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 Calculating Construction Measures: Planned/Actual Costs

Prerequisites

  • 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 to the measure.

Procedure

  1. Starting from the general menu, choose Start of the navigation path Accounting Next navigation step Real estate management Next navigation step Rent adjustment Next navigation step Rent calculation Next navigation step Construction measure Next navigation step Calculate. End of the navigation path

  2. Enter your selection criteria.

  3. The user ID together with the effective from date and the adjustment type identifies the adjustment run. Assign this identification once only.

    For all further processing steps, you refer to the executed adjustments by means of this identification.

    Examples: Different Adjustment Objects

  4. Choose Execute ( see also: Execute functions in the background ).

  5. The following actions depend on the data maintained in the respective expert opinion:

Only planned costs maintained

Planned and actual costs maintained

The system calculates the estimated adjustment based on the planned costs.

You can also simulate the expected adjustment based on planned costs using Start of the navigation path Construc.measures Next navigation step Simulate Next navigation step as a basis for the letter of notification. End of the navigation path

In this case the system ignores the planned costs and calculates the final adjustment on the basis of the actual costs.

You can also carry out the calculation of the adjustment in the master data of a constructive measure based on the actual costs while editing the expert opinion.

To continue the adjustment, choose Back .

Result

The adjustment based on planned/actual costs is carried out.

Adjustment using planned costs

You can now inform the tenant in writing about the expected adjustment (based on planned costs).

Adjustment using actual costs

You have to activate the adjustment run in order to transfer the adjustment on the basis of actual costs as a new condition item to the respective lease-outs or rental units.