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 Calculating Index-Linked Rent Adjustments

Prerequisites

  • You set valid index levels in Customizing for Real Estate.

  • Lease-outs have the intended adjustment type for the adjustment method.

  • The system only adjusts conditions that are permitted for this adjustment procedure (Customizing settings).

  • You have assigned rental units to an external usage type that makes the adjustment method possible.

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 Index 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.

  4. You have the following options for simulation:

  5. Option

    Procedure

    Only adjust lease-outs or also the corresponding rental units?

    Edit Adjustment objects group box ( Examples: Different Adjustment Objects

    Simulation dependent on approval

    Choose your option in the Adjustment objects group box

    Subject to approval depends on the selected clause in the lease-out ( Index-Linked LO Value Guarantee Clause )

    You want to adjust subsequent graduated rents in the index adjustment run as well (recommended only in combination with adjustment types graduated rent and index-linked rent in the lease-out)

    Set the Adjust subsequent conditions? indicator under the Parameters tab

    You want to consider sales-based rents or their gradings in the index adjustment (only in combination with adjustment types sales-based rent and index-linked rent in the lease-out)

    Enter a sales-based condition in the Condition type field (definable in Customizing for Real Estate ) under the Parameters tab and choose your option in the Adjust what? group box.

  6. Choose Execute .

Result

The adjustment of the selection is calculated and displayed in the result list.

If you want to display detailed data on the rent adjustment or to change the adjustment result, position your cursor on the required lease-out and choose the detail function.

You have to activate the rent adjustment as condition item so that it is copied to the lease-outs or rental units.