Sapnote_0000517673 - Note 517673 - Flexible Real Estate - Features and Release Restrictions

SAP Note 517673 Flexible Real Estate: Features and release restrictionsNote Language: English Version: 68 Validity: Valid Since 17.11.2009 Summary Symptom This note describes which functions are available in the component flexible Real Estate Management (RE-FX) in which release, and which release restrictions apply. More Terms Flexible Real Estate, Classic Real Estate, Corporate Real Estate, Commercial Real Estate, Residential Real Estate, ramp up, scope of functions Cause and Prerequisites 1. General information You are considering using flexible Real Estate Management (RE-FX). This note informs you about the important functions that flexible Real Estate Management contains in the following releases: - Financials Extension Set 1.10 for SAP R/3 Enterprise - Financials Extension Set 2.00 for SAP R/3 Enterprise - SAP ERP 2004 - SAP ERP 6.0 This note provides an overview of the functions, but is not necessarily complete. If you have detailed questions, we recommend that you request a feasibility study from SAP Consulting or an SAP Implementation Partner. 2. Explanation of the release descriptions For more information about the specified releases, the release strategy and technical prerequisites, see Note 443311. 3. Usage restriction for Release 1.10 Keep in mind that the Flexible Real Estate Management in Financials Extension Set 1.10 for SAP R/3 Enterprise is no longer released. This is due to the limited functional scope of this version and the basic changes of the user interfaces for subsequent releases, which would require additional training. Therefore, Flexible Real Estate Management in Financials Extension Set 1.10 for SAP R/3 Enterprise is not suitable for implementation and we no longer maintain it. 4. International availability The following section gives some descriptions about country-specific functions. However, these are not described completely in this note. 28.04.2010 Page 1 of 21 SAP Note 517673 Flexible Real Estate: Features and release restrictions For information about the availability of SAP Real Estate Management for different countries, see Note 771098. 5. Adjustments to the solution and programming interfaces For information about customer-specific adjustments to the solution with the SAP standard tools BAdI and BDT, see Note 690900, and for information about programming interfaces, see Note 782947. 6. Additional information If you are interested in using the solution, visit SAP Service Marketplace (http://service.sap.com/re) and the SAP Help Portal (http://help.sap.com/) and read the information available there. For individual questions, use your SAP Account Manager to contact the SAP Product Sales in your country. For general questions regarding this note, contact Franz W. Kehrein ([email protected]) or Christian Kraemer ([email protected]). Solution 7. Functional scope of Flexible Real Estate in SAP R/3 Enterprise Financials Extension Set 2.00 This release contains the following functions: a) Usage view In the usage view, you display the objects for the business usage of your real estate. These include business entities, buildings, properties and rental objects. Rental objects can be classic rental units, pooled spaces or rental spaces with reference to a pooled space. b) Contract management With the real estate contract, you can manage all contracts of Real Estate Management, including lease-in contracts, lease-out contracts and general customer or vendor contracts. You can assign any number of rental objects from different business entities and buildings to a real estate contract. In addition, you can define ("cut") rental spaces with reference to a pooled space when you create a contract. The real estate contract also enables you to monitor tasks with the reminders function. c) Rental accounting As in Classic Real Estate, you can create a cash flow from the conditions defined in the contract, which you can use to trigger postings in SAP Financial Accounting (FI). By means of the partners assigned in the contract, the system determines and posts customer or vendor accounts in FI-AR or FI-AP. d) Architectural view 28.04.2010 Page 2 of 21 i) Input tax distribution You can now perform input tax distribution according to the option rate determined for each real estate object and post the relevant 28. you can refer to the architectural view. you can use PDF-based forms in the Flexible Real Estate Management (see below).2010 Page 3 of 21 .6C or lower: BAPIs are available to transfer data from external systems.7 Core. h) Direct input or transfer tools for data from external systems and migration functions from RE-FX of Release 4. but this function is also interesting for externally rented buildings if the buildings are not rented as a whole entity. SAP R/3 4. you can define the rooms of the architectural view that comprise a rental space or a pooled space. but you can set up a new client on the basis of this data as part of an implementation project. As of SAP ERP 6. This function is especially relevant for the management of real estates for your own use (corporate usage). f) Business partner RE-FX uses SAP Business Partner instead of the Treasury Business Partner used before. In addition. a structure of architectural objects is available in addition to the objects of the usage view mentioned above. For more information.0. e) Correspondence To create correspondence from RE-FX. You can define these freely and use them independently of the company code at all