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 Adjusting Advance Payments and Flat Rates

Prerequisites

Advance payments that have already been adjusted during the service charge settlement or posting of external heating expenses settlement are not taken into account.

Procedure

  1. Choose Start of the navigation path Accounting Next navigation step Real estate management Next navigation step Rental management Next navigation step Service charge settlement End of the navigation path

  2. In the menu item, choose:

    1. Start of the navigation path Service charge settlement Next navigation step Operating costs / Heating expenses Next navigation step / Next navigation step Operat./ Heating expense Next navigation step Adjust AP/flat rate Next navigation step Calculate End of the navigation path

    2. Or, Start of the navigation path External heating exp. Stt. Next navigation step Settlement result Next navigation step Adjust AP Next navigation step Calculate End of the navigation path

  4. Enter your selection criteria and choose Execute

Result

An overview of the adjusted advance payments/flat rates is displayed.

The system assigns an internal reference number for the adjustment run.

You can subsequently activate saved adjustments/flat rates by means of the reference number.

Action

Choose

Edit adjustment (change amount/create approval/rejection / the adjustment runs that can be manually changed are defined in Customizing for Real Estate Customizing

The required adjustment and then Detail

Exclude individual adjustments from being activated.

A flagged adjustment and then Start of the navigation path Edit Next navigation step Selection on/off End of the navigation path

Reset all selections or reselect all adjustments

Deselect all or Select all function (for adjustments subject to approval, only those agreements are selected for which an approval date has been entered)

Do not activate

Choose Back

Activate all selected adjustments

Choose Activate

The adjustment is copied to the respective lease-outs or rental units as a new condition item with the specified date