You can adjust assessments based on the distribution of the annual budget to the individual assessment contracts. Here the system simulates a settlement based on the current plan version (plan or actual costs) of the annual budget, and clears the paid assessments against the new expected payments due from the owners. You can have the system perform this simulation on the basis of different plan versions of the annual budget.
The assessment adjustment proposed by the settlement run is not adopted in the assessment contracts until the adjustment is activated. You can continue to modify the adjustment amounts until the adjustment is actually activated.
You performed a COA settlement , if applicable.
You created an annual budget .
Performing Assessment Adjustments
Performing an assessment adjustment is similar to an adjustment of conditions .
In the COA company code, on the
SAP Easy Access
screen, choose
.
In the
Company Code
field, enter the COA mandate that contains the objects for which you want to adjust the assessments.
In the
Version
field, enter the version of the annual budget that you want to use as the basis for the adjustment.
Specify the settlement step up to which you want the system to simulate the assessment adjustment.
Enter any additional data required on the other tab pages, such as, minimum increase amounts or whether you want to include advance payment conditions.
Run the program.
In the log you can see which settlement steps the system executed.
Reporting on Assessment Adjustment
Following the path above, choose
Reports on Assessment Adjustment
.
Choose the ID of the settlement you performed.
Choose a report, such as
Results per Assessment Contract
.
Editing and Activating the Assessment Adjustment
To edit and activate the adjustment, you follow a similar procedure as for an adjustment based on service charge settlement.
In the COA company code, on the
SAP Easy Access
screen, choose
.
Choose the ID of the settlement (assessment adjustment) you performed.
Choose
Actual Settlement
mode.
Run the program.
To change the amounts displayed, choose
with the quick info text
Change Price
.
To activate the adjustment, select the row of amounts you want to activate, and choose
with the quick info text
Activate Adjustment
.
Save your entries
.
The proposed adjustment amounts are adopted in the assessment contracts.