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
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) .
You made settings in Customizing (see Information System (RE-FX) ).
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
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.
On the
SAP Easy Access
screen, choose:
Enter all objects to be selected and additional restrictions if needed and execute the report.