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IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400,
OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere,
Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the
United States and/or other countries.
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Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are
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JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology
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This document is a preliminary version and not subject to your license agreement or any other
agreement with SAP. This document contains only intended strategies, developments, and
functionalities of the SAP product and is not intended to be binding upon SAP to any particular
course of business, product strategy, and/or development. Please note that this document is subject to
change and may be changed by SAP at any time without notice.
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SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the
accuracy or completeness of the information, text, graphics, links, or other items contained within
this material. This document is provided without a warranty of any kind, either express or implied,
including but not limited to the implied warranties of merchantability, fitness for a particular
purpose, or non-infringement.
SAP shall have no liability for damages of any kind including without limitation direct, special,
indirect, or consequential damages that may result from the use of these materials. This limitation
shall not apply in cases of intent or gross negligence.
The statutory liability for personal injury and defective products is not affected. SAP has no control
over the information that you may access through the use of hot links contained in these materials
and does not endorse your use of third-party Web pages nor provide any warranty whatsoever
relating to third-party Web pages.
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SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver and other SAP products and
services mentioned herein as well as their respective logos are trademarks or registered trademarks of
SAP AG in Germany and in several other countries all over the world. All other product and service
names mentioned are the trademarks of their respective companies. Data contained in this document
serves informational purposes only. National product specifications
may vary.
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objects in the usage view: for example, locality to business entity, building to building, land to land.
You can make settings in Customizing for the number assignment, for example, so that the room
number is unique to a floor. The settings in Customizing are default values for the application and
can be changed here.
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A business entity can contain any number of EXLOGLQJV and ODQG. The assignment of numbers to
buildings and properties is unique within the business entity itself and can be external, internal or
user-defined.
y Rental unit (not flexible, can only be leased out as a single unit)
y Pooled space (A supply of spaces from which you can extract rental spaces for leasing out. The
pooled space itself cannot be leased out.)
y Rental space (a space extracted from a pooled space for the purpose of leasing it out)
The number assignment of rental objects is unique within the business entity. You cannot lease out
business entities, buildings and lands directly, but they can be leased in.
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The highest element in the hierarchy of the usage view is the EXVLQHVVHQWLW\. The business entity is
assigned uniquely to one FRPSDQ\FRGH. The business entity groups related real estate objects
together. The business entity is usually made up of a group of buildings and properties sharing the
same utilities and subject to the same tax regulations.
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These rental objects are predefined in Customizing, but you can refine them by assigning usage types
and measurement types to them.
A rental object of the SRROHGVSDFH category is a space from which partial spaces
(= UHQWDOVSDFHV) have to be extracted for lease out:
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example, if you have a contract and you want to assign rental spaces (with "office space" as the
measurement type) from different buildings, then you have to create a separate pooled space for
each building.
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You extract rental spaces from a previously defined pooled space. This can be done either before
creating the contract or while creating the contract.
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The most important element for real estate processes in the usage view is the UHQWDOREMHFW. Rental
objects can be leased in and leased out.
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You need to have a pooled space in order to be able to define rental spaces. The pooled space cannot
contain spaces from more than one building or one land. This means that if you want to lease out
rental spaces (with usage type "office space") in Building 1 and Building 2, you have to create
separate pooled spaces for each of the two buildings.
A pooled space can only be created for one particular usage type (in the example, "Office space").
You can extract rental space of another usage type from this pooled space. For this, you must define
a derivable usage type in Customizing. For example, you can extract a rental space with the usage
type "medical practice" from a pooled space defined as "office space." You can choose either to
create the rental spaces as rental objects manually in master data maintenance before processing the
contract, or you can extract the rental spaces and assign them directly to the contract.
The size of the pooled space is automatically reduced when a rental space is extracted, and is
automatically increased when the associated contract is terminated.
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It is recommended that you create a rental object as a flexible rental space and not as a rigid rental
unit if it is likely to be subject to frequent change (such as storage, advertising space or commercial
space, etc.). The existence of the higher-level pooled space makes processing of the object much
simpler.
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Measurements are permitted for the usage type depending on the rental object type (for example, the
"residential space" measurement is maintained for the "residential" usage type, while the "office
space" measurement is maintained for the "office" usage type).
Based on the usage type, you can generally exclude rental objects from the service charge settlement.
The usage type of a pooled space can be integrated into another usage type within an extracted rental
space.
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The usage type is the main criterion of rental objects and cannot be changed in existing rental
objects.
You can define surcharge tables (for example: management cost surcharges or apportionment loss
risk) that only have an effect on rental objects with the "residential" usage type.
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Building and rental objects can have fixtures and fittings characteristics.
Fixtures/fittings characteristics can be defined as information or as relevant for the representative list
of rents.
Information on the apportionment risk loss (surcharge table) and on the accommodation entitlement
certificate (real estate search) are deposited as fixtures/fittings characteristics.
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Key:
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PR = Property
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RU = Rental unit
Within the usage view, you can link usage objects with architectural objects. Prerequisite: The
architectural object must be contained in an DUFKLWHFWXUDOKLHUDUFK\.
On the business entity level and buildings/property level, for each company code you can assign only
one object to an architectural object. However, you can assign several rental objects from one or
more company codes.
There is a validation check for measurements to ensure that the measurement of the usage object
does not exceed that of the architectural object.
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Room 01
02
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02
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Room 03
02
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Room 04
02
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Room 06
Room 07
21 m2
Room 08
17 m2
Room 09
16 m2
Room 10
17 m2
Room 05
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For example, you can create rental spaces using a list from the detailed view of the architecture,
which is defined by rooms for example.
The prerequisite is that the individual rooms must be assigned to a pooled space.
If you use this method to create rental spaces, all relevant data of the pooled spaced is transferred and
the total measurement is derived from the measurement of the individual architectural objects.
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Occupancy planning allows you to generate rental spaces from the objects in the architectural view.
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Measurements
7LPH6ORW0DQDJHPHQW
from 01/01/2000
01/01/2000
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<Display all time periods>
01/01/2000 - 03/01/2001
Validity of-12/31/2003
measurment
object: from 01/01/2000
01/01/2000
[current]
MeasTp Med.Name of Measurement
Permitted Measurement
Types
Total
Area
Usable Space
Office Space
Def.Unit
Type
Unit
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[Floor area]
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In Customizing you can define that certain measurements should be total measurements. For
example, this allows you to automatically calculate the total area when you maintain different
measurements on your objects. In objects that are used for more than one purpose, you can use
different measurement types, such as "Residential Space" and "Usable Space" to distinguish between
residential and commercial use. For service charge settlement by area, you group these two
measurement types together using "Res./Use.Space" as a total measurement.
You can also enter a numerator and denominator for spaces if only a fraction of the space is to be
included in the calculation. To calculate the size of apartments in Germany, for example, only half
the area of a balcony or terrace is added on to the living area under certain circumstances (minimum
width). If you wish to record this area separately, you can make the necessary settings in
Customizing.
You can limit the validity of measurements to a specific time period. Using the 7LPH6ORW
0DQDJHPHQW function, you can sort and display these time periods.
F o r
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to run reports specifically on areas, and check the unit of measure.
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PHDVXUHPHQWW\SHV together into WRWDOPHDVXUHPHQWV.
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You use measurements for tracking measurable characteristics of objects. These measurements take
the place of the areas and apportionment units used in RE Classic. The respective measurement type
is assigned the corresponding unit in Customizing (area, unit, percentage, room and so on).
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Start of renovation
End of renovation
Reasons for vacancy can be set manually, for example, when an object is renovated.
Reasons for vacancy can be set automatically, if, for example, a contract has been ended with a
specific notice reason.
The vacancy reason can affect the posting/account determination of the vacancy costs.
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In the course of time, there can be a variety of reasons for vacancy for each rental object.
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These sets can be assigned to individual objects and also other sets
Sets are always object-specific, this means that a set defined for business entities only contains the
selected business entities. It does not contain the buildings/lands and/or rental objects lower in the
hierarchy.
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In a second step, you assign the respective measurements to the individual object types of the
architecture and the respective usage type of the rental objects.
You can only permit individual measurements for the individual objects, exclude maintenance of the
individual objects, superimpose them or make the individual objects a mandatory entry.
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For example:
Contract:
Rental object:
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purposes that are based on predefined internal condition purposes. You can set up external condition
purposes in Customizing as required, but they always have to be assigned to an internal condition
purpose.
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Architectural view
Usage view
Locality
As required
AR##
Building
Administration building
AR##/AB
Building 1000/1##/1
Floor
Ground floor
AR##/AB/GFL
Room
Room01 - GFL
AR##/AB/GFL-01
Room
Room02 - GFL
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1. First floor
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Property
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Property 1000/1##/1
Pkg. spaces
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Building
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Search number:
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Contract offer
Offer number:
Residential agreement
Contract number:
Lease-In
Contract number:
1. Commercial lease-out
Contract number:
2. Commercial lease-out
Contract number:
Internal lease-out
Contract number:
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Installment agreement
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One-time posting
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Index adjustment
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Adjustment measure
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Pooled space GFL = total meter GFL
Rental space>1< = office01 - GFL
Rental space >1< = office02 - GFL
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Measuring points
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Entry list
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One-time postings
Settlement
ID:
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No: 1000/1##/
1. Sales-based contract
Contract number
Periodic posting
ID:
1. Settlement
ID:
2. Sales-based contract
Contract number
2. Settlement
ID:
Final settlement
ID:
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Malfunction report
Number:
Maintenance order
Number:
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After you have completed these exercises, you will be able to:
Use the RE Navigator and explain its functions
Create master data in the architectural view
Explain how the architectural view is used
Create master data in the usage view
Describe the different rental object types
Describe how measurements are used
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Create a ORFDOLW\ (Object type 01AR). Assign number $5 and code $5
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Enter a QDPH for your locality and assign an DGGUHVVto your locality.
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Assign the $5 locality you have already created to your building as a
superordinate object.
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Assign the building you have already created to your floor as a higher-level
object and change the separator to -.
1-4
Assign the ground floor AR##/AB/GFL you have already created to your
room as a higher-level object.
Enter 5RRP*)/as the QDPH of your room
Save your object and immediately update the measurements for the higherlevel objects.
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all data.
Assign number and code for the room.
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Assign the locality $5 you have already created to your land as a higherlevel object.
Enter a QDPH for the land.
Save your object.
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Save your object and immediately update the measurements for the higherlevel objects.
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Create the business entity and all subordinate usage objects in FRPSDQ\
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Create another building using the copy function and assign this building to
your business entity. Use the building in the usage view as a
template. Copy all data.
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Enter January 1 of the previous year for the fields first posting and
cashflow from.
Define profit center5(2IILFHin the organizational assignment in
the posting parameters.
Link the pooled space with the architectural objects 5RRP*)/
$5$%*)/and5RRP*)/$5$%*)/ on the
ground floor of the administration building using Complete Assignment.
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Create a second SRROHGVSDFH using the copy function. Use the pooled space
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data.
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Enter January 1 of the previous year for the fields first posting and
cashflow from .
Define profit center5(*DUDJHFRPPHUFLDOXVHin the
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Link the pooled space to the architectural object SDUNLQJORW
$53$5. using complete assignment.
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Create a second UHQWDOXQLW using the copy function. Use the janitors
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Select your data with the identifier $5
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Now Ms. Wilson would like to sign the lease, and says that she is the contact person at Food For
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specific contact person until now. Payments will continue to be processed at company headquarters.
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Process lease-out:
Create tenant
Process BP
Process Contract
Partners tab
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Button:
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Business Partner
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transactions.
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partners with specific roles.
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You can create a central BP from within various transactions, or you can create one directly in BP
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other objects (real estate contract, master data).
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organization or group.
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You can rename the standard business partner roles delivered by SAP.
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Address
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Subordinate Objects
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Building 1000/1000/1
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Property 1000/1000/1
The display of the navigation area can be personalized so that only objects relevant to the user are
displayed.
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The RE Navigator is a standardized transaction for processing master data, contracts, and the
infrastructure of service charge settlement.
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SAP AG 2006
i n t e r n a l
Rental Units
1000/1000/1
1000/1000/2
1000/1000/3
F o r
Pooled spaces
SAP AG
AC295
4-5
/HDVHRXW
WHQDQWZLWKFXVWRPHUDFFRXQW
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y Service charge settlement participation (only the contract type defined as /HDVH2XW),
y Processes for lease-out or lease-in (contract type is attributed as customer or vendor),
y Own use or third-party use, or a G/L account contract (contract category LQWHUQDOFRQWUDFW
H[WHUQDOFRQWUDFW*/DFFRXQWFRQWUDFW).
