Changing Settlement Participation on RE Contract 

Use

Participation in service charge settlement is automatically generated for each Real Estate contract. Participation is generated each time the RE contract is called, as well as on the date of settlement. The system does this by assigning the service charge keys of the settlement units, to which the rental object(s) is/are assigned, to the conditions of the Real Estate contract.

However you can define exceptions to automatic settlement participation in the Real Estate contract, or make changes directly.

 Keep in mind that it is not possible to regenerate settlement participation after service charge settlement!

 

Available Participation Types

·        Advance payment

·        Flat rates

·        No participation

·        Final settlement

·        Part-Inclusive Rent

Procedure

...

       1.      In the contract processing screen, choose the Settlement Participation tab.

       2.      The rental objects that are assigned to the contract are listed in the Selectable Objects table. When you have assigned rental objects to a settlement unit, the settlement participation appears, for each selected rental object, in the Settlement Participation for Selected Object table with the status  Generated.

       3.      You can change the participation type and the validity period of the generated settlement participation of the rental object.

       4.      Save your changes. A new line appears in the table with the changed settlement participation and the status  Changed.

 

Result

You have defined exceptions for the settlement participation in a Real Estate contract. The system adapts the automatically generated settlement participation to your exceptions.