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SAP Real Estate Management in mySAP ERP 2005

2006/Q2

Material number 50078792

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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.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are
trademarks or registered trademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide
Web Consortium, Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology
invented and implemented by Netscape.

MaxDB is a trademark of MySQL AB, Sweden.

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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.

C S C

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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The information in this document is proprietary to SAP. No part of this document may be
reproduced, copied, or transmitted in any form or for any purpose without the express prior written
permission of SAP AG.

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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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To activate Financials Extension:

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0DNH%DVLF6HWWLQJVLQ&&

To activate Flexible Real Estate Management in Constrolling Area:

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To be able to work with Flexible Real Estate Management, you first need to adjust the following
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Edit the worklist

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Resubmission

Resubmission Rule

Resub. Reason

One-time occurrence on 08/01/03

As of date 08/02/2003 every 10 months

One-time occurrence on 05/19/03

Status Date

ID

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The dates are set automatically in the SAP Appointment Calendar.

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The object is the highest level of a locality in this example. You can however use another
architectural object as required (for example, land or building) for this. You make the necessary
settings for this in Customizing.

In Customizing, you must specify how the identification of the respective architectural object should
be derived. Here, you can define which objects of the hierarchy are incorporated into the
identification and which separators should separate the objects.
Example:

o n l y

Architectural Object = Room  in Campus :'), Building , Wing &, Floor 
Identification :')B&

The identification of the object is unique within the architecture.

This example shows several ways of structuring a hierarchy. Before you can set up a hierarchy that
reflects how your objects are related, you first have to specify your object types in Customizing and
then the permitted hierarchies.

You can define several hierarchies.

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Create the required architectural objects

Permit object hierarchies: For example, floors may only be created for buildings, and not for land
You have to specify at least RQH architectural object type as the highest level of the hierarchy,
however, it is possible to have more than one. This allows you to define several hierarchies.

Three architectural object types have to be linked in Customizing to the three highest master data
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.

Measurement types can be permitted as characteristics for each architectural object type.

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To be able to use the architectural view, you have to make the following settings in Customizing:

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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.

There are three types of rental objects:

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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Office
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A flexible, rentable space,

that has to be
extracted from a previously
defined pooled space.

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a whole, like the rental units
in RE Classic.

F o r

o n l y

Space from which

partial spaces (rental
spaces) are extracted for
leasing. It cannot be
rented as a whole.
It cannot be created to
include many buildings
or lands.

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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:

o n l y

y A pooled spaced cannot be leased out as a single object.

y You cannot create a pooled space that contains space in more than one building or land. For
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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In )OH[LEOH5HDO(VWDWH0DQDJHPHQW there are three types of rental objects:

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In rental object processing, you choose among the three rental object types shown above.

You extract rental spaces from a previously defined pooled space. This can be done either before
creating the contract or while creating the contract.

C S C

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F o r

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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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It determines the screen layout/field status.

It determines the permitted and selectable condition types.

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.

o n l y

F o r

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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Fixtures/fittings characteristics are structured in a hierarchy.

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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You can link a usage object to an

already existing architectural object.

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Key:
CoCd = Company code
BU = Building
PR = Property
PS = Pooled space

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BE = Business entity
RS = Rental space
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.

F o r

o n l y

You can create corresponding usage objects while processing architectural objects.

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Using the RE Navigator, you can

create corresponding usage objects
for an architectural object.

F o r

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Architecture

New Rental Sp.

Measurement

Room 01

02

12 m2

Room 02

02

17 m2

Room 03

02

16 m2

Room 04

02

15 m2

Room 06



Room 07

21 m2

Room 08

17 m2

Room 09

16 m2

Room 10

17 m2

Room 05

19 m2
02

18 m2

F o r

o n l y

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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.

C S C

o n l y

F o r

i n t e r n a l

Occupancy planning allows you to generate rental spaces from the objects in the architectural view.

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Measurements

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from 01/01/2000
01/01/2000
-12/31/2003 [current]
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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

MeasTp Med.Name Meas. Type

Def.Unit

Type

Unit

1,000.00

M2

0.00
0.00

1,000.00
1,000.00

M2
M2

200

PC

14

MeasFrom

MeasTo Outside Total

01/01/2000
01/01/2000
01/01/2000 12/31/03
01/01/2000

Total Measurement A001

(Total Area)
!"

Total of weighted addends

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[Floor area]
[Resid. space]

[Second. space]

[Retail space]
[Office space]
[Park space]

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i n t e r n a l

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

You can set an indicator in Customizing for area measurement types. This indicator then allows you
to run reports specifically on areas, and check the unit of measure.

You can define the PHDVXUHPHQWW\SHV you require in Customizing. For processes such as VHUYLFH
FKDUJHVHWWOHPHQW and RSWLRQUDWHGHWHUPLQDWLRQ, we recommend that you group special
PHDVXUHPHQWW\SHV together into WRWDOPHDVXUHPHQWV.

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C S C

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).

b y

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SAP AG 2006

i n t e r n a l


  


    
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F o r

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Basic area Room Capacity in Pers.

M2
Residential space
M2
Secondary space
M2
Retail space
M2
Office space
M2
Parking lot
M2
Room capacity in persons
PC
No. of parking spaces
PC
No. of pkg garage spaces
PC
Converted space
M3
Share of garden
%
No. of rooms
PC
Planted area
M2

Avail.Amt

0.00

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Business Entity

Participation
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Buildings

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RO

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RO

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(RU, PS, RS)

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y Architectural objects (all hierarchy levels)

y Usage objects (business entity, land, building, rental object)

y Contracts (as contract-specific measurements, for example number of persons)

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Measurements are used in the following Real Estate objects:

b y

y Settlement unit (for service charge settlement)

Measurements of rental objects are used:

y As a basis for calculating and distributing condition amounts and

y In the VHUYLFHFKDUJHVHWWOHPHQW and RSWLRQUDWHGHWHUPLQDWLRQ processes to determine the result of

the apportionment or the option rate. The measurement type that is used for these calculations
depends on the specifications in the settlement unit or option rate method.

* Option rate determination is a country-specific development and is not applicable to all countries.

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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.

The vacancy reason affects the possibility of further rental.

o n l y

F o r

i n t e r n a l

C S C

In the course of time, there can be a variety of reasons for vacancy for each rental object.

b y

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Rental

New rental

F o r

Create new
object

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Real estate objects can be grouped together in sets

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.

Sets can be used in

o n l y

y RE Navigator

y Processes such as periodic posting

y Execution of CO apportionment, CO distribution, and indirect cost allocation

y Calling reports

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Garage
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Measurements are in defined customer-specific in Customizing.

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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You can maintain individual condition types in Customizing.

Condition types must then be assigned to condition groups, which are in turn permitted for the
respective usage type. Thus, you can specify permitted condition types for each usage type.

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The condition purpose defines how and if a condition is taken into account during periodic posting.
For example:
Contract:

Condition = Basic rent - Condition purpose = Actual rent (posted)

Rental object:

Condition = Basic rent - Condition purpose = Vacancy rent (statististical)

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In processing for a rental object or contract, you can choose among different external condition
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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Usage view

Locality

As required

AR##

Business entity 1000/1##

Building

Administration building

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Building 1000/1##/1

Floor

Ground floor

AR##/AB/GFL

Room

Room01 - GFL

AR##/AB/GFL-01

Pooled space 1000/1##/1

Room

Room02 - GFL

AR##/AB/GFL-02

Pooled space 1000/1##/1

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1. First floor

AR##/AB/FFL

Room

Room01 - FFL

AR##/AB/FFL-01

Pooled space 1000/1##/2

Property

As required

AR##/PR01

Property 1000/1##/1

Pkg. spaces

Pkg. spaces

AR##/PARK

Pooled space 1000/1##/3

Building

Residential building

AR##/RB

Building 1000/1##/2

Apartment

Janitors apartment

AR##/RB/01

Rental unit 1000/1##/4

Apartment

Apartment

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Rental unit 1000/1##/5

Rental space 1000/1##/6

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Business Partner - Contact

Person

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Search number:

Applicant

Business partner number:

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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Periodic posting 01 previous

year

ID:

Installment agreement

Document number:

One-time posting

Document number:

Periodic posting 02 previous

year

ID:

Manual incoming payment

Document number:

Periodic posting - vacancy

ID:

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Index adjustment

ID:

Adjustment rep. list of rents

ID:

Adjustment measure

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Adjustment with measure

ID:

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Pooled space GFL = total meter GFL
Rental space>1< = office01 - GFL
Rental space >1< = office02 - GFL

:
:
:

Measuring points

Pooled space FFL = total meter FFL

Rental space>1< = office01 - FFL
Rental space >1< = office02 - FFL

:
:
:

Entry list

Number:

One-time postings

Document number (1000/1##/1200/WATER):

Document number (1000/1##/1600(TRASH):
Document number (1000/1##/2301/MSU) :

Settlement

ID:

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Pooled space retail

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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Internal activity allocation

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Malfunction report

Number:

Maintenance order

Number:

Asset master record:

Number:

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AC295

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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

i n t e r n a l

C S C

Your organization leases in a locality, and your organizations

headquarters are located there.

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The second building is a small residential building with two

apartments.

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The locality consists of expansive open space and two buildings.

The first building is a two-story administration building
comprising an office area and two stores.

Parking lots are located on the property.

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Create the architectural hierarchy

1-1

Create a ORFDOLW\ (Object type 01AR). Assign number $5 and code $5
for the locality.

Enter a QDPH for your locality and assign an DGGUHVVto your locality.

Assign QXPEHUUDQJH  to ]]] for the subordinate type EXLOGLQJ.

Save your object.

1-2



Create a EXLOGLQJ (REMHFWW\SH%8) for your locality.

Assign number  and code $% for the building.

Assign the $5 locality you have already created to your building as a
superordinate object.

Enter DGPLQLVWUDWLRQEXLOGLQJas the QDPH of your building.

Save your object.

SAP AG

AC295

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Start the RE Navigator.

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Explain the most important uses of both views

1-3



Create a IORRU (REMHFWW\SH)/) for your building.

Assign number  and code *)/ for the floor.

Assign the building you have already created to your floor as a higher-level
object and change the separator to -.

Enter JURXQGIORRU as the QDPH of your floor.

Save your object.

1-4



Create a URRP (REMHFWW\SH52) for your floor.

Assign number and code  for the room.

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.

C S C

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Use the FRS\IXQFWLRQto create another URRPfor your floor. Use your
architectural object with the code $5$%*)/ as a template and copy
all data.
Assign number  and code for the room.

Change the QDPH to 5RRP*)/.

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1-6

Change the QDPH of your floor to ILUVWIORRU.

Save your object.

1-7




Use the FRS\IXQFWLRQto create a URRPfor your ILUVWIORRU. Use your

architectural object with the code $5$%*)/ as a template and copy
all data except the higher-level object.

Assign number and code  for the room.

Assign the ILUVWIORRU$5$%))/ you have already created to your room

as a higher-level object.
Change the QDPH to 5RRP))/.

Change the measurements 2IILFHVSDFH$of your room toP .

Save your object and immediately update the measurements for the
superordinate objects.

SAP AG

AC295

2-36

o n l y

F o r

Assign number  and code ))/ for the floor.

C S C

Use the FRS\IXQFWLRQto create another IORRUfor your building. Use your
architectural object with the code $5$%*)/ as a template and copy all
data.

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Save your object and immediately update the measurements for the higherlevel objects.

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Change the measurements 2IILFHVSDFH$of your room toP .

i n t e r n a l

1-5

F o r

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Assign the following measurements

to your room:
Q
2IILFHVSDFH$P

1-8



Create a ODQG(REMHFWW\SH35) for your locality.

Assign number P5 and code 35for the land.

Assign the locality $5 you have already created to your land as a higherlevel object.
Enter a QDPH for the land.
Save your object.

1-9


Create a SDUNLQJORW(REMHFWW\SH3/) for your locality.

Assign number  and code 3$5. for the parking lot.

Assign the land $535 to your parking lot as a superordinate object.

Enter SDUNLQJORWas the QDPH.

Assign your parking lot the following measurements:

1XPEHURISDUNLQJVSDFHV0VSDFHV

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Change the QDPH to 5HVLGHQWLDOEXLOGLQJ.

Save your object.

Assign number  and code for the apartment.

Assign the residential building $55% to your apartment as a higher-level

object.

Enter MDQLWRUVDSDUWPHQWas the QDPH.

C S C

Assign the following measurement

Q to your apartment:
5HVLGHQWLDOVSDFH$P

F o r

Create a second apartment for your UHVLGHQWLDOEXLOGLQJusing the copy

function. Use your architectural object with the code $55%as a
template and copy all data.

Assign QXPEHU  and FRGH for the apartment.

Change the name of the apartment to DSDUWPHQW.
Change the measurements to:
5HVLGHQWLDOVSDFH$P

Save your object and immediately update the measurements for the higherlevel objects.

SAP AG

AC295

2-37

o n l y

Save your object and immediately update the measurements for the higherlevel objects.

1-12

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Create an DSDUWPHQW (REMHFWW\SH 05AP) for your building.

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Assign number  and code 5% for the building.


1-11

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Use the FRS\IXQFWLRQto create another EXLOGLQJfor your locality. Use your
architectural object with the code $5 as a template and copy all data.

i n t e r n a l

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1-10

F o r

Save your object and immediately update the measurements for the higherlevel objects.

Create usage objects from the architectural view

2-1

Create %XVLQHVVHQWLW\for the architectural object/RFDOLW\($5).

Create the business entity and all subordinate usage objects in FRPSDQ\
FRGH .

Check the QDPH of the business entity.

Assign the WHQDQF\ODZ *HUPDQWHQDQF\ODZ and the UHSUHVHQWDWLYHOLVWRI

UHQWV0UHSUHVHQWDWLYHOLVWRIUHQWV.


In the posting parameters, define business area 5HDO(VWDWH, profit

center5();5HDO(VWDWHand functional area 

Save your object.

2-2

From the existing architectural object ($GPLQLVWUDWLRQ%XLOGLQJ

($5$%), create a building in the usage view and assign this building to
your business entity (1000/1##).

Save your object.

From the existing architectural object /DQG($535), create a property

in the usage view and assign this property to your business entity.

Save your object.

2-4

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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2-3

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Change the QDPHto UHVLGHQWLDOEXLOGLQJ.

Enter the value JRRGORFDWLRQ as the ORFDWLRQFODVV.

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Central station



Kilometers

Hospital



Kilometers

Link this building with the complete architectural object UHVLGHQWLDO

EXLOGLQJ$55%.

Save your object.

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Define the following infrastructure characteristics:

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Enter  for the FRQVWUXFWLRQ\HDU.

2-38

Create rental objects in the usage view.

3-1

Create a SRROHGVSDFH with usage type RIILFH.

Assign the pooled space to your EXVLQHVVHQWLW\ and to the

DGPLQLVWUDWLRQEXLOGLQJ inside it.

Enter JURXQGIORRURIILFH as the QDPH.



Enter January 1 of the previous year for the fields first posting and
cashflow from.
Define profit center5(2IILFHin 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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Office basic rent

(11)

Vacancy rent (G)

Commercial
space (H)



Operating costs
advance pmnt
revenue (40)

Market rent (E)

Commercial
space (H)



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Finally, assign the following condition types to your pooled space:

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Link the pooled space with the architectural object 5RRP))/

$5$%))/on the first floor of the administration building using
Complete Assignment.

Change the QDPH to ILUVWIORRURIILFH.

F o r

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Save your pooled space.

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Create a second SRROHGVSDFH using the copy function. Use the pooled space
1000/1##/1 that was created in the previous step as a template. Copy all
data.

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3-2

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Save your pooled space.

AC295

2-39

3-3

Create another SRROHGVSDFH with usage type 3DUNLQJORWV.

Assign the pooled space to your EXVLQHVVHQWLW\ and to the ODQG

 inside it.

Enter SDUNLQJORWV as the QDPH.



Enter January 1 of the previous year for the fields first posting and
cashflow from .
Define profit center5(*DUDJHFRPPHUFLDOXVHin the
organizational assignment in the posting parameters.
Link the pooled space to the architectural object SDUNLQJORW
$53$5. using complete assignment.
Assign the following condition type to your pooled space:
&RQGLWLRQ7\SH

&RQGLWLRQ
SXUSRVH

8QLW3ULFH

Parking lots
(C)



F o r

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Parking space rent (15) Vacancy rent

)RUPXOD

Save your pooled space.

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Create another rental unit with DSDUWPHQW as the usage type.

i n t e r n a l

3-4

Assign the rental unit to your EXVLQHVVHQWLW\ and to the

UHVLGHQWLDOEXLOGLQJ inside it.

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Enter MDQLWRUVDSDUWPHQW as the QDPH.

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Enter January 1 of the previous year for the fields first posting and
cashflow from .

Link the rental unit with the architectural object MDQLWRUVDSDUWPHQW

$55% using complete assignment.

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SXUSRVH

)RUPXOD

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Basic rent (10)

Vacancy
rent (G)

Fixed amount
(A)



&RQGLWLRQ7\SH

&RQGLWLRQ
SXUSRVH

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3ULFH

Operating costs
advance pmnt (20)

Market rent
(E)

Fixed amount
(A)



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Assign the following condition types to your rental unit:

Save your rental unit.

SAP AG

AC295

C S C

Define profit center5($SDUWPHQWVSULYILQ SXEOVXSSWGin

the organizational assignment in the posting parameters.

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Assign fixtures and fittings characteristics along with references to the

representative list of rents.

2-40

3-5

Create a second UHQWDOXQLW using the copy function. Use the janitors
apartment that you created in exercise 3-4 as a template and copy all data.

Change the QDPH to DSDUWPHQW.

Assign fixtures and fittings characteristics along with references to the

representative list of rents.
&RQGLWLRQ7\SH

&RQGLWLRQ
SXUSRVH

)RUPXOD

8QLW
3ULFH

Basic rent (10)

Vacancy
rent

Fixed amount
(A)



&RQGLWLRQ7\SH

&RQGLWLRQ
SXUSRVH

)RUPXOD

8QLW
3ULFH

Operating costs
advance pmnt (20)

Market rent

Fixed amount
(A)



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Change the conditions values to the following:

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Save your rental unit.

i n t e r n a l

Link the rental unit with the architectural object DSDUWPHQW$55%
using complete assignment.

C S C

F o r

o n l y

SAP AG

AC295

2-41

Extract rental spaces using occupancy planning

4-1

Start the transaction 3ODQ2FFXSDQF\5HODWHGWR$UFKLWHFWXUDO9LHZ.

Select your data with the identifier $5 (to select all the data you
created).
Call measurement type $2IILFHVSDFH starting from -DQXDU\RIWKH
SUHYLRXV\HDU

Create a QHZUHQWDOVSDFH with the number by changing the planning as

follows:

Copy 5RRP*)/ (AR##/AB/GFL-01) with all 400 m2 and 5RRP

*)/ (AR##/AB/GFL-02) with 250 m2.
NOTE - Plan occupancy so that onlyRQH new rental space is created.
Transfer plan data to actual.
Confirm the warning message that appears.

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AC295

2-42

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Create architectural object

To start the RE Navigator, choose the following in the 6$30HQX:

$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo0DVWHU'DWDo5(
1DYLJDWRU5(

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Create a locality

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Arch. Object Type

01AR

Arch. Object No.

AR##

AOID Code

AR##

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REMHFWW\SH%8%XLOGLQJ
6DYHE\SUHVVLQJ&WUO6RUVHOHFWLQJ 6DYH

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&RQWLQXH&RQILUPDJDLQE\VHOHFWLQJ &RQWLQXH

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Create usage objects from the architectural view

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Create a business entity

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9DOXHV


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Land



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Company Code

9DOXHV


Business Entity



Building



Name of RO

Janitors apartment

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01/01. of last year

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New contact person for the tenant:

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Create personal contact

Process BE: Create RE

specialist

Process lease-out:
Create tenant

Process BP

Process Business Entity

Partner tab

Process Contract
Partners tab

Button:

Button:

Choose General
Business Partner

Choose Administrator

Choose Landlord with

Vendor Account

Form of address, first

name, last name,
language,
postal code, country

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address data, country
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Name,
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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
management. Once a BP has been created, you can assign it in the same role or a different one to
other objects (real estate contract, master data).

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These categories are predefined in the system. It is not possible to add further business partner
categories.

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organization or group.

Before you can create a business partner, you have to choose the business partner category.

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The business partner categories are: natural person, organization, and group.

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You can rename the standard business partner roles delivered by SAP.

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You can assign additional existing roles to RE-FX:

TR0600 Master tenant with customer contract

TR0601 Tenant (without customer contract)

TR0602 Landlord with vendor account

TR0603 Partner with customer account

TR0604 Partner with vendor account

TR0610 Tenant of external comparative apartment

TR0622 Subsidizer

TR0624 Subsidizer with customer contract

TR06356 Bank holding deposit

TR0800 Owner

TR0801 RE Agent

TR0802 Notary Public

TR0803 Property Developer

TR0806 Manager

TR0807 Technology

TR0808 Janitor

TR0809 Architect

TR0810 Land Registry

TR0815 Expert Opinion

TR0820 Survey Office

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A customer/vendor is automatically created if the relevant settings in RE-FX Customizing

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In the case of a customer or vendor, you can automatically generate a customer or vendor in
Accounts Receivable or Accounts Payable.

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After completing these exercises, you will be able to explain:

Business Partner Roles
Business Partner Relationships
You define an organization and a natural person as business
partners and define their relationship.

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You assign the organization to Master Data in Flexible Real

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Save this partner, too.

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3HUVRQDQGFKRRVH &UHDWHWRFUHDWHWKHSDUWQHULQWKHUROH\RXFKRVH

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,QWKHXSSHUVFUHHQDUHDFKRRVHWKH5HODWLRQVKLSVEXWWRQ
,QWKH5HODWLRQVKLSWR%3ILHOGDVVLJQWKHMDQLWRURUJDQL]DWLRQWKDW\RXFUHDWHG
HDUOLHUDQGSUHVV(17(5
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6DYHWKLVSDUWQHUE\SUHVVLQJ&WUO6RUE\FKRRVLQJ 6DYH


SAP AG

AC295

3-21

o n l y

&KRRVH

u s e

In the SAP Menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

0DVWHU'DWD%XVLQHVV3DUWQHU0DVWHU'DWD(GLW%XVLQHVV3DUWQHU%3

i n t e r n a l

C S C

%XVLQHVV3DUWQHU0DVWHU'DWD

Link the business partner to the object.

To start the 5(1DYLJDWRU,in the SAP Menu choose:

$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW0DVWHU'DWD5(
1DYLJDWRU5(
In the 1DYLJDWLRQ$UHD of the 5(1DYLJDWRU, change the display to 0\2EMHFWV and
'LVSOD\
choose
Expand the %XLOGLQJVentry by choosing the
double-click 

icon on the left of the entry and

In the upper screen area, go to the 3DUWQHUV tab page and choose
%HWZHHQ'LVSOD\!&KDQJH
Choose

$VVLJQ1HZ3DUWQHU and select -DQLWRU.

