Information System (RE-FX)

Purpose

You can use the reportsof the Information System to collect, summarize, and evaluate master data and flow data related to real estate management. You can use existing standard reports or define your own forms and reports for the purposes of analysis.

In the Flexible Real Estate Management component, there are reports for the following objects:

  • Master Data

  • Real Estate Contract

  • Long-Term Seating Arrangements

  • Measurements

  • Conditions

  • Rent Adjustment

  • Business Partner

  • Service Charge Settlement

  • Sales-Based Rent Settlement

  • Controlling

  • Land Use Management (LUM)

  • Cost Efficiency Analysis

  • Statement of Reserve Fund

Implementation Considerations

Make the following settings in Customizing for Flexible Real Estate Management in the IMG activities under Information System :

  • Create one or more report profiles.

  • Make settings for status selection and enter default values by object type.

Integration

If you grouped master data together to form real estate sets, you can use these sets for reports. For more information, see Real Estate Sets .

Features

  • Master Data

    These reports provide an overview of the selected master data and show certain characteristics of the master data. You can display rental objects and their assigned objects such as contracts, functional locations, assets, and WBS elements.

  • Real Estate Contracts

    These reports provide an overview of your real estate contracts and business partners. Furthermore, you can select contracts by contract term, date of notice, and renewal date.

  • Long-Term Seating Arrangements

    This report provides an overview of the capacity and utilization of reservation objects. You can display information on occupancy, occupancy data and vacancies either over a given time period or for a key date.

  • Measurements

    These reports show you the measurements for the selected master data or contracts.

  • Conditions

    These reports show you the conditions of rental objects and contracts.

  • Rent Adjustment

    These reports show you the adjustment history of the conditions for selected rental objects and contracts. The reports display the conditions, status of adjustment, old and new calculated prices, and the adjustment method. You can also display the dates of the approval or rejection of the adjustment for lease-outs.

  • Business Partner

    With these reports, you can select objects by business partners, for example, using the business partner role, the address data, or the bank details of the business partner. In addition, you can select business partners for usage objects.

  • Service Charge Settlement

    You can select by periods to be settled or display the documents of the individual settlement steps for completed settlements with these reports. You can select by meters and enter measurement documents. You can also display the postings made for a settlement unit.

  • Sales-Based Rent Settlement

    You can use these reports to evaluate the results of sales-based settlements.

    You can evaluate the results of individual settlement runs or the settlement results of selected contracts for a given time period.

  • Controlling

    You can display the line items posted for the master data and contracts for each object type and cost element with these reports. You can navigate to the document and master data display from the output list.

  • Land Use Management (LUM)

    These reports provide information on master data objects of land use management, a country-specific development for Germany.

  • Cost Efficiency Analysis

    Using these reports, you can analyze data of adjustment measures for cost efficiency analysis.

  • Item Overview

    You can use this report to analyze open and cleared items for several customer contracts. You can group the items, for instance for business entities, using subtotals.

  • Statement of Reserve Fund

    This report provides an overview or a detailed view for each assessment contract or owner, showing the reserves and cash of a condominium owners' association (COA).

    The following fields are found in most reports, in addition to object selection:

Partner Selection Active :

You can also select objects by business partners or roles. If you select the Consider Object Hierarchy checkbox, then the system also takes objects into account that do not have a direct partner assignment, but have a partner assignment through an object above them in the hierarchy.

Object Selection Active:

You can also select contracts by business partners or roles. If you select the Hierarchical Object Selection checkbox, the system expands the selection by object ID to include subordinate objects. If you select a business entity, for example, then its subordinate buildings, land, and rental objects are also taken into account.

Period/Key Date :

You can also limit the validity of the objects to be selected by entering a key date or a period of time. These dates determine the starting dates for time slot management.

You can navigate to the master data display of the individual objects from the output list.