Changing Settlement Participation in RE Contract

Use

Service charge settlement participation is automatically generated for each real estate contract. Participation is generated each time the RE contract is called, as well as on the date of settlement. In so doing, the system assigns the service charge keys of the settlement units to which the rental object(s) is/are assigned to the conditions of the real estate contract.

However you can define exceptions to automatic settlement participation in the real estate contract, or make changes directly.

Keep in mind that it is not possible to regenerate settlement participation after service charge settlement!

Available Participation Types

Procedure

  1. In the contract processing screen, choose the Settlement Participation tab.

  2. The rental objects that are assigned to the contract are listed in the Selectable Objects table. When you have assigned the rental objects of a settlement unit, the settlement participation appears in the Settlement Participation for Selected Object for each selected rental object with the Status Generated .

  3. You can change the participation type and the validity period of the generated settlement participation of the rental object.

  4. Save your changes. A new line appears in the table with the changed settlement participation and the status Changed .

Result

You have defined exceptions for the settlement participation in a real estate contract. The system adapts the automatically generated settlement participation to your exceptions.