In Customizing, you must assign the contract type to be secured another contract type that is defined
as a security deposit contract.
The contract type defines the screen sequence and the field status so that the contracts of the different
contract types can be attributed differently in the dialog.
The contract type determines the permitted and selectable condition types.
SAP AG
AC295
4-6
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The attribute of the FRQWUDFWW\SH determines which processes you can display:
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/HDVHLQ
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Contract type
Objects
Partner (applicant)
Term/notice
Conditions
Resubmission
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Contract type
Object assignment
(real estate search,
offer object, rental
object, and contract
offer)
Partner (tenant)
Term
Conditions...
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h d1UGKNXFZPGK
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To be able to perform the search, vacant rental objects are automatically transferred to offer objects.
You can define rules in Customizing for this.
You can store a status for every rental request that refers to an offer object that was found. You can
set the status for offer objects and the search from here as well.
o n l y
F o r
i n t e r n a l
C S C
You create a rental request with the criteria that are important for the applicant.
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Price
Location
m2
Fixtures and fittings
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AC295
4-7
5HDO(VWDWH6HDUFK3DUWQHU5ROHV
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First assign a partner to the rental request with the role TR0640 (applicant) (not necessary).
When you create an offer, this partner remains. That is, the partner does not receive a new role.
If you create a contract from the offer, this role becomes the main contractual partner (depending on
the contract type).
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AC295
4-8
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Next you assign the objects to the contract that are going to be leased in or leased out.
Rentals can either be external or internal. You make this distinction for the respective contract type
in Customizing.
For internal rental, you have to enter either a cost center, project or order.
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If the lease-out is an external one, you must define a PDLQFRQWUDFWXDOSDUWQHU in the SDUWQHUGDWD.
A customer or vendor account is created for this partner. It is used for posting all relevant
receivables/payables.
For external rental, you can also define information on the payment method, dunning procedure and
tax treatment.
You can enter rules that are used for generating resubmission dates.
Once all your data is entered, you can activate the real estate contract. After the contract is activated,
you can perform posting and other processes that are relevant for the contract.
If a contract is created for an object for which another contract has already been created (which has
been/should be completed), you can use the &UHDWH1H[W&RQWUDFW function. With this, you can use
the previous contract as a comprehensive template.
A distinction is made between the date of the first posting and the validity date of the cash flows
(refer to the unit on $FFRXQWLQJ).
SAP AG
AC295
4-9
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C S C
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Customer
Customer
&.!()*+, (@(- I%!59+,I.-$L #!@*&Z!@*! Bg3*4 /9)-(%$9+:!$G-7G2Z.*. $L I(o32595e!(@0-**!-#@!E3*5e!0((* I4 !
785.3-4 4%#.$j5e3#%$I$t>I0*!(
Choose business partner with customer account as the main contractual partner.
You must assign external lease-outs the 2EMHFWVDUHOHDVHGRXW contract reference. Thus, these
contracts would be interpreted as occupancy contracts, which excludes the objects from being leased
out twice
These contract types can only be assigned the rental object types 5HQWDOXQLW and 5HQWDOVSDFH. You
can also assign several objects.
External service contracts have the contract reference Other reference or Contract has no objects.
There is no occupancy for the assigned objects.
SAP AG
AC295
4-10
o n l y
C S C
i n t e r n a l
The attribute of the contract type of an external, customer contract is H[WHUQDOFRQWUDFW and RIIHUHU
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SAP AG 2006
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Vendor
Vendor
Payables
Payables
The attribute of the contract type of an external, vendor contract is H[WHUQDOFRQWUDFW and XVHU
Choose EXVLQHVVSDUWQHUZLWKYHQGRUDFFRXQW as the main contractual partner.
The contracts of these contract types can be assigned all permitted objects. You can also assign
several objects.
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C S C
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SAP AG 2006
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F o r
SAP AG
AC295
4-11
&RQWUDFW7\SHV,QWHUQDO5HQWDO
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Marketing
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C S C
A business partner is not needed as the contract partner. You must assign an organizational unit from
your own company. This can be represented by a cost center, an order, or a WBS element.
C S C
o n l y
F o r
i n t e r n a l
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SAP AG
AC295
4-12
&RQWUDFW7\SHV6HFXULW\'HSRVLW$JUHHPHQW
6HFXULW\GHSRVLW
FRQWUDFW
Deposit amount:
&RQWUDFW
3,000
Basic rent:
Calculation rule: Three
times the basic rent ...
1000
AP service charges
...
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i n t e r n a l
F o r
You can compare the TARGET deposit (the amount that should be paid as a security deposit) and the
ACTUAL deposit (the amount that has been paid and when). This comparison is time-dependent.
If contracts are to be hedged by security deposit contracts, you enter the desired security deposit
contract in the Customizing for the contract type.
The interest calculation of an agreed cash deposit is not performed in RE-FX. This is done in
Financial Accounting as calculation of interest in arrears.
SAP AG
AC295
o n l y
Conditions can be assigned to the security deposit contract that are calculated using a factor relating
to the conditions of the contract to be hedged (for example, three times the basic rent).
C S C
b y
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C S C
o n l y
F o r
SAP AG 2006
4-13
%XVLQHVV3DUWQHULQ&RQWUDFW0DQDJHPHQW
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Choose $FFRXQW to branch the display of the open and cleared line items of the customer.
For more information on business partner management, refer to the %XVLQHVV3DUWQHU unit and the
documentation in the SAP Library.
C S C
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SAP AG 2006
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F o r
SAP AG
AC295
4-14
([WUDFWLQJ5HQWDO6SDFHV:KHQ&UHDWLQJ&RQWUDFW
3RROHGVSDFHZLWKRIILFHVSDFHFDSDFLW\[P P
,
5HQWDOVSDFHV
Office 2
30 m
Office 3
40 m
,9
Contract with
assigned rental spaces
3RROHGVSDFHZLWKDYDLODEOHRIILFHVSDFHP
Office 25 m
Office 30 m
Office 40 m
Extracting a rental space reduces the available capacity of the pooled space.
With a a standard report, rental spaces, whose contracts have been completed, can be completed as
well. This increases the available capacity of the pooled space.
o n l y
F o r
i n t e r n a l
C S C
Individual rental spaces can be extracted from a pooled space when maintaining master data and also
when creating contracts.
b y
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u s e
b y
SAP AG 2006
i n t e r n a l
C S C
Office 1
25 m
F o r
o n l y
,,,
9
,,
Contract
(commercial
rental)
SAP AG
AC295
4-15
2EMHFW*URXSV
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Then define the contract terms (e.g. notice procedure) and contract conditions that are valid for the
respective object group.
You can distribute the costs/revenues to the individual objects of this group. You cannot distribute
costs/revenues to the object group.
Example:
You have assigned a contract ten rental spaces of several pooled spaces. Each rental space is
assigned the condition type basic rent.. If the amounts of this condition are identical for each
measurement unit and always remain identical even if adjusted, you can reduce the number of
conditions in the contract by creating an object group and only creating one condition.
F o r
SAP AG
AC295
4-16
o n l y
First you create an object group in the contract. Afterwards you define the individual rental objects
(rental unit or rental space) that then must be assigned to the object group. You can also extract a
new rental space directly with reference to the object group.
C S C
b y
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SAP AG 2006
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F o r
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&RQWUDFW
&RQWUDFW
Payment Terms
Pmt method
Bank
Bank account
Name
...
Rental Conditions
3RVWLQJV
KwDGKQZdWlt8
fUOUwIFON;DFOt8
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EUR 1,000
per month
AP operating costs EUR 1,500
per quarter
o n l y
3RVWLQJ3DUDPHWHUV
C S C
On the 3RVWLQJ3DUDPHWHUV tab page, you define time-dependent terms for posting, frequency and
organizational assignments.
An indefinite number of rental objects and conditions can be assigned to a contract. For the
individual conditions, you can make agreements regarding the payment method, bank details, due
date, etc. using the posting terms. The agreements do not have to be separately maintained for each
condition.
You can define terms, such as posting rules and frequency of postings, so that you do not have to
create them again and again for each condition. Terms can be defined for the following:
F o r
o n l y
Example:
Two posting rules with different payment methods. Here you would create two posting terms for the
FROOHFWLRQ payment method and FDVK payment method. The term is then assigned to the relevant
condition type.
For every term category, a VWDQGDUGWHUP is defaulted in contract and rental object processing. You
can change these standard terms but you cannot delete them from the table. The conditions are
automatically assigned and are noted in the &RQGLWLRQV sub-tab.
Choose &UHDWH7HUP to create different terms for each standard term. These different terms are
numbered and can be modified and deleted. Here, the conditions must be manually assigned.
Choose 1HZ'DWH to create time-dependent changes for the standard and user-defined terms. This
means, for example, that if the payment method changes, you do not have to create a new posting
term. Instead you enter the changed data in the existing term, dependent on time.
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Rent:
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3,000
AP oper. costs:
'XH RQ
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390
WKGD\RI PRQWK
Flat-rate heat.
exp.: 310
b y
u s e
You define due date correction rules in Customizing and then assign them to the relevant contract or
conditions of the contract using the frequency term.
Due date correction rules that have been predefined in Customizing can be changed in the contract.
o n l y
F o r
i n t e r n a l
The due date can be changed to other days of the month, for example, to the seventeenth.
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b y
You can "correct" the due date of conditions, for example so that the third working of the month, not
the first day of the month, is always specified as the due date.
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(Conditions that can be maintained on
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Condition are required for periodic postings to real estate contracts and are the basic to make
postings in Financial Accounting.
You can enter conditions on rental objects and on real estate contracts.
Conditions that have been entered on rental objects can be called up and assigned in the contract.
These conditions are called default conditions, and you choose the 'HIDXOW&RQGLWLRQ(s) function to
access them on the contract.
The condition purpose determines how (SHULRGLF or RQHWLPH) and if (VWDWLVWLFDO or WRSRVW) a
condition is taken into account during periodic posting.
You create the external condition purpose (market rent, actual rent, etc.) and assign an internal
condition purpose to it. The following options regarding the internal condition purposes exist (they
cannot be modified):
y 2QHWLPHSRVWLQJ the condition is set once in the cash flows and therefore only considered once
during periodic posting.
y 6WDWLVWLFDODQGRQHWLPHVWDWLVWLFDOSRVWLQJ the condition is not considered during periodic
posting.
In Customizing, you specify which condition purposes are defaulted for the corresponding condition
(within a condition group).
SAP AG
AC295
4-19
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Market
Market Rent
Rent
G!%7j3@)I4 $G#.I
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Likewise, condition amounts can be defined SHUREMHFW, E\ UHQWDOVWDWXV, SHUWHQDQWFKDQJHRYHU, and
so on. This can be necessary if management contracts contain result-based conditions.
In Customizing, you can predefine calculation formulas or permit an individual entry in the contract.
If you choose the calculation formula for PHDVXUHPHQWV, you also have to enter the measurement
type and measurement unit.
You also define distribution formulas for each condition. To correctly assign accounts for costs and
revenues, all costs and revenues, which are first posted as a cost-accounting-relevant assignment to
the contract, must be posted (distributed) to the recipient objects.
SAP AG
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4-20
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A rent reduction amounting to 10% of the basic rent should be defined in the contract.
([DPSOH:
You have leased in an object. A condition amount of KDVEHHQDJUHHGLQWKHFRQWUDFW<RX
want to sublease this object at a rate of 1.1 and agree to conditions in the corresponding lease-out
that relate to the condition of the lease-in.
([DPSOH:
Twenty objects are assigned to one contract (for example, for internal rental). The conditions Rent ,
AP operating costs and AP heating expenses should be defined for every object in the contract.
As such, you can assign three conditions to this contract (rent, AP operating costs and AP heating
expenses) with the calculation formula reference to rental object condition . Therefore, there are
only three conditions in the contract. The amounts are derived from the sum of the conditions of the
corresponding rental objects.
SAP AG
AC295
4-21
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Condition amounts can be calculated using defined rules that refer to other condition amounts.
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Rental Conditions
Basic office rent
1000 per month
AP operating costs 300 per month
60
60 + 140
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Distribution formulas define how costs and revenues, which are first posted as a cost-accountingrelevant assignment to the contract, should be distributed to the recipient objects.
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The divided equally distribution rule would be useful if, for instance, an object group was assigned
to the condition and the condition amount should be distributed equally to the individual objects.
The object measurement distribution rule would be useful if, for instance, an object group were
assigned to the condition and the condition amount should be distributed to the individual objects
according to the measurement ratio.
In Customizing, you can predefine the assignment of a distribution rule for each condition within a
condition group. Thus, you no longer have to manually enter the data. However, you can make
changes at any time.