hierarchy levels of the system. Sample correspondence cases are delivered by SAP for Smart Forms. The connection between the architectural view and the usage view of real estate objects is comprehensively supported. a variety of useful functions for the object processing is available here. use SAP Smart Forms. see Note 739860. you can assign several architectural rooms to one pooled space. contracts and settlement units in a central hierarchical view.6C or lower (Classic RE) are not yet available. For example. Within the architectural view. To define pooled spaces and rental spaces. RE-FX no longer supports SAP script technology. From this view.04. SAP Smart Forms have the advantage that you can design the letters in a graphic editor and you can display them immediately. you can navigate across all objects. Compared to the conventional SAP script technology. g) RE Navigator You can edit all master data objects. Migration tools for the automatic conversion of data from SAP Real Estate Management to SAP R/3 4. you have the option of automatically creating and updating functional locations in SAP Plant Maintenance (OM/CS). For example. These BAPIs are linked to the Data Transfer Workbench (SXDA).SAP Note 517673 Flexible Real Estate: Features and release restrictions If you want to display characteristics of the architectural view of a real estate. Furthermore. for example). k) Service charge settlement Due to the new master data structure. relevant reporting and correspondence templates for communication with tenants or landlords are available in the system. You can use a sales report to calculate as many sales-based conditions as you want. you can calculate the agreed security deposit depending on the contract conditions (the rent. the measurements and conditions. the correspondence templates required for the communication with your tenants are also available. the master data and the service charge settlement are available in the ECC (Enterprise Core Components). To do this. which controls the adjustment selection and adjustment processing. the simulation of service charge settlements with all evaluations. In addition to security deposits that are predefined in the contract. in which form and by whom the security deposits were provided. as well as specifying when. you can settle contracts with several rental objects using the new service charge settlement. 28. as well as InfoCubes. as well as functions for the sales-based rent settlement.04. entering sales reports. In addition. These agreements contain rules for determining sales-based rent (sales rules) and the sales to be reported (reporting rules). Useful enhancements include the settlement in steps with a restart function. In addition to the main program. and the fixing of results without posting. extractors are available for Real Estate Management. n) Security deposit management Using security deposit management. you can define different types of security deposit agreements. l) Rent adjustment as free adjustment and as index adjustment You can find adjustment methods for the "Free adjustment" and "Index rent adjustment" methods in the system. The reporting rules can contain as many material groups (sales types) as you want. The most important functions of the service charge settlement are supported in the same way as in Classic Real Estate. your agreement can state that the agreed security deposit must also be adjusted in the case of a condition adjustment (for example. functions for editing contract data. you manage minimum rents and advance payments for sales-based rent as separate conditions. queries and workbooks in Business Warehouse (BW). j) Reporting Reports for evaluating the occupancy. To evaluate actual and target values from Controlling (CO). Contract evaluations now support the selection according to partners and real estate objects.2010 Page 4 of 21 . when you increase a rent). m) Entry and settlement of sales-based rents You can define as many sales-based rent agreements as you want in a contract.SAP Note 517673 Flexible Real Estate: Features and release restrictions values in Financial Accounting. the standard CO copy functions and the transfer of values from the cash flow to CO plan values are available as planning aids. for example) and their measurement when you define rental spaces and pooled spaces. Functional scope of Flexible Real Estate in SAP ERP 2004 After the upgrade you must perform a conversion.2010 Page 5 of 21 . 8. (Proportional tax is taken into account only if it is contained in the sender object as cost). This may created many documents. p) Reminders You can use the reminders functions for all real estate objects (not only for contracts). The CO settlement with real estate object as sender and receiver is also available. we strongly recommend that you do not use the option of daily accruals and deferrals. This release contains the following new functions: a) Accruals and deferrals (delivered in the Support Package) You can use the functions for accruals and deferrals to assign cross-period revenues or costs period-specifically in financial accounting. d) Rent adjustment according to representative list of rents You can now also make rent adjustments according to representative lists of rents. c) Reason for vacancy You can specify a time-dependent reason for vacancy for the posting parameters. In addition. Each accruals and deferrals run creates relevant documents about all items that belong to the previous period or the current period after the reference period. in particular to "Basic changes to the master data tables" (RE_ECC500_BD_CHANGE) and Note 681951. In addition. In comparison with Classic 28. The delivery Customizing contains sample entries for local representative lists of rents. Therefore. Note that net costs are passed on only once for all CO settlement functions and assessment functions. for system performance reasons. b) Enhanced link between architectural view and usage view The optimized link between the architectural view and the usage view allows you to refer to the architectural objects (rooms.SAP Note 517673 Flexible Real Estate: Features and release restrictions o) Integration in SAP Controlling (CO) The system supports the update of actual values as well as manual planning of costs.04. Refer to the release notes. This enables you to call up alternative account determinations and cost center determinations for each reason for vacancy. the system automatically copies the reminder dates to SAP Appointment Calendar. activity inputs and revenues. With a new rental. and you can then use these measurement amounts as calculation base for the condition amount. You usually define these measurement amounts in the contract only. do not define this measurement amount in the contract so that the system uses the "correct" measurement amount for the rental object. The fixtures and fittings characteristics of the rental object were enhanced so that you can assign valuation points and valuation factors to them. and not for the rental object. For service charge settlement. the service charge settlement ignores the measurement amount for the rental object and instead uses the measurement amount defined in the contract. you can define 28.2010 Page 6 of 21 . you have to use a measurement type that depends usually on the contract (number of persons. Therefore. you can define all objects that are relevant for you under a certain aspect once. you can set the conditions based on the existing data about the number of gradings and the interval between the gradings. contract measurements are significant if . order. h) Definition of sets (summary of objects according to criteria required) You can combine master data into sets.for the apportionment method. f) Sales grading agreement In the new data entry function for graduated rents.SAP Note 517673 Flexible Real Estate: Features and release restrictions RE. the system can display qualified representative lists of rents. when you apportion and plan costs). These comparative apartments can be both apartments from the owned real estate and external comparative apartments owned by other landlords. .for example. in addition to the already existing control table that you can use to display the special features of the relevant local representative list of rents. you can now also make rent adjustments using comparative apartments. distribution according to equivalence numbers You can define time-dependent measurement amounts for contracts. and access them under this name in most evaluation programs and processing programs. WBS element or cost center). In this case. On the one hand. Generally you specify these amounts for a specific object (real estate object.04. e) Rent adjustment using comparative apartments Based on the main program that already exists. depending on the assigned representative list of rents. if the actual measurement amount for the rental object does not match the (historical) amount in the contract. for example. Sets are groups of objects that you want to reference in reporting and in CO (for example. You can use the defined amount to calculate condition amounts or to distribute the condition amount that you want to post to the objects (distribution according to the equivalence number). for example). g) Contract measurements. 04. you have the option of fully apportioning the service charges of a settlement period to the current tenant regardless of whether or not this tenant used the area in the period concerned. They are then j) Current occupancy principle for service charge settlement (country-specific requirement in Austria) As of SAP ERP 2004. n) Enhanced integration with SAP Controlling (CO) As of SAP ERP 2004. For more information.You can create malfunction reports for SAP Plant Maintenance directly from real estate objects. l) Installment agreement and deferral To map an installment agreement. In addition.From the real estate objects. As of SAP ERP 2004. you have the following additional options: . you can subsequently split an open item in Financial Accounting into partial amounts. .2010 Page 7 of 21 . essential functions of SAP Financial Accounting were not defined specifically for Real Estate Management. a new function is available for displaying the tenant account. you have additional options to assign meters: . you have the option of assigning functional locations from PM to the real estate objects of the usage view and architectural view.Now you can also assign meters to settlement units and to master settlement units. .You can also assign meters to pooled spaces. This apportionment method applies to Austria. you have additional options for using the integration with SAP Controlling: 28. on the other hand. i) Enhanced assignment of meters for the consumption-dependent service charge settlement As of SAP ERP 2004. k) Interfaces for posting in SAP Financial Accounting Up to now. As of SAP ERP 2004. m) Enhancement of the integration for SAP Plant Maintenance (PM/CS) In Release 1. see Note 890267. . which you can schedule in the background so that the sets are automatically updated