Enter your janitors information and confirm with

&KDQJHV

&RQWLQXH

o n l y

Close the lower message area by choosing

F o r

Double-click your janitor and save your building by choosing &WUO6 or by

choosing
6DYH
&ORVH0HVVDJHV

b y

i n t e r n a l

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C S C

i n t e r n a l

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SAP AG

AC295

3-22

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&RQWHQWV

z 5(1DYLJDWRU

z 5HDO(VWDWH6HDUFK
z /HDVH,Q3URFHVV

z ,QWHUQDODQG([WHUQDO/HDVH2XW3URFHVVHV
z 6HFXULW\'HSRVLW$JUHHPHQWV
z &RQWUDFW7\SHV

z 2EMHFW$VVLJQPHQW

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z 7HUPVDQG&RQGLWLRQV
z 5HVXEPLVVLRQ

z 1RWLFH5XOHVDQG5HQHZDO5XOHV

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i n t e r n a l

C S C

&RQWUDFW0DQDJHPHQW

C S C

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o n l y

SAP AG

AC295

4-1

&RQWUDFW 0DQDJHPHQW8QLW2EMHFWLYHV

$IWHUFRPSOHWLQJWKLVXQLW\RXZLOOEHDEOHWR

z 'HVFULEHWKHSURFHVVRIUHDOHVWDWHVHDUFK

z /LVWDQGH[SODLQWKHLQGLYLGXDOVWHSVRIFRQWUDFW
PDQDJHPHQW
z $VVLJQUHQWDOVSDFHWRDFRQWUDFWDQGPDLQWDLQ
UHOHYDQWGDWD

z ([SODLQWKHUHODWLRQVKLSVDPRQJFRQGLWLRQW\SHV
FRQGLWLRQJURXSVFRQWUDFWW\SHVDQGXVDJHW\SHV

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o n l y

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SAP AG 2006

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F o r

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SAP AG

AC295

4-2

2YHUYLHZ'LDJUDP
&RXUVH2YHUYLHZ

0DVWHU'DWD

%XVLQHVV3DUWQHU

&RQWUDFW0DQDJHPHQW
$FFRXQWLQJ
$GMXVWPHQWRI&RQGLWLRQV

6HUYLFH&KDUJH6HWWOHPHQW

6DOHV%DVHG&RQWUDFWVDQG6HWWOHPHQW

&RQWUROOLQJLQWKH5();(QYLURQPHQW

o n l y

,QSXW7D[7UHDWPHQW

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*This not part of the content of the standard course and is treated optionally.

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SAP AG 2006

i n t e r n a l

C S C

F o r

,QWHJUDWLRQZLWK2WKHU&RPSRQHQWV

C S C

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SAP AG

AC295

4-3

&RQWUDFW 0DQDJHPHQW%XVLQHVV6FHQDULR

z <RXOHDVHLQDQHQWLUHORFDOLW\IURPDQH[WHUQDO
ODQGORUG

z <RXDUHORRNLQJIRUDVXLWDEOHYDFDQWUHQWDOXQLW
IRUDUHQWDOUHTXHVW

z <RXFKDQJHWKHRIIHU\RXUFUHDWHGLQWRDOHDVHRXW
z <RXVXEOHDVHWKHEXLOGLQJVDQGSDUNLQJVSDFHV
ERWKLQWHUQDOO\DQGH[WHUQDOO\

z <RXVHFXUH\RXUFRQWUDFWVZLWKDVHFXULW\GHSRVLW
FRQWUDFW

o n l y

z 6WDUWLQJIURPGHDGOLQHPRQLWRULQJ\RXH[WHQGWKH
FRQWUDFWWHUP

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SAP AG 2006

i n t e r n a l

C S C

F o r

z <RXSHUIRUPFRQWUDFWVSHFLILFSURFHVVHVVXFKDV
JLYLQJDQRWLFH

C S C

F o r

o n l y

SAP AG

AC295

4-4

5(1DYLJDWRU
? "!@#$ ?A !-5 A  !%B
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&'!()*+, ((- .
/10*0$'23*4 !*-3-5
6 7859+:3 $; .=<.>*( $"!*+
Buildings

1000/1000/1

Information Text / Detail Screen

Object Data

Object Data
Address
Measurements
Functional Locations
Fixt. and Fittings Char.
Subordinate Objects

o n l y


 
  
 

C S C

Building 1000/1000/1
Business Entity 1000/1000
Property 1000/1000/1

Processes such as entry of notice/renewal or resubmission can also be performed in the RE

Navigator.

The display of the navigation area can be personalized so that only objects relevant to the user are
displayed.

o n l y

F o r

i n t e r n a l

C S C

The RE Navigator is a standardized transaction for processing master data, contracts, and the
infrastructure of service charge settlement.

b y

u s e

u s e

b y

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

6HUYLFHFRQWUDFW
FXVWRPHURU
YHQGRU

,QWHUQDOFRQWUDFW
&RVW &HQWHU:%6
(OHPHQW2UGHU

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

o n l y

C S C

i n t e r n a l

The attribute of the FRQWUDFWW\SH determines which processes you can display:

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

/HDVHLQ
ODQGORUGZLWKYHQGRUDFFRXQW

F o r

o n l y

&RQWUDFWXDO5HODWLRQVKLSV

5HDO(VWDWH6HDUFK3URFHVV
h d1UGKaN FZPGKTdViji;DVN
CEDGFHID'J'KLFGK;DMJDGFON PQ
[srr

Type of real estate

search
Price (from/to)
Location
Size
Fixtures and fittings
Infrastructure char.

Contract type
Objects
Partner (applicant)
Term/notice
Conditions
Resubmission

H8ntP.FOUZK

R G
D FON PQTS
R K;FVUVWOFONXWYJZD'FN;PQ
WO\ZFUZPGDW]JDZFONXPVQ
[ NXDGD_K;D.`ZKTJ'D'FONaPQ
^

o n l y

Contract type
Object assignment
(real estate search,
offer object, rental
object, and contract
offer)
Partner (tenant)
Term
Conditions...

dVJVv

kDOU'FU'K

h d1UGKNXFZPGK

PGKan \'FZK9D

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.

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

b'D'FGJDVcedgf'K

m=n Kgbn J'KS

F'\VdTNn KLDGJ
^CoD.ifZJ'D]d1p*qLDP.K

h dwU'KaN FPK
dVi9i9DN

F o r

u`

H8n P.FUZK

klNLFU.Jc
i9DN

x i9i;DVNld1p*qLDPGK

Price
Location
m2
Fixtures and fittings

[yrr

SAP AG

AC295

4-7

5HDO(VWDWH6HDUFK3DUWQHU5ROHV
5HDO HVWDWH
VHDUFK

$SSOLFDQW

&RQWUDFW
RIIHU

&RQWUDFW

$SSOLFDQW

0DLQ
&RQWUDFWXDO
3DUWQHU

o n l y

$FWLYDWH
z
,QGLYLGXDOO\
z
0DVV

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).

Set the transition of the roles in Customizing.

C S C

o n l y

F o r

i n t e r n a l

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

0DLQ
&RQWUDFWXDO
3DUWQHU

F o r

7UDQVIHU
WROHDVHRXW

$FWLYHFRQWUDFW

SAP AG

AC295

4-8

&RQWUDFW2YHUYLHZ
&RQWUDFW
&RQWUDFW

{ | } |~ 

kDON

h dTUWln Kn dlUGJ

dKn P'D.LNXDVUVD.yFOHGdVi1P'dlUGKaNXF'PZK

FGKLDFVUZFODDUGK

n J'KaNntpwfGKn d1U

dOPVfVDU'KlYFOUF'ODVDOU'K

5HDO
5HDO (VWDWH
(VWDWH
2EMHFWV
2EMHFWV

&RUUHVSRQGHQFH
&RUUHVSRQGHQFH
$&7,9$7(
$&7,9$7(

3DUWQHUV
3DUWQHUV
'DWH

3URFHVVHV
3URFHVVHV

DNan dW1n P

F'DOU'K
x

dVJ'Kan"UZ

DOU KLDyFUGFDYDOUK

r
fOUUwntU

CoD'FVHZuwJZKLFGK;D h dlU'KaNXd1H8H8ntUV

u s e

You then specify the contract term.

This contract term includes the start and end dates of the contract, along with data on giving notice
and on renewing the contract.

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.

b y

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

o n l y

C S C

F o r

When creating a contract, you first specify the contract type.

u s e

i n t e r n a l

b y

SAP AG 2006

i n t e r n a l

C S C

F o r

o n l y

6LJQDWXUH

/HDVH2XW
/HDVH2XW
&RQWUDFWW\SH

&RPSDQ\RIIHUVVHUYLFHV
&RPSDQ\RIIHUVVHUYLFHV

/HDVH2XW

6HUYLFHV2IIHUHG

2EMHFW$VVLJQPHQW 5HQWDOXQLWVUHQWDOVSDFHV

5();SDUWQHU
3DUWQHU
$FFRXQWLQJ
3HULRGLF
3RVWLQJV

$OO %(35%852

$WDQ\RQHWLPHDUHQWDOREMHFW
FDQRQO\EHDVVLJQHGWRRQH
OHDVHRXW

0XOWLSOHDVVLJQPHQWVSRVVLEOH

7HQDQW

5HFLSLHQWRIVHUYLFHV

Customer

Customer

Receivables incoming payments

Receivables incoming payments

&.!()*+, (@(- 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

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

6SHFLDO3URFHVVHV Service charge settlement,

option rates

F o r

o n l y

&RQWUDFW7\SHV&XVWRPHU&RQWUDFW

&RQWUDFW7\SHV9HQGRU&RQWUDFW
&RPSDQ\XVHV
&RPSDQ\XVHV
VHUYLFHV
VHUYLFHV

/HDVH,Q
/HDVH,Q
&RQWUDFWW\SH

/HDVH,Q

2EMHFW$VVLJQPHQW $OO %(35%852

5();SDUWQHU

3DUWQHU
$FFRXQWLQJ
3HULRGLF
3RVWLQJV

6HUYLFHVUHFHLYHG

$OO %(35%852

$WDQ\RQHWLPHDUHQWDOREMHFW
FDQRQO\EHDVVLJQHGWRRQH
OHDVHLQ

0XOWLSOHDVVLJQPHQWVSRVVLEOH

/DQGORUG

6HUYLFH3URYLGHU

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.

You must assign lease-ins the 2EMHFWVDUHOHDVHGLQ contract reference.

The contracts of these contract types can be assigned all permitted objects. You can also assign
several objects.

External service contracts have the contract reference 2WKHUUHIHUHQFH or &RQWUDFWKDVQRREMHFWV

b y

C S C

o n l y

F o r

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

o n l y

F o r

&G!@()*+, ((- I%!-59+,*.-$L #@!@I&'!@I!%Bl3-4 %/wj)*(%$j+:!$G-7G2.-. $9 *(o32595j!@(@0-**!*#!o3-5e!EI!!-5L #

$e:3*4 4#@$j5"3#%$$8>I0!@(

SAP AG

AC295

4-11

&RQWUDFW7\SHV,QWHUQDO5HQWDO
&RQWUDFW
&RQWUDFW

The following amounts will

be charged to the relevant
departments:
Cost center Amount

Marketing
1760
Human Res.
Facility Mgmt

3RVWLQJV
$VVLJQPHQW

Internal rent amounts

Dept.

3RVWLQJ3DUDPHWHUV

EUR 500

&RVW&HQWHU
3URMHFW
2UGHU

1XPEHU





7H[W

0DUNHWLQJ

)UHTXHQF\
2UJ$VVJQPW

o n l y

F o r

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

An internal contract has contract type attribute LQWHUQDOFRQWUDFW.

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

,QWHUQDOFRQWUDFWVDUHFUHDWHGIRURZQXVH<RXGRQRWHQWHUDPDLQ
FRQWUDFWXDOSDUWQHUEXWDVVLJQDQRUJDQL]DWLRQDOXQLWVXFKDVDFRVW
FHQWHU

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
...

b y

u s e

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

A security deposit contract is used to hedge an existing contract.

u s e

i n t e r n a l

C S C

o n l y

F o r

SAP AG 2006

4-13

%XVLQHVV3DUWQHULQ&RQWUDFW0DQDJHPHQW
3DUWQHU
3DUWQHU

&UHDWHQHZSDUWQHUDVVLJQH[LVWLQJ
SDUWQHU

&RQWUDFW

7KHFRQWUDFWW\SH
GHWHUPLQHVZKLFK
SDUWQHUUROHVFDQ
EHFUHDWHGSHU
FRQWUDFW

'LVSOD\SDUWQHUPDVWHUGDWD
3DUWQHU2YHUYLHZ
FVYDwSOCod1H D h FGKXD'd1NX

FGJ'KLDONwKLDUZFVUKOM.POf'JZKaIFPZP

fGJn8UZDGJ'J

FONLKUZDON

WWTN;DZJGJ
[
FONIDGKan"U

h
[s
FD

G'
G'

FVUn K dTN

FVYD.

WW1N;DZJ'J
[

WTW1NLD'JGJ

3DUWQHU'HWDLOV

o n l y

CdTH D

f'JntUDGJ'J

klCo''
FONLKaUDON

WWTNXD'JZJMk
r

O-eOj'ZZ

FONIDGKan"UZ

uEU'WCDH FGKan dTUZJQn

R KLFOUWwFVN W

WWwNXDZJGJ
D UGDN FVHWFGKLF

h dw
FwUG h dWD FGK F
h d1U.KarNad1HIWwFGKLF

CoDOH FGKan dTU'JTQn

r
FGVDOUZK F'KLF
kF.`OGiantUZFUPn FH
H DZVFOHGWOFGK;F

To process the business partner information, choose %XVLQHVV3DUWQHU0DVWHU'DWD.

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

You assign the main contractual partner on the 3DUWQHUV tab.

b y

o n l y

F o r

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

R K;FVN;K1CoDwH FGKan d1UGJwQn

IZ'

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

u s e

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
2EMHFWVDVVLJQHGWRWKHFRQWUDFW

2IILFH6SDFH

2IILFH6SDFH

x p*qLDPGKOKL DwS

r
kOD.`ZKS
X
N
1
d
f
O
U
O
f
p'DON S

r
oFOH8n W]iaNadS
oFOH8n W]KXdgS

dKn P'DdlU x pIqXDZPK

dVK n PZD_K9 DS
r
NaO
d PGDVW1fNLDTS
dVK n PZD
r
x p*qLDPGK JZ
J n lUVDOUZKS
[

R KLFOUWOFON W
R KLFOUWOFON W
x p-q;D'PGKT1N d1f
r

&RQGLWLRQV
&RQGLWLRQV

3UHVHQWDWLRQ
5RRP

x p q;D'PGKT1N d1f
r
x i9i n PZDp'F'Jwn PYNXDOU'K
fN dOJZDwSZFZPKf'FOH'N;DU'K
r
'YuEfN d
DVNgY
r
O-eOj'ZZ
8t

u s e

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

You can create object groups directly in the contract.

u s e

i n t e r n a l

b y

SAP AG 2006

i n t e r n a l

h FOH PVfH FGKantd1U]d1p-q;DPK S

h d1U'Wgn Kan dlU_K; DwS
h d1U'Wgn Kan dlU'J r
:Un K Nan PGDwS
oFOH8n W]iaNadS
oFOH8n W]KXdgS

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o n l y

x p-q;D'PGKT1N d1f
r
x p-q;D'PGKT1N d1f
di;ian PGD
r

O-eOj'ZZ
8t

7HUP
7HUP

2EMHFW
*URXS

3DUNLQJ*DUDJH
3DUNLQJVSDFHV

C S C

2EMHFWV
2EMHFWV

3RVWLQJ3DUDPHWHUV
&RQWUDFW
&RQWUDFW
Payment Terms
Pmt method
Bank
Bank account
Name

...

Rental Conditions

3RVWLQJV

KwDGKQZdWlt8
fUOUwIFON;DFOt8
FOUG8"

f'JntUD'JGJ FVN;KaUDONt8

kOF.`l

)UHTXHQF\

NXD'1fDU'PZ
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2UJ$VVLJQ
FGKLD

&RQGLWLRQ
7\SH

2IILFHEDVLFUHQW

&RQGLWLRQ
7\SH

$3RSHUDWLQJ
FRVWV

F o r

EUR 1,000
per month
AP operating costs EUR 1,500
per quarter

o n l y

Basic office rent

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

y Postings (payment method, bank details, tax rate, etc.)

y Frequency (data for the due date of the assigned conditions)

y Organizational assignment (profit center, business area)

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.

SAP AG

AC295

C S C

b y

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

f JntUD'JGJ]FON;D'F
'
N 
d ian K1PGDVUK9DN

4-17

9DULDEOH'XH'DWHV

&RQWUDFW
Rent:

'XH GDWH FRUUHFWLRQUXOH

7KLUGZRUNLQJ GD\RI
WKH PRQWK

3,000

AP oper. costs:

'XH RQ

VWGD\RI PRQWK

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.

C S C

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.

u s e

i n t e r n a l

C S C

o n l y

F o r

SAP AG 2006

SAP AG

AC295

4-18

&RQGLWLRQ7\SHV

{ | } | ~ 

&RQWUDFW

5HQWDOREMHFW
5HQWDOREMHFW .LRVN
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&RQGLWLRQV0DUNHWUHQW
&RQGLWLRQV0DUNHWUHQW
 %DVLFUHQW
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%DVLFUHQW
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 $3RSHUDWLQJFRVWV
(85
$3RSHUDWLQJFRVWV
(85
2EMHFWUHODWHG
2EMHFWUHODWHG FRQGLWLRQV
FRQGLWLRQV

Vacancy
Vacancy Rent
Rent

C S C

 %DVLFUHQW

(85

 $3RSHUDWLQJFRVWV

(85 

 3DUNLQJVSDFHV

(85 SF

&RQWUDFWUHODWHG GRFXPHQWV
(Conditions that can be maintained on
contract)

Actual
Actual Rent
Rent

Cost
Cost Rent
Rent

&RQGLWLRQ3XUSRVH
&RQGLWLRQ3XUSRVH

Condition are required for periodic postings to real estate contracts and are the basic to make
postings in Financial Accounting.

The 3HULRGLF3RVWLQJIXQFWLRQIRU5HDO(VWDWH&RQWUDFWV posts the transactions that arise from

contract conditions.

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

o n l y

y 3RVWHG The condition is considered during periodic posting.

C S C

i n t e r n a l

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

Market
Market Rent
Rent

G!%7j3@)I4 $G#.I
$j .-(: =#@$95j3#$
e6 gw

&RQGLWLRQV$FWXDOUHQW

F o r

o n l y

(conditions
(conditions that
that can
can be
be maintained
maintained on
on RO)
RO)

6 -(!@58$!7"3)*4 $
#. $j .(E7e5jG+
e!#%$$e
#$j5j3@#%$

&RQGLWLRQV
&RQWUDFW

&RQGLWLRQV

&RQGLWLRQ

h FH PfH F.Kn d1UYd1pqXDP.K

h FH PfH F.Kn d1U]DGKaQVdW

h d1UW1n K n dgU
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=Un K Nan P.D DON h dTUVW1n Kan d1UMFOd1fwUGK

r
r

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&RQGLWLRQ7\SH
&RQGLWLRQ7\SH

dJ'Kan"UZVJ

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r

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'LVWULEXWLRQ

n J'KaNantpTf'K ntdTU

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[

y Object (or object group) that the condition applies to

y Condition purpose (actual rent, market rent, cost rent, etc.)

y Validity period

C S C

i n t e r n a l

You assign the following data per condition:

b y

y Calculation formula of the condition amount and

y Distribution Formula

Data on the IUHTXHQF\ of posting and RUJDQL]DWLRQDODVVLJQPHQWV is noted on the 3RVWLQJ3DUDPHWHUV

tab page. The system automatically assigns the condition to the standard terms (Postings, Frequency,
Organizational Assignment). If you want to assign a condition to a different term (not the standard
term), you have to assign it manually.

For each condition you define calculation formulas.

For example, the condition amount can be calculated by multiplying the unit price with the values of
the measurement of the assigned object (e.g. square meter price or amount per parking space).

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

AC295

4-20

o n l y

F o r

u s e

u s e

b y

SAP AG 2006

d1N fH F

i n t e r n a l

F o r

o n l y

e.g.:
z Basic rent
z AP operating costs
z Elevator flat rate
z Rent reduction

'HSHQGHQW&RQGLWLRQV
&RQWUDFW 
&RQWUDFW $
&RQGLWLRQ



&RQGLWLRQ

$PW
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52

C S C

&RQGLWLRQ

&RQWUDFW

&RQGLWLRQ

([DPSOH:
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

o n l y

C S C

i n t e r n a l

Condition amounts can be calculated using defined rules that refer to other condition amounts.

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

&RQGLWLRQ



F o r

o n l y

5HQWDO
2EMHFW 

&RQGLWLRQ

&RQWUDFW %

'LVWULEXWLRQ

',675,%87,21)2508/$
',675,%87,21)2508/$
0HDVXUHPHQW2IILFH6SDFH
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l8; @-' tG
@-,.ZL

&RQWUDFW

l8X --G 8.@

:.X
ess-*@:,..ZX L
El'Z ==*-.t-8; ; -sww"

Rental Conditions
Basic office rent
1000 per month
AP operating costs 300 per month

60
60 + 140
2IILFH6SDFH
P

o n l y

2IILFH6SDFH
P
2IILFHUHQW 
$3RSHUDWLQJFRVWV 

C S C

'LVWULEXWLRQLVUHOHYDQWIRUFRVWVDQGUHYHQXHUHSRUWLQJ

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.

The following internal distribution rules exist:

b y

u s e

u s e

b y

SAP AG 2006

y Equal distribution

C S C

y Object

y Object measurement

o n l y

y Contract measurement

F o r

y Aggregation

y Settlement unit and

y User defined using BAdI

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.

SAP AG

i n t e r n a l

i n t e r n a l

F o r

2IILFHUHQW 
$3RSHUDWLQJFRVWV 

140
60 + 140

AC295

4-22

&RQWUDFWVLQWKH6\VWHP-XVW/LNHLQ5HDO/LIH
z &RQWUDFWVFDQLQFOXGHDVPDQ\REMHFWVDVUHTXLUHGHYHQREMHFWVLQ
GLIIHUHQWEXLOGLQJV

OwX'g''a TZ.'1'aXGOt1
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8ZTYO  ';OZL 

O VGGY' Z  Z.Zjl'

Example: Rental Process (lease-out)

/HDVH2XW

East Wing

OOZw.OEXZ."Z:VZT='LO
 ZGw_ 1_ s9 ZGT

3rd Floor

2. Floor East
3. Floor West

2nd Floor
1st Floor

At

West Wing

o n l y

2nd Floor

8t
8

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!)

b y

C S C

o n l y

F o r

i n t e r n a l

u s e

u s e

b y

Parking Garage

i n t e r n a l

Parking spaces in parking garage:

40 parking spaces
At 40/parking space
1,600
Total rent:
19,600

1st Floor

C S C

200 m
3,000

F o r

Pres. Space East

At 15/m:

3rd Floor

SAP AG 2006

15/m:

500 m
500 m
1,000 m
15,000

SAP AG

AC295

4-23

o n l y

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

F o r

Adjust the
conditions

Enter sales reports

b y

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

&RQWUDFW /LIH &\FOH

C S C

F o r

o n l y

SAP AG

AC295

4-24

5HVXEPLVVLRQ
5HVXEPLVVLRQ5XOHV
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5HSRUW

Resubmission reasons can be freely defined in Customizing and can be used as evaluation criteria.