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Each contract can be assigned several objects. The contracts that include several office spaces and
parking spaces can also be represented.
Collective lease-outs, such as those in Standard RE are no longer required (the collective lease-outs
no longer exist in RE-FX!)
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SAP AG
AC295
4-23
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Give notice on
contract
&UHDWH
&UHDWH
Renew contract
Deadline
monitoring
Create contract
Activate contract
&KDQJH
&KDQJH Post in Financial
Accounting
*LYHQRWLFH
*LYHQRWLFH
Service charge
settlement
Perform sales-based
settlement
Account
Maintenance
0RQLWRU
0RQLWRU
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Adjust the
conditions
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Resubmission reasons can be freely defined in Customizing and can be used as evaluation criteria.
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Resubmission
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ID
Resubmission Rule
Resub. Reason
End Date
Check Location
Gen. Resubmission
Gen. Resubmission
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Status Date
Note
Gen. Resubmission
Gen. Resubmission
Gen. Resubmission
The resubmission function acts as a reminder where action may be needed on contracts you are
processing.
You can also enter reasons for the resubmission in Customizing. These are for informational and
evaluative purposes only.
Examples of resubmission reason could include notice processing, check renewal, check location,
contact partner, and so on.
You can define additional rules and logical parameters in Customizing (using BAdI).
C S C
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AC295
4-26
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a) 2SWLRQ: For an option to become effective, the contractee or contractor must give a written
statement to this effect.
The option must be activated in the system.
b) $XWRPDWLF5HQHZDO: For automatic renewals, there is no need to enter approval or to activate the
renewal. If the renewal should not be implemented, it has to be refused in writing by the
contractee or contractor.
Renewal refusals that result in a contract termination are handled in the *LYH1RWLFH process.
You can create a longer text for each renewal procedure in Customizing. You can call up and modify
this text in the application. In the case of individual renewal rules, you can create individual text
valid for the particular contract. These texts can be printed with the contract.
You can maintain options and automatic renewals at the same time, for instance, so that the rule
7KHUHLVWKHRSWLRQRIUHQHZLQJWKHFRQWUDFWWZLFHE\;PRQWKV,IWKLVRSWLRQLVQRWXVHGWKHFRQWUDFW
LVDXWRPDWLFDOO\UHQHZHGE\PRQWKV can be saved.
SAP AG
AC295
4-27
o n l y
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Renewal rules are only defined for contracts with a fixed term.
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The new contract end date is calculated according to the relevant renewal rule entered in the contract,
when the renewal was created.
You must enter whether the renewal needs to be approved and when this decision must be taken.
If the decision is in favor of renewal, activate the renewal. This activation can be reversed.
When the renewal has been activated, the new contract end date is displayed on the 7HUP tab page of
the contract. The cash flows would be generated and set again.
If conditions are defined with a term over the first end of contract, the cash flow would also account
for and set this condition.
SAP AG
AC295
4-29
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Procedure description
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You enter data for giving notice and for processing notice periods in the contract.
You can create QRWLFHSURFHGXUHV with different notice rules for the contractee and the contractor.
You can assign a Standard Notice Procedure (defined in Customizing), or define and assign
individual notice procedures for the respective contact.
You can combine a period regulation and a deadline regulation for the same party in one contract.
The deadline regulation defines extraordinary notice possibilities.
Additional options
b y
y You can create a description for each notice procedure. For standard notice procedures, you enter
the texts as a text module in Customizing. In the case of individual notice procedures, you can
create individual text valid for the particular contract.
y These texts can be printed with the contract.
SAP AG
AC295
4-30
o n l y
y You can simulate notices. The next possible notice date is highlighted.
C S C
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F o r
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The process for 1RWLFHRQREMHFWV is the same as that for notice on a contract.
When notice is received for a contract, the end date for the contract is calculated.
C S C
When notice is received for a particular object (or object group), the YDOLGWR date on the object (or
object group) is adjusted. The object (or object group) is no longer assigned to the contract after the
YDOLGWR date. The contract and its other object assignments are still valid. There is no change to the
contract end date.
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2EMHFW $VVLJQPHQW3DUNLQJ6SDFHV
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AC295
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y No period of notice
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You have the following options for creating notice procedures on contracts:
b y
6WDQGDUG and LQGLYLGXDO notice procedures consist of notice rules, which are either period
regulations or deadline regulations.
You can use a SHULRGUHJXODWLRQ for periodic notice rules (month end, quarter end, half year end,
year end). For example, the notice period is 6 weeks before the end of the quarter.
For certain specific notice dates (date), which are also periodic, you can use a GHDGOLQHUHJXODWLRQ.
For example, a period of notice 3 months on 03/31 and 09/30 (two dates annually). The notice must
be given at the third work day of the following month.
SAP AG
AC295
4-32
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The effective notice date is calculated, according to the relevant notice rules entered in the contract,
when the notice is created.
You must enter a notice reason when notice is given. The notice reason also contains a record of
whether notice is to be given by the contractee or contractor. If different notice rules are maintained
for the contractee and contractor in the contract, this reason specifies which rules will be carried out.
C S C
F o r
You use the notice function when you receive or give notice to terminate a contract. The system
automatically checks the validity of the period of notice.
You can also enter reasons for the rejection, as additional information. In case of a rejection, the
notice cannot be activated.
When the notice is activated, the contract end date is displayed on the 7HUP tab.
SAP AG
AC295
o n l y
b y
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After you have completed these exercises, you will be able to:
Execute and explain the real estate process
List and describe the necessary steps in contract management
Link rental spaces to the contract and enter all required data
Starting from rental requests you create contacts in the contract
offer system.
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Save your real estate search.
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In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
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Create a partner for your contract with the role of ODQGORUGZLWKYHQGRUDFFRXQW. The
business partner type for the landlord should be RUJDQL]DWLRQ.
Assign a name, search term, address and communication data. In the company code
data, enter $('RPHVWLFSD\PHQWV) as the planning group.
Enter the >ODVW\HDU@ as the start of the contract, and a term of months.
Assign standard renewal rule .
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Enter a contract start date of >ODVW\HDU@ and the standard notice rule .
For your lease-out, assign the already extracted UHQWDOVSDFH and then also extract 7
parking spaces from the pooled space for parking spaces of your business entity 1##.
Assign the name SDUNLQJVSDFHVfor the new rental space.
Enter 03HUVRQV with the value as the contract measurement.
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In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
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Enter 0SHUVRQV with the value as the contract measurement for the rental
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Enter 03HUVRQV with the value as the contract measurement for the rental
area with 200m2.
Copy the default conditions for parking space rental and advance payment condition.
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For the object group, extract P office space from the ground floor pooled space
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the name 2IILFH*)/for the new rental space) and
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Enter a contract start date of >ODVW\HDU@ and the standard notice rule .
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Enter notice in the RE Navigator (in the future) for your residential contract.
In this case, the tenant s notice is submitted on today s date. The reason for notice is
non-authorized use of the rented space.
Approve the notice with today s date. Activate and save the notice.
View the term data for this contract.
Start the resubmission process to check the validity period of your lease-in and renew
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Start the RE Navigator. Change the automatic filter to $OO'DWHV.
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Transfer the contract to the Navigation Area and execute the renewal process. Then
set the deadline to FRPSOHWHG and save the renewed contract.
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Double-click on the line listing your apartment contract and go to the tab page 7HUP
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Todays date
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Start the resubmission process to check the term of your lease-in and renew it accordingly
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Each tenant is a customer, and each landlord is a vendor. There is a 1:1 relationship between the the
tenant with customer account in business partner management and a customer in Financial
Accounting; the same is true for the relationship between a landlord with vendor account and a
vendor.
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multiple contracts for one customer or vendor, all of the contracts are managed using the same
customer or vendor account.
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accounting processes.
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regarding the document (document type, header text and so on), as well as information regarding
individual line items (account assignment object, distribution yes/no and so on).
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You use periodic posting (credit or debit postings) to generate open items. These open items can then
be cleared by incoming/outgoing payments or account maintenance processes.
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also assigned to this term automatically. If there are conditions for which the standard term should
not apply, you can enter a different term for them per condition. You can also create a different term
first and then assign the corresponding conditions to it.
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When time-dependent changes are made (such as a new payment method), you do not have
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the change.
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conditions for the contract are maintained, the system generates a cash flow (payment plan) that
updates planned records for periodic postings per condition type for a defined number of years,
depending on the settings made in Customizing.
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records.
When conditions are changed, the cash flow is automatically updated. When the next periodic
posting, for which these items are due, is posted, these items are taken into account.
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You CANNOT ascertain from the cash flow if the items have been cleared. To find out if items are
cleared, you have to refer to the tenants open items or the tenants account.
You can configure the list as required. For instance, you can display only the flow type or also the
accounts
The cash flow is generated up to the following date: Number of years defined in Customizing plus
the number of months up to the end of the half/full year as of the system date.
The cash flow should be updated on a regular basis (at least every six months). The update is
generally done as a batch job.
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This means that records that were not posted from the contract (this is only possible with the posting
logic $GYDQFHSD\PHQWDVUHYHQXH) are taken into account when service charges are settled.
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No master tenant with customer account is available for internal real estate contracts.
The same condition types (basic rent, advance payment operating costs and so on) are used.
However, periodic postings are transferred to different accounts in the case of your own usage.
The posting is:
'HELW"Costs own usage" with auxillary account assignment to cost center (or order or WBS element)
that is renting the rental unit
&UHGLW"Own usage revenues" with auxiliary account assignment to the rental agreement
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Real estate contracts can be made with organizational units belonging to your own company
(company code/controlling area), as well as with external partners. These organizational units can be
represented by cost center, order or WBS element objects.
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The vendor is in the subledger. At the same time, the reconciliation account is posted in the general
ledger. This account was defined in the vendor master record.
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Occupancy costs are debited to the cost center used (or to the corresponding order or WBS element).
The real estate contract gains revenue (analogous to external usage).
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Rental conditions
Office basic rent
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recognize the object to be posted. In this case, you have to define a distribution formula that specifies
how costs and revenue are to be distributed to these objects.
In Customizing, you can set which distribution formula is defaulted for a specific condition. This
means that the administrator no longer needs to maintain the data manually.
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You first have to assign costs or revenue to the contract using the partner cash flow.
A document is created for posting the costs or revenue to the contract.
1. Posting Document
If the costs or revenue are to be assigned to recipient objects (rental object, building,
property, cost center, order, etc.) in Controlling, then a corresponding distribution formula has
to be defined in the contract.
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multiple objects (for example: object groups).
Example: 'LVWULEXWLRQ E\DUHD (distribution according to respective ratio)
(TXDOGLVWULEXWLRQ (equal distribution regardless of the measurement)
If a condition relates to only one object, you still have to enter a distribution formula
so that costs or revenue can be posted completely to this object.
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When a distribution formula has been created, the system creates a document that is used
for posting the costs or revenue from the contract to the object.
2. Posting Document
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object.
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The automatic postings in the periodic postings are made using the
condition types.
The condition types (basic rent, advance payment for operating costs and
so on) are independent of usage (third-party usage, own usage, vacant).
Each usage type (third-party usage, own usage, vacancy) should have a
different account.
The accounts posted to for distribution postings must be different from the
accounts used in receivables posting.
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necessary, the special G/L indicator and symbolic accounts.
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If you set the special G/L indicator, the system makes the posting to the alternative reconciliation
account that is assigned to this special G/L indicator (specified in FI Customizing).
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type refers to a flow type (Customizing).
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The condition types (basic rent, advance payment for operating costs and so on) are defined
independent of usage (third-party usage, own usage, vacant).
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If there is QR third-party usage, the postings can be transferred to other accounts. For this to
happen, you have to assign a further flow type (reference flow type) to the original flow type using
a specified relationship key.
The object cash flow is also generated based on the relationship key and reference flow types.
SAP AG
AC295
5-23
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The object cash flow should be automatically generated based on the conditions stipulated in the
contract and the associated distribution formula.
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The automatic postings in periodic posting are made using the condition types.
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There is a retroactive increase of
a receivable (in other words, after
periodicposting was already
performed).
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During posting, the system uses the account determination that is assigned to the reference flow type.
The reference flow types are also used for other referencing purposes.
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Internal contract, condition type 0010 Basic rent, original flow type: 1000.
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type for IROORZXSSRVWLQJV.
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Reference flow types are used to determine alternative flow types that result from the original flow
types. The reference flow types appear in the cash flow.
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Create the G/L account in FI, and create the account symbol in Customizing for RE-FX
(Accounting).
Assign condition groups to the corresponding contract types or rental object types (on the basis of
the assigned usage type).
