tab of the Job card.

The user has the option to either manually type in a comparison comment or use the ellipsis button [ ... ] beside the text field to allow the user to access the lookup list and select an option to populate the field.

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Data Entered By Field

The Data Entered By field is designed for use specifically with the Sale card. It provides users with a sales data sources, including RP Data and PriceFinder (for both sales data that is automatically transferred via DataLINK or data that is manually entered). The database field name is DataSource and the field is included on all ValuePRO default Sales DET's, specifically on the Details tab.

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Last Modified By Field

The Last Modified By field is setup to only display the name of the user that last saved any modifications to the Sale record. This field is not editable. The database field name is LastModifiedBy and the field is included on all ValuePRO default Sales DET's, in particular on the Details tab.

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Last Modified Date Field

The Last Modified Date field is setup to only display the date that the Sale record was last saved. This field is not editable. The database field name is LastModifiedDate and the field is included on all ValuePRO default Sales DET's, in particular on the Details tab.

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Reliability Field

The Reliability field is designed for use specifically with the Sale card. It provides users with a list of options to rate the reliability of the sales data. The database field name is Reliability and the field is included on all ValuePRO default Sales DET's, specifically on the Details tab.

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Sale Created By Field

The Sale Created By field is setup to only display the name of the user that created the Sale record. This field is not editable. The database field name is ValuerName and the field is included on all ValuePRO default Sales DET's, in particular on the Details tab.

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