The resubmission process can be completed using a list.

The dates are set automatically in the SAP Appointment Calendar.

Integration with MS Outlook is also possible.

C S C

o n l y

F o r

i n t e r n a l

All contracts (and all objects) can be assigned resubmission rules.

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

'GOVVOV__ZZLG
LG'
'

/
;

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t
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;'
;(9V
ZZZ
LZG.L0
9V'T'wZ
'.9Y

)
;]YZV

6WDUW'DWH
6WDUW'DWH

C S C

F o r

SAP AG

AC295

4-25

5HVXEPLVVLRQ2YHUYLHZLQ5(1DYLJDWRU
5HVXEPLVVLRQUXOHVFDQEH
FUHDWHGIRUWKHIROORZLQJREMHFW
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+
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O
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Plant Maint.

Link to Architecture

Contract Assign.

Resubmission

Parameters

ID

Resubmission Rule

Resub. Reason

One-time occurrence on 08/01/03

As of date 02.08.2003 every 10 months

One-time occurrence on 19.05.03

End Date

Check Location
Gen. Resubmission
Gen. Resubmission

&UHDWHUHVXEPLVVLRQUXOH
'HILQHSDUDPHWHUV
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

b y

o n l y

F o r

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

Completed Days Fix

Resub. reason
Gen. Resubmission

F o r

o n l y

&UHDWHDQGHGLW
UHVXEPLVVLRQGDWHV
&KDQJHGDWHSURSHUWLHV
6HWGDWHWRFRPSOHWHG
8SGDWHGDWHIORZ
&UHDWHQRWH
'LVSOD\XVHUGDWD

ID

SAP AG

AC295

4-26

&RQWUDFW 5HQHZDO
5HQHZDO
5HQHZDO5XOHV
5XOHV

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2

,QGLYLGXDO
3URFHVVLQJ

5HSRUW

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

C S C

i n t e r n a l

Renewal rules are only defined for contracts with a fixed term.

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

'DWH
'DWH
1HZ
1HZFRQWUDFW
FRQWUDFWHQGGDWH
HQGGDWH

C S C

5HQHZDO
5HQHZDO'DWD
'DWD

F o r

o n l y

o n l y

5HQHZDO5XOHVLQWKH
5HQHZDO5XOHVLQWKH
&RQWUDFW
&RQWUDFW
:LWKRXWIL[HGWHUP
:LWKRXWIL[HGWHUP

:LWKIL[HGWHUP
:LWKIL[HGWHUP

3
4H57I9H4H9J;K=6?D7A@L? 9 B 4&CF504MEI7 =MCFE/G

3/46587 9:469<;>=6?67A@:? 9 B 4&CD5(46EA7 =FCDE/G

1HZDXWRPDWLF
1HZDXWRPDWLF
UHQHZDOUXOHV
UHQHZDOUXOHV

3 N9H4H9<;P=:?D7A@L? 9DO&B 4 C65(4MEI7/=6C<E/G

3AN0964L9J;>=6?D7"@(? 96O B 4&C6504FEA7 =6CJE/G

$XWRPDWLF
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UHQHZDO

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SDUWQHU EHIRUHHIIHFWLYHGDWH

F o r

<RXFDQGHILQHERWKNLQGVRIUHQHZDOUXOHVRQ21( FRQWUDFW
IRUH[DPSOHWZR237,216DQGD5(1(:$/

b y

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

&RQWUDFW5HQHZDO5XOHV

C S C

F o r

o n l y

SAP AG

AC295

4-28

5HQHZDO3URFHVV
'HILQH5HQHZDO5XOH
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o n l y

C S C

,1a;GwVTOOG

i n t e r n a l

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

o n l y

F o r

C S C

You use this process when a renewal option is to be taken up.

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

6LPXODWH5HQHZDO
6LPXODWH5HQHZDO

F o r

:1GXZ.UE0#VWVGX

1RWLFH5XOHVIRU&RQWUDFWV
&RQWUDFW
7HUP

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5HQHZDO

7HUPDQG&RQGLWLRQV

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kml

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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.

There are period regulations and deadline regulations.

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 an internal memo for the notice.

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.

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y You can simulate notices. The next possible notice date is highlighted.

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1RWLFH5XOHVIRU2EMHFWVDQG2EMHFW*URXSV
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&RQWUDFW
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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.

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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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y No period of notice

y Standard Notice Procedure (Customizing)

y Individual Notice Procedure (defined on the contract)

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You have the following options for creating notice procedures on contracts:

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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.

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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.

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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.

Notice can only be given on active contracts.

When the notice is activated, the contract end date is displayed on the 7HUP tab.

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The most important parameters for a new contract type are the FRQWUDFWFDWHJRU\, RIIHUHUXVHU,',
and the FRQWUDFWUHIHUHQFH. Since certain default values (condition group, option rate method) depend
on the contract type, it can be useful to define different contract types for simple commercial
contracts and sales-based contracts, for example.

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Condition types must be assigned to condition groups, which are in turn then permitted for the
respective contract type. Thus, you can specify permitted condition types for each contract type.

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You can maintain individual condition types in Customizing.

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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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You create and maintain numerous, varied contracts with your

business partners:

C S C

b y

Start the RE Navigator.

1

Real Estate Search

9DOXHV

RE Search Req. - Text

user-defined

Residential Space from

70

Residential Space to

100

Base rent (excl.utilities)

800

Full rent (incl. utilities)

250

Infrastructure Char.

Central station 0,5 KM

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)LHOG1DPH

Create a new partner with the role $SSOLFDQWV75 Create this partner as a
3HUVRQ. Also create a name and an address.
Save your real estate search.

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Create a real estate search with the search type $SDUWPHQW

The searched apartment is required from February 01 of the previous year. This
means that the contract should begin on February 01 of last year.
Enter the following data:

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Lease-in for the whole locality

Lease-out with external tenants
Lease-out with the organizational units of your company

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&RQWUDFW0DQDJHPHQW

4-39

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Create a contract offer

Create an offer for the rental unit Janitors apartment starting from your rental
request. Select the contract type Residential lease-out in company code 1000.
Enter an offer name and assign German tenancy law.
Define business area 5HDO(VWDWH, profit center5(5HDO(VWDWH
2WKHUVand functional area in the organizational assignment of the
posting parameters.
Change the GXHGDWHof the conditions to the WKLUGZRUNLQJGD\RIWKHPRQWK.
To do so, change the frequency term in the posting parameters.
Save your contract offer.

1-4

Convert an offer into a contract

Change your previously created offer into a residential contract.
Call the master data of your partner and enter a search term.
Save your contract. You can ignore the appearing warning message.

In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
WHQDQF\ODZ, and enter a 1DPHfor your contract.

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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Assign EXVLQHVVHQWLW\ 1000/1## to your contract.

Define the following conditions:
&RQGLWLRQ7\SH

&DOFXODWLRQ
)RUPXOD

Basic rent (V100)

Market rent
(m)

VZ Nebenkosten
(AP service
charges)

Fixed amount
(A)

8QLW
3ULFH

'LVWULEXWLRQ)RUPXOD

24,70

Determined automatically

13.700,-

Determined automatically

Define resubmission rule %HIRUH1RWLILFDWLRQRI5HQHZDO2SWLRQwith 2 months. The

UHQHZDORSWLRQFKHFNis the reason for the resubmission.
Save your contract.

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Create a real estate contract of the type FRPPHUFLDOOHDVHLQ.

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Perform a concordance search

Based on your previously created rental request, perform a search for
corresponding offer objects. Copy your rental unit janitors apartment with the
status Applicant favors object .

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Create a partner for your contract with the role of PDVWHUWHQDQWZLWKFXVWRPHU

DFFRXQW The business partner type for the tenant should be RUJDQL]DWLRQ.
Assign a name, search term, address and communication data.

Enter a contract start date of >ODVW\HDU@ and the standard notice rule .

In your contract, enter Profit Center 5(5HDOHVWDWHREMHFWVRWKHUV

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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Change the GXHGDWHin the SRVWLQJSDUDPHWHUV of the conditions to the WKLUGZRUNLQJ

GD\RIWKHPRQWK.
Copy all default conditions from the assigned rental objects.

Save your contract. You can ignore the appearing warning message.
4

Create another real estate contract of the type FRPPHUFLDOOHDVHRXW

In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
WHQDQF\ODZ, and enter a 1DPHfor your contract.

u s e

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b y

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Define a periodically recurring resubmission rule with resubmission reason &KHFN
/RFDWLRQ. Select any start date and any interval.

Create a partner for your contract with the role of PDVWHUWHQDQWZLWKFXVWRPHU

DFFRXQW. The business partner type for the tenant should be RUJDQL]DWLRQ.

b y

Assign a name, search term, address and communication data.

Create an object group with the name (QWLUHRIILFHVSDFH.

Also extract SDUNLQJVSDFHV(enter the name SDUNLQJVSDFHVfor this new rental

area) from the pooled space for parking spaces.

Enter 0SHUVRQV with the value as the contract measurement for the rental
area with 550m2.

Enter 03HUVRQV with the value as the contract measurement for the rental
area with 200m2.

Enter profit center 5(5HDOHVWDWHREMHFWVRWKHUV.

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
JURXQGIORRURIILFHenter
the name 2IILFH*)/for the new rental space) and

P office space from the pooled space )LUVWIORRURIILFH (enter the name 2IILFH
))/for the new rental space).

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Enter a contract start date of >ODVW\HDU@ and the standard notice rule .

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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.

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Create a real estate contract of the type FRPPHUFLDOOHDVHRXW.

Assign the following conditions for your office space:

8QLW
3ULFH

'LVWULEXWLRQ)RUPXOD

Office basic rent

(11)

Com. space (m2)

23,50

Determined automatically

View the distribution formula that was determined automatically.

Save your contract.
5

Create another real estate contract of the type LQWHUQDOOHDVHRXW.

In the &RPSDQ\&RGHfield, enter , then specify a 1DPH for your contract.

Define >ODVW\HDU@ as the contract start date.

Extract 7P RIILFHVSDFH from the pooled space ILUVWIORRURIILFHenter the name
2IILFH))/for the new rental space) and also SDUNLQJVSDFHV (enter the name
SDUNLQJVSDFHV) from the pooled space for parking spaces.

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Enter 03HUVRQV with the value as the contract measurement for the rental
area with 750m2.

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On the 3RVWLQJ3DUDPHWHUV tab page, for 2UJDQL]DWLRQDO$VVLJQPHQWassign profit

center 5(5HDOHVWDWHREMHFWVRWKHUV

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Enter  as the cost center that is leasing in.

&DOFXODWLRQ
)RUPXOD

8QLW
3ULFH

'LVWULEXWLRQ)RUPXOD

Flat-rate
operating costs (30)

Com. space
(m2)

4,80

Determined automatically

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Copy the default conditions for basic rent and parking space rental. Assign the
following conditions for your office space:

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Save your contract.

Activate your contracts in the automatically generated worklist in the RE Navigator,
by selecting them and setting their status to active.

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
it.
Start the RE Navigator. Change the automatic filter to $OO'DWHV.
Select the object ID of your lease-in with 5HVXEPLVVLRQ5HDVRQ 1DPH &KHFN
5HQHZDORSWLRQ.
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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To start the 5(1DYLJDWRU, in the 6$30HQX choose:

$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo0DVWHU'DWDo5(1DYLJDWRU5(
1

Real Estate Search

b y

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RE Search Req. - Text

user-defined

Residential Space from

70

Residential Space to

100

Base rent (excl.utilities)

800

Full rent (incl. utilities)

250

Infrastructure Char.

Central station 0,5 KM

(,QVHUW5RZ.

Go to the 3DUWQHU tab page, choose

($VVLJQ1HZ3DUWQHU) and select the
suggested role category $SSOLFDQWV. Assign a first and last name and address data.
Search for a suitable partner with
&RQWLQXH. Create a new partner by clicking
the 3HUVRQbutton. Return to the RE search request by selecting
%DFN.
6DYH\RXU5(VHDUFKUHTXHVWE\SUHVVLQJ&WUO6RUFKRRVLQJ 6DYH


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Go to the ,QIUDVWUXFWXUHFKDUDFWHULVWLF7H[W column and select &HQWUDO6WDWLRQ. In

the 'LVWDQFHcolumn, assign the entry 0,5.

C S C

Go to the tab page 2EMHFW/RFDWLRQand select

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)LHOG1DPH

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In the navigation area of the RE Navigator, change the display to 0\2EMHFWVand

choose
'LVSOD\
Select the 5(6HDUFK5HTXHVWV entry, right-click and choose &UHDWH.
Chose the entry  (Apartment cust) as 5(6HDUFK5HT7\SH and confirm your
entry with &RQWLQXH
Enter the following data:

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&RQWUDFW0DQDJHPHQW

1-2

Expand the 5(6HDUFK5HTXHVWVentry by selecting the button on the left of the

entry and double-click your RE search request.
()LQG2IIHUHG2EMHFWV).
Go to the )LQGtab page and choose
Select your janitor s apartment on the left side and select
Confirm your selection with &RQWLQXH
1-3

($GGWR)DYRULWHV).

Create a contract offer

Expand the 5(6HDUFK5HTXHVWVentry by selecting the button on the left of the

entry and double-click your RE search request.
Go to the )LQG tab page and select the entry of the favored offer object. Select
&UHDWH2IIHU, to create an offer for this object.

o n l y

In the Contract Offer Name field, enter DQ\QDPH In the &RPSDQ\&RGHfield, enter
. In the 7HQDQF\/DZfield, select *HUPDQWHQDQF\ODZ.

Convert an offer into a contract

u s e

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Select the )UHTXHQF\ entry in the upper screen area and in the 'XH'DWH (+/-) field,
enter  (WKLUGZRUNLQJGD\RIWKHPRQWK).

i n t e r n a l

Go to the 3RVWLQJ3DUDPHWHUVtab page and select the entry 2UJDQL]DWLRQDO

$VVLJQPHQW in the upper screen area. In the %XVLQHVV$UHD field, enter the value
5HDO(VWDWH. In the 3URILW&HQWHU field, enter the value 5(5HDO
HVWDWHREMHFWVRWKHUVand in the )XQFWLRQDO$UHD field, enter the value .

b y

6DYH\RXU5(VHDUFKUHTXHVWE\SUHVVLQJ&WUO6RUFKRRVLQJ 6DYH

Expand the &RQWUDFW2IIHUVentry by pressing the

and double-click your contract offer.

(&UHDWH&RQWUDFW), to create a contract.

C S C

Select the button

button on the left of the entry

&ORVHWKHORZHUPHVVDJHDUHDZLWKWKHEXWWRQ&ORVHPHVVDJHDQGJRWRWKH

3DUWQHUWDJSDJH

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Go directly to the partner s master data by selecting

0DVWHU'DWD Enter a
search term and return to the contract by selecting
%DFN
6DYH\RXUFRQWUDFWE\SUHVVLQJ&WUO6RUFKRRVLQJ

b y

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1-4

F o r

u s e

Perform a concordance search

6DYH

4-44

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6HOHFWWKH5HDO(VWDWH&RQWUDFWVHQWU\ULJKWFOLFNDQGFKRRVH&UHDWH&RPPHUFLDO
OHDVHLQ
(QWHULQWKH&RPSDQ\&RGHILHOG
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Todays date

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Todays date

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being completed.
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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.

SAP accounts receivable and accounts payable are managed on an open item basis. If there are
multiple contracts for one customer or vendor, all of the contracts are managed using the same
customer or vendor account.

The system automatically assigns the items to a contract if preset to do so in Customizing.

SAP AG

AC295

o n l y

Flexible real estate management uses financial accounting from the SAP ERP system for handling
accounting processes.

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One-time postings are defined as accounting events (Customizing). Here, you enter information
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).

C S C

o n l y

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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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General Data Partners Terms

Conditions Settlmt

Posting Data

Det.

Term Category Name

Postings
Frequency

No.

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o n l y

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Bus.Partner

ABC Marketing/ 20 Green Street/ Anytown 78467

Tax Type

VAT

Valid from

Tax Group

NONE

to

 
New

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Objects Posting Data

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Example:
Posting terms with different payment methods or different tax rates.

o n l y

F o r

i n t e r n a l

C S C

The system automatically assigns standard terms to each contract or rental object. Conditions are
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.

b y

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SAP AG 2006

i n t e r n a l

When time-dependent changes are made (such as a new payment method), you do not have
to create a new term. The changed data can be stored in the existing term as of the date of
the change.

SAP AG

AC295

5-8

&DVK)ORZ
Payment-Related Cash Flow

Payment-Related Cash Flow

Display

List of FI/CO Documents

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Object-Related Cash Flow

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Object Type Text

Accounting Document

Document Number
1600000011

Profit Center Document

CO Document

0000014903
0100011407

Standard

Current Payment-Related Cash Flow - All Conditions

Flow Type Name
Basic rent warehouse

#5.# 0 
AP:;operating
costs

Due On Status Net CC Calc.From Calc.To

Stat Partner/Acct Assgmt
10/01/2002
4000.00 10/01/2002 10/31/2002 I
Mark Deck/15 Gre
2000.00
Mark Deck/15 Gre
20.00

<
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#*(

50.00
30.00

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Basic rent warehouse

o n l y

Mark Deck/15 Gre

Mark Deck/15 Gre
Mark Deck/15 Gre

10/01/2002 10/31/2002

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The distribution posting (object-related cash flow)

The partner (partner-related cash flow)

The cash flow forms the basis for periodic posting. It contains the planned records for the postings. If
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.

C S C

The periodic posting run posts the planned records for active contracts and convertss them to actual
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.

o n l y

i n t e r n a l

The cash flow of the contract is generated for:

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i n t e r n a l

10/01/2002

2000.00
2000.00
4000.00

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AP heating costs

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T "( .%#$

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2000.00
Mark Deck/15 Gre
4000.00 11/01/2002 11/30/2002 I
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2000.00
Mark Deck/15 Gre
20.00
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AP sales-based rent
Basic rent warehouse

Source Document

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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.

SAP AG

AC295

5-9

)LUVW3RVWLQJDQG&DVK)ORZIURP
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Object-Related Cash Flow

Payment-Related Cash Flow

Display

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Current Payment-Related Cash Flow - All Conditions

Flow Type Name
Basic rent warehouse

Due On
Status Net CC
01/01/2006
4000.00
2000.00

AP operating costs

20.00

AP heating costs

50.00
30.00

AP sales-based rent
Basic rent warehouse

04/01/2006

o n l y

AP heating costs

C S C

07/01/2006

2000.00
4000.00
2000.00

Determine the start of the cash flow by entering the &DVK)ORZIURP date

Cash flow records are first posted as of the date of their )LUVWSRVWLQJ

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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SAP AG 2006

i n t e r n a l

AP sales-based rent
Basic rent warehouse

F o r

AP operating costs

2000.00
4000.00
2000.00
20.00
50.00
30.00

SAP AG

AC295

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1000

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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

SAP AG

AC295

5-13

o n l y

F o r

C S C

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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SAP AG 2006

i n t e r n a l

1000

1000
Costs
vwXxXy za{^for
}y Lease-In

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Customer

Rent
vwXx^y z|Revenue
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Payables

o n l y

Case 1:

Case 2:

Case 3:

You lease in

You lease out your

real estate objects
externally

You lease out your

real estate objects
internally

Landlord with
vendor account

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customer account

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Posting record:
Debit([SHQVH Credit 9HQGRU

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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.

The contract would be assigned as a cost-accounting-relevant assignment in the expenses.

C S C

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Example: Basic rent posting

Posting record 1:

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The customer is in the subsidiary ledger. At the same time, the reconciliation account is posted in the
general ledger. This account was specified in the customer master record.
The contract would be assigned as a cost-accounting-relevant assignment in revenue.

F o r

o n l y

SAP AG

AC295

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Basic rent posting (internal lease-out)

Posting record:
'HELW([SHQVH Credit5HYHQXH

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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).

C S C

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Rental conditions
Office basic rent
AP operating costs

1000
300

Assigned objects
Office 1: Office space 60 m
Office 2: Office space 140 m

60
60 + 140
2IILFH
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On the contract, you can define distribution formulas for the rental conditions.

You can choose from the following internal distribution rules:

y Equal distribution

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SAP AG 2006

y Area

C S C

y Object

y Object measurement

y Contract measurement

F o r

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y Aggregation

y Settlement unit

y User defined using BAdI

In order for reporting on costs/revenues to be the most meaningful, all costs/revenue that were first
posted as a cost-accounting-relevant assignment to the contract are assigned (distributed) to the
recipient objects.
If an object is directly assigned to a condition, all costs or revenue can be posted directly to the
assigned object.

If an REMHFWJURXS is assigned a condition, direct posting is not possible, since the system cannot
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.

Distribution formulas define which amount is to be assigned to which recipient object.

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.

SAP AG

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o n l y

140
60 + 140

AC295

5-18

o n l y

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.
The distribution formula specifies how the amount paid is distributed when there are
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.

F o r

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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If the contract contains only RQH recipient object, then the full posting amount is distributed to this
object.

The balance on the contract is ultimately zero.

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SAP AG

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5-20

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With flow type and reference flow types

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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.

z 6ROXWLRQ
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Each condition type refers to a flow type (Customizing).

o n l y

The flow type determines the account determination.

If there is no 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 relationship key.

i n t e r n a l

Each flow type is assigned a posting scheme containing the document type, posting key and, if
necessary, the special G/L indicator and symbolic accounts.

b y

The symbolic accounts are assigned a G/L account for each chart of accounts used.

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).

The account determination depends on:

o n l y

F o r

The automatic postings in the periodic posting are made using the condition types. Each condition
type refers to a flow type (Customizing).

C S C

u s e

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SAP AG 2006

i n t e r n a l

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F o r

y The flow type and

y A freely definable account assignment value (field in the rental object/agreement).

SAP AG

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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).
Each usage type (third-party usage, own usage, vacancy) should have a different account.

The accounts used to for distribution postings must be different.

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Each condition type refers to a flow type (Customizing).

The flow type determines the account determination.

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

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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.

