Adjustment Method: Construction Measures/Modernizations
Use
Adjustment of selected condition types on the basis of the actual costs of a construction measure or modernization.
Prerequisites
Master data on modernization measure has been created.
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).
Rental units are assigned the measure.
Integration
Control mechanism for the rent adjustment using the construction measures
Customizing for Real Estate |
Rental unit |
Lease-out |
Adjustment run |
Percentage rate defining the maximum permitted rent increase related to the actual costs of the measure |
External usage type Percentage rate of increase Apportionment factor |
Adjustment type Apportionment factor 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 simulation/calculation of the rent is carried out for selected condition types and takes into account the settings made in Customizing for Real Estate for chargeable rent adjustments ( Overview Table: System Settings for Adjustment Methods ).
If the apportionment unit is the basis for the calculation
During the calculation, the sum total of the apportionment unit indicated is determined and the total costs are distributed among the rental units.
Depending on the percentage rate defined in Customizing for Real Estate, an amount is determined from this calculated value and distributed among 12 monthly rents, which then is the rent adjustment.
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 on the respective lease-outs or rental units as valid condition items.
When activating, you have to specify per agreement:
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.