on a regular basis.You can use a reporting enhanced with data from SAP Plant Maintenance in SAP Business Information Warehouse (BW).10. you can display messages that have been entered and the resulting maintenance orders. the number of the real estate contract is included in the incoming payment transaction.SAP Note 517673 Flexible Real Estate: Features and release restrictions sets in the RE Navigator. you can also use special reports. distributed to the assigned rental spaces. Depreciation for real estate objects (SAP Asset Accounting (FI-AA)) Costs for internal orders of RE objects (SAP Controlling (CO)) r) Invoice printout You can now print the rent invoice from the periodic postings and send it to the tenants. .0 You 28. You can use this function to delete master data that you inadvertently created as long as no dependent structures use these objects. o) Integration with SAP Asset Accounting and SAP Project Management You can link the RE-FX usage objects to assets from SAP Asset Accounting or to the WBS elements from the SAP Project System. can evaluate these master data links in BW Reporting. which are to be paid for periods of different length.SAP Note 517673 Flexible Real Estate: Features and release restrictions . For details about this function and the restrictions. The system assigns the invoice number on the basis of the RE document.04.Security deposit agreements with actual security deposits . A simple deletion function for master data is also available.The apportionment functions of CO are available for real estate objects. see Note 914067. p) Standard evaluations in reporting In reporting.Costs for maintenance orders (SAP Plant Maintenance (PM)) .Notice and renewal q) Enhancements in BW Reporting As of SAP ERP 2004.You can transfer measurements of real estate objects or real estate contracts to CO as statistical key figures. Functional scope of Flexible Real Estate in SAP ERP 6. the following evaluations are now also available: . t) Archiving You can use the SAP standard tools for archiving to archive RE documents and cash flows. you have additional evaluation options in BW: .2010 Page 8 of 21 . The invoice document items are grouped together. 9. s) Quarter days (relevant in UK) In the UK and in some other countries it is usual to divide the annual rent into equal partial amounts.CO line items . these fixed periods are called quarter days. In the UK. . . To do this. contract offer for a rental .2010 Page 9 of 21 . b) Adjustment measure The adjustment measure provides the option of defining new rents or rent increases for any rental objects and to perform an adjustment based on your definitions.04. From the rental request. you can create lease abstracts.You can print out a lease abstract.You can create and edit a object. the adjustment measure permits adjustments of conditions due to the following: . define capping provisions and limits.You can transfer rental objects to .You can search for a suitable offered object for an RE search request. the system creates a waiver condition and assigns it to the rental objects or to the contracts.SAP Note 517673 Flexible Real Estate: Features and release restrictions a) Migration functions from Classic Real Estate to Flexible Real Estate As of SAP ERP 6..Modernization measures . c) Real estate search The real estate search allows you to adjust rental requests with vacant objects and vice versa. contract offers and lease-outs.You can search for a suitable RE search request for an offered object. You can limit the rent adjustment by a voluntary rent waiver.0. . You can use the following individual functions: .You can create RE search requests. If the limits are exceeded. d) Input tax treatment of CO objects You can now also perform the input tax distribution for real 28. . In particular.Special assessments (Condominium Owners Association (COA)) You can use the adjustment measure if you specified the rent for certain objects according to defined procedures and you want to announce and perform an adjustment to this rent. tools are available to migrate your data from Classic Real Estate to Flexible Real Estate automatically to a large extent.Expert opinions .You can create a real estate contract from the contract offer. offered objects. maintenance orders are generally linked using a functional location assigned to the real estate object. you first must define posting activities in Customizing. gross indicator and net indicator of the condition . For one-time postings. e) One-time postings It is easier to use one-time postings than the interface of Financial Accounting (FI) to enter documents.Currency 28.04. for example by entering the invoiced amount or the actual real estate object.SAP Note 517673 Flexible Real Estate: Features and release restrictions estate-related costs that are not assigned directly to the real estate object. define an option rate method that you can use to determine the option rates. f) Tax summarization for FI documents You now have the option of summarizing the tax items within FI documents. For the assigned real estate object. You can use the one-time postings. WBS elements. The system summarizes line items according to the following criteria: . Therefore. and so on) can be linked directly or indirectly to real estate objects.Posting one-time receivables for customer contract partners .2010 Page 10 of 21 .Tax category of the account (G/L account or reconciliation account) . These objects (functional location. Using the settings in Customizing for the posting activity.Underlying tax code .Posting costs of the COA These are the postings contained in the standard system. For example. You can assign internal orders and projects directly to the real estate object. CO orders. In the application. The rules that apply to the real estate objects also apply to the input tax distribution of such real estate-related costs.Tax jurisdiction key (if this exists) .Posting vendor invoices with reference to real estate objects . the system hides the complexity of the posting process for the end user. This is a legal requirement in different countries (including Austria and Italy).Account type. but to other objects. the person responsible specifies the posting activity and the company code. and this method is adjusted to suit the requirements of Real Estate Management. for example. for the following postings: . the system creates one or more documents that the person responsible then completes. Line item vendor. The amount of the surcharge varies depending on whether it is an internal or external contract. . the following additional reports are available: .Management costs surcharge (country specifications for Switzerland) This is calculated for all rental objects. This procedure is in particular useful in the following cases: . statistical key figures.SAP Note 517673 Flexible Real Estate: Features and release restrictions The system creates a summation tax line for each of these summarized lines. tax items on G/L account lines and on subledger account lines are displayed separately. In this case. fixed portions.Evaluations for the land use management 28. In addition. g) FI-CA integration (with restricted release) By integrating FI-CA. Prerequisites: . accruals and deferrals. i) Enhanced integration with SAP Controlling (CO) The indirect activity allocation provides the option of automatic activity allocation (similar to the apportionment) on the basis of actual values. j) Enhancements in reporting In the SAP information system. cash flow . Note that we have not yet released this function for use.An activation for each company code is possible. the system posts the postings (that you usually perform using the FI accounts receivable accounting (FI-AR)) to contract accounts in PS-CD. a contract partner can have a separate account for each real estate contract.Apportionment loss risk (price-controlled living space in Germany) . We will not release this function until after a current pilot project has been completed.04.You activated the Public Services business function set (EA-PS). In particular. and so on. If you use this integration. PS-CD customers (contract accounts receivable and payable for public sector) have the option of using their open item account accounting for real estate contracts also. you can now indirectly determine the activity quantity of a sender from the activity inputs of the receivers. h) Surcharges for the service charge settlement You can now calculate surcharges in the service charge settlement and add these to the settlement result.2010 Page 11 of 21 . you can use CO reports for costs and revenues and for statistical key figures for the first time in the Online Transaction Processing system (OLTP). see Notes 766410.0: . third party management. Therefore.) k) Correspondence As of SAP ERP 6.04. if you have correspondence cases such as the service charge settlement for which mass documents were created at a particular time. In addition. you can continue to use these without any changes. (Previously. PDF-based forms are provided with the Adobe solution "Interactive Forms". You can use them as an alternative to SAP Smart Forms. the owner must create a mandate. Refer especially to the section "High-volume printing" in Note 894389. For information about restrictions on the use of PDF technology.0.COA settlement. for example. you must first evaluate whether you can use PDF-based forms.0.Master data summaries for land use management . management of condominium owners' associations (COA) (released for Germany only) Using third party management.0 as PDF-based forms.Lease abstract and contract offer in Real Estate Search . Keep in mind that Smart Forms and PDF-based forms use completely different technology. keep in mind that as of SAP ERP 6. you can use PDF-based forms in Flexible Real Estate Management. The system displays each mandate and the dependent real estate objects and real estate processes in a 28. you can continue to use Smart Forms for the previously used forms and use PDF-based forms only for new correspondence cases. the following new correspondence cases are contained in SAP ERP 6. 894389 and 1009567 (and related notes). familiarize yourself with the special features of the two tools.2010 Page 12 of 21 .SAP Note 517673 Flexible Real Estate: Features and release restrictions . However. To decide which technology you would like to use. l) Separation of assets. Therefore.CO reports By means of SAP query. If you went live before SAP ERP 6. However. the SAP Smart Form sample forms delivered in SAP ERP 2004 are also available in SAP ERP 6.0. As a legal basis. In RE-FX. these reports were available in SAP BW only. annual budget and condominium ownership settlement If you use individual Smart Forms that already exist. you can set whether you want each form to be a Smart Form or a PDF-based form. you can manage real estate of third party owners as of SAP ERP 6. we no longer develop SAP Smart Form sample forms that were previously delivered in Flexible Real Estate Management and no longer deliver the new correspondence cases specified above as SAP