Apportionment Unit/Factor  

Definition

Apportioning key (distribution key) for apportioning service charges. The apportionment unit determines the measurement (unit), and the apportionment factor the value of the unit.

Apportionment unit: Number of persons/household

Apportionment factor: 5 persons/household

Structure

An apportionment can basically be defined for each apportionment unit in Real Estate Customizing as follows:

The apportionment is carried out according to fixed values that have to be maintained within the master data of the rental unit and the rental agreement.

Rental agreement-related apportionment units are valuated with the value zero in case of vacancy.

The apportionment is carried out by means of consumption values that are measured by means of meter readings.

The corresponding meters are assigned to the rental unit.

The apportionment is carried out by means of the condition types that are assigned to an apportionment unit in Real Estate Customizing.

These condition types are evaluated when the service charge settlement is carried out.

The service charges to be distributed are divided up in relation to the determined amounts.

The apportionment is carried out by means of the percentage shares specified within master data of the rental unit. You can determine the prorated service charge distribution per apportionment unit in such a way that the costs for house cleaning, for instance, are apportioned to rental unit 1 at 30% and to rental units 2- 8 at 10% for each one.

During service charge settlement, a check for 100% is carried out ( Example).

Within Real Estate Customizing, you can additionally define each apportionment unit so that only rental units that were rented in the corresponding settlement period are taken into account for the apportionment.

Consequently vacant rental units are not charged; cost apportioning is only carried out on rented units.

Integration

You assign settlement units and rental units to apportionment units. In the case of consumption-dependent apportionment factors, you assign meters to the rental unit concerned; the meter readings are automatically evaluated at the time when the service charge settlement is carried out.

The apportionment factor is determined for each rental agreement.

Check that, within a rental unit and the related rental agreement, all apportionment units of the settlement units involved are maintained. Otherwise the service charge settlement will not be carried out correctly.

A check report is available for apportionment units in the rental agreement.