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Thus, the partially complex accounting events are not apparent to the user. The user only has a
simple user interface.
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header text and so on), as well as information regarding individual line items (account assignment
object, distribution yes/no and so on).
The user can define and group as many accounting events as required.
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You can define various accounting events in Customizing that you can use in the form of a one-time
posting.
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The Accrual Engine in Financial Accounting is used for the accrual/deferral posting.
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You can also summarize automatically generated tax items. You must define the tax item
summarization on the company code level.
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Flow types can be summarized to post an open item (that does not apply to each condition type) to
the customer in the contract. For this you need summarization flow types that you must assign in
Customizing.
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The SAP system supports all current international standards for account statement formats, such as
MultiCash. It also supports the German bank procedure %., which is a special form of real estatespecific account statement.
The system generates the data carrier needed to transfer debit memo information to the house banks.
If a payment method (posting term) is entered for the condition, it is also entered in the document. If
the payment method is not entered, the payment program handles the payment using the
specifications on the customer master record.
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(actual positions revert to planned positions)
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component.
You can reverse individual documents and also the entire periodic posting.
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Do not have an incoming payment method in the items or in the customer master record
Have an incoming payment method but also have a payment block
The system uses the dunning form that you defined in Customizing (standard form) for the dunning
area and assigned dunning procedure.
Dunning letters are only sent to customers (standard FI procedure: does not apply for RE-FX, see
RE-FX features).
You generally make your selections by customer accounts, but it is also possible to select customers
by Real Estate object (contract, business entity, and so on). Or you can use the )UHH6HOHFWLRQV tab
and field name BSID-VERTN to select only contracts. You can also limit selection to contracts in
the payment program using the Free Selections function. An additional log is created in both the
dunning program as well as the payment program.
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The periodic posting function transfers information to the document. Some of this information, such
as the payment method, dunning area, dunning block and the contract number, is relevant for the
dunning program. The treatment of documents is the same as in FI. Items subject to dunning are
those that:
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VERTT length 1
In addition to the items that are dunned according to the logic in Financial Accounting, the system
also duns all items for which a GXQQDEOHSD\PHQWPHWKRGis entered in the item or in the customer
master record.
You can sort, filter or display the dunning list according to business entity or rental object.
3DUWQHUV as well as customers that are in the dunning program can receive dunning letters. The role
categories have to be assigned to the usage type of the partner (such as lease-out) in Customizing for
RE-FX, dependent on the dunning level. You also have to designate that the partner is a dunning
recipient.
SAP AG
AC295
5-33
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y For each flow type
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The following reports for accounting can be called directly in Flexible Real Estate Management:
You can call additional reports in Accounts Payable and Accounts Receivable:
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Balance lists
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After you have completed these exercises, you will be able to:
Display payment-related and object-related cash flows
Perform periodic postings
Generate vacancy postings
Carrying out one-time postings
Post incoming payments manually
Perform account maintenance for your tenant/customer
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Simulate periodic posting for the contracts within your business entity (1000/1##) for
January of last year. Check the error log.
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Simulate periodic posting of your contracts again for January of last year.
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As soon as the simulation does not show any errors, perform periodic posting for the
FRQWUDFWVRI<285EXVLQHVVHQWLW\ (all contracts) for January of last year.
4
Display the cash flows of the first commercial lease-out. Pay special attention to the
entry statuses that is represented by the corresponding icons.
Display the customer account for your commercial lease-out. To do this, go to the
respective contract and display all the open items and cleared items. Go to the relevant
accounting documents.
SAP AG
AC295
5-37
View the tenant account of the commercial tenant from the contract.
Negotiate an installment plan for basic rent and parking space rental. Use the DR
(Customer invoice) document type for the posting. Agree on an installment plan with
four installments at intervals of one month starting from June 01 of last year. Save the
document and display the tenant account again.
To do this, change the view to 2SHQDQGFOHDUHGLWHPV.
Enter a claim for indemnification for your second commercial lease-out by using a
one-time posting
9DOXHV
Contract
Document Date
Todays date
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10
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Perform periodic posting for your contracts for February of last year. Be certain to
select only contracts for your business entity.
i n t e r n a l
Type
DZ (Customer Payment)
Period
SAP AG
AC295
5-38
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Amount
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Account
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Save the document and display the tenant account for your second commercial leaseout again.
F o r
Amount
As required
Save the document to a corresponding rental object
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BE for Contract
1##
01
Previous year
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In the Navigation Area of the RE Navigator, choose 0\2EMHFWV from the scroll bar
and select
'LVSOD\. Expand the %XVLQHVV(QWLWLHV entry by pressing the icon
to the left of the entry. Double-click on the name of your business entity. Release
your business entity for account assignment by clicking on
5HOHDVH in the top
screen area Affirm the confirmation prompt by clicking <HV
AC295
5-39
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01
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Reference Transact.
REACI
Reference
*REPP
User Name
AC295-##
Entry date
Todays date
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In the Navigation Area of the RE Navigator, choose 0\2EMHFWV and select .
Expand the 5HDO(VWDWH&RQWUDFWVentry by pressing the icon to the left of the
entry. Double-click the number of your FRPPHUFLDOOHDVHRXW.
6
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No. of installments
Interval in months
&RQWLQXH.
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5-41
In the Navigation Area of the RE Navigator, choose &RPSDQ\&RGH from the scroll
bar and select
'LVSOD\).Expand the 2QH7LPH3RVWLQJVentry by pressing the
icon on the left of the entry. Also expand also the &XVWRPHU entry.
Double-click the entry Claim for indemnification (CNC010).
Enter the following data:
)LHOG1DPHRU'DWD7\SH
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Contract
Document Date
Todays date
Amount
Corresponding value
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In the Navigation Area of the RE Navigator, choose 0\2EMHFWV from the scroll bar
and select
'LVSOD\.Expand the 5HDO(VWDWH&RQWUDFWVentry by pressing the
icon to the left of the entry and double-click your second commercial lease-out.
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Company Code
1000
BE for Contract
1##
02
Previous year
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In the Posting screen area, select Update Run in the Posting Run Mode field. In the
7\SHRI3RVWLQJ Run field, choose3HULRGLF3RVWLQJ7UDQVIHU.
3UHVV ([HFXWH
&KHFNWKHHUURUORJDJDLQE\SUHVVLQJ
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Document Date
Posting Date
Type
DZ
Company Code
1000
Period
Account
113100
Amount
990,00
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Call up the tenant account sheet again by following the steps described in the
solution to exercise 7. However, this time choose the )URPWKHVWDUWRIODVW\HDU
entry in the 3HULRG areaand the2SHQLWHPVDW&OHDUHGLWHPVIURPview
i n t e r n a l
(17(5
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Company Code
1000
Business Entity
1##
01
Previous year
In the 3RVWLQJ screen area, ensure that the 3RVWLQJ5XQ0RGH field is filled by
6LPXODWLRQ. Change the entry if necessary.
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Leave the error log and the vacancy periodic posting by pressing
times
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At the time of release of mySAP ERP 2005 / ECC600, the adjustment methods
y Free adjustment
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Adjustment methods can be combined so that it is possible to adjust one condition with a variety of
adjustment methods.
Adjustment with an adjustment measure can be defined so that rules do not have to be explicitly
assigned to conditions.
In the contract, you can check at any time for each condition type whether an adjustment has already
been made or what the current status of the adjustment is (exists but is not activated, exists but is
defective, or already activated with the option of performing another adjustment).
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6-6
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You can assign several conditions to one adjustment term, which means that the individual
conditions can be adjusted using the same method. When performing the adjustment, you can decide
which conditions should be explicitly included.
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If you want to adjust conditions, you can first simulate the adjustment. The simulation generates a
list of possible changes.
You can change the values in the list depending on how the adjustment term has been defined in the
contract.
If the simulation matches the requirements, it can be saved as the update run.
Various steps must be performed individually for each adjustment run.
The individual steps are:
y Determination of adjustments
y Editing adjustments
y Approval correspondence
y Approval or rejection
y Activation of adjustments
y Adjustment correspondence
Where possible, a complete log and results report are displayed for the steps.
If a step is interrupted during an update run, a log is created for that particular activity. After the
cause of the error has been removed, the adjustment must be restarted at that point.
Deadlines and restrictions required by law are taken into account by the system if they have been
defined in Customizing.
Capping rules must be defined in Customizing and assigned to the individual adjustment methods.
Rent adjustments that are subject to approval (dependent on how the adjustment term is defined in
the respective contract) can only be activated after the approval has been entered.
Successful, defective, and planned adjustments can be viewed in the master data dialog of the
contract.
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Adjustment terms can be controlled on an individual basis and users can be given access for changes.
For example, it is thus possible to define an adjustment term that is not displayed to the user in the
characteristics because this term cannot be changed. You can also exclude individual fields from
changes.
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In Customizing, you define adjustment clauses that you can assign in the application.
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In the IUHHDGMXVWPHQW method, you can change condition amounts in terms of a percentage or an
absolute amount (whole or by measurement unit).
You can transfer values when using the free adjustment function. This means that you can generate
new conditions using the free adjustment function.
It can also be a transfer. This means that a new condition can be created or an existing condition can
be changed based on an existing condition.
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The contract contains a rent condition of $SHUFHQWDJHWUDQVIHUFRXOGEHWKDWRIWKH
ZRXOGJHQHUDWHDQHZRSHUDWLQJFRVWVDGYDQFHGSD\PHQW condition. As a result, a 30%
rent reduction and a new RSHUDWLQJFRVWVDGYDQFHGSD\PHQW including the 30% are in the contract
starting as of the effective date.
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In the adjustment process with index, the respective index and the relevant base year are already
defined in the contract. The adjustment is made based on these entries and on the index points
maintained in Customizing.
You can store a minimum change in both percentage and points in the definition of the adjustment
term. A contract condition is not adjusted unless the corresponding rules in the contract (for the
condition) allow it.
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Example 1: Rent adjustment run = Oct.1
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In both cases, the index for August is available and the new date for the conditions is October 1.
The difference
is the date you assign to the rent adjustment run.
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Frequency example:
If the frequency is 1, adjustments can be made at any time. If the frequency is 3, adjustments can
only be made every three months. If the entry in the )OH[LEOHDGMXVWPHQWIUHTXHQF\ is (DUOLHVW,
adjustments can be made any time after three months (as long as this is after the date of )LUVW
DGMXVWPHQW). In our example, the next adjustment can be made three months after the last adjustment
was made.
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Adjustment delay:
Since index data is always issued with a delay and the rent adjustment normally applies to a date in
the future, the adjustment is subject to a delay. You have the following options:
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Adjustment frequency:
If the entry in the )OH[LEOHDGMXVWPHQWIUHTXHQF\ field is (DUOLHVW, the frequency is taken to mean the
minimum duration. Otherwise adjustments can only be made with the specified frequency.
AC295
6-11
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You must maintain the adjustment frequency and delay for the index adjustment data of the
adjustment term.
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When the adjustment delay is 3 months, the system checks if the required minimum change has been
fulfilled for the index as of 8/1/06 and increases the rent as of 11/1/06 if necessary.
When the adjustment delay is 3 months, the adjustment based on the index as of 2/1/07 occurs
retrospectively on 11/1/06 as long as the required minimum change has been fulfilled.
)OH[LELOLW\(DUOLHVW
5HTXLUHGDGMXVWPHQWGDWH
When the adjustment delay is 3 months, the system checks if the required minimum change has been
fulfilled for the index as of 11/1/06 and increases the rent as of 2/1/07 if necessary. When the
adjustment delay is 3 months, the adjustment based on the index as of 11/01/06 occurs
retrospectively on 8/1/06 as long as the required minimum change has been fulfilled.
o n l y
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A conversion table is provided for the transitional period. Index series that are no longer valid are
continued on the basis of the new index calculations.
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With the introduction of a new base year for consumer price indexes, all indexes used previously
have been standardized. Certain index series are no longer used.
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If a representative list of rents that contains surcharge and reduction classes is defined, you can
assign the corresponding characteristics to these classes.
When you perform an adjustment using a representative list of rents, only the fixtures and fittings
characteristics assigned to the rental object and the relevant representative list of rents are taken into
account.
The system uses the structure parameters of the representative list of rents to generate a value table
that you fill with the current representative list of rents values.
Since the representative list of rents of the individual cities can not only have very different values
but also very different structures, you can enhance the common methods with BAdIs and
comprehensive control tables.
SAP AG
AC295
6-14
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C S C
The representative list of rents is defined in Customizing according to its structure: parameters
relevant for the adjustment (building age class, location class, fixture and fittings class, size class)
are specified.
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Your own comparative apartments and external comparative apartments can be used for the
comparative group.
