Appearance
Linking sales in bulk
There is an option Link sales in bulk in the Annual values / QA menu, which is available to people who have permission to update component reports.
General usage
If you go to that page, you will see one tab per licensed district, along with a drop-down list that will let you choose a zone. When you choose a zone, the system will get the list of components belonging to the selected district / zone. It will then show you the components, their descriptions, the dates that factors were applied for the future year, and when the last bulk link was applied. There is also a column in the table that will let you select (tag) the components. If you want, you can click the Tick all button to tag all components, or Untick all to tag none.
Reviewing linkages
If you click the Review existing linkage button the system will open a pop-up that shows all sales linked to each benchmark, grouped by component. If you want to unlink sales from one or more benchmarks, you can click the red X box in the top right of the Sale detail box. If you want to unlink all sales from a benchmark, you can click the red X box at the far right of the benchmark PIDs line.
Note that you must click the Update button at the far right of the component's (pale green) line if you want to save any changes you make to linkages on this popup.
You can close the popup by clicking on the grey X at the top right of the browser page.
Linking sales
Click the Link sales button to start the process of linking. Note that only the components you've tagged will be included in the linking. The system will pop up a list of the current linkages, and you can click a button to go ahead and have the system do the linking. The system will tell you what it's doing as it goes.
Note that when it's displaying information, the system will tell you how many sales are linked to how many benchmarks.
For instance, it might say 16 sales linked to 4 benchmarks. This means that there are 16 total linkages … such as 4 sales linked to each of the 4 benchmarks. If a sale is used to support two different benchmarks, it will be counted twice.
Rules for linking
The linkage process will attempt to link six (6) sales to each benchmark, and it will keep searching until it either runs out of ways of looking for sales, or it finds six.
The linkage process will only look for sales within the same district. If it can't find appropriate sales, it'll pull up short, and you'll have to add sales from outside the district manually.
All of the old functionality is still in place… this bulk linking functionality is optional.
Different zone have different rules for finding links, and these are detailed next. In all cases, if there are more than the required number of matches, the system will choose those with the area closest to the benchmark; or where the sales have the same area, then the sale with the more recent contract date.
R2
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
R1, R3, R4 or R5
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.
- Find sales that have a zone of R1, R3, R4 or R5.
B1, B2, B3, B4, B5, B6, B7, B8, E1, E2, E3, MU1, SP4 or SP5
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark suburb and have a zone of B1, B2, B3, B4, B5, B6, B7, B8, E1, E2, E3, MU1, SP4 or SP5.
- Find sales that match the benchmark zone.
- Find sales that have a zone of B1, B2, B3, B4, B5, B6, B7, B8, E1, E2, E3, MU1, SP4 or SP5.
E4, E5, IN1, IN2, IN3, IN4 or W4
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark suburb and have a zone of E4, E5, IN1, IN2, IN3, IN4 or W4.
- Find sales that match the benchmark zone.
- Find sales that have a zone of E4, E5, IN1, IN2, IN3, IN4 or W4.
RU1, RU2, RU3, RU4, RU5 or RU6
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.
- Find sales that match the benchmark suburb and have a zone of RU1, RU2, RU3, RU4, RU5 or RU6.
- Find sales that match the benchmark suburb and have a zone of C1, C2, C3 or C4.
- Find sales that have a zone of RU1, RU2, RU3, RU4, RU5 or RU6.
- Find sales that have a zone of C1, C2, C3 or C4.
C1, C2, C3 or C4
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark suburb and have a zone of C1, C2, C3 or C4.
- Find sales that match the benchmark zone.
- Find sales that have a zone of C1, C2, C3 or C4.
- Find sales that match the benchmark suburb and have a zone of RU1, RU2, RU3, RU4, RU5 or RU6.
- Find sales that have a zone of RU1, RU2, RU3, RU4, RU5 or RU6.
- Find sales that match the benchmark suburb and have a zone of R1, R2, R3, R4 or R5.
- Find sales that have a zone of R1, R2, R3, R4 or R5.
SP1, SP2 or SP3
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.
- Find sales that have a zone of SP1, SP2 or SP3.
- Find sales that match the benchmark suburb and have a zone of B1, B2, B3, B4, B5, B6, B7, B8, E1, E2, E3, E4, E5, IN1, IN2, IN3, IN4, MU1, SP5 or W4.
- Find sales that match the benchmark suburb and have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3, C4, R1, R2, R3, R4 or R5.
- Find sales that have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3, C4, R1, R2, R3, R4 or R5.
RE1 or RE2
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.
- Find sales that have a zone of RE1 or RE2.
- Find sales that match the benchmark suburb and have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3 or C4.
- Find sales that have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3 or C4.
- Find sales that match the benchmark suburb and have a zone of R1, R2, R3, R4 or R5.
- Find sales that have a zone of R1, R2, R3, R4 or R5.
W1, W2 or W3
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.
- Find sales that have a zone of W1, W2 or W3.
- Find sales that match the benchmark suburb and have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3 or C4.
- Find sales that have a zone of RU1, RU2, RU3, RU4, RU5, RU6, C1, C2, C3 or C4.
- Find sales that match the benchmark suburb and have a zone of R1, R2, R3, R4 or R5.
- Find sales that have a zone of R1, R2, R3, R4 or R5.
Anything else
- Find sales that match the benchmark street, suburb, zone and component.
- Find sales that match the benchmark suburb, zone and component.
- Find sales that match the benchmark zone and component.
- Find sales that match the benchmark suburb and zone.
- Find sales that match the benchmark zone.