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 Adjustment Method: Cost Efficiency Analysis

Use

This function is primarily designed to represent the adjustment of lease-outs and rental units based on the cost rent of a cost efficiency analysis ( German law ).

Prerequisites

  • Lease-outs have the intended adjustment type for the adjustment method.

  • You have assigned rental units to an external usage type that enables the adjustment method (setting in Customizing for Real Estate).

  • The system only adjusts conditions that are permitted for this adjustment procedure (Customizing settings).

  • You have maintained master data for the cost efficiency analysis.

Integration

Control mechanism for the cost efficiency analysis

On rental unit

On lease-out

For adjustment run

External usage type

Percentage rate of increase

Adjustment type

Adjustment block per condition type

Take into account percentage rate of increase?

Adjustment of conditions on lease-outs and/or rental units?

Adjustment of valid conditions only in the future?

Generate (assign) new condition types on lease-outs and/or rental units during adjustment?

Also adjust non-active lease-outs, i.e. lease-outs without system status ACTIVE?

Features

Simulation/calculation

The system calculates the new rent for each condition type specified according to the calculation basis of a cost efficiency analysis.

Adjustment objects

You can choose how the adjustment is updated:

  • Only for rental units

  • For both lease-outs and rental units

Examples: Different Adjustment Objects

Activate

You have to activate the adjustment run so that calculated adjustments are updated on the respective lease-outs or rental units as valid condition items.

When activating, you have to specify per agreement:

  • Date of tenant approval

  • Date from which the adjustment is valid

  • Date from which, in the case of retroactive condition changes, subsequent payments can be posted to the tenant account

If a credit note has to be issued due to retroactive condition changes. The system automatically copies the due date of the original transaction.

Optionally, you can change the calculated adjustment amounts manually changed for each agreement.