You pass on advance payments or flat rates to the current settlement unit results.
This function is used in the full settlement (service charges) and the external heating expenses settlement
You can use this function:
Directly while executing a settlement run
Or after the execution of a settlement
Adjusting Advance Payment/Flat Rates
The system calculates the new advance payments or flat rates according to settings in Customizing or additional fields.
Settings in Customizing for Real Estate
You set the minimum amounts for the reduction and increase of condition amount adjustments in the service charge settlement. These amounts are defaulted for each condition type. The adjustment is only carried out if the difference amount between the old and the new condition does not reach or exceed the minimum amount .
Settings in the application
You can enter the minimum amounts for each settlement run in the selection screen of the settlement. If you do not enter data in the
Minimum amount for increase
/
Minimum amount for decrease
fields the settings from Customizing are used.
Advance payments/flat rates are not adjusted if:
The lease-out (LO) has the occupancy type
Own use
The LO is for a limited period and the end of the lease-out lies before the adjustment date
The condition type of the lease-out is blocked for the adjustment
The condition type of the lease-out has already been adjusted and activated for that date
The condition type of the lease-out is not valid throughout
The condition type of the lease-out is settled in different settlement periods
The amount of the condition rate has not changed
The minimum amount for the reduction of the condition rate has not been reached
The minimum amount for the increase of the condition rate has not been reached
Adjusting the advance payment: Percentage surcharge
When you adjust an advance payment, you can enter a percentage surcharge that acts as an additional increase on the adjusted advance payment.
Old amount = 40 USD
Advance payment adjustment = 50 USD
Percentage surcharge = 10 %
Actual adjustment = 55 USD