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Your own comparative apartments, which are vacant at the time of adjustment, are QRWconsidered.
In Customizing, you must set whether rental objects which are used internally should be considered.
You must also define whether the new rent amount should be used as an average amount for all
assigned objects or if the n-highest entry should be used.
SAP AG
AC295
6-15
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F o r
You can assign each rental object to comparative groups. This comparative group contains a legal
minimum number of comparative apartments (to be stored in Customizing).
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The relevant rental objects that receive an increase are then assigned to this measure.
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Legal regulations can be stored in Customizing (for example, in Germany only 11% of the
modernization measured are permitted to be settled to the tenant).
A waiver condition that shows the difference between the capped amount and the calculated value
can be automatically set for the object/contract.
SAP AG
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6-16
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You can carry out the 0RGHUQL]DWLRQV, ([SHUW2SLQLRQ and a 5HTXLUHG0HDVXUH using the adjustment
measures.
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SAP AG
AC295
6-17
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After completing these exercises, you will be able to:
Use the different rent adjustment methods
You will take the following steps:
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C S C
i n t e r n a l
b y
1-1
1-2
1-3
Check your contract for changes in the adjustment status and check for changes
that have already been made to the condition amount.
1-4
SAP AG
AC295
6-19
o n l y
Change the minimum change in points to point and set the flexible adjustment
frequencyto HDUOLHVW.
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$GMXVWPHQWRI&RQGLWLRQV
Check the different data that is necessary for the adjustment of the
representative list of rents. This comprises:
The assigned representative list of rents in the master record of the business
entity.
The construction year and the location class in the buildings master record.
The size class, as determined by the assigned area of the rental unit.
2-2
2-3
o n l y
2-5
Check the condition amount change and the change to the adjustment status for
your contract in the RE Navigator.
b y
i n t e r n a l
u s e
u s e
2-4
i n t e r n a l
C S C
Simulate and execute the representative list of rents adjustment for your
residential contract.
F o r
b y
C S C
F o r
o n l y
SAP AG
AC295
6-20
3*
The modernization is for your residential building. This means you must assign
both apartments as relevant objects.
3-2
o n l y
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i n t e r n a l
b y
i n t e r n a l
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3-3
F o r
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F o r
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SAP AG
AC295
6-21
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In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWV and
choose .
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Company Code
BE for Contract
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(QWHUWKHIROORZLQJGDWD
9DOXHV
Go to the $FWLYLWLHVtab page and make sure that only the 'HWHUPLQH$GMXVWPHQWV
and 3URFHVVLQJRI$GMXVWPHQWVindicators are selected. Deactivate the other
indicators.
(([HFXWH).
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Expand the 5HDO(VWDWH&RQWUDFWV entry by selecting the button to the left of the
entry. Double click on the number of your internal lease-out and then select
(&KDQJHVEHWZHHQGLVSOD\!&KDQJH).
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6-23
Select the line for your first internal contract and choose
%DFNtwice.
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Double-click the number of your internal lease-out and then go to the $GMXVWPHQW
tab page.
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Go to the lower screen area, to the &RQGLWLRQV tab page, and click the ,QDFWLYH
$GMXVWPHQW([LVWV entry.
Leave the results screen by choosing
i n t e r n a l
(&RQWLQXH).
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Go to the &RQGLWLRQV tab page of the contract. The condition amount has not
changed yet.
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Place the cursor in the ,GHQWLILFDWLRQ field and call up the )+HOS.
Double-click the entry next to \RXUXVHUQDPHin the entered column and choose
([HFXWH) to call the adjustment data.
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i n t e r n a l
u s e
(6KRZGHWDLO).
Go to the lower screen area, to the &RQGLWLRQV tab page, and click the $FWLYH
$GMXVWPHQW([LVWV entry.
Leave the results screen by choosing
&RQWLQXH
Go to the &RQGLWLRQV tab page of the contract. Change the management of time slots
to 6KRZDOOWLPHSHULRGV.
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F o r
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SAP AG
AC295
6-25
0DVWHU'DWD5(1DYLJDWRU5(
Expand the %XLOGLQJVentry by selecting the icon to the left of the entry. Doubleclick your residential building (1000/1##/2), go to the 'DWHV tab page and check the
entries for the construction year. Go to the $GGLWLRQDOGDWD tab page and check the
ORFDWLRQFODVV.
2-2
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Go to the $GMXVWPHQW tab page and select the line with the name Residential
management. Check that the condition type %DVLFUHQWis assigned.
Simulate and execute an adjustment of the representative list of rents.
i n t e r n a l
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y The tenant contributes in the payment of costs, but only pays for costs that exceed a specified
amount. Or the tenant pays a flat rate regardless of the actual costs.
Costs are distributed to the different tenants based on various criteria, such as:
y Area
y Actual consumption
y Number of persons
Once a year you settle all costs that were incurred in that year. During this process, you also need to
account for vacancies, tenant changeovers throughout the year and whether parameters related to the
distribution of costs have changed at some point (for example, an increase in the number of persons
or the amount of space leased out).
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y Tenants make regular down payments to cover costs, and these down payments are cleared against
the actual costs when the final settlement is performed. Or tenants pay only at the time of the final
settlement.
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Your company is charged for water, cleaning, and waste collection. You want to pass on these costs
to your tenants. You have made individual agreements with each tenant, for example:
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The RE Navigator is a standardized transaction for processing master data, contracts, and the
infrastructure of service charge settlement.
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The participation group is a group of rental objects that participate in a particular settlement.
Example:
Charges for water are only relevant for commercial units. You define a participation group
containing just these rental objects
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You use the participation group to group together rental objects participating in a service charge
settlement. You can use the participation group as a reference for the service charge settlement and
address each group of rental objects individually.
y Business entities
y Building
y Properties
y Rental objects
y Participation groups
If objects that contain rental objects are assigned, these rental objects are automatically assigned to
the participation group.
This means, if a building is assigned to the participation group, all the represented rental objects in it
are automatically assigned.
You can also assign individual pooled spaces without rental spaces to the participation groups.
You can create participation groups individually or create/change them within a settlement unit.
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The participation group specifies if the rental object participates in service charge settlement. All
rental objects assigned to a participation group participate in the apportionment of costs as long as
this participation group is assigned to a settlement unit.
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If there is an occupancy contract for the rental object, the costs are automatically passed on to the
tenant.
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The tenant pays for service charges in addition to rent if this is effectively agreed in the contract.
These service charges could include: property tax, water, sewage, elevator, street cleaning and waste
collection, house cleaning and pest control, landscaping and gardening, lighting, chimney sweeping,
insurance, janitorial services, common satellite dish or cable service, laundry room, and so on.
y how (PHDVXUHPHQWDPRXQW).
Settlement units are generally created for each business entity, but can also be defined across
different business entities.
The settlement unit thereby generally specifies how service charge costs should be apportioned
(regardless of the lease-out, that is, regardless of agreements made for individual real estate contracts
of the lease-out type). You can maintain spcieal agreements, which are dependent on the contract, in
the conditions and in the VHWWOHPHQWSDUWLFLSDWLRQ of the contract.
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When an invoice is received that relates to service charges, you have to enter the settlement unit and
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that belongs to this VHWWOHPHQWUHIHUHQFHGDWH, and updates the values posted to that cost collector.
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&RVWFROOHFWRUV collect the costs of a concrete period for a settlement unit and display the relevant
CO object. The settlement unit itself is not an account assignment object.
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You can collect (post) costs on a master settlement unit and define the calculation base for
distributing these costs to the correct participating settlement units.
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y Equivalence figures
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Vendors lump together various service charges affecting different settlement units and bill them in
one invoice, for example heating expenses and hot water costs. The costs then have to be distributed
to the correct settlement units according to a certain key. You have to define special settlement units
for this pre-distribution of costs, and these are called master settlement units.
y Percentage distribution
y Using meters
The service charge settlement uses the corresponding calculation basis to post the costs to the
participating settlement units and allocate them proportionately. This creates a transparent cost
situation down to the level of the individual settlement units. To distribute costs from the master SU
to the participating SUs, you have to specify for Real Estate a "Master SU credit account" and a
"Master SU receiving account" in Customizing for the cost element that was originally posted.
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Cost object SUs can be used to perform external heating expenses settlement, thereby replacing the
heating system of RE Classic.
The external heating expenses settlement does not need to be linked with it. You can also perform
operating costs settlement with it.
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SAP AG
AC295
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In contrast to the master settlement unit, here costs can be posted in detail to the relevant cost object
SUs. Settlement is made by using the higher-level settlement unit above it that contains these cost
object SUs.
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For technical reasons, a settlement unit needs to have this special service charge key.
RE-FX-specific account properties must be assigned to the account which should be used for the
expense posting.
The expense posting must be entered in Financial Accounting with assignment of the relevant leaseout. You also need to enter the rental object and a reference date.
SAP AG
AC295
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Costs directly assigned to the contract can be reported in the service charge settlement and passed on
to the tenant.
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You can directly assign meters to rental units. For the combination of pooled space and rental space,
you can assign any number of meters to the pooled space, which are in turn linked to individual
rental spaces.
For the combination of pooled space and rental space, you can define a main meter (for example, a
building meter) to the pooled space and enter the consumption values of the individual rental spaces
for the corresponding rental space meters.
The difference that may result due to different meter readings can be distributed to the pooled space
or the tenants.
Measurement documents must be entered for the meters. These are then used as a reference basis for
the apportionment.
In order for this to occur, the measurement type must be defined as FRQVXPSWLRQUHOHYDQW.
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AC295
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You can also assign settlement units, master settlement units and cost object settlement units to
meters.
You can map a three-stage meter hierarchy in the form of the meter assignment for settlement units
and rental objects.
You can distribute the residual consumption to the rental objects/contracts using another
measurement amount.
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In the rental object, you enter the measurement types that the service charge settlement uses for
distributing the costs.
In the real estate contract for the rental object, you enter:
y Whether or not the proportional costs belonging to the contract should be passed on to the tenant
y Whether or not tenants make down payments or pay flat rates for service charges
y Whether there are any special arrangements (for example, only 50% of costs are passed on to the
tenant, or only costs up to a maximum of
You can define percentage rates for surcharges in the settlement process. First define a surcharge
schema in Customizing. The surcharge schema can be created to depend on the service charge key,
the usage type, the contract type and the fixtures and fittings characteristics.
SAP AG
AC295
7-16
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y The participation group and the date the validity period begins for the participation group (you
either use an existing participation group or create a new one here participation groups are
defined in the application). You can enter only one participation group for a given validity period.
If a new validity period begins that is assigned to a different participation group, the new
participation group replaces the previous participation group.
e.g. 01/01/2001 Participation group 1
6/01/2001 Participation group 2
Starting on June 1, 2001 service charges are settled for participation group 2.
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AC295
7-17
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F o r
Distributing costs
The system determines the share of costs that is due for each individual rental object or contract. Any
input tax correction is also made in this step.
Calculating the surcharge
The system uses a predefined surcharge schema to determine values, which it then bills to the
respective tenants.
Posting costs to Financial Accounting
The system only creates records with this step.
If errors occur, you only have to continue at the step in which the error was actually caused.
SAP AG
AC295
7-18
i n t e r n a l
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01/01
04/10
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04/11
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100 m
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12/31
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01/01
12/31
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01/01
05/02
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05/03
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The text in italics represents account assignment of the particular account assignment object.
Cost object account assignment is the same as for the FI postings (a debit posting always triggers a
debit account assignment).
This is not clearly indicated in subsequent slides due to lack of space.
o n l y
F o r
i n t e r n a l
C S C
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When the service charge settlement is performed, the first costs to be determined are those posted to
the settlement unit.
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AC295
7-20
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The cost collector for the settlement unit is offset using a credit account.
The offsetting entries are a result of the distribution determined by the settlement and are posted in
the following manner:
y Costs that are to be passed on to the tenant are assigned to rental agreements and posted to an
account called "rental agreement clearing account".
y Costs (flat rates, percentage transfer to landlord) that are not to be allocated to tenants due to
agreements in the contract are also assigned to the contract but posted to a "clearing account
without allocation".
y Costs incurred seperately from rental agreements (vacancy) are assigned to rental objects and
posted to a "rental unit clearing account".
SAP AG
AC295
7-21
o n l y
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SAP AG 2006
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Costs that can be passed on to the tenant are posted in the subsidiary ledger to the tenant account and
posted as receivables in the general ledger.
The offsetting entry is a revenue posting assigned to the relevant recipient from the rental agreement.