C S C

i n t e r n a l

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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M Retroactive condition increase
M Retroactive condition reduction
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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.
([DPSOH
Internal contract, condition type 0010 Basic rent, original flow type: 1000.
Since it is an internal contract, a reference key for RZQXVDJH 040 is used.
If follow-up postings have to be made later for this contract, then you would use the reference flow
type for IROORZXSSRVWLQJV.

This graphic shows the individual relationship keys.

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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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Define flow types in RE-FX.

i n t e r n a l

Assign flow type and reference flow type.

Create condition type and assign flow type.

Create the G/L account in FI, and create the account symbol in Customizing for RE-FX
(Accounting).

Assign the G/L account and the account symbol.

Assign account symbol to flow type.

Assign condition types to condition groups.

Assign condition groups to the corresponding contract types or rental object types (on the basis of
the assigned usage type).
([DPSOH
Condition group &XVWRPHUFRQWUDFWFRPPHUFLDO contract type &RPPHUFLDOOHDVHRXW
Condition group 5HQWDOREMHFWFRPPHUFLDOusage type6WRUH

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You can post open items as irrecoverable debt.

You can make and post installment agreements.

You can use the tenant account to clear unqualified incoming payments and open items.

o n l y

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i n t e r n a l

C S C

Starting from the contract, the tenant account sheet can be opened for customer contracts.

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&XVWRPHU

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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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In the defined account event, you can enter information 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).

The user can define and group as many accounting events as required.

o n l y

F o r

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You can define various accounting events in Customizing that you can use in the form of a one-time
posting.

SAP AG

AC295

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The Accrual Engine in Financial Accounting is used for the accrual/deferral posting.

Transitive rent revenues

Rent payments that are paid in advance and are for multiple periods (see the above example). For
example, the contract starts in November of a year and an annual rent due on November 1.

Accrued rent revenues

Rent payments that are paid at the end of a period. For example, the contract starts in November of a
year and an annual rent due on the October 31.

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Rental Conditions
Basic office rent
AP operating costs

1000
300

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You can also summarize automatically generated tax items. You must define the tax item
summarization on the company code level.

C S C

b y

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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i n t e r n a l

C S C

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SAP AG 2006

SAP AG

AC295

5-29

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Automatic:

3D\PHQWSURJUDP (when automatic debit authorization indicator is set, participation in debit

memo procedure)
(OHFWURQLF DFFRXQWVWDWHPHQWHQWU\ (tenants bank transfer)

C S C

i n t e r n a l

Incoming payments can be processed in one of two ways:

Manually

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.

AC295

5-30

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(actual positions revert to planned positions)

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 FKDQJHVDUHPDGH WR FRQGLWLRQVDIWHUWKHSHULRGLFSRVWLQJUXQVLQFH

DQ\ FKDQJHVDUHWDNHQLQWRDFFRXQWWKHQH[W WLPH SHULRGLFSRVWLQJLVUXQ

Documents, which have been generated from the RE-FX component, can only be reversed by this
component.

You can reverse individual documents and also the entire periodic posting.

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SAP AG 2006

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,WLVQRWQHFHVVDU\ WR UHYHUVHSHULRGLFSRVWLQJZKHQ

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AC295

5-31

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Are due (or overdue)

C S C

Do not have a dunning block

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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F o r

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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SAP AG 2006

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'XQQLQJ
OHWWHUV

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 3ULQW

'XQQLQJ6SHFLDO5();)HDWXUHV

z <RXFDQDOVRPDLQWDLQSDUWQHUUROHVDVGXQQLQJUHFLSLHQWV
GHSHQGHQWRQD VSHFLILFGXQQLQJOHYHO

z $XWRPDWLF GXQQLQJ RI PDVWHUWHQDQWZLWKFXVWRPHUDFFRXQW

z 'XQQDEOHSD\PHQWPHWKRGV HJ8

z 'XQQLQJ OLVW DFFRUGLQJ WR%(DQG58

z 5HTXLUHPHQW 'XQQLQJJURXSLQJE\FRQWUDFWQXPEHU

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This grouping must consist of the following fields in this order:

Contract number
Contract type

VERTN length 13
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

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5-33

o n l y

C S C

i n t e r n a l

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F o r

RE-FX special function: 'XQQLQJJURXSLQJE\FRQWUDFWQXPEHUV in customer master record.

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C S C

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SAP AG 2006

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),

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Document type determination can be set:

y Using SURFHVVHV (SCS, periodic posting for contracts, etc.) and DFWLYLWLHV (transfers, receivables)
y For each flow type

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AC295

5-34

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z $FFRXQWLQJ

2SHQ,WHP/LVW&XVWRPHU9HQGRU

%DODQFH/LVW&XVWRPHU9HQGRU

3RVWLQJ/RJ

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The following reports for accounting can be called directly in Flexible Real Estate Management:

Customer Line Items

Posting log

You can call additional reports in Accounts Payable and Accounts Receivable:

C S C

b y

Balance lists

Open items lists

o n l y

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i n t e r n a l

C S C

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SAP AG 2006

SAP AG

AC295

5-35

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z 'HVFULEHWKHRSWLRQV RI RQHWLPH SRVWLQJ

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z ([SODLQWKHRSWLRQVIRUPDQXDO DQG DXWRPDWLF

LQFRPLQJSD\PHQWV

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SAP AG

AC295

5-36

([HUFLVHV
8QLW

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9DFDQF\3RVWLQJV3D\PHQWV
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

C S C

b y

u s e

u s e

Your company collects periodic rent payments from the tenants.

Your company also allocates internal costs to different

departments for the use of office space and other areas in the
locality.

b y

Simulate periodic posting for the contracts within your business entity (1000/1##) for
January of last year. Check the error log.

C S C

Release your business entity 1000/1## for posting in the RE Navigator.

Simulate periodic posting of your contracts again for January of last year.

o n l y

i n t e r n a l

i n t e r n a l

Your enterprise pays periodically recurring amounts for rent and

services to your business partners with vendor accounts.
You enter a claim for indemnification against a tenant by using a
one-time posting.

F o r

F o r

o n l y

Check account information of your tenants

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 generated posting log.

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

Use the debitory accounting event &ODLPIRULQGHPQLILFDWLRQ&1&

Enter the following data:
)LHOG1DPHRU'DWD7\SH

9DOXHV

Contract

Number of the second

commercial lease-out

Document Date

Todays date

o n l y

C S C

b y

10

Enter a manual incoming payment for your apartment tenant.

When doing so, use the RE-FX feature that allows you to post an incoming payment
(Transaction REEXF_28).
Enter the following data:

u s e

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

03. February of last year

Type

DZ (Customer Payment)

Period







In the &RQWUDFWQXPEHUfield, enter the FRQWUDFWQXPEHU of your residential contract

(Contract Management, Exercise 03) and in the 6SHFLDO*/LQGfield, select the letter -.
Select 3URFHVVRSHQLWHPV (ignore the subsequent warning prompt).

Save the document.

Call up the tenant account for your apartment lease-out and view the postings. Select
the open and cleared items of the last year.
11

Perform 3HULRGLF3RVWLQJ5HQWDO2EMHFWV9DFDQFLHV for \RXUEXVLQHVVHQWLW\ for

January 01 of last year.
First simulate the vacancy posting. Check the error log and then execute the periodic
posting.
Have a look at the posting documents and the account assignment objects.

SAP AG

AC295

5-38

o n l y

Amount

C S C

Document date / Posting date

Account

F o r

9DOXHV

b y

)LHOG1DPHRU'DWD7\SH

u s e

i n t e r n a l

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

6ROXWLRQV
8QLW

7RSLF

$FFRXQWLQJ

3HULRGLF3RVWLQJ,QFRPLQJ3D\PHQWV9DFDQF\
3RVWLQJV3D\PHQWV

Simulate periodic posting.

In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

$FFRXQWLQJ3HULRGLF3RVWLQJV3HULRGLF3RVWLQJ&RQWUDFWV5(5$33

C S C

9DOXHV

Company Code

1000

BE for Contract

1##

Month for Posting Run

01

Year for Posting Run

Previous year

Confirm these entries by pressing(17(5

Exit the error log and periodic posting by pressing

2

%DFN three times.

C S C

u s e

(UURU/RJ

b y

Expand the entry marked with 

Check the error log by selecting

u s e

([HFXWH

Press

i n t e r n a l

b y

In the 3RVWLQJscreen area, check that the entry in the 3RVWLQJ5XQ0RGHILHOG is

6LPXODWLRQ and that the entry in the 7\SHRI3RVWLQJ5XQ field is 3HULRGLF3RVWLQJ
7UDQVIHU. Modify these entries if necessary.

Release your business entity

F o r

In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

0DVWHU'DWD5(1DYLJDWRU5(

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

o n l y

Call up the RE Navigator by following the following path:

SAP AG

i n t e r n a l

)LHOG1DPHRU'DWD7\SH

F o r

o n l y

Enter the following data:

In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

$FFRXQWLQJ3HULRGLF3RVWLQJV3HULRGLF3RVWLQJ&RQWUDFWV5(5$33
Enter the following data:
)LHOG1DPHRU'DWD7\SH

9DOXHV

Company Code

1000

BE for Contract

1##

Month for Posting Run

01

Year for Posting Run

Previous year

Confirm these entries by pressing ENTER.

o n l y

In the 3RVWLQJ screenarea, check that the entry in the3RVWLQJ5XQ0RGHfield is

6LPXODWLRQand that the entry in the 7\SHRI3RVWLQJ5XQfield is3HULRGLF3RVWLQJ
7UDQVIHU.Modify these entries if necessary.
Press

([HFXWH

(UURU/RJ

Check the error log by selecting

C S C

%DFNtwice

In the 3RVWLQJscreen areaselect 8SGDWH5XQin the 3RVWLQJ5XQ0RGH field. In the

7\SHRI3RVWLQJ5XQ field, choose3HULRGLF3RVWLQJ7UDQVIHU

b y

Press

([HFXWH.

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(UURU/RJ

Exit the error log and periodic posting by pressing

%DFN three times.

View your posting log by following the path below:

)LHOG1DPHRU'DWD7\SH

9DOXHV

Company Code

1000

Reference Transact.

REACI

Reference

*REPP

User Name

AC295-##

Entry date

Todays date

([HFXWH.

Start the simulation by pressing

Leave the posting log by clicking

SAP AG

o n l y

F o r

Enter the following data:

%DFNtwice.

AC295

C S C

In the SAP menu, choose$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

$FFRXQWLQJ5HSRUWLQJ3RVWLQJ/RJ

b y

u s e

Check the error log again by pressing

i n t e r n a l

Return to the selection screen by clicking

F o r

i n t e r n a l

Execute periodic posting

5-40

Check the cash flows of the first commercial contract

Call up the RE Navigator:
In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
0DVWHU'DWD5(1DYLJDWRU5(

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.

Go to the &RQGLWLRQV tab page and choose

'LVSOD\&DVK)ORZ Choose
(QWU\$OUHDG\3RVWHGand double-click on the text $FFRXQWLQJGRFXPHQW. Leave
the document display by choosing
and then .

6

Go to the 2YHUYLHZV tab page and choose the 7HQDQW$FFRXQW entry.

9DOXHV

b y

Installment start date

01.06 of last year

No. of installments

Interval in months

&RQWLQXH.

Save the document by choosing

6DYH.

b y

i n t e r n a l

Confirm these entries with

,QVWDOOPHQW

u s e

)LHOG1DPHRU'DWD7\SH

u s e

Select the line with condition type 2IILFHEDVLFUHQWand choose

3D\PHQW.
Enter DR as the document type and choose
,QVWDOOPHQW
Enter the following data:

i n t e r n a l

C S C

7

Go to the 3DUWQHUV tab page and choose

$FFRXQW.Select the $OOLWHPV entry and
([HFXWH.Leave the open items list by clicking .
run the report by choosing
twice.

F o r

o n l y

C S C

In the bottom half of the screen, change the view to 2SHQLWHPVRQ&OHDUHG

LWHPVIURP


F o r

o n l y

SAP AG

AC295

5-41

In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

0DVWHU'DWD5(1DYLJDWRU5(

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

9DOXHV

Contract

Number of the second commercial

lease-out

Document Date

Todays date

Amount

Corresponding value

o n l y

Confirm these entries by pressing (17(5

Click

)LQGnext to the entry Rental object and double-click on an entry

6DYH. Exit the document

b y

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.

u s e

u s e

Go to the 2YHUYLHZV tab page and choose the 7HQDQW$FFRXQW entry.

Execute periodic posting

F o r

Company Code

1000

BE for Contract

1##

Month for Posting Run

02

Year for Posting Run

Previous year

o n l y

9DOXHV

Confirm these entries by pressing (17(5

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

(UURU/RJ

([LWWKHHUURUORJDQGSHULRGLFSRVWLQJE\SUHVVLQJ

SAP AG

AC295

C S C

Enter the following data:

b y

In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

$FFRXQWLQJ3HULRGLF3RVWLQJV3HULRGLF3RVWLQJ&RQWUDFWV5(5$33
)LHOG1DPHRU'DWD7\SH

i n t e r n a l

Save this document by pressing &WUO6or selecting

display by double-clicking
%DFN

C S C

F o r

i n t e r n a l

Enter a one-time posting for the second commercial lease-out

%DFNWKUHHWLPHV

5-42

10

Manual Incoming Payment

In the SAP menu, choose$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
$FFRXQWLQJ,QFRPLQJ3D\PHQWV,QFRPLQJ3D\PHQWV
Enter the following data:
)LHOG1DPHRU'DWD7\SH

9DOXHV

Document Date

03.02. of last year

Posting Date

03.02. of last year

Type

DZ

Company Code

1000

Period

Account

113100

Amount

990,00

o n l y

C S C

b y

i n t e r n a l

u s e

u s e

b y

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

Choose3URFHVVRSHQLWHPVand approve the ensuing warning message by pressing

Post the data by pressing
3RVW.

(17(5

F o r

Enter the &RQWUDFW1XPEHUof your residential agreement in the corresponding field.

In the6SHFLDO*/LQGfield,HQWHUWKHOHWWHU-.

C S C

F o r

o n l y

SAP AG

AC295

5-43

11

Simulate periodic posting: vacancy

In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

$FFRXQWLQJ3HULRGLF3RVWLQJV3HULRGLF3RVWLQJ9DFDQF\IRU5HQWDO2EMHFWV
Enter the following data:
)LHOG1DPHRU'DWD7\SH

9DOXHV

Company Code

1000

Business Entity

1##

Month for Posting Run

01

Year for Posting Run

Previous year

Confirm these entries by pressing (17(5

In the 3RVWLQJ screen area, ensure that the 3RVWLQJ5XQ0RGH field is filled by
6LPXODWLRQ. Change the entry if necessary.

o n l y

([HFXWH

Check the error log by selecting

(UURU/RJ.

%DFN twice.

C S C

Change the entry in the 3RVWLQJ5XQ0RGHILHOG to 8SGDWH5XQ and execute again

by choosing ([HFXWH

b y

Check the error log again by pressing

(UURU/RJ.

b y

i n t e r n a l

u s e

%DFN three

u s e

Leave the error log and the vacancy periodic posting by pressing
times

i n t e r n a l

Leave the error log by clicking

F o r

Press

C S C

F o r

o n l y

SAP AG

AC295

5-44

$GMXVWPHQWRI&RQGLWLRQV

&RQWHQW

z 3URFHGXUH

z $GMXVWPHQW0HWKRGV

b y

b y

i n t e r n a l

u s e

u s e

i n t e r n a l

C S C

o n l y

F o r

SAP AG 2006

C S C

F o r

o n l y

SAP AG

AC295

6-1

$GMXVWPHQWRI&RQGLWLRQV2EMHFWLYHV

$IWHUFRPSOHWLQJWKLVXQLW\RXZLOOEHDEOHWR
z ([SODLQWKHDGMXVWPHQWSURFHGXUH

z 'HVFULEHSRVVLEOHDGMXVWPHQWPHWKRGV

b y

b y

i n t e r n a l

u s e

u s e

i n t e r n a l

C S C

o n l y

F o r

SAP AG 2006

C S C

F o r

o n l y

SAP AG

AC295

6-2

2YHUYLHZ'LDJUDP
&RXUVH2YHUYLHZ

0DVWHU'DWD

%XVLQHVV3DUWQHU

&RQWUDFW0DQDJHPHQW
$FFRXQWLQJ
$GMXVWPHQWRI&RQGLWLRQV

6HUYLFH&KDUJH6HWWOHPHQW

6DOHV%DVHG&RQWUDFWVDQG6HWWOHPHQW

&RQWUROOLQJLQWKH5();(QYLURQPHQW

o n l y

,QSXW7D[7UHDWPHQW

7RROVDQG&URVV$SSOLFDWLRQ)XQFWLRQV

&RXQWU\6SHFLILFV

u s e

*This not part of the content of the standard course and is treated optionally.

b y

i n t e r n a l

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

F o r

,QWHJUDWLRQZLWK2WKHU&RPSRQHQWV

C S C

F o r

o n l y

SAP AG

AC295

6-3

$GMXVWPHQWRI&RQGLWLRQV%XVLQHVV6FHQDULR

z <RXZDQWWRDGMXVWWKHFRQGLWLRQDPRXQWVIRU\RXU
FRQWUDFWV
z 'HSHQGLQJRQWKHFRQWUDFW\RXQHHGWRFKRRVH
EHWZHHQIUHHDGMXVWPHQWDQGDGMXVWPHQWZLWKDQ
LQGH[

b y

b y

i n t e r n a l

u s e

u s e

i n t e r n a l

C S C

o n l y

F o r

SAP AG 2006

C S C

F o r

o n l y

SAP AG

AC295

6-4

$GMXVWPHQW0HWKRGV

z 7KHDGMXVWPHQWPHWKRGVDYDLODEOHLQP\6$3(53DUH
*UDGXDWHGUHQW

)UHHDGMXVWPHQW

,QGH[OLQNHGUHQWDGMXVWPHQW

$GMXVWPHQWEDVHGRQUHSUHVHQWDWLYHOLVWRIUHQWV
$GMXVWPHQWEDVHGRQFRPSDUDWLYHUHQW
$GMXVWPHQWPHDVXUH

o n l y

At the time of release of mySAP ERP 2005 / ECC600, the adjustment methods

y Free adjustment

y Adjustment of advance payments during service charge settlement

b y

i n t e r n a l

y Graduated rent

F o r

u s e

u s e

b y

SAP AG 2006

C S C

y Adjustment with Index

y Adjustment based on representative list of rents

y Adjustment based on comparative apartments

o n l y

y Adjustment with an adjustment measure

y Adjustment using BAdI
are available.

SAP AG

i n t e r n a l

C S C

F o r

$GMXVWPHQWRIDGYDQFHSD\PHQWV
WKURXJKVHUYLFHFKDUJHVHWWOHPHQW

AC295

6-5

$GMXVWPHQW7HUP

5HQWDO
2EMHFW

$GMXVWPHQW 7HUP,QGH[

&RQGLWLRQV
&RQGLWLRQV

 &'


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0DQXDO

&RQWUDFW

$GMXVWPHQW 7HUP$3

  




o n l y

u s e

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).

F o r

SAP AG

AC295

6-6

o n l y

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.

C S C

b y

Adjustment terms are defined in the contract and assigned conditions.

u s e

i n t e r n a l

b y

SAP AG 2006

i n t e r n a l

C S C

  

!"#$
%

F o r

&XUUHQWVWDWXVRIWKH
DGMXVWPHQWIRUWKH
UHVSHFWLYHFRQGLWLRQ

0DQXDO

3URFHVVIRU$GMXVWLQJ&RQGLWLRQV
&KHFN
&KDQJHLIUHT
LISHUPLWWHG

6LPXODWH
$GMXVWPHQW

. 
6/71#2!83$
4
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Header (ID)
Adjustment records
Log

1RWLILFDWLRQ
&RUUHVSRQGHQFH
$SSURYDO
5HFRUGLIUHT

$FWLYDWH
1HZ
&RQGLWLRQV

/HDVH2XW
5HQWDO
2EMHFW

SAP AG

AC295

6-7

o n l y

F o r

C S C

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.

b y

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

. 
0/"1234
(,
&52

C S C

)L[$GMXVWPHQW

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o n l y

&KHFN&KDQJH
LIUHT

/LVWRI
&DOFXODWHG
$GMXVWPHQWV

&XVWRPL]LQJDQG$SSOLFDWLRQ
&RQWUDFW

&XVWRPL]LQJ

$GMXVWPHQW5XOH)UHHDGM
$GMOHYHO

)UHTXHQF\
PRQWKV
(DUOLHVWDGMXVWPHQW

3UHGHILQHG5XOH
$GMOHYHO

)UHTXHQF\
PRQWKV
(DUOLHVWDGMXVWPHQW

$GMXVWPHQW5XOH,QGH[
,QGH[W\SH
&3,
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,QGH[LQFUHDVH
SRLQWV
3DVVRQUDWH

)UHTXHQF\
PRQWKV
(DUOLHVWDGMXVWPHQW

3UHGHILQHG,QGH[5XOH
,QGH[W\SH
&3,
%DVH\HDU
 
,QGH[LQFUHDVH 
3DVVRQ

)UHTXHQF\
PRQWKV
(DUOLHVWDGMXVWPHQW

o n l y

C S C

$GM 5XOH 
$GM 5XOH 
$GM 5XOH 

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.

o n l y

F o r

i n t e r n a l

C S C

In Customizing, you define adjustment clauses that you can assign in the application.

b y

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

 PRQWKO\
 PRQWKO\
 PRQWKO\

F o r

&RQWUDFW&RQGLWLRQV
2IILFH UHQW
2IILFH
6KRS UHQW
6KRS
:DUHKRXVHUHQW :DUHKRXVH 


SAP AG

AC295

6-8

)UHH$GMXVWPHQW
$GMXVWPHQW0HWKRGV
)5((

$EVROXWH$GMXVWPHQW

3HUFHQWDJH$GMXVWPHQW

:LWK XQLWRIPHDVXUHPHQWW\SH

%\

,QWHUQDO)ORZRIWKH$GMXVWPHQW

o n l y

i n t e r n a l

In the IUHHDGMXVWPHQW method, you can change condition amounts in terms of a percentage or an
absolute amount (whole or by measurement unit).

Method-specific settings must be configured for the adjustment run.

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.

SAP AG

AC295

6-9

o n l y

([DPSOH
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.

C S C

b y

F o r

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

'HWHUPLQDWLRQRIDGMXVWPHQWV
(GLWLQJDGMXVWPHQWV
$SSURYDOFRUUHVSRQGHQFH
$SSURYDORUUHMHFWLRQ
$FWLYDWLRQRIDGMXVWPHQWV
$GMXVWPHQWFRUUHVSRQGHQFH

F o r

9
9
9
9
9
9

$GMXVWPHQWZLWK,QGH[
$GMXVWPHQW0HWKRGV
,1'(;

&RQWUDFW 

&RQWUDFW 

2QO\LQFUHDVH !
$PRXQWSDVVHG RQ

2QO\LQFUHDVH ! SRLQWV

$PRXQWSDVVHG RQ

,QGH[ W\SH &3,

,QGH[ W\SH &3,

,QWHUQDO)ORZ RI WKH$GMXVWPHQW

o n l y

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.

