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 Determining Settlement Participation for Lease-Outs

Use

The settlement participation, expressed by way of the assigned settlement units , describes how the lease-out participates in the service charge settlement.

A lease-out only participates in the service charge settlement if settlement units have been assigned to it by way of the rental unit; you can regenerate settlement participation if required.

Procedure

  1. Choose the Settlement participation function.

  2. If no settlement participation has been defined up to now but the rental unit for the lease-out is already assigned to settlement units, a list of all service charge keys is displayed with a remark that the settlement participation has been postgenerated.

    If a new settlement unit has been added, you can postgenerate the settlement participation by choosing Start of the navigation path Edit Next navigation step Postgenerate Next navigation step . End of the navigation path

    When the settlement participation is being generated, the conditions of the lease-out are assigned to the service charge keys of the settlement units for the lease-out.

    If

    Then

    You want to determine the share of the service charges the tenant is to take on for settlement types Final settlement or Advance payment ( Settlement type field)

    Enter this share (percentage rate) in the Tenant field. The owner takes on the remaining share.

    You want to change the type of settlement participation for each service charge keys time-dependently

    Position the cursor on the required service charge key and choose Choose.

    The Settlement Participation Preview dialog box is displayed.

    If you assigned a service charge key to the rental unit that belongs to none of the advance payment conditions defined in the lease-out, no settlement is run for this service charge key. You can assign the service charge key in question to a condition type by means of the Assign condition function.

    This service charge key will be settled in the newly assigned condition type in the next settlement.

    Assign the service charge keys to the condition types in Customizing for Real Estate so that the settlement type can be determined.

    A lease-out with all-inclusive rent does not participate in the service charge settlement.

    If the costs for the service charge key are paid in the final settlement and not as an advance payment, you have to enter this data manually.

  3. Choose Check settlement participation to verify the correctness of the settlement participation.

  4. Eliminate any errors that occur because otherwise the lease-out cannot participate in the debit position.