Example: Settlement Unit and Participation ID 

Participation ID

The rental units that participate in the service charge settlement are assigned to a settlement unit by means of the Participation ID.

You can allocate this Participation ID per business entity (BE) or for all business entities (you create the settlement unit and participation ID without specifying the business entity number).

You can use a Participation ID in as many settlement units of the same business entity as required with the result that a change to the allocation of the rental units to this Participation ID is then valid for all settlement units. A result of this is that a change to the allocation of the rental units to this Participation ID is then valid for all settlement units.

Time-dependent allocation

Both the Participation ID and the rental units assigned to it can be assigned time-dependently.

Participation ID

Assigned rental units

Only if you do not want to use a participation ID before or after a certain point in time anymore, should you determine a validity

In other cases, do not enter any dates in the date fields

Do not maintain a date for each rental unit.

Enter a validity date for a rental unit that participates in the service charge settlement only as of a certain point in time (for example, extension, rebuilding).

Starting Point

The following service charges are to be settled within a business entity (BE1) with two buildings (BLD1/BLD2):

Realization

You can then use three participation IDs to create the settlement units and to assign the rental units:

BE

BE
H1

BE
H1

BE
H1

BE
H1

BE
H1

BE
H1

SCK

GARB

GARB

GARD

GARD

HEAT

CHIM

SU

1

2

1

2

TOT

TOT

Part. ID

BLD1

= all RUs of BLD1

BLD2

= all RUs of BLD2

BLD1

BLD2

ALL

= all RUs of the BE1

ALL

New Situation

If the attic in building 1 is converted for rent (new rental unit), assign this new rental unit to the participant IDs, BLD 1 and ALL.

This rental unit now automatically participates in the service charge settlement as of the set date.