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 Editing Management Contract: Fees

If

Then

you want to assign periodic fees,

Choose Periodic fees

you want to assign event-driven fees.

Choose Event fees

Further processing is almost the same in both cases.

Note Note

You can set a jurisdiction code for each fee type for the relevant Customizing settings.

End of the note.

  1. Choose the required fee filter.

By means of this filter, you control the display of the fee types in the group box Periodic fees or Event-driven fees .

In the group box Periodic fees or Event-driven fees , enter the required fee types.

If you want to assign object-related fees to the management objects (function Managed objects. ), then you have to maintain the respective fee type here as well.

Note Note

With in the periodic fees processing, you have the following further options:

End of the note.

Action

Procedure

Edit tax code, payment frequency, payment method, calculation on monthly basis

enter the data in the respective fields.

Note Note

If you want to maintain different data values for the individual fee types, you cannot assign these to the same condition type (settings in Real Estate Customizing).

In this case the debit position does not work.

End of the note.

Change the payment period display

Select payments per month Change payment periods in the group box: Month -> Quarter -> Half-year -> Year

  1. To determine the required amount for each fee type, position the cursor on a fee type and choose the Calculation forms function.

If

Then

you have chosen object-related fee types,

you receive a list of the possible objects to choose from.

Select the objects, to which you want to assign an object-related fee, and choose the Calculation form function.

you have not chosen any object-related fee types,

you branch directly to calculation forms processing screen.

  1. Enter your data in the group box Calculation forms .

Enter the net amount for periodic fees when dealing with fixed amounts : the system calculates the gross amount in accordance with the settings in the field Sales tax in the group box Periodic Fees.

Note Note

It is defined in Real Estate Customizing which calculation forms can be combined with which selection type.

End of the note.

Action

Choose

Update result of calculation

choose the Recalculate function or press ENTER .

Change key date of calculation

the Change key date function .

  1. Choose Back .

You return to the screen of the periodic or event-driven fees.

Note Note

Object-related fees assigned to the management contract can be assigned to a real estate object and edited by means of a different procedure: Editing Management Contract: Object-Related Fees

End of the note.