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 Specifying and Editing Adjustments

Use

You use the following two functions to adjust contract and rental object conditions according to the adjustment methods and rules specified:

  • Specify Adjustments

  • Edit Adjustments

    Caution Caution

    It is not possible to use these functions for adjustments of conditions based on a cost efficiency analysis (Germany only). For more information on executing adjustments based on cost efficiency analyses, see Executing Adjustments Based on Cost Efficiency Analyses .

    End of the caution.

Prerequisites

Features

  • You can use the Specify Adjustments function to simulate (with the exception of step 5) and perform all of the steps in an adjustment run:

    1. Specify adjustments

    2. Edit adjustments

    3. Correspondence for approval

    4. Correspondence activity: Obtain tenant approval

    5. Approve or reject

    6. Correspondence activity: Send approval (vendor contract)

    7. Activate adjustments

    8. Correspondence for adjustment

    9. Correspondence activity: Reminder for approval

  • You can use the Edit Adjustments function to process adjustment runs that have already been executed and saved, either in simulation mode or as an update run. For example, you can use it after receipt of approval for adjustment rules that are subject to approval. However, you cannot specify any new adjustments in this function.

Activities

  1. On the SAP Easy Access screen, choose Start of the navigation path Accounting Next navigation step Flexible Real Estate Management Next navigation step Adjustment of Conditions Next navigation step Adjustment Next navigation step Specify AdjustmentsorEdit Adjustments End of the navigation path .

  2. Select the mode of the adjustment run.

  3. Enter at least one adjustment method and enter other specific data for the method (on the Processing Parameters tab page).

  4. On the Activities tab page, select additional correspondence steps that you want to be performed in the adjustment run.

    Note Note

    Note that some adjustment steps require additional data to be defined on the Activity Parameters tab page. This applies especially to the correspondence steps.

    End of the note.
Selecting Adjustment Objects

You can use various selection criteria to search for adjustment objects:

Adjustment to Contract

  • Company code

  • Contract number

  • Contract type

    To extend the selection to include the contract type, choose with the quick info text Filter . Several indicators then appear. For example, you can restrict your search to just occupancy contracts or vendor contracts. To hide the indicators, choose with the quick info text Filter .

  • Selection by business partner:

    Choose with the quick info text Partner to display more selection fields on the business partner.

  • Selection by real estate object:

    Choose with the quick info text Object to display more selection fields on the real estate object. If you select the Hierarchical Object Selection indicator, then the object plus all subordinate objects are selected (such as the buildings and rental objects for a business entity).

  • Contract validity

Rental Object Adjustment (Vacancy)

The following entries are mandatory for adjustments to a vacant rental object:

  1. Enter the higher-level business entity in the Business Entity Vacancy field in the Restriction group box on the Procedure tab page.

  2. On the Determine Adjustments subtab on the Activity Parameters tab page, set the Vacant Rental Objects indicator. If the rental object was assigned to a contract, you can copy the adjustment rules of the previous contract to the contract object ( Depends on Pr.Contr field).

Adjustments to Occupied (Rented) Rental Objects

The following entries are mandatory for adjustments to an occupied rental object:

  1. On the Determine Adjustments subtab, set the Occupied Rental Obj. indicator.

  2. In the Depends on Occ.Cntr field, define whether the system:

    1. Executes the adjustment independently of the contract

    2. Transfers the adjustment determined for the contract to the rental object

    3. Transfers the new value of the condition determined for the rental object to the contract

To make an adjustment to an occupied rental object, you do not have to enter a higher-level business entity.

Simulating and Executing Adjustment Runs

  1. Choose .

    You see a list of the adjustments determined that you can now edit. If you simulated the adjustment run, you can switch to the update run directly from the list and activate the adjustment there.

  2. Choose with the quick info text Display Log.

    You see how the system determined the adjustments. For an adjustment based on a representative list of rents, for example, you see which values were calculated and how they were capped or rounded.