C S C

b y

o n l y

F o r

i n t e r n a l

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

'HWHUPLQDWLRQRI DGMXVWPHQWV
(GLWLQJDGMXVWPHQWV
$SSURYDOFRUUHVSRQGHQFH
$SSURYDORUUHMHFWLRQ
$FWLYDWLRQ RI DGMXVWPHQWV
$GMXVWPHQWFRUUHVSRQGHQFH

F o r

9
9
9
9
9
9

SAP AG

AC295

6-10

)UHTXHQF\DQG'HOD\
)UHTXHQF\HJRI5HQW$GMXVWPHQW5$
gOLN : <@[JG : <@D :
gh

HJI HbI

H>I e@I

gOLN : <@[JG : <@D :

g7h

gPh

HJI HJI

H>I eI

HbI l@I

g7h
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gh
HbI m>I

g7h

:
g7hnIiIiI

HbI f@I

[ ObQ Y d [ O

9
c

;<>=@?BAC<@DFEG

HbI K>I

[ OJQ Y d [ O

$GMXVWPHQW'HOD\LQ0RQWKVHJ
Example 1: Rent adjustment run = Oct.1

JH I KLI
M N@EPOJQ9E< : <

HRI*HRSLI
T"< : O :U < : <>E>VFWPG :X O@N :Y GCZ<L[ Y E5\FD^] X
_ T< : O`]a\DFOaN : <>EbV^WG :X O@N : D%WN

o n l y

C S C

HRI*HRSaI
:
"T < : O :U < : <>E>V^WG : X aO N :Y GjZa<L[ Y E9\^DF] X

;<>=@?BAC<@DFEG

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.
SAP AG 2006

u s e

u s e

b y

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.
o

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:

F o r

i n t e r n a l

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

o n l y

C S C

You must maintain the adjustment frequency and delay for the index adjustment data of the
adjustment term.

b y

SAP AG

i n t e r n a l

JH I K@I
M NaEPOJQiE7< : <
T < : OC]P\"DFON : <>EJVW@G : X O@N : D%W7N

F o r

Example 2: Rent adjustment run = Aug.1

([DPSOH
/DVWDGMXVWPHQW
$GMXVWPHQWIUHTXHQF\PRQWKV
)OH[LELW\)L[HG
5HTXLUHGDGMXVWPHQWGDWH
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

F o r

b y

i n t e r n a l

u s e

u s e

b y

C S C

i n t e r n a l

C S C

F o r

o n l y

SAP AG

AC295

6-12

5HEDVLQJWKH ,QGH[&XVWRPL]LQJ

,QGH[

0RQWK

<HDU

9DOXH

,QGH[

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<HDU

&3,

 

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o n l y

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'HWHUPLQDWLRQRI
QHZLQGH[YDOXHVIRU
ILQLVKHGLQGH[VHULHV

6$3UHFRPPHQGVSHUPDQHQWO\FRQYHUWLQJFRQWUDFWVWKDWDUHOLQNHGWRH[SLUHGLQGH[HV
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.

C S C

o n l y

F o r

i n t e r n a l

b y

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.
o

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

C S C

5HEDVLQJ

SAP AG

AC295

6-13

$GMXVWPHQW8VLQJWKH5HSUHVHQWDWLYH/LVWRI5HQWV
- /(
76
0
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~7z^{Pst 7 uPrPx!t (}
69+ ur"x8t }

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6~@v8t w7x8yz%{s"|*v8t xFx8t*}"~s
65v!t w"x8yz^{Ps|*v8t x^x!t }~s

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6- 

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7 7
P P
7 7
P P
7 7
P P

9DOXH7DEOH

,7  a7
P7a k 
" k 7@LF k*k a
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from 07/01/1948 to 06/30/1974

3 Good resid. location
3 Good fixtures/fittings
From area

To area

20.00
50.00
70.00

50.00
70.00
90.00

From amount
4.18
3.22
2.64

To amount
5.26
4.48
4.35

Avg. value
4.69
3.96
3.85

o n l y

C S C

Max. points
96.00
98.00
102.00

i n t e r n a l

F o r

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

o n l y

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.

b y

i n t e r n a l

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

o n l y

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 measure must first be recorded as master data.

The relevant rental objects that receive an increase are then assigned to this measure.

b y

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

AC295

6-16

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F o r

You can carry out the 0RGHUQL]DWLRQV, ([SHUW2SLQLRQ and a 5HTXLUHG0HDVXUH using the adjustment
measures.

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F o r

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SAP AG

AC295

6-17

u s e

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6-18

AC295

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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:

o n l y

Check the adjustment terms in the contract/object, simulate and

convert to an update run, then make any changes necessary, enter
approval and activate.

The exercise marked with * is optional.

Select a lease-out as your adjustment object.
1

u s e

u s e

b y

C S C

Lease-outs can be adjusted using the free adjustment, index adjustment,

representative list of rents, comparative apartment or adjustment
measures methods.

i n t e r n a l

Adjustment with an index

b y

1-1

Check the adjustment rule of your first internal contract.

The ,QGH[&3,FXUUHQWadjustment rule is entered and the Office basic

rent condition must be assigned.

1-2

Simulate and execute the index adjustment for your contract.

Select your business entity 1000/1##. First, perform only the activities
GHWHUPLQHDGMXVWPHQWV and SURFHVVDGMXVWPHQWV.
Adjustment should occur as soon as possible and include occupancy contracts
that are both subject to approval DQGnot subject to approval.
Run the simulation and check the results for your internal contract.
Convert the simulation to an update run and save it.

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

Activate the adjustment.

Check the condition amount change again and the change to the adjustment
status for your contract in the RE Navigator.

SAP AG

AC295

6-19

o n l y

Change the minimum change in points to  point and set the flexible adjustment
frequencyto HDUOLHVW.

C S C

i n t e r n a l

F o r

F o r

$GMXVWPHQWRI&RQGLWLRQV

Adjustment with a representative list of rents.

2-1

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

Check the adjustment rule of your janitor contract.

2-3

Only select the contracts for YOUR business entity 1000/1##.

o n l y

First, perform only the activities GHWHUPLQHDGMXVWPHQWV and SURFHVV

DGMXVWPHQWV.
Adjustment should occur as soon as possible and include occupancy contracts
that are both subject to approval and not subject to approval.
Convert the simulation to an update run and save it.
Enter the approval by editing the adjustment that was previously executed.
Activate and save the adjustment.

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

The UHSUHVHQWDWLYHOLVWRIUHQWV adjustment rule is entered and the %DVLF

UHQWcondition is assigned.

C S C

F o r

o n l y

SAP AG

AC295

6-20

3*

Adjustment with an adjustment measure

3-1

Start the RE-Navigator and create a modernization as adjustment measure. Enter

the name GR##. The modernization should run from 07/01 to 12/31 of the
previous year. The resulting adjustment should take effect on 01/01 of the
current year.
Enter DQ\FRVWVfor the cost items )DoDGHand :LQGRZ

The modernization is for your residential building. This means you must assign
both apartments as relevant objects.
3-2

Simulate and execute an adjustment by modernization.

Only select the contracts for YOUR business entity 1000/1## and execute the
adjustment by means of your modernization adjustment GR##.
First, perform only the activities GHWHUPLQHDGMXVWPHQWV and SURFHVV
DGMXVWPHQWV.

o n l y

Adjustment should occur as soon as possible and include occupancy contracts

that are subject to approval, not subject to approval and also vacant rental
objects.

C S C

i n t e r n a l

Convert the simulation to an update run and save it.

Enter a date for notifying the tenant of the measure.
Activate the adjustment.
Check the modification of the condition amount and the adjustment status of
your vacant apartment in the RE Navigator.

b y

i n t e r n a l

u s e

u s e

3-3

F o r

b y

Create an adjustment measure

C S C

F o r

o n l y

SAP AG

AC295

6-21

u s e

u s e

b y

C S C

i n t e r n a l

b y

C S C

i n t e r n a l

o n l y

F o r

o n l y

F o r

6-22

AC295

SAP AG

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Adjust with an index

1-1

Check the adjustment rule.

Start the RE Navigator
In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

o n l y

0DVWHU'DWD5(1DYLJDWRU5(
In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWV and
choose .

C S C

b y

Go to the $GMXVWPHQW tab page and expand the 0HWKRG6SHFLILF3DUDPHWHUV by

choosing
([SDQG next to the text.
Choose
changes.

8QFKDQJHGto unlink from Customizing and to be able to make

u s e

Save the contract by pressing &WUO6 or select

b y

1-2

6DYH)

Simulate and execute an index adjustment

$GMXVWPHQWRI&RQGLWLRQV$GMXVWPHQW6SHFLI\$GMXVWPHQWV5($-35

F o r

Company Code
BE for Contract

o n l y

(QWHUWKHIROORZLQJGDWD

9DOXHV




Ensure that the 0RGH field is filled with 6LPXODWH$GMXVWPHQW5XQ.

In the lower screen area, select the ,QGH[ indicator.

Go to the $FWLYLWLHVtab page and make sure that only the 'HWHUPLQH$GMXVWPHQWV
and 3URFHVVLQJRI$GMXVWPHQWVindicators are selected. Deactivate the other
indicators.

Go to the $FWLYLW\3DUDPHWHUV tab page, select the 1H[W3RVVLEOH9DOLG)URP

indicator and the2FFXSDQF\&RQWUDFWV indicator.Next to the 2FFXSDQF\&RQWUDFWV
indicator, change the entry in the 6XEMHFWWR$SSURYDO field to %RWK.
Choose
SAP AG

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AC295

C S C

In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

)LHOG1DPHRU'DWD7\SH

u s e

Change the 0LQ&KDQJH3WV entry to  and the )OH[LEOH)UHTfield to (DUOLHVW.

i n t e r n a l

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).

F o r

i n t e r n a l

$GMXVWPHQWRI&RQGLWLRQV

6-23

Select the line for your first internal contract and choose

Confirm the data with

(&RQWLQXH) and accept the simulation by selecting
&KDQJHIURPVLPXODWLRQWRXSGDWHUXQ
(6DYH).

Save the update run by selecting

Exit the log and the adjustment dialog by choosing

1-3

%DFNtwice.

Check the contract for changes

Start the RE Navigator.
In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

0DVWHU'DWD5(1DYLJDWRU5(

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Expand the 5HDO(VWDWH&RQWUDFWVentry by selecting the button on the
left of the entry.

o n l y

Double-click the number of your internal lease-out and then go to the $GMXVWPHQW
tab page.

F o r

C S C

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).

b y

Go to the &RQGLWLRQV tab page of the contract. The condition amount has not
changed yet.

1-4

Activate the adjustment

u s e

In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

b y

$GMXVWPHQWRI&RQGLWLRQV$GMXVWPHQW(GLW$GMXVWPHQWV5($-35

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.

F o r

Save the activation by selecting

by choosing %DFN twice.

($FWLYDWH$GMXVWPHQW) to activate the

6DYH Exit the log and the adjustment dialog

To check for changes, restart the RE Navigator.

In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

0DVWHU'DWD5(1DYLJDWRU5(

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Expand the 5HDO(VWDWH&RQWUDFWVentry by selecting the button to the
left of the entry.
Double-click the number of your internal lease-out and then go to the $GMXVWPHQW
tab page.

SAP AG

AC295

6-24

o n l y

Select the displayed line and choose

adjustment.

C S C

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.

o n l y

F o r

b y

i n t e r n a l

u s e

u s e

b y

C S C

i n t e r n a l

C S C

F o r

o n l y

SAP AG

AC295

6-25

Adjustment with a representative list of rents.

2-1

Start the RE Navigator

In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

0DVWHU'DWD5(1DYLJDWRU5(

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Expand the %XVLQHVV(QWLW\ entry by selecting the button on the left of
the entry. Double-click your business entity and go to the 5HIHUHQFHIDFWRUV tab
page. The representative list of rents 0 was assigned here.

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

Expand the 5HDO(VWDWH&RQWUDFWVentry by selecting the

entry.

button to the left of the

Double-click the number of your 5HVLGHQWLDOFRQWUDFW.

b y

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

In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

b y

$GMXVWPHQWRI&RQGLWLRQV$GMXVWPHQW6SHFLI\$GMXVWPHQWV5($-35

F o r

BE for Contract

9DOXHV



o n l y

Company Code

C S C

(QWHUWKHIROORZLQJGDWD

)LHOG1DPHRU'DWD7\SH



Ensure that the 0RGH field is filled with 6LPXODWH$GMXVWPHQW5XQ.

In the lower screen area, select the 5HSOLVWRIUHQWVfield.

Go to the $FWLYLWLHVtab page and make sure that only the 'HWHUPLQH$GMXVWPHQWV
and 3URFHVVLQJRI$GMXVWPHQWVindicators are selected.

Go to the $FWLYLW\3DUDPHWHUV tab page, select the 1H[W3RVVLEOH9DOLG)URP

indicator and the2FFXSDQF\&RQWUDFWV indicator.Next to the 2FFXSDQF\&RQWUDFWV
indicator, change the entry in the 6XEMHFWWR$SSURYDO field to %RWK.

SAP AG

AC295

u s e

2-3

i n t e r n a l

C S C

o n l y

Expand the 5HQWDO2EMHFWV entry by selecting the button to the left of the entry.
Double-click your janitors apartment and go to the $GGLWLRQDO'DWD tab page. Here
you will find the summary of all information relevant for the representative list of
rents.

F o r

u s e

Check the adjustment parameters

6-26

Choose

Select the displayed line and choose

(6KRZGHWDLO).

Leave the results screen by choosing

(&RQWLQXH).

Accept the simulation by choosing

Save the adjustment by selecting
by choosing %DFN twice.
2-4

&KDQJHIURPVLPXODWLRQWRXSGDWHUXQ

6DYH Exit the log and the adjustment dialog

Enter the approval and activate the adjustment of the representative list of rents
In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

$GMXVWPHQWRI&RQGLWLRQV$GMXVWPHQW(GLW$GMXVWPHQWV5($-35



Place the cursor in the ,GHQWLILFDWLRQ field and call the )+HOS.

o n l y

Double-click the entry for the adjustment of the representative list of rents next to
\RXUXVHUQDPHin the entered column and choose ([HFXWH) to call the
adjustment data.

C S C

(6KRZGHWDLO). Choose

$SSURYH Confirm todays

b y

Choose ($FWLYDWHDGMXVWPHQW) and leave the details screen by choosing

&RQWLQXH
Save the adjustment by selecting

6DYH

2-5

%DFN twice.

To check for changes, restart the RE Navigator.

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Expand the 5HDO(VWDWH&RQWUDFWVentry by selecting the button to the
left of the entry.

F o r

Go to the lower screen area, to the &RQGLWLRQV tab page, and click the $FWLYH
$GMXVWPHQW([LVWV entry.

&RQWLQXHGo to the &RQGLWLRQV tab page

Leave the results screen by choosing
of the contract. Change the 7LPHVORWPDQDJHPHQWto 6KRZDOOWLPHSHULRGV.

SAP AG

AC295

6-27

o n l y

Double-click the number of your residential contract and then go to the $GMXVWPHQW
tab page.

C S C

i n t e r n a l

0DVWHU'DWD5(1DYLJDWRU5(

b y

In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

u s e

Exit the log and the adjustment dialog by choosing

i n t e r n a l

Select the line and choose

date with
&RQWLQXH

F o r

u s e

(([HFXWH).

3* Adjustment with an adjustment measure

3-1

Creating an adjustment measure

In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

0DVWHU'DWD5(1DYLJDWRU5(

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Select the $GMXVWPHQW0HDVXUHV entry, then right-click and choose
&UHDWH7DVN02.
)LHOG1DPHRU'DWD7\SH

9DOXHV

Adjustment measure

GR##

Name

As required

Start on

01.07. of last year

End on

31.12. of last year

Activated on:

01.01 current year

C S C

$FWLYDWH&RVW,WHPV. Continue by

In the &RVWV+LHUDUFK\selectthe entries)DoDGHand:LQGRZ

b y

In the lower screen area, enter DQ\DPRXQW in the field &RVWVDV%DVLVIRU,QFUHDVH.

In the upper screen area, go to the WLQGRZentry and enter DQ\DPRXQW as &RVWDV
%DVLVIRU,QFUHDVH.

u s e

i n t e r n a l

C S C

6DYH

b y

Save your modernization measure with

u s e

Go to the 2EMHFWV tab page, choose

$VVLJQ and double-click the 5HQWDO2EMHFW
entry. Using &RPSDQ\FRGH selectyour business entity  and the 8VDJH
W\SH Execute the selection with
6WDUWVHDUFK select both objects and copy
them with
&RS\.

i n t e r n a l

Go to the &RVWV tab page and select

confirming with \HV.

F o r

o n l y

(QWHUWKHIROORZLQJGDWD

F o r

o n l y

SAP AG

AC295

6-28

3-2

In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

$GMXVWPHQWRI&RQGLWLRQV$GMXVWPHQW6SHFLI\$GMXVWPHQWV5($-35

(QWHUWKHIROORZLQJGDWD

)LHOG1DPHRU'DWD7\SH

9DOXHV



Company Code



BE for Contract

Ensure that the 0RGH field is filled with 6LPXODWH$GMXVWPHQW5XQ.

In the lower screen area, select the 7DVNPR indicator.

Go to the 3URFHVVLQJSDUDPHW tab page and enter the value *5 in the $GMXVWPHQW
PHDVXUH field.

Go to the $FWLYLWLHVtab page and make sure that only the 'HWHUPLQH$GMXVWPHQWV
and 3URFHVVLQJRI$GMXVWPHQWVindicators are selected.

o n l y

Go to the $FWLYLW\3DUDPHWHUV tab page, select the 1H[W3RVVLEOH9DOLG)URP

indiciator and the2FFXSDQF\&RQWUDFWV indicator.Next to the 2FFXSDQF\&RQWUDFWV
indicator, change the entry in the 6XEMHFWWR$SSURYDO field to %RWK.

C S C

([HFXWH

Accept the simulation by choosing

&KDQJHIURPVLPXODWLRQWRXSGDWHUXQ

b y

u s e

3-3

b y

Select all entries and choose ($FWLYDWHDGMXVWPHQW). Save the adjustment with
6DYH Exit the log and the adjustment dialog by choosing
%DFN twice.
To check for changes, restart the RE Navigator.
In the SAP menu, choose:$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo

C S C

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand

choose . Expand the 5HQWDO2EMHFWV entry by selecting the button on the left of
the entry.

o n l y

F o r

0DVWHU'DWD5(1DYLJDWRU5(

Double-click on the number of your vacant apartment. Go to the $GMXVWPHQW tab

page and select in the upper screen area the line with the text Residential
management.

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.

SAP AG

u s e

Select the displayed line of your residential contract and choose

(6KRZGHWDLO).
Enter the date for a notification by selecting the button
(1RWLILHG'LUHFWO\) next
to the field 1RWLILHG2Q. Confirm todays date with &RQWLQXHand leave the
detail screen by selecting &RQWLQXH

i n t e r n a l

Choose

F o r

i n t e r n a l

Simulate and execute an adjustment.

AC295

6-29

6HUYLFH&KDUJH6HWWOHPHQW

&RQWHQW

z %XVLQHVV6FHQDULR
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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).

SAP AG

AC295

7-4

o n l y

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.

C S C

i n t e r n a l

y The tenant does or does not contribute in the payment of costs

b y

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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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SAP AG 2006


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1000/1000/1

Information Text / Detail Screen

Object Data

Object Data
Address
Measurements
Functional Locations
Fixt. and Fittings Char.
Subordinate Objects

o n l y

  
    

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Building 1000/1000/1
Business Entity 1000/1000
Property 1000/1000/1

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

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Pooled Spaces

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SAP AG

AC295

7-5

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Parking lot
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Administration
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buildings

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i n t e r n a l

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

Participation groups can be assigned the following objects:

o n l y

F o r

C S C

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 also individually exclude rental spaces.

You can create participation groups individually or create/change them within a settlement unit.

SAP AG

AC295

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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.

If there is no occupancy contract for a rental object, the costs are posted either WRWKHUHQWDOREMHFWRU
WRWKHFRVWFHQWHUIRUYDFDQF\FRVWVLILWLVHQWHUHGLQWKHSRVWLQJSDUDPHWHUV

If there is an occupancy contract for the rental object, the costs are automatically passed on to the
tenant.

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AC295

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The VHWWOHPHQWXQLW determines:

y Which costs (VHUYLFHFKDUJHNH\)

y should be apportionedto which rental objects (SDUWLFLSDWLRQJURXS)

y during which time period (VHWWOHPHQWSHULRG)

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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.

Creating participation groups:

A participation group specifies a set of rental objects to which the costs of a settlement unit are
apportioned. A participation group can be used in any number of settlement units. You must assign
exactly one participation group to the settlement unit at any RQH point in time during the settlement
period.

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.

SAP AG

AC295

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for operating costs, for example

for heating costs, for example.

When an invoice is received that relates to service charges, you have to enter the settlement unit and
a settlement reference date when posting the invoice. The system then identifies the cost collector
that belongs to this VHWWOHPHQWUHIHUHQFHGDWH, and updates the values posted to that cost collector.

SAP AG

AC295

7-10

o n l y

&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.

C S C

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How a VHWWOHPHQWSHULRGof a settlement unit is mapped is derived from the VHWWOHPHQWYDULDQWand

the YDOLGIURPGDWHof the participation group (first assignment of a participation group).

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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.

Examples of calculation bases:

o n l y

y Measurement

y Equivalence figures

F o r

i n t e r n a l

C S C

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.

SAP AG

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SAP AG 2006

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&RVWREMHFW68: Heating oil
&RVWREMHFW68: Heating maint.
&RVWREMHFW68: Elect. for heating

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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.

F o r

SAP AG

AC295

7-12

o n l y

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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Cost object SUs can be defined within settlement units.

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For this, a service charge key must be defined as follows:

The service charge key must be assigned an account symbol of RE-FX account determination, from
which the credit posting is derived.

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

7-13

o n l y

C S C

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.

You can also have a combination of consumption-dependent apportionment and apportionment by

area (for example, 40% by consumption and 60% by area).

SAP AG

AC295

7-14

o n l y

To do a service charge settlement according to consumption, meters must be assigned to the

participating rental objects.

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ROs by
number of persons

SU: Heating
All
ROs by
measurements

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.

C S C

o n l y

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SAP AG 2006

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SAP AG

AC295

7-15

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Specify the following in the settlement unit:

y The service charge key (you defined service charge keys in Customizing)

b y

y The measurement type (you defined measurement types in Customizing)

y The purpose of the apportionment (choose a predefined value)

F o r

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

o n l y

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.