The amount posted to the customer as a receivable/credit depends on how the condition is defined:
y A) If the advance payment is posted as a down payment, the entire balance is posted as the
receivable.
y B) If the advance payment is posted as a down payment, and if only the balance is to be
determined and posted, the peak (= difference between the result of the settlement and the advance
payments amount) is posted as the receivable/credit.
y C) If the advance payment is defined as revenue, only the peak (= difference between the result of
the settlement and the advance payments amount) is posted as the receivable/credit.
SAP AG
AC295
7-22
o n l y
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SAP AG 2006
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If condition type DGYDQFHSD\PHQW is defined as revenue, only the peak is posted as the settlement
result.
Therefore, in the example above, the AP (3 x LVVXEWUDFWHGIURPWKHRYHUDOOUHVXOW
514).
This means that, as the "peak", ZRXOGEHSRsted as the receivable.
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SAP AG 2006
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AC295
7-23
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127to be executed.
o n l y
F o r
Only special G/L transactions that are designated as SD\DEOH are offset by incoming payments.
(In this example, the special G/L transaction J.) The offsetting entries (special G/L transaction K)
remain open (as received advance payments) and are only cleared during settlement (service charge
settlement, sales-based rent settlement) with the settlement results. The K items are therefore not to
be paid.
SAP AG
AC295
b y
i n t e r n a l
b y
SAP AG 2006
i n t e r n a l
3HULRGLF3RVWLQJV
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The slide shows the account balance after periodic posting and receipt of advance payments for
service charges.
The tenant, Smith, has paid the advance payments in full. The tenant share of the service charges is
514.
b y
C S C
o n l y
F o r
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SAP AG 2006
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5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW
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SAP AG
AC295
7-25
&OHDULQJ $GYDQFH3D\PHQWV
Tenant has paid all the the advance payments (before transfer posting)
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The slide shows the account after the transfer posting of the AP.
The tenant has paid the advance payments in full, so there are no open items in the advance
payments.
The balance of the service charge settlement and the advance payments made is the amount that the
tenant has to pay or the amount that the landlord has to pay the tenant.
F o r
o n l y
In this example:
Share of service charges &UHGLWIURPWKHWUDQVIHUSRVWLQJ%DODQFHIRUWHQDQW
SAP AG
AC295
C S C
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Tenant has NOT paid all advance payments (before transfer posting)
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The tenant has 127paid all advance payments. The tenant share of the service charges is
C S C
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F o r
i n t e r n a l
The slide shows the account balance after periodic posting and the incoming payments for advance
payments of service charges.
b y
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u s e
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SAP AG 2006
i n t e r n a l
5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW
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SAP AG
AC295
7-27
*HQHUDO/HGJHU
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F o r
The tenant has 127paid the advance payments in full and there are no open items in the advance
payments.
The transfer posting of the service charge advance payment is the amount that the tenant has actually
paid in advance payments (DFWXDOSULQFLSOH).
For this, you must choose a corresponding settlement schema for carrying out the service charge
settlement.
The balance of the service charge settlement and the advance payments made is the amount that the
tenant has to pay or the amount that the landlord has to pay the tenant.
In this example:
Share of service charges &UHGLWIURPWKHWUDQVIHUSRVWLQJ%DODQFHIRUWHQDQW
SAP AG
AC295
7-28
o n l y
C S C
The slide shows the account after the advance payment transfer.
b y
u s e
u s e
b y
SAP AG 2006
i n t e r n a l
5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW
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i n t e r n a l
The transfer posting of the service charge AP is made according to the SODQQHGSULQFLSOHFor this,
you must choose a corresponding settlement schema for carrying out the service charge settlement
that does not take open advance payments into consideration.
We recommend this method if advance payments that are in arrears are not to be cleared by the
settlement (for example, for external heating expense settlement if incoming payments are still
expected after the M/L tapes have been created).
This method can also be beneficial for sales-based settlement if legal proceedings have already been
initiated for advance payments that are in arrears, and payments are not to be cleared in the
settlement for this reason.
The balance of the service charge settlement and the advance payments made is the amount that the
tenant has to pay or the amount that the landlord has to pay the tenant.
F o r
The tenant has 127paid the advance payments in full and there are no open items in the advance
payments.
In this example:
Share of service charges &UHGLWIURPWKHWUDQVIHUSRVWLQJ2SHQLWHPVIURPWKH$3
150, Balance for tenant
SAP AG
AC295
7-29
o n l y
C S C
The graphic shows the account after the advance payment transfer.
b y
u s e
u s e
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SAP AG 2006
i n t e r n a l
5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW
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SAP AG
AC295
7-30
o n l y
z 6HWWOHPHQWRIFRQWUDFWVZLWKPXOWLSOHREMHFWV
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SAP AG
AC295
7-31
6HUYLFH&KDUJH6HWWOHPHQW6XPPDU\
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SAP AG
AC295
7-32
([HUFLVHV
8QLW
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After completing these exercises, you will be able to:
Set up the necessary infrastructure for service charge settlement
Post vendor invoices using one-time posting
Describe the service charge settlement process
Simulate and execute service charge settlement
o n l y
C S C
i n t e r n a l
b y
u s e
u s e
b y
C S C
i n t e r n a l
F o r
1-2
The second participation group for your business entity is called PARK and
contains the parking spaces of your business entity. Assign your land
1000/1##/1 to this.
Enter a name for this participation group.
1-3
The third participation group for your business entity is called RESI and should
contain all apartments. Assign your residential building to this and
give it a name.
SAP AG
AC295
7-33
o n l y
F o r
6HUYLFH&KDUJH6HWWOHPHQW
1-4
Create a settlement unit to pass on parking lot cleaning costs to your parking lot
tenants. To do this, use service charge key 6WUHHWFOHDQLQJ. Specify the
identification 5(,13, assign January 01 of last year as the valid-from date and
assign a name. Assign the 3$5. participation group. The apportionment
should be by number of parking spaces 0. Generate the cost
collector for last year.
2-4
C S C
b y
u s e
i n t e r n a l
C S C
2-3
b y
u s e
2-2
i n t e r n a l
F o r
2-1
o n l y
The last participation group for your business entity is called BUILDING and
should contain all the objects of the two buildings. Assign the two participation
groups that were previously created and which represent your buildings to it
:2+1DQG$'0,1. Also enter a name for it.
F o r
o n l y
SAP AG
AC295
7-34
Create a master settlement unit to distribute the costs for cleaning (which you
receive as an invoice). To do this, use service charge key &OHDQLQJ.
Specify the identification 068, assign -DQXDU\RIODVW\HDU as the validfrom date. Assign the settlement units for 3DUNLQJORWFOHDQLQJ
5(,13 and +RXVHFOHDQLQJ 5(,19.
Distribute the costs using HTXLYDOHQFHQXPEHUV to the ratio of . Generate the
cost collector for last year.
Enter the following meters in the master record of the pooled space:
o n l y
b y
WASSERVERBRAUCH Distribution
using rental
space
Office01 GFL
Rental Space
from January
01 of last year
WASSERVERBRAUCH Distribution by
rental space
Office02 GFL
Save changes.
5-2
Enter the following meters in the master record of the pooled space:
F o r
Total
Meters
FFL
A200
<No entry
required>
WASSERVERBRAUCH Distribution by
rental space
<No entry>
Office01 - FFL
from January
01 of last year
WASSERVERBRAUCH Distribution by
rental space
<No entry>
Office02 - FFL
from January
01 of last year
SAP AG
AC295
7-35
o n l y
&KDUDFWHULVWLF
C S C
i n t e r n a l
C S C
<No entry
required>
b y
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Total
Meters
GFL
i n t e r n a l
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F o r
&KDUDFWHULVWLF
5-3
5-4
Enter meter readings (measurement documents) for your measuring points. Use
the entry list titled GR-## and enter the initial reading for January 01 of last
year.
Also enter the end reading for December 31 of last year using a
CounterRdgDifference.
Ensure that the meter reading for the total meter in question is greater than the
total on the rental space meter.
Post vendor invoices using one-time posting. Use the accounting event SCS010.
Document Date
Todays date
C S C
Vendor
Amount
Corresponding value
Business Entity
Settlement Unit
WATER
Reference date
b y
SAP AG
&RQWHQW
Document Date
>Todays date<
Vendor
Amount
Corresponding value
Business Entity
SCK
Settlement Unit
TRASH
Reference date
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Document Date
>Todays date<
Vendor
Amount
As required
Business Entity
SCK
Settlement Unit
MSU
Reference date
C S C
b y
Enter todays date as the document and posting date. The document header text should
be 1.$ *5.
Save your entries as a variant called *5283
Check the logs and view the reports for the individual steps.
Perform a complete settlement. Use the variant group ## that was previously created.
Take a look at the results. Use the various reports available for this.
10 Take a look at the results in the tenant account sheet and in the tenant account by
using the function that allows you to move from the contract master record to the
customer account. Use the function for branching from the contract master record to
the customer account for this.
SAP AG
AC295
7-37
o n l y
F o r
C S C
i n t e r n a l
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Perform periodic posting for your contracts through December of last year.
u s e
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AC295
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9DOXHV
BE of Partic. Group
Participation group
ADMIN
As required
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($GG0XOWLSOH2EMHFWV).
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C S C
(&RS\).
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Participation group
PARK
Any text
($GG0XOWLSOH2EMHFWV).
Double-click the 3URSHUW\entry, enter your property in the selection screen, and
confirm with
(&RQWLQXH).
Select your displayed property and copy it by choosing
Save by pressing &75/6 or selecting
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Double-click the %XLOGLQJentry, enter your building in the selection screen, and
confirm with (&RQWLQXH).
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RESI
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Double-click the %XLOGLQJentry, enter your building in the selection screen, and
confirm with (6WDUWVHDUFK).
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Save by pressing CTRL+S or selecting
1-4 Choose
6DYH.
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Company Code
9DOXHV
BE of Partic. Group
Participation group
BUILDING
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($GG0XOWLSOH2EMHFWV).
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Select your ADMIN and RESI participation groups and copy them by choosing
(&RS\).
b y
u s e
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9DOXHV
i n t e r n a l
6DYH.
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i n t e r n a l
(&UHDWH) again.
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1-3 Choose
SAP AG
AC295
7-40
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C S C
2-1 In the navigation area of the RE Navigator, go to the 6HWWOHPHQWXQLW entry, choose
(&UHDWH), select the 6HWWOHPHQWXQLW entry and confirm with (&RQWLQXH).
Enter the following data:
)LHOG1DPHRU'DWD7\SH
Company Code
BE of SU
9DOXHV
Settlement unit
WATER
SU name
As required
Valid From
Go to the 3DUWLFLSDWLRQ*URXSV tab page. In the upper screen area enter $'0,1 in
the 3DUW*US field and press ENTER.
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on -DQXDU\RIODVW\HDU and choose
(*HQHUDWH&RVW&ROOHFWRU).
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(Save).
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with (&RQWLQXH).
u s e
Settlement unit
TRASH
SU name
As required
Valid From
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Go to the 3DUWLFLSDWLRQ*URXSV tab page. In the upper screen area enter 5(6,in the
3DUW*US field and press (17(5.
Go to the &RVW&ROOHFWRU tab page, select the 3HULRGVWDUW line with the settlement start
on -DQXDU\RIODVW\HDU and choose
(*HQHUDWH&RVW&ROOHFWRU).
Save your settlement unit by pressing CTRL+S or choosing
SAP AG
AC295
i n t e r n a l
b y
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(Save).
7-41
2-3
9DOXHV
Settlement unit
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on -DQXDU\RIODVW\HDU and choose
(*HQHUDWH&RVW&ROOHFWRU).
Save your settlement unit by pressing CTRL+S or choosing
2-4
Choose the (&UHDWH) button again, select the settlement unit entry and confirm with
(&RQWLQXH).
Enter the following data:
9DOXHV
u s e
Settlement unit
REINV
SU name
Any text
Valid From
BE of SU
u s e
i n t e r n a l
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b y
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Go to the 3DUWLFLSDWLRQ*URXSV tab page. In the upper screen area enter $'0,1 in
the 3DUW*US field and press ENTER.
Go to the &RVW&ROOHFWRU tab page, select the 3HULRGVWDUW line with the settlement start
on -DQXDU\RIODVW\HDU and choose
(*HQHUDWH&RVW&ROOHFWRU).
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SAP AG
AC295
(Save).
7-42
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(Save).
i n t e r n a l
C S C
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F o r
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(&RQWLQXH).
Settlement unit
MSU
SU name
Any text
Valid From
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CoCode
b y
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SU
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SU
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Choose
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u s e
9DOXHV
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on -DQXDU\RIODVW\HDU and choose
(*HQHUDWH&RVW&ROOHFWRU).
Save your settlement unit by pressing CTRL+S or choosing
SAP AG
AC295
(Save).
