Show TOC

 Processing Adjustment Measures

Use

You can enter costs related to a rent adjustment in an adjustment measure, if you want these costs to be distributed to real estate contracts and rental objects that are affected by the rent adjustment. For more information, see Adjustment Measure .

Prerequisites

You made settings in Customizing that enable you to use an adjustment measure for adjusting conditions. For more information, see Adjustment Method: Adjustment Measure (under Prerequisites).

Procedure

General DataTab Page

  1. In the RE Navigator, choose the object Adjustment Measure and then choose with the quick info text Create .

  2. Enter the adjustment rule you want to use later for performing the adjustment. You also specify the measure type, such as, modernization.

  3. You can also specify if the adjustment measure is a higher-level measure (see Adjustment Measure ).

  4. Enter the activation date. This is the date on which the conditions adjusted by the measure become valid.

    CostsTab Page

  5. Here you enter the costs for the adjustment measure in various amount fields.

  6. If you defined costs item groups for the adjustment rule in Customizing, then you can distribute the costs to different items. Choose with the quick info text Activate Costs Items . This breakdown can be helpful in correspondence, allowing you to provide a more detailed account of which costs are considered.

  7. Add the objects to which the costs should be distributed by choosing with the quick info text Add New Entry .

    The system immediately calculates the distribution of the increase amount for the objects you entered. The distribution is calculated using the parameters you entered in Customizing. These parameters include the measurement type, the number of months, and the percentage amount of the surcharge. (For more information, see Adjustment Method: Adjustment Measure under Features).

  8. You can still change the calculated amounts.You can also set maximum levels for the condition amounts by choosing with the quick info text Set Upper Limits . When you make an entry in an amount field belonging to a row of the adjustment measure, the amount relates to all objects or contracts involved.

    Additional DataTab Page (Only for Modernization)

  9. You can modify the default entries for the adjustment type and measurement type.

  10. You can limit the rent adjustment, if you choose to voluntarily forego a portion of the increase. To do so, you define capping provisions and limits in Customizing. If you also set the Set Up Waiver Condition for Capping indicator, and the amount limits you set are exceeded, then the system creates a statistical waiver conditionfor the rental objects or contracts.

    Other Tab Pages

  11. You can enter additional information for business partners or assign orders and WBS elements.

  12. Various reports are available on the Overviews tab page. For example, you can display details of the conditions being adjusted.

  13. Save your data.

Result

You created an adjustment measure and entered costs for it. You can change this data as long as the adjustment measure is not yet activated.

Subsequent Processes

  • You can now execute an adjustment run .

  • Once you have executed the adjustment run, you can notify your tenants of the adjustment.

  • After you have executed the adjustment run, a new area appears on the General Data tab page, where you can see the status of the adjustment. You can also edit or reverse the adjustment there.

  • Some adjustments require that you notify tenants before the adjustment can be performed. If you specify this in your Customizing settings, then the system copies the cost amounts as notification amounts (plan values) once the tenants have been notified. You can display these values when processing the adjustment measure by choosing with the quick info text Display/Hide Plan Values .