C S C

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i n t e r n a l

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SAP AG

AC295

7-17

o n l y

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&DOFXODWHFUHGLWVUHFHLYDEOHV
*HQHUDWHFRUUHVSRQGHQFH

3RVWFRVWVWR)LQDQFLDO$FFRXQWLQJ

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

F o r

o n l y

Costs on settlement unit

Here the system also determines the direct costs on the rental objects and real estate contracts of the
lease-out type.

C S C

Determining reference factors

Here the system determines the amount to be apportioned by multiplying the measurement amount
by the number of days occupied or the meter reading.

b y

Determining the settlement hierarchy

Here the system determines the selected settlement units and the rental objects assigned to them. If a
pooled space is assigned as a rental object category, all rental spaces assigned to that pooled space
are also assigned. The same applies when a business entity has been assigned a building, etc. In
addition, the system checks which real estate contracts are assigned as lease-outs, and which rental
objects are vacant.

u s e

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SAP AG 2006

i n t e r n a l

C S C

,QWHUQDO3URFHVVIRU6HUYLFH&KDUJH6HWWOHPHQW

o n l y

x 0.02
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RO 1

Mayer

01/01

04/10

Vacancy

04/11

Smith
RO 2
RO 3

4"N

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JY.%I.!'

100 x

100 m

10,000

200.00

04/18

8x

100 m

800

16.00

04/19

12/31

257 x

100 m

25,700

514.00

Wilde

01/01

12/31

365 x

50 m

18,250

365.00

Vacancy

01/01

05/02

122 x

150 m

18,300

366.00

Olsen

05/03

12/31

243 x

150 m

36,450

729.00

BO?2AFJ@2M X M x

@6MO=T%M X A4TY?B!@

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109.500

2,190

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([DPSOH&DOFXODWLRQRI&RVWVSHU5(&52

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SAP AG

AC295

7-19

3RVWLQJ3URFHVVHV 6HUYLFH&KDUJH6HWWOHPHQW

9HQGRUV

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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

3RVWLQJVHUYLFHFKDUJHVLQFXUUHG
When the service charge settlement is performed, the first costs to be determined are those posted to
the settlement unit.

b y

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SAP AG 2006

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JO

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SAP AG

AC295

7-20

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i n t e r n a l

Posting service charges incurred (1)

b y

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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

F o r

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SAP AG 2006

i n t e r n a l

C S C

JO

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y a) further allocation to rental agreements

y b) no further allocation but result of rental agreements (flat rate)

C S C

i n t e r n a l

Posting service charges incurred (1)

b y

y c) Contracts cannot be assigned (vacancy)

'HELWWHQDQW

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

F o r

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SAP AG 2006

i n t e r n a l

C S C

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If the AP is posted as revenue, only the planned principle is possible.

b y

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

i n t e r n a l

5HFHLYDEOHVIURPVWWOPW

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SAP AG

AC295

7-23

3HULRGLF3RVWLQJ$GYDQFH3D\PHQWVDVD'RZQ
3D\PHQWZLWK6HUYLFH&KDUJHV

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Note the following:

C S C

y Special G/L transaction J PXVW be executed as a payable special G/L transaction, whereas K is
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.

y Special G/L transactions have to be classified as A (down payment).

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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7-24

6&6&OHDULQJ $GYDQFH3D\PHQWV
Tenant has paid all the the advance payments (before transfer posting)

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C S C

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

i n t e r n a l

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SAP AG 2006

i n t e r n a l

5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW 
$3RSFRVWV [ 
3DLG $3 

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

b y

i n t e r n a l

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SAP AG 2006

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5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW 
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C S C

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7-26

&OHDULQJ $GYDQFH3D\PHQWV
Tenant has NOT paid all advance payments (before transfer posting)

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C S C

The tenant has 127paid all advance payments. The tenant share of the service charges is 

C S C

o n l y

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

u s e

u s e

b y

SAP AG 2006

i n t e r n a l

5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW 
$3RSFRVWV [ 
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SAP AG

AC295

7-27

&OHDULQJ $GYDQFH3D\PHQWV  $FWXDO3ULQFLSOH

Tenant has NOT paid all advance payments and settlement is performed based on the actual
advance payments posted in the periodic posting run (accounts shown after transfer posting)
6XEVLGLDU\/HGJHU

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i n t e r n a l

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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C S C

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Tenant has NOT paid all advance payments and settlement takes place based on the planned
advance payments posted in the periodic posting run (accounts shown after transfer posting)
6XEVLGLDU\/HGJHU

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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

b y

SAP AG 2006

i n t e r n a l

5HFHLYDEOHVIURPVHUYLFHFKDUJHVHWWOHPHQW 
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C S C

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SAP AG

AC295

7-30

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z 6HWWOHPHQWRIFRQWUDFWVZLWKPXOWLSOHREMHFWV
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PDSSHG

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SAP AG 2006

i n t e r n a l

C S C

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F o r

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SAP AG

AC295

7-31

6HUYLFH&KDUJH6HWWOHPHQW6XPPDU\

<RXDUHQRZDEOHWR

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VHWWOHPHQW

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SAP AG 2006

i n t e r n a l

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&UHDWLQJWKHLQIUDVWUXFWXUH

C S C

F o r

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SAP AG

AC295

7-32

([HUFLVHV
8QLW

7RSLF 6HUYLFH&KDUJH6HWWOHPHQW,QIUDVWUXFWXUH
6HUYLFH&KDUJH6HWWOHPHQW
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

Describe the relevant postings

C S C

Your enterprise receives invoices for water, electricity, cleaning

and waste removal. These costs are to be passed on to your
tenants. Your external tenants, like internal tenants, make advance
payments or flat rate payments. These payments are cleared in the
service charge settlement.

i n t e r n a l

b y

The costs are distributed proportionally to the tenants based on

varying criteria, such as the number of parking spaces, the amount
of consumption, or the area of the space rented.

u s e

You settle service charges annually. You should take into

consideration the fact that not all tenants occupy the office space
for the entire settlement period. Also parameters for the
distribution of costs can change during that time. For example, the
number of persons using a space could increase, or the area of the
rented space could be augmented.

u s e

b y

C S C

i n t e r n a l

F o r

Start the RE Navigator.

1

Create participation groups.

1-1

Create a participation group for your administration building:

The first participation group for your business entity 1## is called ADMIN and
contains all the rental objects of the administration building. Assign your
building 1000/1##/1 to this (DGPLQLVWUDWLRQEXLOGLQJ).
Enter a name for your participation group.

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 settlement units

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

Create a settlement unit to distribute cleaning costs to your office tenants. To do

this, use service charge key +RXVHFOHDQLQJ. Specify the identification
5(,19, assign -DQXDU\RIODVW\HDU as the valid-from date and assign a
name. Assign the $'0,1 participation group. The apportionment should be
 by number of persons 0. Generate the cost collector for last year.

C S C

b y

u s e

i n t e r n a l

C S C

2-3

b y

Create a settlement unit to distribute garbage costs to your apartment tenants. To

do this, use service charge key *DUEDJHUHPRYDOGLVSRVDO. Specify the
identification 75$6+, assign -DQXDU\RIODVW\HDU as the valid-from date
and assign a name. Assign the 5(6, participation group. The apportionment
should be  by residential/usable space $. Generate the cost collector
for last year.

u s e

2-2

i n t e r n a l

Create a settlement unit to distribute water costs to your office tenants. To do

this, use service charge key :DWHUVXSSO\. Specify the identification
:$7(5, assign January 01 of last year as the valid-from date and assign a
name. Assign the $'0,1 participation group. The apportionment should be
 by consumption 8. Generate the cost collector for last year.

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.

3-1

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.

View the settlement participation of your first commercial lease-out.

Enter meters and measurement documents.

Start the RE Navigator.
5-1

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



Office02 GFL from

January 01 of
last year

Save changes.
5-2

Enter the following meters in the master record of the  pooled space:

F o r

'LVWULEXWLRQRI 'HVFULSWLRQ 0HDVXUHPHQW 5HQWDOVSDFHV

FRQVXPSWLRQ
7\SHV

WASSERVERBRAUCH Total meter for

residual
consumption

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

Save the changed pooled space.

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

A200

u s e

Total
Meters
GFL

i n t e r n a l

WASSERVERBRAUCH Main meter for

Consumption
Remainder

u s e

'LVWULEXWLRQRI 'HVFULSWLRQ 0HDVXUHPHQW 5HQWDOVSDFHV

FRQVXPSWLRQ
7\SHV

F o r

&KDUDFWHULVWLF

5-3

Create an entry list for your meter/measuring points to be able to make a

cumulative entry. Assign the name GR-##.
Assign all previously created measuring points.

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

Date within the last year

b y

SAP AG

Enter the following data in order to calculate garbage costs.

)LHOG

&RQWHQW

Document Date

>Todays date<

Vendor



Amount

Corresponding value

Business Entity



SCK



Settlement Unit

TRASH

Reference date

Date within the last year

AC295

o n l y

F o r

6-2

C S C

i n t e r n a l

SCK

u s e

u s e

&RQWHQW

i n t e r n a l

)LHOG

b y

Enter the following data in order to calculate water costs.

F o r

o n l y

6-1

7-36

Enter the following data in order to calculate cleaning costs.

)LHOG

&RQWHQW

Document Date

>Todays date<

Vendor



Amount

As required

Business Entity



SCK



Settlement Unit

MSU

Reference date

Date within the last year

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

Simulate the settlement for <285EXVLQHVVHQWLW\ for last year.

i n t e r n a l

Simulate the service charge settlement.

Create a new settlement called 1.$ *5. First, run a simulation of the internal
service charge settlement without a subsequent final settlement. Perform the
settlement with the planned principle, and allow all steps through to simulation of
posting costs.

u s e

b y

Perform periodic posting for your contracts through December of last year.

u s e

F o r

o n l y

6-3

u s e

u s e

b y

C S C

i n t e r n a l

b y

C S C

i n t e r n a l

o n l y

F o r

o n l y

F o r

7-38

AC295

SAP AG

8QLW

7RSLF

To start the 5(1DYLJDWRU, in the 6$30HQX choose:

$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo0DVWHU'DWDo5(1DYLJDWRU5(
1

Create participation groups.

1-1 In the Navigation Area of the RE Navigator, change the display to 3DUWLFLSDWLRQ
(&UHDWH).
*URXS and choose
Enter the following data:
)LHOG1DPHRU'DWD7\SH

b y

C S C

Company Code

9DOXHV


BE of Partic. Group



Participation group

ADMIN

Part. Group Name

As required

u s e

Go to the $VVLJQHG2EMHFWV tab page and choose

($GG0XOWLSOH2EMHFWV).

Select your displayed building and copy it by choosing

(Save).

(&UHDWH) again.

o n l y

1-2 Choose

C S C

Save by pressing &75/6 or selecting

(&RS\).

Enter the following data:

)LHOG1DPHRU'DWD7\SH
Company Code

9DOXHV


BE of Partic. Group



Participation group

PARK

Part. Group Name

Any text

Go to the $VVLJQHG2EMHFWV tab page and choose

($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

SAP AG

AC295

b y

Double-click the %XLOGLQJentry, enter your building  in the selection screen, and
confirm with (&RQWLQXH).

u s e

i n t e r n a l

6HUYLFH&KDUJH6HWWOHPHQW,QIUDVWUXFWXUH
6HUYLFH&KDUJH6HWWOHPHQW

i n t e r n a l

F o r

6HUYLFH&KDUJH6HWWOHPHQW

F o r

o n l y

6ROXWLRQV

(&RS\).

(Save).
7-39

Enter the following data:

)LHOG1DPHRU'DWD7\SH
Company Code



BE of Partic. Group



Participation group

RESI

Part. Group Name

As required

Go to the $VVLJQHG2EMHFWV tab page and choose

($GG0XOWLSOH2EMHFWV).

Double-click the %XLOGLQJentry, enter your building  in the selection screen, and
confirm with (6WDUWVHDUFK).
Select your displayed building and copy it by choosing
Save by pressing CTRL+S or selecting
1-4 Choose

6DYH.

(&RS\).

(&UHDWH) for the last time.

Enter the following data:

C S C

)LHOG1DPHRU'DWD7\SH

b y

Company Code

9DOXHV


BE of Partic. Group



Participation group

BUILDING

Part. Group Name

As required

Go to the $VVLJQHG2EMHFWV tab page and choose

($GG0XOWLSOH2EMHFWV).

Save by pressing CTRL+S or selecting

C S C

Select your ADMIN and RESI participation groups and copy them by choosing
(&RS\).

b y

Double-click the 3DUWLFLSDWLRQJURXSentry, enter  as the &RPSDQ\FRGH and 1##

as the EXVLQHVVHQWLW\ and confirm the selection screen with
(&RQWLQXH).

u s e

u s e

9DOXHV

i n t e r n a l

6DYH.

o n l y

F o r

i n t e r n a l

(&UHDWH) again.

F o r

o n l y

1-3 Choose

SAP AG

AC295

7-40

o n l y

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



Service charge key



Settlement unit

WATER

SU name

As required

Valid From

01.01 of last year

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).
Save your settlement unit by pressing CTRL+S or choosing

(Save).

2-2 Choose the (&UHDWH) button again, select the 6HWWOHPHQW8QLW entry and confirm
with (&RQWLQXH).

u s e

Enter the following data:



Service charge key



Settlement unit

TRASH

SU name

As required

Valid From

01.01 of last year

o n l y

F o r

BE of SU



C S C

i n t e r n a l

Company Code

9DOXHV

b y

)LHOG1DPHRU'DWD7\SH

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

Create settlement units

F o r

u s e

(Save).

7-41

2-3

Enter the following data:

)LHOG1DPHRU'DWD7\SH
Company Code
BE of SU

9DOXHV



Service charge key



Settlement unit

REINP

SU name

Any text

Valid From

01.01 of last year

Go to the 3DUWLFLSDWLRQ*URXSV tab page. In the upper screen area enter 3$5.in the
3DUW*US field and press ENTER.

o n l y

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
2-4

Choose the (&UHDWH) button again, select the settlement unit entry and confirm with
(&RQWLQXH).
Enter the following data:
9DOXHV

u s e

Service charge key



Settlement unit

REINV

SU name

Any text

Valid From

01.01 of last year

BE of SU

u s e



i n t e r n a l

)LHOG1DPHRU'DWD7\SH
Company Code



b y

C S C

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).
Save your settlement unit by pressing CTRL+S or choosing

SAP AG

AC295

(Save).

7-42

o n l y

F o r

(Save).

i n t e r n a l

C S C

(&UHDWH) button again, select the settlement unit entry and confirm with

F o r

b y

Choose the
(&RQWLQXH).

Create a master settlement unit.

3-1

Choose (&UHDWH), select the 0DVWHU6HWWOHPHQW8QLW entry and confirm with

(&RQWLQXH).
Enter the following data:
)LHOG1DPHRU'DWD7\SH
Company Code
BE of SU




Service charge key



Settlement unit

MSU

SU name

Any text

Valid From

01.01 of last year

Go to the $SSRUWLRQPHQW5XOH tab page.

In the lower screen area, choose
)LHOG1DPHRU'DWD7\SH

C S C

CoCode

b y

BE of SU




SU

REINP

Equiv. No.



u s e



again and enter the following data:

BE of SU






SU

REINV

Equiv. No.



o n l y

SCK

In the lower screen area, choose

C S C

CoCode

9DOXHV

b y

)LHOG1DPHRU'DWD7\SH

i n t e r n a l

9DOXHV

SCK

Choose

F o r

(,QVHUW) and enter the following data:

i n t e r n a l

u s e

9DOXHV

F o r

o n l y

($GG8S(TXLYDOHQFH1XPEHUV).

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

(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.

icon to the left of the entry and

Go to the 6HWWOHPHQW3DUWLFLSDWLRQ tab page and view the new entries.

5-1

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

'LVWULEXWLRQRI
'HVFULSWLRQ
FRQVXPSWLRQ

b y

u s e

i n t e r n a l

'HVFULSWLRQ

F o r

WASSERVERBRAUCH Distribution using

Office02 - 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 the 5HQWDO
6SDFH named 2IILFH*)/ and enter January 01 of last year as the valid from date.

Save your pooled space with

&ORVHPHVVDJHV).

SAP AG

6DYH. Close the lower message area by pressing

AC295

7-44

o n l y

'LVWULEXWLRQRI
FRQVXPSWLRQ

C S C

&KDUDFWHULVWLF

b y

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.

i n t e r n a l

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

o n l y

&KDUDFWHULVWLF

o n l y

Double-click on the pooled space representing the first floor. Go to the0HWHUVtab and
choose
(&KDQJHV%HWZHHQ'LVSOD\! &KDQJH).
Choose

&KDUDFWHULVWLF

0HDVXUHPHQW
W\SH

WASSERVERBRAUCH Total meter for

Total Meters
A200
residual
FFL
consumption
Choose ,QVHUW again, mark the new lines in the upper screen area and enter the
following data:
&KDUDFWHULVWLF

'LVWULEXWLRQRI
FRQVXPSWLRQ

'HVFULSWLRQ

WASSERVERBRAUCH Distribution by rental Office01 - FFL

space
Choose the 5HQWDO6SDFH tab page in the lower screen area, select
(QWHU and
choose )+HOS from the column marked 5HQWDO2EMHFW. Double-click on the 5HQWDO
6SDFH named 2IILFH))/ and enter January 01 of last year as the valid from date.
Return to the 'HWDLOV tab page.

Choose ,QVHUW again, mark the new lines in the upper screen area and enter the
following data:

b y

&KDUDFWHULVWLF

'LVWULEXWLRQRI
FRQVXPSWLRQ

'HVFULSWLRQ

6DYH. Close the lower message area by pressing

C S C

Save your pooled space with

&ORVHPHVVDJHV).

b y

WASSERVERBRAUCH Distribution by rental Office02 FFL

space
Choose the 5HQWDO6SDFH tab page in the lower screen area, select
(QWHU and
choose )+HOS from the column marked 5HQWDO2EMHFW. Double-click on the 5HQWDO
6SDFH named 2IILFH))/ and enter January 01 of last year as the valid from date.

u s e

u s e

'LVWULEXWLRQRI 'HVFULSWLRQ
FRQVXPSWLRQ

i n t e r n a l

o n l y

F o r

i n t e r n a l

(,QVHUW) and enter the following data:

F o r

C S C

5-2

SAP AG

AC295

7-45

5-3

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.

Confirm your entry with

&RQWLQXHand, as described above, select all the
measuring points sequentially.

o n l y

C S C

b y

Object type

Repeat the steps described under 5-3 for pooled space 1000/1##/2.
Save the entry list by choosing
5-4

(6DYH).

Enter measurement documents.

In the SAP menu choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo
6HUYLFH&KDUJH6HWWOHPHQWo0DVWHUGDWDo0HWHUo(QWU\OLVWo(QWHU0HWHU
5HDGLQJV,.
Place the cursor in the (QWU\OLVW field and call up the )+HOS. Enter *5 as the
&RQWLQXH). Double-click your entry list. Change the
entry list name and press
measuring time to January 01 of last year and press ENTER.

b y

In the 0HWHUUHDGLQJGLIIHUHQFH column, enter a start value of  for all measuring

points and save by choosing
(6DYH).

SAP AG

(6DYH).

AC295

7-46

o n l y

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.

C S C

Change the measuring time to December 31 of last year and press ENTER again.

Choose

u s e

u s e

IME

i n t e r n a l

i n t e r n a l

Measuring point
object

F o r

F o r

Create an entry list.

In the SAP menu, choose: $FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo
6HUYLFH&KDUJH6HWWOHPHQWo0DVWHUGDWDo0HWHUo(QWU\OLVWo&UHDWH,.
Enter GR-## as the name and press ENTER.

Post vendor invoices using one-time posting

In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW0DVWHU
'DWD5(1DYLJDWRU5(
6-1

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.
'RXEOHFOLFNRQ$SSRUWLRQDEOHFRVWV6&6
(QWHUWKHIROORZLQJGDWDLQWKHXSSHUVFUHHQDUHD
)LHOG1DPHRU'DWD7\SH
Vendor



Document Date

Date within the last year

Amount

Corresponding value

Confirm these entries by pressing ENTER.

o n l y

,QWKHORZHUVFUHHQDUHDHQWHUWKHIROORZLQJGDWD

u s e

b y

C S C

Business Entity

9DOXHV

i n t e r n a l

)LHOG1DPHRU'DWD7\SH

F o r



Service Charge Key



Settlement Unit

WATER

Reference date

Date within the last year

Confirm these entries by pressing ENTER.

Post this document by choosing

(%DFN).

b y

6-2

(3RVW).Exit the report by clicking

u s e

Enter the following data in the upper screen area:

9DOXHV

Vendor



Document Date

Date within the last year

Amount

Corresponding value

o n l y

F o r

)LHOG1DPHRU'DWD7\SH

C S C

i n t e r n a l

9DOXHV

Confirm these entries by pressing ENTER.

In the lower screen area, enter the following data:
)LHOG1DPHRU'DWD7\SH
Business Entity

9DOXHV



Service Charge Key



Settlement Unit

TRASH

Reference date

Date within the last year

Confirm these entries by pressing ENTER.

Post this document by choosing
SAP AG

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AC295

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7-47

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)LHOG1DPHRU'DWD7\SH

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Vendor



Document Date

Date within the last year

Amount

Corresponding value

Confirm these entries by pressing ENTER.

In the lower screen area, enter the following data:
)LHOG1DPHRU'DWD7\SH

9DOXHV



o n l y

Business Entity
Service Charge Key



Settlement Unit

MSU

Reference date

Date within the last year

F o r

Confirm these entries by pressing ENTER.

Post this document by choosing

(%DFN).

Enter the following data:

CoCode
Business Entity Contract

9DOXHV




C S C

Month for Posting Run



Year for Posting Run

Previous year

&RQILUPWKHVHHQWULHVE\SUHVVLQJ(17(5

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Perform periodic posting up to December of last year.

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Enter the following data in the upper screen area:

In the SAP menu, choose$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW6HUYLFH

&KDUJH6HWWOHPHQW6HWWOHPHQW([HFXWH&RQWLQXH6HWWOHPHQW5(6&6(
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Activity

Create New Settlement

Title

NKA - GR##

Settlement Method

Simulation Only (Without

Subsequent Actual Settlement)

Settlement type

Internal Service Charge Settlement

Settlement Schema

Planned Principle (all open APs)

Settlement Step

Simulation of Posting Costs

Company Code



Settle To

31.12.of last year

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
Save these entries as a variant by choosing
GROUP-## and save by choosing .

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Check the reports by double-clicking a row in the lower screen area.

9

Perform a complete settlement.

Change the entry in the 6HWWOHPHQW0HWKRG field to $FWXDO6HWWOHPHQW and the entry in the
6HWWOHPHQW6WHS field to 3RVWLQJRI&RVWVLQ)LQDQFLDO$FFRXQWLQJ

Start the settlement by choosing

SAP AG

(Execute).