7-43
In the navigation area of the RE Navigator, change the display to 0\2EMHFWV and choose
(Display).
Expand the 5HDO(VWDWH&RQWUDFWVentry by pressing the
double-click the first of your commercial contracts.
Expand the 5HQWDO2EMHFWVentry by pressing the icon to the left of the entry and
double-click your ground floor pooled space (see exercise 0DVWHU'DWD).
(&KDQJHV%HWZHHQ'LVSOD\ !&KDQJH).
Go to the0HWHUVtab and choose
Choose (,QVHUW) and enter the following data:
0HDVXUHPHQW
W\SH
A200
C S C
&KDUDFWHULVWLF
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Choose ,QVHUW again, mark the new lines in the upper screen area, and enter the
following data:
u s e
WASSERVERBRAUCH Distribution by
Office01 - GFL
rental space
Choose the 5HQWDO6SDFH tab page in the lower screen area, select
(QWHU and
choose )+HOS from the column marked 5HQWDO2EMHFW. Double-click on your first
5HQWDO6SDFH and enter January 01 of last year as the valid from date. Return to the
'HWDLOV tab page.
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Choose ,QVHUW again, mark the new lines in the upper screen area, and enter the
following data:
F o r
'LVWULEXWLRQRI 'HVFULSWLRQ
FRQVXPSWLRQ
Total Meters
WASSERVERBRAUCH Main meter for
GFL
consumption
remainder
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Double-click on the pooled space representing the first floor. Go to the0HWHUVtab and
choose
(&KDQJHV%HWZHHQ'LVSOD\! &KDQJH).
Choose
&KDUDFWHULVWLF
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following data:
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FRQVXPSWLRQ
'HVFULSWLRQ
C S C
b y
u s e
u s e
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7-45
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Place the cursor in the 0HDVXULQJSRLQWV0HWHUV column and call up the )+HOS.
Enter the following data:
Rental Object
Object ID
(If you are unable to enter this data, you must choose a new value range. To do this,
click on
1HZ6HDUFK and select 7R5HQWDO8QLW. You can now continue with the
above entries.
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Object type
Repeat the steps described under 5-3 for pooled space 1000/1##/2.
Save the entry list by choosing
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AC295
7-46
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In the 0HWHUUHDGLQJGLIIHUHQFH column, enter any values you like for the measuring
points. However, make sure that the amount of total meters (1DPH 7RWDOPHWHUV
*)/ and 7RWDO0HWHUV))/) exceeds that of the rental area.
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Change the measuring time to December 31 of last year and press ENTER again.
Choose
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i n t e r n a l
i n t e r n a l
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object
F o r
F o r
In the Navigation Area of the RE Navigator, choose &RPSDQ\&RGH from the scroll
bar and select
('LVSOD\). Expand the 2QH7LPH3RVWLQJV entry by pressing the
icon on the left of the entry. Expand also the 9HQGRU entry.
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(QWHUWKHIROORZLQJGDWDLQWKHXSSHUVFUHHQDUHD
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Document Date
Amount
Corresponding value
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WATER
Reference date
(%DFN).
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Document Date
Amount
Corresponding value
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F o r
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9DOXHV
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TRASH
Reference date
(Back).
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Document Date
Amount
Corresponding value
9DOXHV
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Settlement Unit
MSU
Reference date
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9DOXHV
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Activity
Title
NKA - GR##
Settlement Method
Settlement type
Settlement Schema
Settlement Step
Company Code
Settle To
In the lower screen area, go to the 3DUDPHWHUV tab page and enter WRGD\VGDWH as the
'RFXPHQW'DWH, 3RVWLQJ'DWH, and %DVHOLQHGDWH. In the 'RF+HDGHU7H[W field, enter
1.$*5
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GROUP-## and save by choosing .
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You can perform settlements using reported sales and make adjustments, for example, with certified
sales.
The condition sales-based rent (statistical) must be assigned to the sales-based contract. This
condition type has no amount and simply fixes subsequent postings, such as receivables from salesbased settlement.
Rules regarding advance payment for sales-based rent, minimum rent and maximum rent are defined
as separate condition types. This means that an indexed minimum rent can be specified, too.
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You can define different sales report rules for each product in the contract (in Customizing).
You can make separate settlements by assigning different sales rules and conditions to every
reporting rule.
You can also assign any number of reporting rules to a sales rule and the corresponding conditions so
that only one sales-based settlement is required.
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Note the different effects with regard to the results analysis when entering sales gradings.
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settlement period. You can settle quarterly and execute a final settlement annually using the certified
sales revenues, for example.
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If you have not entered the sales data for a reporting interval, you will be reminded about this.
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The tenant has paid the advance payments in full and there are no open items in the advance
payments.
As is the case with the service charge settlement, the transfer posting for the advance payments can
be made according to the actual or planned principle.
The balance of sales-based settlement and the advance payments made is the amount that the tenant
has to pay or the amount that the landlord has to pay the tenant.
SAP AG
AC295
8-13
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In this example:
Receivables from settlement FUHGLWIURPWKHWUDQVIHUSRVWLQJEDODQFHIRU
tenant
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AC295
8-14
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After completing these exercises, you will be able to:
Create sales-based contracts
Enter sales reports
Carry out a sales-based rent settlement
First, you should create a simple sales-based contract and perform the settlement process.
b y
Assign the pooled space to your %XVLQHVV(QWLW\ and to %XLOGLQJ inside it.
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Flag this contract as relevant to sales.
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AC295
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parameters.
Save your pooled space.
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Enter UHWDLOVSDFH as the name and assign January 1 of last year as the date of the first
posting.
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Fixed amount
500
Determined automatically
Determined automatically
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i n t e r n a l
Enter the sales reports for your contract for last year.
Use the object selection functions for this.
C S C
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9DOXHV
F o r
5HSRUW7R
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44.000
47.000
47.000
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AC295
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46.000
8-16
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In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
WHQDQF\ODZ, and enter a 1DPHfor your contract.
AC295
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11
50.000
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The settlement should be performed every six months. The final settlement should be
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Fixed amount
500
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Fixed amount
500
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Determined automatically
Perform periodic posting for the sales-based contract for December of last year.
Enter the sales reports for your contract for last year.
Use the object selection functions for this.
u s e
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1HW
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21.000
10
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18.000
10
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17.000
10
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24.000
10
Foodstuffs
15.000
20
Tobacco
22.500
20
Tobacco
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AC295
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82.000
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51.000
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SAP AG
AC295
8-19
o n l y
You should first simulate the settlement for last year in accordance with the PLANNED
principle.
C S C
i n t e r n a l
Enter the certified sales for your contract for last year.
Use the object selection functions for this.
i n t e r n a l
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9DOXHV
Previous year
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AC295
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8-23
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9DOXHV
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9DOXHV
BE for Contract
Title
Settlement Method
Simulate
Settlement Step
Settle To
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Real Estate contract
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The link between internal accounting (Controlling) and external accounting (Financial Accounting)
is established by assigning cost elements and revenue elements to accounts.
You update the costs and revenues on real estate objects by entering postings in Financial
Accounting with auxiliary account assignment on a real estate object (in the same way as for other
postings with account assignment).
Postings can also be entered in Controlling (internal activity allocation) or triggered by other
components (by an order and the subsequent goods / invoice receipt).
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Cost and revenue objects belong to internal controlling; they are referred to as CO objects or account
assignment objects. These may also be real estate objects, in addition to the "classic" controlling
objects (cost center, order).
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You can enter planned records in the RE-FX objects and compare them with the ACTUAL records
in CO reports.
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The ACTUAL values are derived from postings with account assignment to real estate objects.
If the real estate objects are assigned to profit centers, these are updated when postings are made.
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Rental Conditions
Office basic rent
1,000 per month
AP operating costs 300 per month
60
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You can transfer costs/revenues that were initially assigned to the contract to other objects
(distribution). These objects include:
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The actual costs on the objects are derived from the activity consumption that is entered by means of
CO activity allocation, for which a sender cost center and activity type and a receiver real estate
object have to be specified.
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In the CO settlement, you can periodically settle costs collected on real estate objects to one or more
CO account assignment objects.
Settlement rules must be clearly defined for each object. You can deposit equivalence figures,
percentage rates, or absolute amounts. Settlements can be made on several objects; not all costs have
to be settled completely. This depends on the settlement structure.
Apart from settling real estate objects to other account assignment objects (e.g. from a building to a
cost center (RE-FX -> CO)), you can also settle costs from other CO objects to real estate objects
(e.g. from a PM order to a building or a cost collector of the SU (PM -> RE-FX)). In the latter case,
you have to define the settlement rule in the PM/CO objects.
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Indirect activity allocation is defined in Customizing or as a current setting in the application menu.
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The assignment of profit centers to real estate objects ensures that the assigned profit centers are
automatically updated for all postings to these real estate objects.
If no assignment has been made for the account assignment object, the assignment for the superior
object in the hierarchy is used.
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Information on the success of this company subarea is determined in Profit Center Accounting.
The profit center reports can be displayed in a standard hierarchy and also in alternative profit center
hierarchies.
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Simulate the planning for your contracts in CO using the planning aid Copy Cash
Flow to Plan. Plan for individual objects for the current year and periods 1 to 12.
Make your selections using your business entity.
Call plan version 00 from CO and overwrite the existing planned records. Use only the
records of the contract and of the cost centers.
Display the error log.
If the simulation was completed without errors, execute the actual planning.
Display the 3ODQ3HULRG2YHUYLHZreport for your object and the current year in the
RE-Navigator. Only select the cost element .
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For detailed information on component maintenance (plant maintenance = PM) refer to training
course PLM 300.
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The PM maintenance functions support regular maintenance work as well as tasks arising from
malfunction reports.
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Every time you assign a functional location to a Real Estate object, the system checks to see if a
relationship already exists between this functional location and another Real Estate object.
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specify if the system should simply create and assign a functional location, or if the functional
location should be updated each time the Real Estate object is changed.
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The assignment of Real Estate objects (architectural objects, business entity, property, buildings, and
rental objects) to functional locations can be restricted to a 1:1 relationship for each object type.
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The costs of the individual maintenance tasks are represented by maintenance orders for functional
locations.
If the maintenance order is assigned a CO settlement rule that contains the relevant Real Estate
object, you can settle the actual costs to the recipient object using CO functions.
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You manage real estate assets (acquisition and retirement, transfer postings, depreciation,
appreciation) in Asset Accounting. The asset structure is determined from the accounting
perspective.
All Real Estate objects can be assigned asset master records. You still have the option of creating
asset master records based on all permitted Real Estate objects.
Corresponding reports are available for the asset values in the Asset Accounting information system.
The depreciation and interest of an asset can be assigned directly to a real estate object.
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Starting from the Real Estate object, you can create and assign asset master records at the same time.
You must post the asset acquisition in Asset Accounting. Value-based management also takes place
in Asset Accounting.
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In Customizing, you must set the Real Estate objects to which asset master records may be assigned.
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You can automatically create files for the Real Estate objects in a user-defined SAP Records
Management structure.
The documents created using SAP can be stored using an archiving system and managed using SAP
Records Management.
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Settle the costs incurred to your building. For this, use the individual
settlement, which you can find in the completion activities of the plant
maintenance process.
Settle the current period. First, execute a test run, then check for errors in
the displayed log and details list.
Execute the update run.
Check the details list again and view the controlling document.
4-1
Release your 1000/1##/2 building for account assignment and save the
released building.
4-2
Create the asset master record with the asset class 1100. Use entry 9100 as
your business area. Save your building. This also saves the asset master
record. Go to the asset master record that you created and view the assigned
account assignment object.
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Create an asset master record for your residential building in usage view
(1000/1##/2).
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Order Type
PM01
Planning plant
1000
Business area
9100
ELECTRIC/1000 (electrical
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settlement rule (in the menu bar). To do so, choose *RWR6HWWOHPHQWUXOH. Select
:LWKRXW3URSRVDO.
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1RWLILFDWLRQV tab page. Choose
&UHDWHQRWLILFDWLRQ and then 3ODQWPDLQWHQDQFH.
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Current month
Fiscal year
Current year
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Branch to the details list by choosing . Here, the number of your PM order is
shown as the sender and your building BU 1000/1##/1 is shown as the recipient.
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. Select your order by double-clicking.
Create an asset master record for your residential building in usage view
(1000/1##/2).
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Call your residential building in the usage view () by choosing the
icon to the left of the %XLOGLQJV entry. Double-click the master record for
the residential building with identification ID 1000/1##2.
Select
Choose
'LVSOD\<-> &KDQJH.
