Process definition

Select the definition that matches the process type.

Process code

Enter a code for the process.

Process name

Enter a name for the process.

Forecast level

Select the forecast level: Cashflow or General ledger.

Reporting language

Select the language for reporting: English (US), German or Dutch.

In case of updates in REM, this process should:

Select what should happen to the process in case of updates:

Client name + address

Enter the client's name and address in these text fields.

Basis of value

Select the basis for the value: Market value, Market value RJ645 or Investment value.

Strategies to be calculated

Specify the strategy to be calculated: Custom strategy or System strategy.

Purpose of valuation

Enter the purpose of the valuation in this text field.

Valuation standard

Enter the valuation standard in this text field.

Period type

Specify the period type for the valuation: Calendar year or Forecast year.

Reference date

Specify the reference date for the valuation: Valuation date or Start date forecast.

Valuation date

If you have specified the Valuation date as the reference date, you can enter the valuation date in this field.

Start date forecast

If you have specified the Start date forecast as the reference date, you can enter the start date in this field.

Forecast period

Enter the forecast period in months.

Deadlines

Define a deadline for each step. The steps have already been predefined and are set up in the Application settings, typically by the application manager or another user with similar permissions.