To remove a property cost from a home buy case

The procedure to remove a property cost from a home buy case is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. Click on Cost Floors / Defects. The Cost Floors / Defects tab is activated, revealing a list of all identified costs pertinent to the sale of the property in the Cost Floors summary table 2.
4. Highlight the row matching the cost floor element to be removed.
5. Click on Remove Cost Floor. The end user is asked to affirm the action before the entry is removed from the Cost Floors summary grid 3.

Note

1 Additional search criteria may need to be employed (e.g. start date range, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 All 'manual' and 'derived' cost floor entries coexist within the same data grid, and are differentiated through the accompanying Note column.

3 Any cost floor entry deleted in error can simply be recreated.

See related topics...

Home buy cost evaluation management overview

To import a property cost into a home buy case

To add a property cost to a home buy case

Using the search facility