Adjustment Method: Expert Opinion
Use
Adjustment of selected condition types using specifications in the master data of expert opinion.
Prerequisites
Master data has been created for the expert opinion.
Lease-outs have the intended adjustment type for the adjustment method.
You have assigned rental units to an external usage type that makes the adjustment method possible.
The system only adjusts conditions that are permitted for this adjustment procedure (Customizing settings).
Integration
Control mechanism for the rent adjustment using expert opinions
Rental unit |
Lease-out |
Expert opinion |
Adjustment run |
External usage type Percentage rate of increase Condition type appreciation surcharge |
Adjustment type Condition type appreciation surcharge Adjustment block per condition type |
Surcharge and reduction per area unit New amount per area unit Rental unit assignments |
Take into account percentage rate of increase? Take into account appreciation value surcharges? Adjust only for 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 ACTV? |
Features
Simulation/calculation
The simulation/calculation of the rent is carried out for a selected condition type depending on the surcharges/reductions or on the new amount specified in the expert opinion.
Adjustment objects
You can choose how the adjustment is updated:
Only for lease-outs
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 in the respective objects 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.