Local and Global Debtors

The instructions in this article relate to Search Local Debtors and Search Global Debtors. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Local Debtors and Search Global Debtors are used to report on debtor details from the Roll and Second Debtors, including lot and unit numbers and debtor records in the main group and sub-groups. Search Local Debtors reports on the selected building, while Search Global Debtors includes the Current Building field to report across your portfolio.

These searches can assist with everyday tasks such as reviewing owner and debtor details, checking debtor settings, and preparing debtor reports for a single building or across multiple buildings. Search results can be exported to Excel, and useful search setups can be saved for regular use.

---

Searches

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Local Debtors and Global Debtors | Security

To access Search Local Debtors and Search Global Debtors, the user must have permission set to Allow for Local Debtors and Global Debtors under the Menu category in Security Setup.

Search Local Debtors and Global Debtors | What it can report on

Search Local Debtors and Search Global Debtors return debtor information from the Roll and Second Debtors. Depending on the fields selected, the search can report on details such as reference name, given names, surname, unit number, lot number, current building, balances, and debtor-related settings.

This is useful when you need to review debtor records, check settings that affect debtor processing, or prepare debtor lists for follow-up and reporting. Use Search Local Debtors when you only need the selected building, and use Search Global Debtors when you need to review debtor records across your portfolio.

Search Local and Global Debtors | Recommended search examples

Review debtor details for one building or across the portfolio

This search can be used to review debtor details for the current building in Search Local Debtors or across multiple buildings in Search Global Debtors.

1. Search for or select Search Local Debtors or Search Global Debtors.
2. Use Search Local Debtors for the selected building, or use Search Global Debtors when you need to review records across your portfolio.
3. Add or remove the fields needed for your review.
4. Click Refresh to display the records.
5. If required, click Export to export the results to Excel.

Global report of second debtors with outstanding balances

This search can be used to review debtor records with outstanding balances in Search Global Debtors. In the supplied example, the Balance field is used as the restriction and is also added as a column.

1. Search for or select Search Global Debtors.
2. From the Restrict To tab, add the Balance field as a restriction.
3. Add the Balance field as a column if you want the balance to display in the results.
4. Click Refresh to display the records.

Global report of lots set to No Charge Interest

This search can assist with identifying lots that are currently set to not be charged overdue interest. This can be a useful search to save for regular review.

1. Search for or select Search Global Debtors.
2. Apply the field and restriction needed to return lots set to No Charge Interest.
3. Click Refresh to display the records.
4. If this information is reviewed regularly, save the search for future use.

Global report of lots recently charged interest with a small account balance

This search can assist with reviewing lots that have recently been charged overdue interest and now have a small balance owing. This can be useful when following up debtor balances that may need further review.

1. Search for or select Search Global Debtors.
2. Apply the restrictions needed to return lots that have recently been charged overdue interest and now have a small balance owing.
3. Click Refresh to display the records.
4. If required, review whether a follow-up action such as a Debtor Adjustment is needed.

Report on debtors with Arrears Notice Disabled

This search can be used to identify debtor records where Arrears Notice Disabled, previously known as No Set Arrears, is enabled.

1. Search for or select Search Local Debtors or Search Global Debtors.
2. Add Arrears Notice Disabled as a restriction if you want to filter the results.
3. If required, add Arrears Notice Disabled as a column.
4. Click Refresh to populate the search results.

Search Local Debtors and Global Debtors | Edit debtor contacts

You can edit the debtor contact from either search screen. This provides quick access to the contact card so the contact details can be reviewed and updated if required. If the contact is used across the portfolio, the changes will be applied where that contact is used.

1. Search for or select Search Local Debtors or Search Global Debtors.
2. Select the debtor and click Edit.
3. Review the contact card and, if required, edit the contact details.
4. Click Save.