AC295

7-49

o n l y

In the SAP menu, choose$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW6HUYLFH

&KDUJH6HWWOHPHQW6HWWOHPHQW([HFXWH&RQWLQXH6HWWOHPHQW5(6&6(
Choose
5HWULHYHYDULDQW and double-click on the Variant you just created titled *URXS

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Check the logs by double-clicking a row in the upper screen area.

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Start the simulation by choosing

. Assign the variant name and the meaning

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(QWHUWKHIROORZLQJGDWD

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In the SAP menu, choose$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW5(
1DYLJDWRU5(1DYLJDWRU5(

In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand choose
. Expand the 5HDO(VWDWH&RQWUDFWVentry by selecting the button on the left of the
entry.
Double-click your first commercial rental agreement and go to the 2YHUYLHZV tab page.
Choose the 7HQDQWDFFRXQW entry, and then all RSHQLWHPV.Make sure that the settlement
result given under the description RIODVW\HDURIODVW\HDU5HIURPVHWW$3
RSHUDW&RVWV&UIURPVHWWO$3RSHUFRVWV is entered in the accounts sheet line.$XV$EU
*XWK$XV$EU. In der Kontenblattposition angegeben wird.

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You can define multiple sales agreements for each lease-out.

You can maintain the sales agreements time-dependently.

The reporting intervals and settlement periods can be freely defined.

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.

AC295

8-5

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SAP AG

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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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You can define gradings for each product that has a sales report rule.

Depending on how the product is maintained in Customizing, gradings are quantity-based or

amount-based.

Sales gradings can also be time-dependent.

That means that you can define in the contract that up to 03/27 12% of sales and as of 03/28 11.5%
of sales can be requested.

Note the different effects with regard to the results analysis when entering sales gradings.

C S C

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In the sales rule, you define the settlement period, the cumulated settlement period, and the final
settlement period. You can settle quarterly and execute a final settlement annually using the certified
sales revenues, for example.

Reporting rules and conditions are assigned to the sales rule.

o n l y

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C S C

Sales rules can group together reporting rules so that so only one sales-based settlement is required
for the reports of several products.

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If you have not entered the sales data for a reporting interval, you will be reminded about this.

After the final settlement, you cannot change any sales reports that have already been entered.

C S C

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i n t e r n a l

You have to enter the tenants sales reports for sales-based rent settlement.

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8-9

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Sales revenues of DUHUHSRUWHGLQWKHVHFRQGTXDUWHU7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOW

has been calculated as 7KHPLQLPXPUHQWIRUWKHTXDUWHULVWKHUHIRUHWKHUHLVD
receivable of 6LQFHKDVDOUeady been paid, the tenant receives a bill in the amount of
IRUWKLVSHULRG

Sales revenues of DUHUHSRUWHGLQWKHWKLUGTXDUWHU7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOWKDV

been calculated as 7KHPLQLPXPUHQWIRUWKHTXDUWHULV00, therefore there is a
receivable of 6LQFHKDVDOUHDG\EHHQSDLGWKHWHQDQWUHFHLYHVDELOOLQWKHDPRXQWRI
IRUWKLVSHULRG
Sales revenues of DUHUHSRUWHGLQWKHIRXUWKTXDUWHU7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOW
has been calculated as 7KHPLQLPXPUHQWIRUWKHTXDUWHULV6LQFHKDV
already been paid, the IRUWKLVSHULRGLVUHWXUQHGWRWKHWHQDQW

SAP AG

AC295

8-10

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Sales revenues of DUHUHSRUWHGLQWKHILUVWTXDUWHU7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOWKDV

been calculated as 7KHPLQLPXPUHQWIRUWKHTXDUWHULV6LQFHKDVDOUHDG\
been paid, the IRUWKLVSHULRGLVUHWXUQHGWR the tenant.

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The above example shows the calculation of a sales-based settlement.

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Sales revenues of DUHUHSRUWHGLQWKHVHFRQGTXDUWHUZKLFKPDNHVWRWDOUHYHQXHVRI

7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOWKDVEHHQFDOFXODWHGDV7KHPLQLPXPUHQW
for the half-year period is WKHUHIRUHWKHUHLV a receivable of 6LQFHKDV
already been paid, there should be credit of 7KLVFUHGLWLVDOUHDG\DYDLODEOHIURPWKH
previous period, so the result is 

Sales revenues of DUHUHSRUWHGLQWKHWKLUGTXDUWHUZKLFKPDNHVWRWal revenues of 

130,000. This means that the settlement result has been calculated as 7KHPLQLPXPUHQW
for this period is WKHUHIRUHWKHUHLVDUHFHLYDEOHRI6LQFHKDVDOUHDG\EHHQ
paid, no credit and no receivables exist for the balance from the previous period, the tenant receives a
bill in the amount of IRUWKLVSHULRG

Sales revenues of DUHUHSRUWHGLQWKHIRXUWKTXDUWHUZKLFKPDNHVWRWDOUHYHQXHVRI

7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOWhas been calculated as 7KHPLQLPXPUHQW
for this period is WKHUHIRUHWKHUHLVDUHFHLYDEOHRI6LQFHKDVDOUHDG\EHHQ
paid, there should be credit of $UHFHLYDEOHRILVDYDLODEOHIURPWKHSUHYLRXV
periods, which makes a total credit of IRUWKHVHWWOHPHQWIURP4WR4

You can decide for each contract whether credit should be paid out.

SAP AG

AC295

8-11

o n l y

i n t e r n a l

Sales revenues of DUHUHSRUWHGLQWKHILUVWTXDUWHU7KLVPHDQVWKDWWKHVHWWOHPHQWUHVXOWKDV

been calculated as 7KHPLQLPXPUHQWIRUWKHTXDUWHULV6LQFHKDVDOUHDG\
been paid, the IRUWKLVSHULRGLVUHWXUQHGWRWKH tenant.

C S C

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The above example shows the calculation of a cumulated sales-based settlement.

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SAP AG 2006

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If the advance payment is defined as a revenue, only the peak as a receivable/credit is posted as the
settlement result.

C S C

o n l y

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The posting is made in the same way as the service charge settlement.

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5HFHLYDEOHVIURPVWWOPW

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8-12

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3000

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The transfer posting for sales-based rent settlement is made in the same way as the service charge
settlement.

The slide shows the account after the transfer posting.

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

o n l y

In this example:
Receivables from settlement FUHGLWIURPWKHWUDQVIHUSRVWLQJEDODQFHIRU
tenant 

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LQVHUYLFH FKDUJH VHWWOHPHQWV

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SAP AG 2006

C S C

F o r

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SAP AG

AC295

8-14

([HUFLVHV
8QLW

7RSLF 6DOHV%DVHG&RQWUDFWV6DOHV5HSRUWVDQG
6DOHV6HWWOHPHQW
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

Create a pooled space with usage type VWRUH.

Assign the pooled space to your %XVLQHVV(QWLW\ and to %XLOGLQJ inside it.

u s e

i n t e r n a l

Create a real estate contract of the type FRPPHUFLDOOHDVHRXW.

o n l y

In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
WHQDQF\ODZ, and enter a 1DPHfor your contract.
Flag this contract as relevant to sales.

Create a partner for your contract with the role of PDVWHUWHQDQWZLWKFXVWRPHUDFFRXQW

The business partner type for the tenant should be RUJDQL]DWLRQ.
Assign a name, search term, address and communication data.

Define -DQXDU\ODVW\HDUas the contract start date.

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AC295

C S C

Define profit center5(6WRUHin the organizational assignment in the posting
parameters.
Save your pooled space.

b y

Assign the following measurement to your pooled space:

5HWDLO6SDFH$P

u s e

Enter UHWDLOVSDFH as the name and assign January 1 of last year as the date of the first
posting.

i n t e r n a l

C S C

o n l y

You have drawn up sales-based contracts with your tenants. The

tenants report their sales in periodic intervals. You carry out a
sales-based rent settlement at the end of the settlement period.
You use the reported certified sales to adjust the sales-based
settlement that has already been carried out.

F o r

F o r

6DOHV%DVHG&RQWUDFWDQG6DOHV%DVHG
5HQW6HWWOHPHQW

8-15

Extract PUHWDLOVSDFHfrom the pooled space with the name UHWDLOVSDFHEnter

the name 5HWDLOVSDFHP*)/

On the 3RVWLQJ3DUDPHWHUV tab page, for 2UJDQL]DWLRQDO$VVLJQPHQWassign profit

center 5(5HDO(VWDWH2WKHUV
Use the fast entry function to define the following sales agreement:
Sales Rule Name

10% for complete assortment

Reporting Frequency Frequency Start

01.01 of last year

Reporting Frequency Frequency

3 months

Settlement Frequency - Frequency

12 months

Sales Grading - % rate



Check your entries and confirm them.

&RQGLWLRQ7\SH

&DOFXODWLRQ
)RUPXOD

8QLW
3ULFH

'LVWULEXWLRQ)RUPXOD

Sales-based rent (60)

Sales-based rent

Minimum sales rent

(61)

Fixed amount

1.000

Determined automatically

Advance payment sales

rent revenue (69)

Fixed amount

500

Determined automatically

Determined automatically

u s e

u s e

b y

C S C

o n l y

Assign the following conditions to your sales rule:

i n t e r n a l

Activate your contract and save it.

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.

C S C

b y

i n t e r n a l

9DOXHV

F o r

Enter the following values:

5HSRUWIURP

5HSRUW7R

1HW

01.01. of last year

30.03. of last year

44.000

01.04. of last year

30.06. of last year

47.000

01.07 of last year

30.09. of last year

47.000

05.01. of last year

31.12. of last year
Display the sales reports entered for the contract.

SAP AG

AC295

o n l y

F o r

)LHOG1DPHRU'DWD7\SH

46.000

8-16

Simulate the sales-based settlement and then execute it.

Use the object selection functions for this.

Change the settlement title to 6HWWOHPHQW*URXS.

Perform all the settlement steps up to 6LPXODWLRQRI3RVWLQJ&RVWV.

You should first simulate the settlement for last year in accordance with the PLANNED
principle.
View the results report of the sales-based settlement.
Exit the report.

Enter additional posting data in the parameters. The SRVWLQJGDWHandGRFXPHQWGDWH

should be WRGD\VGDWH. The GRFXPHQWKHDGHUWH[Wshould be 6HWWOHPHQW*URXS
.
For all the settlement steps, perform the settlement again in the update run.
Display the posting log.

o n l y

C S C

Flag this contract as relevant to sales.

Create a partner for your contract with the role of PDVWHUWHQDQWZLWKFXVWRPHUDFFRXQW

The business partner type for the tenant should be RUJDQL]DWLRQ.

C S C

i n t e r n a l

In the &RPSDQ\&RGH field, enter , in the 7HQDQF\ODZ field, select *HUPDQ
WHQDQF\ODZ, and enter a 1DPHfor your contract.

Assign a name, search term, address and communication data.

Define -DQXDU\ODVW\HDUas the contract start date.

On the 3RVWLQJ3DUDPHWHUV tab page, for 2UJDQL]DWLRQDO$VVLJQPHQWassign profit

center 5(5HDO(VWDWH2WKHUV

Define the following sales report rules:

Foodstuffs sales should be reported each quarter. The FHUWLILHGVDOHV should be reported
DQQXDOO\. Call this report rule )RRGVWXIIV.

7REDFFRVDOHV should be reported HYHU\VL[PRQWKV. The FHUWLILHGVDOHV should be

reported DQQXDOO\. Call this report rule 7REDFFR.
Define the following sales rules:
The rent should amount to 10% of the reported IRRGVWXIIVVDOHV.

AC295

8-17

o n l y

Extract PUHWDLOVSDFHfrom the pooled space with the name UHWDLOVSDFHEnter

the name 5HWDLOVSDFHP*)/

SAP AG

b y

F o r

Create another real estate contract of the type FRPPHUFLDOOHDVHRXW

u s e

u s e

i n t e r n a l

,QWKHIROORZLQJH[HUFLVHV\RXZLOOFUHDWHDPRUHFRPSOLFDWHGVDOHVEDVHGFRQWUDFWDQG
SHUIRUPWKHVHWWOHPHQWSURFHVVLQFOXGLQJILQDOVHWWOHPHQW

b y

F o r

View the tenant account in the contract.

The following sales grading should be defined for WREDFFRVDOHV:

50.000

11

50.000

100.000

10,5

100.000

9,5

The settlement should be performed every six months. The final settlement should be
annual.

o n l y

Assign the following conditions to your sales rule:

C S C

b y

&RQGLWLRQ7\SH

&DOFXODWLRQ
)RUPXOD

8QLW
3ULFH

'LVWULEXWLRQ)RUPXOD

Sales-based rent (60)

Sales-based rent

Minimum sales rent

(61)

Fixed amount

500

Determined automatically

Advance payment sales

rent revenue (69)

Fixed amount

500

Determined automatically

Determined automatically

Activate your contract and save it.

7

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

u s e

UDWH

i n t e r n a l

b y

Enter the following values:

5HSRUW7R

1HW

5HS5XOH
1R

6DOHV7\SH1DPH

01.01. of last year

31.03. of last year

21.000

10

Foodstuffs

01.04. of last year

30.06. of last year

18.000

10

Foodstuffs

01.07 of last year

30.09. of last year

17.000

10

Foodstuffs

01.10. of last year

31.12. of last year

24.000

10

Foodstuffs

01.01. of last year

30.06. of last year

15.000

20

Tobacco

01.07 of last year

31.12. of last year

22.500

20

Tobacco

SAP AG

AC295

o n l y

5HSRUWIURP

C S C

i n t e r n a l

6DOHVWR

F o r

F o r

6DOHVIURP

8-18

Change the settlement title to 6HWWOHPHQW*URXS.

Perform all the settlement steps up to 6LPXODWLRQRI3RVWLQJ&RVWV.

You should first simulate the settlement for all of last year in accordance with the
PLANNED principle.
View the results report of the sales-based settlement.
Exit the report.

Enter additional posting data in the parameters. The SRVWLQJGDWHandGRFXPHQWGDWH

should be WRGD\VGDWH. The GRFXPHQWKHDGHUWH[Wshould be 6HWWOHPHQW*URXS
.
For all the settlement steps, perform the settlement again in the update run.
Display the posting log.
10

b y

C S C

Enter the following values:

5HSRUWIURP

5HSRUW7R

1HW

1DPHRI6DOHV
7\SH

01.01. of last year

31.12. of last year

82.000

Foodstuffs

31.12. of last year

51.000

Tobacco

u s e

01.01. of last year

11

u s e

Simulate the final settlement and then execute it.

Use the object selection functions for this.

b y

Change the settlement title to )LQDO6HWWOHPHQW*URXS.

Perform all the settlement steps up to 6LPXODWLRQRI3RVWLQJ&RVWV.

Select)LQDOVHWWOHPHQWas the settlement type.

View the results report of the sales-based settlement.
Exit the report.

Enter additional posting data in the parameters. The SRVWLQJGDWHandGRFXPHQWGDWH

should be WRGD\VGDWH. The GRFXPHQWKHDGHUWH[Wshould be )LQDO6HWWOHPHQW*URXS
.
For all the settlement steps, perform the settlement again in the update run, then view
the posting log again.

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

F o r

Simulate sales-based settlement and then execute it.

Use the object selection functions for this.

F o r

o n l y

u s e

u s e

b y

C S C

i n t e r n a l

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C S C

i n t e r n a l

o n l y

F o r

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F o r

8-20

AC295

SAP AG

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To start the RE Navigator, in the SAP Menu choose:

$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW0DVWHU'DWD5(1DYLJDWRU
5(

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,QWKHQDYLJDWLRQDUHDRIWKH5(1DYLJDWRUFKDQJHWKHGLVSOD\WR0\2EMHFWVDQG
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Company Code

b y

9DOXHV

Building



Name of RO

Retail space

Cash Flow from

January 01 of last year

First posting from

January 01 of last year



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Business Entity

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PHVVDJHDUHDE\SUHVVLQJ &ORVHPHVVDJHV

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Create a real estate contract of type FRPPHUFLDOOHDVHRXW

6HOHFWWKH5HDO(VWDWH&RQWUDFWVHQWU\WKHQULJKWFOLFNDQGFKRRVH&UHDWH
&RPPHUFLDOOHDVHRXW
(QWHULQWKH&RPSDQ\&RGHILHOG
(QWHUDWH[WLQWKH&RQWUDFWQDPHILHOG
,QWKH7HQDQF\ODZILHOGFKRRVH*HUPDQWHQDQF\ODZIURPWKHGURSGRZQOLVW
6HOHFWWKH5HOHYDQWWRVDOHVHQWU\

SAP AG

AC295

8-21


6HOHFWWKH &UHDWH%XVLQHVV3DUWQHUEXWWRQQH[WWRWKH0DVWHU7HQDQWZ&XVW$FFW
ILHOG(QWHUDQDPHDQGWKHQFRQILUPWKLVE\FOLFNLQJ &RQWLQXH%HFDXVHQR
SDUWQHUVZHUHIRXQGFUHDWHDQHZODQGORUGE\FKRRVLQJ 2UJDQL]DWLRQ
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*RWRWKH2EMHFWVWDESDJHFKRRVH
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Usage Type



MeasType

A100

Valid From

01.01.Vorjahr

Amt Wanted



i n t e r n a l

,QWKHOLVWWKDWLVGLVSOD\HGGRXEOHFOLFNWKHWH[WQHZ!DQGLQWKHORZHUVFUHHQ
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Sales Rule Name

10% for complete assortment

Reporting Frequency Frequency Start

01.01. of last year

Reporting Frequency Frequency

3 months

Settlement Frequency - Frequency Start

01.01. of last year

Settlement Frequency - Frequency

12 months

Sales Grading - % rate



SAP AG

AC295

8-22

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Execute periodic posting

,QWKH6$3PHQXFKRRVH$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
$FFRXQWLQJ3HULRGLF3RVWLQJV3HULRGLF3RVWLQJ&RQWUDFWV5(5$33

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Company Code

9DOXHV





Year for Posting Run

Previous year

C S C

Month for Posting Run

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BE for Contract

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&WUO6RUFKRRVLQJ 6DYH

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7\SHRI3RVWLQJ5XQILHOGFKRRVH3HULRGLF3RVWLQJ7UDQVIHU

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SAP AG

AC295

%DFNWKUHHWLPHV

8-23

o n l y

F o r

&RQWLQXH

o n l y

Create sales reports for your contract.

,QWKH6$3PHQXFKRRVH$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
6DOHV%DVHG5HQW6HWWOHPHQW6DOHV5HSRUWV(QWHU&KDQJH6DOHV5HSRUWV
5(6553
(QWHUWKHIROORZLQJGDWD
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Company Code

9DOXHV


BE for Contract



Sales To

31.12 of last year

3UHVV

([HFXWH

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5HSRUW7R

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30.03 of last year

44.000

01.04. of last year

30.06. of last year

47.000

01.07 of last year

30.09. of last year

31.12. of last year

47.000

7RVWDUWWKH5(1DYLJDWRULQWKH6$30HQXFKRRVH
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5(

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SAP AG

AC295

8-24

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WRWKH6DOHV5HSRUWVWDESDJH

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\RXUFRPPHUFLDOOHDVHRXW

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i n t e r n a l

6DYHWKHFRQWUDFWE\VHOHFWLQJ&WUO6RUFKRRVLQJ

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46.000

u s e

01.10. of last year

i n t e r n a l

5HSRUWIURP
01.01. of last year

F o r

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o n l y

C S C

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(QWHUWKHIROORZLQJGDWD
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Company Code

9DOXHV


BE for Contract



Title

Settlement 01 - Group ##

Settlement Method

Simulate

Settlement Step

Simulation of Posting Costs

Settle To

31.12. of last year

6LPXODWHWKHVHWWOHPHQWE\FKRRVLQJ

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([LWWKHUHSRUWE\FKRRVLQJ

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5(6&6(

%DFNWZLFH

Settlement 01 - Group ##

Posting Date

Todays date

Document Date

Todays date

Payment period: Basis

Todays date

o n l y

Document Header Text

C S C

9DOXHV

&KDQJHWKHHQWU\LQWKH6HWWOHPHQW0HWKRGILHOGWR([HFXWHDQGWKHHQWU\LQWKH
6HWWOHPHQW6WHSILHOGWR3RVWLQJRI6DOHV%DVHG5HQWLQ)LQDQFLDO$FFRXQWLQJ
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$FFRXQWLQJo)OH[LEOH5HDO(VWDWH0DQDJHPHQWo0DVWHU'DWDo5(1DYLJDWRU
5(

SAP AG

AC295

b y

,QWKHORZHUVFUHHQDUHDJRWRWKH3DUDPHWHUVWDESDJHDQGHQWHUWKHIROORZLQJGDWD
)LHOG1DPHRU'DWD7\SH

i n t e r n a l

i n t e r n a l

Simulate the sales-based settlement and then execute it.

F o r

F o r

8-25

o n l y

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\RXUFRPPHUFLDOOHDVHRXW

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*URXS
6

Create a real estate contract of type FRPPHUFLDOOHDVHRXW

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9DOXHV

o n l y

F o r

,QWKH&RQWUDFWVWDUWILHOGHQWHU>ODVW\HDU@,QWKH1RWLFH3URFHGILHOGHQWHU




Usage Type



MeasType

A100

Valid From

01.01. of last year

Amt Wanted



6WDUWWKHVHDUFKE\FKRRVLQJ 3HUIRUP6HDUFK
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DUHDHQWHU5HWDLO6SDFHP*)/

SAP AG

AC295

C S C

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(QWHUWKHIROORZLQJGDWD

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Year for Posting Run

Previous year

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9DOXHV


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Sales To

31.12. of last year

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31.03. of last year

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01.04. of last year

30.06. of last year

18.000

Foodstuffs

01.07 of last year

30.09. of last year

17.000

Foodstuffs

01.10. of last year

31.12. of last year

24.000

Foodstuffs

01.01. of last year

30.06. of last year

15.000

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9DOXHV


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Title

Settlement 02 - Group ##

Settlement Method

Simulate

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Standard

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Simulation of Posting Costs

Settle To

31.12. of last year

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Settlement 02 - Group ##

Posting Date

Todays date

Document Date

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Sales to Be Reported

Certified Sales

Sales To

31.12. of last year

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01.01. of last year

31.12. of last year

82.000

Foodstuffs

01.01. of last year

31.12. of last year

51.000

Tobacco

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9DOXHV


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Title

Final Settlement Group ##

Settlement Method

Simulate

Settlement Type

Final settlement

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05 Simulation of Posting Costs

Settle To

31.12. of last year

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Final Settlement Group ##

Posting Date

Today'
s date

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Today'
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Today'
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Real Estate contract
Cost collector of a
settlement unit

o n l y

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Real Estate Management is linked to Controlling via cost elements.

We distinguish between direct costs and overhead costs.

You can assign direct costs to an object.

You post overhead costs to cost centers.

You can assign profit centers to all objects. The profit centers are updated when postings are made.

You can settle costs of CO objects to other CO objects.

