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 Reports for Service Charge Settlement

Use

In the Flexible Real Estate Management component, the following reports for service charge settlement are available:

  • Current Settlement Periods per Settlement Unit

  • Settlement Periods per Settlement Unit

  • Itemization for Settlement Units

  • Meters for Settlement Units

  • Meters for Rental Objects

  • Reports for Settlement

  • Report on Multiple Settlements

  • Report on Multiple Settlements – Selection by RO

Integration

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

For more information, see Information System (RE-FX) .

Prerequisites

You made settings in Customizing (see Information System (RE-FX) ).

Features

Current Settlement Periods per Settlement Unit

This report displays the periods currently to be settled for a selected settlement unit. You can limit the display using the service charge key, operating costs/heating expenses, or by the type of settlement unit. The report displays whether a settlement is already being carried out and the status of the individual settlement units.

Settlement Periods per Settlement Unit

This report shows the periods of selected settlement units in a given time period. You can limit the display using various criteria. If a settlement was already started for a settlement period, the report also displays the status of the individual settlement steps.

Itemization for Settlement Units

This report shows the postings made to a settlement unit.

Cost Overview

This report provides an overview of the costs from the previous year for the selected settlement unit and cost element.

Rental Objects for Settlement Units/Settlement Units for Rental Objects

The first report displays all rental objects for selected settlement units, the second shows all settlement units for selected rental objects.

Meters for Settlement Units/Rental Objects

You select by meters for settlement units and rental objects using this report. You can have the system calculate the consumption for the meters. You enter measurement documents for the meters by choosing ( Create Measurement Document ).

Reports for Settlement

For a service charge settlement, this report shows the status of the individual settlement steps, along with all related documents and postings.

Report on Multiple Settlements

This report groups together reports on multiple settlements. It displays all known evaluations for one or more settlements, including their status and all documents and postings of the individual settlement steps. You can limit the display using various criteria. This report can be useful if you settled heating expenses and operating costs separately, but now want to analyze the results of both settlement runs together.

Report on Multiple Settlements – Selection by RO

This report determines all settlement units for the rental objects you enter. It displays the same details for the settlement units as the Report on Multiple Settlements . Since the settlement results of individual settlement units normally relate to multiple objects, the report also considers the dependencies among the individual rental objects. Therefore, it is not possible to limit this report to one rental object.

Note Note

For the majority of these reports, you can use time slot management . This allows you to report on time periods you choose yourself. Time slot management is particularly useful for reporting on measurement amounts that should not be added together when a tenant changeover takes place within a settlement period.

End of the note.

Activities

On the SAP Easy Access screen, choose:

Start of the navigation path Accounting Next navigation step Flexible Real Estate Management Next navigation step Information System Next navigation step Service Charge Settlement Next navigation step <the given report> End of the navigation path

Enter all objects to be selected and additional restrictions if needed and execute the report.