Apportionment Units/Factors
Definition
Apportionment unit Apportionment factorStructure
An apportionment can be defined for each apportionment unit in Customizing for Real Estate as follows:
The apportionment is carried out according to fixed values that have to be maintained within the master data of the rental unit and the lease-out.
Lease-out-related apportionment units are valued at zero when they are unoccupied.
The apportionment is carried out by means of consumption values that are measured by means of meter readings.
The corresponding meters are assigned to the rental unit.
The apportionment is carried out by means of the condition types that are assigned to an apportionment unit in Real Estate Customizing.
These condition types are evaluated when the service charge settlement is carried out.
The service charges to be distributed are divided up in relation to the amounts determined.
The apportionment is carried out by means of the percentage shares specified in the master data of the rental unit. You can determine the prorated service charge distribution per apportionment unit in such a way that the costs for house cleaning, for instance, are apportioned to rental unit 1 at 30% and to rental units 2- 8 at 10% for each one.
A 100%-check is carried out in the service charge settlement (
Example).In the service charge settlement, the costs accumulated on a settlement unit are automatically apportioned in equal shares to the rental units. It is not necessary to enter the apportionment factors in the master data of the rental unit or lease-out (
Example).In Customizing for Real Estate, you can additionally define each apportionment unit so that only rental units that were rented in the corresponding settlement period are taken into account when apportioning costs.
Consequently vacant rental units are not charged; cost apportioning is only carried out on rented units.
Integration
You assign settlement units and rental units to apportionment units. In the case of consumption-dependent apportionment factors, you assign meters to the rental unit concerned; the meter readings are automatically evaluated at the time when the service charge settlement is carried out.
The apportionment factor is determined for each lease-out.
Check that, within a rental unit and the related lease-out, all apportionment units of the settlement units involved are maintained. Otherwise the service charge settlement will not be carried out correctly.
A check report is available for apportionment units in the lease-out.