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Call the asset master record that was created. To do so, select the asset in the
object hierarchy and choose ('LVSOD\REMHFW). Go to the 7LPHGHSHQGHQW
tab page.
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In the lower section of the screen, enter as the company code and
(&UHDWH). Enter as the asset class und as the business
choose
area and then confirm with
&UHDWH
Save your building with
(6DYH).
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($VVLJQ).
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If you manage commercial real estate objects, you must make the appropriate setting in Customizing
so that the company codes affected are opted.
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The rental of real estate is exempt from sales tax. Any input tax amounts arising from tax-free
objects cannot be charged to the company.
Under 9 Umsatzsteuergesetz (German sales tax law), it is possible to opt for sales tax.
An option rate is valid for a calendar month. The key date principle (the rates applicable on the key
date are the basis for calculation) is used for the automatic calculation.
On the key date, the rental objects and contracts of the calculation objects are analyzed.
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You can repeat the determination of the option rate as you many times as you like, as long as it has
not already been used for postings. In this case, option rates that have already been calculated are
overwritten.
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Incoming invoices are posted with input tax rate of 100%. The account for deductible input tax is
posted according to the tax code.
A program for automatic determination of option rates is started monthly if non-manual option rates
are preassigned.
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deductible and non-deductible shares. Non-deductible shares of the input tax are transferred to the
expenses. The posting run can be reversed as well as individual documents. However, this is only
possible in the RE-FX component.
The input tax distribution of apportionable costs does not need to be performed before the service
charge settlement as in classic RE. This occurs automatically within SCS.
The correct input tax distribution for apportionable service charge costs can only be calculated when
the service charge settlement is made. Any adjustment postings are carried out here if the input tax
distribution was done previously.
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You can perform input tax distribution for every real estate object.
If cost centers, orders, or WBS elements are linked with a real estate object, the input tax of the real
estate object can be distributed according to the option rate. The cost center, order, and the WBS
element cannot carry option rates themselves.
The link can be direct (direct assignment) but also indirect (for example, a maintenance order for a
functional location that, in turn, is assigned to a real estate object).
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Depending on the Customizing settings, the breakdown postings are made to accounts for nondeductible input tax. This maintains the search sequence given above. We do not recommend variant
3 (posting to the original cost account), as the gross expenses for this procedure can no longer be
reported separately in Controlling.
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The distribution of net costs to commercial and non-commercial tenants was determined in the
service charge settlement. The result was that 30% of the costs fall to non-commercial tenants and
70% fall to commercial tenants. The adjusted option rate is determined at 70%.
A credit posting for the settlement unit and the operating costs account is made with the breakdown
ratio that has been specified. This posting contains the adjusted breakdown of the taxes in a
deductible and not-deductible share.
An adjustment posting is made due to the difference between the original breakdown (80%) and the
adjusted breakdown (70%).
The debit posting to the commercial tenants uses the output tax rate of 16% as defined in the rental
agreement.
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The option rate of the settlement unit is determined at 80% - the commercial share of the object is
80%. The input tax distribution is performed on the basis of this value (80% x 80 = 64 or n.d. input
tax: 20% x 80 = 16).(16% is taken as the tax rate.)
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With the correspondence component you can create documents in letter form, or as an e-mail or fax.
These documents are typically sent to your business partner(s).
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Office Application (only single print): This allows you create single documents using word
processing software (such as Microsoft Word).
If you have already created individual Smart Forms in an earlier release, you can use this form
without making changes. We recommend that your new forms are PDF-based.
You can archive the documents you create with a link to the respective master data object or
contract.
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You can execute changes on the form and in the form logic with simple graphical tools. In most
cases no knowledge of programming is necessary. To print a form, you call it up in the application
where you retrieve the application data. Data retrieval and form logic are separate from each other.
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Smart Forms and PDF-based forms do not show text processing in the true sense of the word. They
define the layout and output characteristics of templates to generate documents based on templates
during the output activity. The documents cannot be edited directly.
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The following correspondence applications are defined for master data objects:
General corresp.
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Contract form
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0DVV&RUUHVSRQGHQFH0DVV3ULQW
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Master Data
Architecture
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Property
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Master Data Summary
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Service Charge Settlement
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The mass print program uses a selection screen with tabs. The 2EMHFWV tab is part of the logical
database that is used in every case. Using the selection criteria, you determine :+,&+ contracts, or
master data objects are to be printed.
The other tab pages are correspondence-specific and determine +2: the documents are to be
printed.
The &RUUHVSRQGHQFH'DWD and 2XWSXW&RQWURO tabs are always available. The three other tabs
6SHFLDO3DUDPHWHUV, 8VHU)LHOGV, and 7H[W(GLWRU can be displayed, depending on the Customizing
settings of the correspondence application. A list of all documents to be printed is displayed. You
may:
You can also branch to the master data of the object, contract, or partner if a recipient was
maintained.
If you wish to hide the document list display, deselect the 2XWSXW/LVW indicator in the 2XWSXW
&RQWURO tab. Then all documents that the system selects are printed.
The system issues a correspondence log for each output activity and saves it as an SAP application
log. The log is displayed when errors or warnings are generated.
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The PDVVSULQW function is used to print multiple letters of a correspondence application, such as
master data sheets for all rental objects of a building. You call up mass print from your user menu.
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The VLQJOHSULQWIXQFWLRQ is called up directly via object/contract processing, and is available for the
architectural object, business entity, property, building, rental object or rental contract.
A single print document is output for one object only, such as an individual rental object or a
particular contract. Depending on the correspondence activity used, several documents can be
created per output activity.
The master data sheet available for objects and contracts is also based on Smart Forms technology.
Using the 3ULQW3UHYLHZ0DVWHU'DWD icon, you can display the entire object master data with one
click. Note that the function keys are only displayed if the correspondence applications have been
assigned to the relevant object types (Customizing).
The status of the object or contract being processed determines the various correspondence
applications that can be printed. For example, notice must be created for a contract before the
notice/confirmation of notice correspondence can be generated.
A document list is generated for the selected correspondence application. Depending on the
correspondence activity, the document list can contain one or several documents. By double-clicking
in the document list, you can call up a print preview.
Per correspondence application, you can:
Assign correspondence activities
Define flexible text modules. The use of selected text modules is recommended if you only use
RQH form for general texts and the body text of frequently occurring letters is deposited in a text
module.
Define if a text editor is available. A tab containing the text editor is displayed. The user can enter
a text that appears in the document in the position indicated in the layout.
Define the use of archiving, printer settings, e-mail and fax.
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You can create several documents for a master data object or contract in one step (3ULQW button).
Correspondence activities can be defined for all object types (contract and master data objects) and
correspondence applications.
If the Service Provider partner role is not assigned to the contract, the document is not produced.
When more than one service provider is assigned to the contract, each of the partners gets a
document.
The contract type determines the business partner role that defines the main contractual partner.
You can also make Customizing settings for the correspondence activity so that documents (such as
master data sheets or exposs) can be created without reference to a business partner.
AC295
12-11
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Example:
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You use this function if you want to create or print one-time correspondence and archive it for
subsequent processing or display.
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y Contract offer
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When processing a master data object, or contract, choose 3ULQWZLWK2IILFH$SSOLFDWLRQ. You then
select the template to be used. If more than one business partner is assigned to the object, choose the
desired recipient. In the case of contract correspondence, the main contractual partner is highlighted
in the selection list.
In the office application, you can modify the document as required. You can then print the document,
print and store it, or simply store it.
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SAP ArchiveLink is a service integrated in the SAP Web Application server for integrating external
storage systems.
Storing documents according to their content guarantees long-term easy access to the documents.
You can directly display the stored document(s) that are associated with the processed object. You
can also use characteristics to search for documents. This replaces time consuming processes such as
making copies of originals, searching for procedure-related information, and so on.
To use ArchiveLink, you need to have installed a storage system. The document to be stored must
already be in, or be converted to, electronic format. It does not matter how the document is
physically stored in the storage system.
To use this function, you have to install the storage system and configure the SAP ArchiveLink
interface. Make the necessary settings in Customizing under:
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The system used predefined document types to archive documents. There is a single document type
for each correspondence application. It is not necessary to make any changes to standard
Customizing settings.
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AC295
12-13
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C S C
You can specify that the documents you create are stored using the SAP ArchiveLink interface.
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Description
Contract 100001364
Text
Rent Review
General Corresp.
Portable Document Format
Portable Document Format
Master data sheet
Portable Document Format
Contract form
Portable Document Format
Portable Document Format
Created on
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06/30/2001
09/18/2001
12/21/2001
12/31/2002
03/27/2002
05/04/2002
Andrea Lindsay
Attorney at Law, & Partners
135 High Street
Parkway Estate
Frankfurt
U.S.A.
06/30/2001
Subject: Rent Review
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Explain the different methods for managing correspondence in
Flexible Real Estate Management
Describe the functions and give relevant examples in the
application
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Process the correspondence for your recently performed service charge settlement.
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can be specified during settlement. The measurement amounts determined in this way will be used as
the basis for the entire settlement period as the measurement basis for the calculation of the
settlement result.
The prerequisite for using the tenant service charge settlement is posting the advance payment as
revenue.
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For settlement according to "tenant service charge settlement", you have the option of entering a key
date for determining the settlement recipient. If you do not have an occupancy contract by this key
date, the settlement result is posted as a vacancy.
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This regulation was made to force property ownerd to create a financial reserve to finance proper
maintenance and useful improvements to the building.
The settlement table contains the structure of the rental fee settlement. It is possible to create several
settlement tables for simulations. Settlement is executed for one year.
Rental fee settlement can be produced for an individual business entity, a building, or several
buildings of a business entity.
The basis for the valuations in rental fee settlement are the values updated in Controlling. It is also
possible to enter correction documents for individual items within the settlement.
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13-7
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Rental fee settlement compares the income and the expenses of the previous calendar year of a rental
object according to 20 of the Austrian Rent Law [Mietrechtsgesetz "MRG"]. This is a report that
not only displays the real income and expenses of the landlord (or part of them), but also shows
fictitious income and expense items.
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Stable value guarantee basis:
500.00 EUR
1,250.00 EUR
CPI 2000 = 102.6 (5% threshold)
The result is a difference of 750.00 EUR. One 15th of this difference is 50.00 EUR.
First year of the increase:
Second year of the increase:
AC295
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The one fifteenth adjustment is a step by step acceleration of the rental fee to the appropriate rental
fee within 15 years as of January 1st following the sale. This acceleration is subject to a stable value
guarantee through an index.
It can be used as a stable value guarantee for commercial space rents in accordance with the
requirements of tenancy law if an immediate rent increase is not permitted but must be distributed
over a 15-year period instead.
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calculation basis is implemented using BAdI for rent adjustment
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The following are illustrated:
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Objects that have a mandate of the condominium owners association are created in a mandate
company code using the definition of the mandate.
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copying template for activating the mandate.
If mandates relating to the special ownership of various owners exist, the corresponding objects are
displayed in A (special ownership) company code.
All identical objects (in the various company codes) are linked.
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Object that the managing firm owns are displayed there and also leased out.
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House-money contracts are displayed in the mandate company code with the respective owners.
Management contracts are displayed as vendor contracts in the mandate company code.
Lease-outs of an object are displayed in the management company code.
Lease-outs for condominiums are displayed in the condominium company code.
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The infrastructure is structured and expanses are recorded in the mandate company code. Owner
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Budgets are planned on the settlement unit level.
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The start reading is entered with a posting in the pool. Purchases are posted normally.
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External heating expense settlement according to Swiss law adopts meter readings for individual
settlement units so that they can be used to make the settlement.
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Absolute factors
According to Federal Court Decision 108 II 137 E. 1a, the market rent (in accordance with locality)
is always qualified as an absolute method of rental fee determination not subject to a returns
assessment. Even consideration of a rent adjustment for achieving cost-covering gross returns is
deemed an absolute method. But the absolute method is used for revenue auditing according to art.
269 OR (net return) without restrictions.
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Relative factors
A change in rental fees due to a change in mortgage loan rates is calculated based on the legal
change rate of the difference between the mortgage loan rate status based on the current rental fee
and the mortgage loan rate status that should be applicable. The mortgage loan rate equals the
mortgage loan rate status of the cantonal bank of the canton where the business entity is located.
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Under Swiss law, you can adjust net rent conditions with rent adjustment due to the following changes:
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In 90% of the case, the landlord invoices his rent with PFR. This permits him to enter incoming
payments and settle open items automatically in a second phase.
The landlord provides the PFR on paper. Read device for interpreting PFRs and filling the table.
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With the help of quarter days, it is possible to divide a yearly rent into equal partial amounts that
must be paid for periods of different lengths.
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