Editing Participation IDs 

Use

Use this function to assign a participation-ID to time-dependent rental units (for more information, see example: settlement unit and participation ID)

You can also edit a participation ID by choosing:

      1. Accounting ® Real estate management ® Master data ® SCS infrastructure ® Participation ID ® Maintain
      2. Accounting ® Real estate management ® Service charge settlement ® SCS infrastructure ® Participation ID ® Maintain

Prerequisites

You can only change assignments for time periods, in which no settlement unit using the participation ID has yet been settled.

Procedure

Create participation IDs

Prior to assigning a unique name to the participation ID, note the following:

Condition

Action

Participation ID is valid only for a limited period

Maintain the period in the Valid fields

Participation ID is valid for an unlimited period

Leave the Valid fields empty

The Valid fields refer to the validity period of the participation ID, regardless of the settlement unit assignment.

When you create a new participation ID, the system issues a message telling you that the ID does not exist. Choose ENTER to assign rental units to the new participation ID.

In the group box Rental units/participation ID assignment, enter the required rental units.

Action

Procedure

Assign several rental units to the participation ID at the same time

Choose Select RUs.
Enter your selection criteria for selecting the rental units and choose Execute.
Check the required rental units in the list and choose Back.

Copy the assigned rental units from the existing participation IDs

Choose Copy from and enter the required participation ID

Assign rental units to the participation ID for a limited period

Enter the period in the Valid from/Valid to fields

Assign rental units for an unlimited period, that is, for the validity period of the participation ID

Leave the Valid from / Valid to fields empty

Cancel the assignment of a rental unit

Position the cursor on the respective rental unit and choose Delete line

Editing participation IDs

When you change a participation ID, this change is applicable to all settlement units that have been assigned this participation ID.

Action

Procedure

Assign an existing participation ID

Use F4 to select the participation ID

Edit an existing participation ID

Position the cursor on the required ID and choose Choose

Cancel the assignment of a participation ID

Position the cursor on the required ID and choose Delete assignment

Use Back to return to the Create Settlement Unit: Assignment of Rental Units

Evaluating participation ID

Action

Choose

Display an overview of the settlement units to which the current participation ID is assigned

Environment ® Use curr. ID in SUs

Display an overview of the participation IDs that are assigned to current rental units

Environment ® Use RU in IDs

Display an overview of the settlement units that have participation IDs assigned to current rental units

Environment ® Use RU in SUs

Or, call the report from the Info System: Real estate management -> Info system -> Master data/lease outs -> Master data -> Settlement units -> Settlement unit for rental unit