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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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Rent expense

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You can create these planned records manually or use planning aids.

These planning aids are:

y ACTUAL to PLAN:

C S C

Existing ACTUAL records are updated as PLAN records.

y PLAN to PLAN: Existing PLAN records are updated as PLAN records.

o n l y

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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:

y Business entity

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y Rental object

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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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Costs collected for an object can be settled to other CO objects.

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If a CO apportionment is to be carried out, the objects %XVLQHVV(QWLW\%XLOGLQJ3URSHUW\DQG

6HWWOHPHQW8QLW&RVW&ROOHFWRU are defined as an apportionment recipient.

The objects are assigned as sets.

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CO apportionment is defined in Customizing or as a current setting in the application menu.

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If an indirect activity allocation is to be carried out, the objects %XVLQHVV(QWLW\%XLOGLQJ3URSHUW\

DQG6HWWOHPHQW8QLW&RVW&ROOHFWRU are defined as a recipient.

The objects are assigned as sets.

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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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Portfolio
Portfolio Manager
Manager A
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Portfolio Manager
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Building
Building 11

Building
Building 55

Building
Building 22

Building
Building 66

Building
Building 33

Building
Building 77

Building
Building 44

Building
Building 88

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Facility Manager
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Building
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Building
Building 22

Building
Building 33

Building
Building 44

Building
Building 55

Building
Building 66

Building
Building 77

Building
Building 88

A profit center is a subarea of a company responsible for its own results.

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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After completing these exercises, you will be able to:
y

Perform planning activities on RE-FX objects using planning aids

Enter an internal activity allocation

Check planned data in a CO report

You want to generate planned records on RE-FX objects using the cash
flow.

o n l y

C S C

b y

F o r

i n t e r n a l

u s e

Release of building and entry of internal activity allocation

Release your (administration) building in the usage view (1000/1##/1) for account
assignment.
Cost center 4100 performs three hours of repairs (activity type 1410). The activity was
performed for your administration building of the usage view (1000/1##/1) and should
be assigned accordingly.

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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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Assign planner profile 6$35(); to your user master.

i n t e r n a l

F o r

You want to enter an internal activity allocation with account assignment

to an RE-FX object.

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9-18

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Assign planner profile 6$35(); to your user master.

In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
&RQWUROOLQJ3ODQQLQJ6HW3ODQQHU3URILOH.3

Enter the value 6$35(); and save this profile in your user master by choosing
(XVHUPDVWHU) and then confirm with .
Leave this screen with
2

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Simulate planning your contracts in CO using cash flow records. In the SAP menu,
choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW&RQWUROOLQJ
3ODQQLQJ3ODQQLQJ$LGV&RS\&RS\&RQWUDFW&DVK)ORZWR3ODQ
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Enter the following data:

)LHOG1DPHRU'DWD7\SH

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Fiscal year

Current year

Period

01 to 12

Object Types Contracts

X

Object Types Cost Centers

X

Version



Target Object Type

Object-specific

Existing Plan Data

Overwrite

Execution Mode

Simulation

o n l y

Business entities contract

C S C

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Company Code

9DOXHV

Execute the planning by selecting

([HFXWH
View the error log by selecting . (UURUORJ Leave the log by pressing %DFN
twice.
Change the H[HFXWLRQPRGH to 8SGDWH5XQ and select
([HFXWHagain.Leave the
display by selecting
%DFN twice.

SAP AG

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9-19

o n l y

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Business Entity



Cost elements ppp

Fiscal year
Execute the report by pressing
3

>Current year<
H[HFXWH

Release of administrative building

Call the RE Navigator.
In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
0DVWHU'DWD5(1DYLJDWRU5(
In the Navigation Area of the RE Navigator, change the display to 0\2EMHFWVand
choose
'LVSOD\. Expand the %XLOGLQJ entry by pressing the button left of the
entry and double-click your administrative building 1000/1##/1. Release the building
for account assignment by pressing the 5HOHDVH button. Confirm the activation
with <HV.

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Enter an internal activity allocation.

In the SAP menu, choose:$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
&RQWUROOLQJ$FWXDO3RVWLQJV$FWLYLW\$OORFDWLRQ(QWHU.%1
In the 'RF'DWH and 3RVWJ'DWH fields, enter WRGD\VGDWH.

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Enter the following data:

Quantity

9DOXHV





Cost Ctr



Acty Type

In the 5HFHLYHUscreen area, press the 5(NH\

SAP AG

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Change the entry in the 6FUQ9DU field to $// and ,QSXW7\SH to ,QGLYLGXDO(QWU\.
)LHOG1DPHRU'DWD7\SH

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Company Code

9DOXHV

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i n t e r n a l

)LHOG1DPHRU'DWD7\SH

F o r

F o r

Call up the RE Navigator.

6$3PHQX$FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW0DVWHU'DWD
5(1DYLJDWRU5(
Select the entry ,QIRUPDWLRQV\VWHP in the navigation area. Expand the &RQWUROOLQJ
and then &RVWV5HYHQXHVentries by pressing the button to the left of these entries.
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9-20

Enter the following data:

)LHOG1DPHRU'DWD7\SH
Company Code

9DOXHV




Business Entity



Rental Object
Confirm the entries with

(&RQWLQXH).

Post this CO document by choosing

(3RVW).

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Refer to the following units for other aspects of integration:

y Profit Center Accounting Controlling Unit

y Cost centers and Real Estate objects as account assignment objects Controlling Unit

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y General ledger and auxiliary ledger accounting Rental Accounting Unit

C S C

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This slide gives you an overview of the linking and integration options available for the master data.

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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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You can also create functional locations for the Real Estate objects stated above automatically. You
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.

You can use a BadI for the connection to make user-defined requests without modification.

o n l y

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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.

You can plan the costs for the maintenance order.

The report triggers the change of planned costs to actual costs.

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.

o n l y

F o r

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C S C

The administrative aspect of maintenance tasks is performed in the PM component.

SAP AG

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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.

C S C

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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.

C S C

o n l y

F o r

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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.

SAP Records Management is not an archiving system.

For more information refer to training course BIT640.

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After completing these exercises, you will be able to:

Start the maintenance process from the real estate object
Create a malfunction report and enter the resulting planned
values in the PM order
Use a confirmation to generate actual records in the PM order,
which you then settle to your administrative building (usage
view)

i n t e r n a l

Create a malfunction report and a PM order.

i n t e r n a l

F o r

Confirm activities and complete the maintenance process.

To post actual costs, enter an individual confirmation for your PM order. The
activity actually took 6 hours, not 2 hours. Save your maintenance order.

SAP AG

AC295

10-15

o n l y

Release your order and save it.

C S C

Choose order type 30, planning plant ,business area, and

work center (/(.75,..
Plan the duration of the work:  hours. Calculate the planned costs and view
them.
For your PM order, define the administration building (1000/1##/1) as the
receiver object of the CO settlement rule so that you can settle the actual
values of the maintenance order to the relevant building.

b y

From your administrative building in the architecture (identification

AR##/AB), create a malfunction report for the functional location. Specify
a notification text and a short description of the error and create a PM order
directly from the malfunction report.

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1-1

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F o r

A tenant calls you to report a malfunction. You create a

malfunction report and use the maintenance process. After
successful confirmation, you settle the costs incurred to your
administration building.

Settle costs on the RE-FX object building.

3-1

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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i n t e r n a l

C S C

Create an asset master record for your residential building in usage view
(1000/1##/2).

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In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW

0DVWHU'DWD5(1DYLJDWRU5(
Call your administration building in the architecture ($5$%) by choosing the
icon on the left of the $UFKLFWHFWXUDO.2EMHFWVentry. Double-click the master record
for the administration building with the identification AR##/AB.

o n l y

Specify a QRWLILFDWLRQWH[Wand a short GHVFULSWLRQ.

C S C

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Order Type

PM01

Planning plant

1000

Business area

9100

Main work center

ELECTRIC/1000 (electrical
maintenance)

&RQWLQXH

Confirm your entries with

'HWHUPLQHFRVWV and go to the

F o r

Enter the following data:

)LHOG1DPHRU'DWD7\SH

9DOXHV

Category

BU

Settlement Receiver

1000/1##/1

%

100

Leave the settlement rule with

Release the order with

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10-17

o n l y

Assign your administration building of the usage view as the recipient of the CO
settlement rule (in the menu bar). To do so, choose *RWR6HWWOHPHQWUXOH. Select
:LWKRXW3URSRVDO.

C S C

In the :RUNGXUWQ field, enter (hours), press

&RVWVtab page.

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Create a PM order directly by selecting 0DLQWHQDQFH1RWLILFDWLRQ2UGHU

&UHDWH'LUHFW in the upper bar. Enter the following data:

F o r

Go to the $VVLJQPHQWVtab page and then in the lower part of the screen go to the
1RWLILFDWLRQV tab page. Choose
&UHDWHQRWLILFDWLRQ and then 3ODQWPDLQWHQDQFH.

In the SAP menu, choose: /RJLVWLFVo3ODQW0DLQWHQDQFHo0DLQWHQDQFH

3URFHVVLQJo&RPSOHWLRQ&RQILUPDWLRQo(QWU\o,QGLYLGXDO7LPH
&RQILUPDWLRQ,:
In the 2UGHUfield, enter your order number and confirm with ENTER.
Enter the value  in the $FWXDOODERUfield and save with

6DYH.

In the SAP menu, choose: /RJLVWLFV3ODQW0DLQWHQDQFH0DLQWHQDQFH

3URFHVVLQJ&RPSOHWLRQ,QGLYLGXDOSURFHVVLQJ6HWWOH.2
If your user is not yet assigned to a controlling area, a popup appears to enable you
to make this assignment. In the &RQWUROOLQJ$UHD field, enter  and save by
choosing .Place your cursor in the 2UGHU field, and press ). Go to the 30
RUGHUVXVLQJRUGHUOLVW tab page to search for your order number.

o n l y

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9DOXHV

Settlement period

Current month

Fiscal year

Current year

Test run

Start the test run by choosing

i n t e r n a l

twice. Deselect 7HVW

F o r

SAP AG

AC295

10-18

o n l y

Go to the detail list with , choose $FFRXQWLQJGRFXPHQWV and double-click the

&RQWUROOLQJ'RFXPHQW entry. Expand the document to view the complete
assignment.

C S C

Exit the list and return to the selection screen by pressing

UXQ and execute the settlement by choosing .

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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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yEnter the following data:

F o r

In the )XQFWLRQDOORFDWLRQ field, enter the value %8$5$% and start the search
by choosing
. Select your order by double-clicking.

Create an asset master record for your residential building in usage view
(1000/1##/2).
In the SAP menu, choose: $FFRXQWLQJ)OH[LEOH5HDO(VWDWH0DQDJHPHQW
0DVWHU'DWD5(1DYLJDWRU5(
4-1

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.

i n t e r n a l

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).

F o r

o n l y

Go to the $VVLJQPHQWV tab page, select the asset assignment entry and choose
($VVLJQ).

C S C

4-2

(Release) to release the building. Confirm the activation with <HV.

C S C

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SAP AG

AC295

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*This not part of the content of the standard course and is treated optionally.

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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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SAP AG 2006

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AC295

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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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SAP AG 2006

SAP AG

AC295

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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.

C S C

F o r

The program for input tax distribution uses the option rates determined to split the input tax into
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.

SAP AG

AC295

11-7

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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).

C S C

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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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SAP AG 2006

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.

SAP AG

AC295

11-10

o n l y

C S C

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.)

b y

u s e

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N.d. Input Tax Credit

i n t e r n a l

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Credit Account

F o r

F o r

Deductible Input Tax

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Functions are easy to set up

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requirements:

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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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PDF-based forms or Smart Forms (mass and single print)

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.

This correspondence type enables the output of:

Master data-related documents
Contract-related documents

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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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 system predefines correspondence applications.

The following correspondence applications are defined for master data objects:

General corresp.

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Master data sheet

Contract offer
Expos

Contract form

Contract account sheet

Invoice

Service charge settlement

Sales-based rent settlement

Sales report

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Reminder for missing sales reports

Adjustment

Adjustment approval

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Dunning adjustment approval

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Adjustment announcement

Notice / Confirmation of notice

For each correspondence application there is:

A PDVVSULQWIXQFWLRQ

The option of using VLQJOHSULQW in the processing of an object/contract

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* Dunning correspondence is an exception since it is conducted using the correspondence of the

)LQDQFLDO$FFRXQWLQJ component. The Smart Form variant of the dunning form is used in )OH[LEOH
5HDO(VWDWH0DQDJHPHQW but you have to make the Customizing settings and access the dunning
correspondence in )LQDQFLDO$FFRXQWLQJ.

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The following correspondence applications are available for contracts:

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AC295

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Master Data
Architecture
Business entity
Property
Building
Rental objects

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General Corresp.
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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:

Branch to the print preview of each document by double-clicking

Print all documents in the list
Print selected documents

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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Each mass print program (such as %XVLQHVV(QWLW\*HQHUDO/HWWHU) implements one single

correspondence application. You must make the basic settings for the correspondence application in
Customizing.

C S C

i n t e r n a l

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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Information

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Correspondence
activity
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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

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o n l y

Example:

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recipients.

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Master tenant with customer account

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Office correspondence can be created for the following objects:

y Architectural object
y Business entity

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y Building

o n l y

y Property

y Rental object

F o r

i n t e r n a l

b y

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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SAP AG 2006

y Real estate search

y Offer object

y Contract offer

y Real estate contract

y Adjustment measure

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.

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interface. Make the necessary settings in Customizing under:
 6$3&XVWRPL]LQJ,PSOHPHQWDWLRQ*XLGH6$31HWZHDYHU$SSOLFDWLRQ6HUYHU%DVLV
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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.

SAP AG

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You can specify that the documents you create are stored using the SAP ArchiveLink interface.

b y

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SAP AG 2006

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Display keyword
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

= }T+  B-= q + +MY- tY+=   -+

'RXEOHFOLFN

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

Dear Ms. Lindsay,

We wish to inform you that a rent review will be conducted on September 1, 2001.
We will inform you...

Autoshapes

The system always archives documents with a reference to the corresponding master data object or
contract.

There are two ways of displaying stored documents in the application dialog of the respective object:

y Use 6HUYLFHVIRU2EMHFW$WWDFKPHQW/LVW

C S C

y Using 'RFXPHQW0DQDJHPHQW%XVLQHVV'RFXPHQW1DYLJDWRU

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Draw

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Extensions, or enhancements, can be created over multiple levels.

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Screen layout and sequence can be configured by application developers and/or customers. While
developers use BDT control tables to modify screens, customers can take advantage of a
configuration tool developed using Visual Basic for changing standard SAP screen layouts and
sequences with the Drag & Drop method.

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The maintenance of large objects can be broken down into smaller parts. You can use control tables
to define which parameters can be maintained in an object part.

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Interface and program logic are separate in the BDT.

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Because the BDT controls dialog processes, the applications limit themselves to realizing business
functions. The BDT also provides services which the applications can be contained in. These factors
considerably reduce the time needed to develop applications.

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In all application objects that use the BDT, online navigation takes place using the BDT and is
therefore identical. Using the generic object services also contributes to a certain uniformity.

F o r

Other areas, such as data maintenance without dialog or change document lists, are also extensible.

SAP AG

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C S C

([WHQVLELOLW\
You can extend various dialog parts without using modifications by using downstream applications
either within SAP or through development partners or customers. This applies to screen layout,
screen sequence, program logic, menu, search help, field grouping and authorization checks.

b y

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SAP AG 2006

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The dialog has a hierarchy structure.

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You can define different screen sequences for the following objects:

b y

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o n l y

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SAP AG 2006

- Business entity
- Building
- Property
- Usage type in combination with the rental object type
- Real estate search
- Contract offer
- Offer object
- Contract type
- Participation group
- Settlement unit
- Comparative group of apartments
- Adjustment measure
SAP AG

i n t e r n a l

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A rule has to be defined in

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value.

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using a user-defined rule.

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a user-defined error message is
issued.

o n l y

i n t e r n a l

F o r

Substitution example:
The usage type of a rental object determines the business area. Rules that have been defined using
BAdIs are used to fill the Business Area field in the contract automatically, depending on the usage
type of the associated rental object. If you cannot change these automatically maintained values, use
the field status control to set this field to display.

Validation example:
The usage type of a rental object determines the permitted values of the business area of a contract.
Rules that have been defined using BAdIs are used to check the entries in the Business Area field in
the contract automatically, depending on the usage type of the associated rental object. If the values
entered do not correspond to the defined rules, a suitable message will appear.

SAP AG

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o n l y

C S C

Substitutions and validations can be defined using Business Add-Ins (BAdIs).

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SAP AG 2006

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This substitution is made before the

data is written to the database.

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The message category informs you if

data can be saved or a posting can
be made.

If the statement for the values is true,

they are replaced.

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Quick Viewer reports are user-related; only the user who created a particular report can use it.
However it is possible to convert Quick Viewer into a program to permit it to be accessed by all
users.

o n l y

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You can use the Quick Viewer to help you perform evaluations quickly.

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RE-FX data may not be created before the migration and until it has been completed.

Process data of completed processes is not migrated (for example, old service charge settlements).
Only the part required for subsequent processes is migrated (for example, information on historical
rent adjustments).

Add-on data (COA, LUM, CRE) is excluded from automatic migration. These data can be migrated
after the automatic migration by using BAPIs (Business Application Interface).

SAP AG

AC295

12-19

o n l y

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The migration of data from RE Classic to RE-FX is only supported after the upgrade to mySAP ERP
2005 (or higher) within the same system and the same clients.

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After completing these exercises, you will be able to:
Explain the different methods for managing correspondence in
Flexible Real Estate Management
Describe the functions and give relevant examples in the
application
Name the tools used

o n l y

You want to write letters for a given application and send them to
your business partners. You want to introduce document
management in your enterprise.

C S C

You would like to make field modifications and further

developments to existing functions.

b y

You want to learn about Flexible Real Estate Management and

related topics as quickly as possible, and know what kind of
information and support is available to you.
You want to create interactive learning units in order to optimize
your educational resources and improve knowledge transfer.

Process the correspondence for your recently performed service charge settlement.
Select your unique settlement ID. Display your letter in the document list and choose
3ULQW3UHYLHZ for a contract.

Starting from RE Navigator, create an individual letter for the tenant of your first
commercial contract using the one-time correspondence (MS Word). Choose the
template *HQHUDO&RUUHVSRQGHQFH
Complete the text and store the modified document in the %XVLQHVV'RFXPHQW
1DYLJDWRU.

SAP AG

AC295

12-23

o n l y

C S C

Check the entries in your user profile. Select the output device /2&/. Make sure that
the 2XWSXWLPPHGLDWHO\ indicator is QRWselected in the 6SRRO&RQWURO screen area.
Save your changes.

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12-24

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references to other, country-specific notes.

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13-4

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The Jurisdiction Code is a specification of to which tax authorities sales tax should be paid and the
amount that should be paid.

The Jurisdiction Code is maintained within the posting parameters of a contract.

C S C

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i n t e r n a l

b y

The Jurisdiction Code is a key that describes tax jurisdiction.

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SAP AG 2006

SAP AG

AC295

13-5

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RO 1

Mayer

01/01

04/10

Vacancy

04/11

04/18

Smith

04/19

12/31

365 x

100 m

36,500

730.00

RO 2

Wilde

01/01

12/31

365 x

50 m

18,250

365.00

RO 3

Vacancy

01/01

05/02

Olsen

05/03

12/31

365 x

150 m

54,750

1,095.00

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You can also specify in the measurement type that the determination should occur on a key date that
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.

SAP AG

AC295

o n l y

C S C

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.

b y

u s e

u s e

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SAP AG 2006

i n t e r n a l

F o r

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109,500
2,190.00
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Lease-out revenues

Maintenance costs

Advertising revenue

Investment
replacement

Subsidies

Costs for a
development loan

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and so on

o n l y

Rent reserve
/
Rent withdrawal

i n t e r n a l

F o r

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.

SAP AG

AC295

13-7

o n l y

C S C

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.

b y

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SAP AG 2006

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and so on

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Rental fee:

500

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([DPSOH
old rental fee.
Appropriate rental fee
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:

500 + 50 (1/15) = 550.00 EUR

500 + 100 (2/15) =
600.00 EUR

Index adjustment: CPI = 107.8

The result is a stable value guaranteed, appropriate rental fee of 1,250.00 / 102.6 x 107.8 = 1,313.35
EUR.
The difference according the stable value guarantee is 1,313.35 500 = 813.35 EUR at this time.
One fifteenth is 813.35 / 15 = 54.22 EUR.
This results in a third-year adjustment of: 500 + 162.66 (3/15) = 662.66 EUR.
SAP AG

AC295

C S C

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.
The one fifteenth adjustment is supported as an extension of the existing adjustment method. The
calculation basis is implemented using BAdI for rent adjustment

b y

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SAP AG 2006

i n t e r n a l

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y
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Site contamination
Easements
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y
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SAP AG

b y

SAP provides a realty management solution for the German market: mySAP EPR 2005 integrated into
SAP Real Estate Management.
The following are illustrated:

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SAP AG 2006

i n t e r n a l

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13-9

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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.

To create a mandate company code, reference is made to a reference company code that is used as a
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.

SAP AG

AC295

o n l y

Object that the managing firm owns are displayed there and also leased out.

C S C

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SAP AG 2006

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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
settlement and tenant settlement are derived from this.

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Budgets are planned on the settlement unit level.

SAP AG

AC295

o n l y

C S C

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Convert sold objects from the manager company code to a mandate company code.

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13-12

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The start reading is entered with a posting in the pool. Purchases are posted normally.

Fuel consumption is entered completely independently from logistics processes.

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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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General operation and maintenance costs

The system only uses the annual flat rates usually used to calculate the justification for a cost
increase. These flat rates equal the percentage rates in different localities that relate to a year
respectively. These percentage rates are recorded centrally in the system and assigned to the
respective adjustment rule.

General increase (ensure buying power of risk-bearing capital)

The system first determines the national consumer price index at the time of the last rental fee
increase, thus the decisive index for supporting the new increase. The resulting difference in points is
converted into percentages, and the result of this calculation is multiplied by 40%. The value 40% is
entered in Customizing and thus can be adjusted to correspond to the statutory changes.

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.

F o r

o n l y

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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Insufficient net return / gross return

Return expressed as a percent (= return) is the relationship between the investment and the income it
generated. For realty, you must distinguish between the gross revenue (relationship between asset
costs and rental income) and the net revenue (relationship between owner'
s equity and income after
all expenses have been subtracted). The values calculated outside the system based on this formula
are maintained as conditions in the rental objects with the corresponding condition purpose.

Not in accordance with locality

This value is defined as part of a condition on the rental object. The calculation of possible
adjustment due to accordance with locality is made in the same way as the calculation for the
contingency.

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13-16

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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.

C S C

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PFR = 3ayment)orm with 5eference number

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13-17

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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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SAP AG 2006

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SAP AG

AC295

13-19