Smart Forms. you can still develop your own forms using SAP Smart Forms. This section explains that SAP Interactive Forms by Adobe is not released for productive mass printing scenarios because of performance problems with some print forms that were delivered with SAP ERP 6.0.0. manage assessment contracts.Contract management for the holdings usage such as rent and leasehold Land Use Management is integrated with the following components: .SAP Note 517673 Flexible Real Estate: Features and release restrictions separate company code. including ownership relationships. easements. the mandate forms the basis of the separation of assets and the independent settlement. n) Data Retention Tool for RE-FX Income tax laws require you to retain certain financial documents for the tax return in sequential file format.Land register pages from the land register. management of parcels. you can perform an evaluation using programs of third party 28. you can use the following functions: .2010 Page 13 of 21 .Financial Accounting (FI) and Controlling (CO) for the posting of property taxes and fees and contracts . the Data Retention Tool (DART) supports this requirement in the area of RE-FX. m) Land Use Management. you can manage lease-outs and perform accounting and service charge settlement for the tenants. types of possession and associated rights. For COA management. it is released for use in this jurisdiction only. Therefore. The COA mandate is a special form of the mandate.Parcels from the real estate cadaster . As of SAP ERP 6. . There is no plan to release this function for other countries. This includes: . charges.Contract management using changes of holdings such as purchase and land lease . you can create annual budgets.0.04.Asset Accounting (FI-AA) for the valuation of land for accounting purposes . restrictions and liens . Using this tool.Plant Maintenance (PM/CS) for the management of technical activities Note that this function was defined according to German law only. In this way. contaminations of sites and so on .For COA management. tracts of land and local subdistricts (released only for Germany) You can now manage master data and processes from the area of Land Use Management. you can extract master data and flow data to sequential files and display them. and perform accounting and COA settlements. By exporting the data.Entries from other public registers such as development plans.For the management of contract relationships between owner and tenant (individual condominium management). the pro rata difference is posted between the actual input tax deducted and the input tax that is liable for deduction according to the current option rate. see Note 771098. the connection to regulatory reporting for insurance companies (BAFin connection) is available according to German requirements.0. For more information.04.2010 Page 14 of 21 . Please note that this solution only complies with German statutory requirements. You can settle the usage costst internally using Customizing or externally using the real estate contract. see Note 1240658. 10. According to German sales/purchase tax law (§15a UStG).0 and for all related Enhancement Packages. b) Move planning You can use this function to plan and activate moves of persons who reserve reservation objects on a long-term basis. q) Input tax correction according to German sales/purchase tax law (UStG § 15a) (correction items) The function is generally available in the standard system as of November 2008 for Release ERP 6.0 a) Long-term seating arrangements You can enter and plan long-term usage of rooms and other real estate objects by persons (for example. Function scope of Flexible Real Estate in SAP Enhancement Package 2 for SAP ERP 6.connection) As of Support Package 6 and higher for SAP ERP 6. r) Archiving enhancements You can now archive master data. in case the principles for the assumed input tax deduction opportunity are changed following an input tax deduction. You can also plan 28. This means that over a period of up to ten years. the original input tax deduction must be corrected within the specified timeframe. o) Connection to regulatory reporting for insurance companies (BaFin German Federal Financial Supervisory Authority . The input tax is corrected depending on the changes in the option rate. For details about the delivery.SAP Note 517673 Flexible Real Estate: Features and release restrictions suppliers. employees and contractors). Please note that this solution only complies with German statutory requirements. p) Extended withholding tax Extended withholding tax is available for Spain and Portugal. Note that no reversal function exists yet for the cost allocation in Enhancement Package 2. The input tax correction is performed for the first time after the start of the actual usage of the fixed asset. you can now use interfaces to integrate the display of graphics software (CAD. for example. In addition. The validity period can also be used to carry out accruals and deferrals for one-time conditions. e) Rent adjustment according to cost efficiency analysis The rent adjustment according to cost efficiency analysis (CEA) is used to determine the cost rent for publicly funded accommodations. d) Master data: Graphical integration In addition to BAPIs. In addition. advantages and disadvantages with regard to the location) for the cost efficiency analysis. tenant and subsidizer). additional chairs or equipment and settle the incurred costs accordingly. rental objects or contract offers that differ from the local currency of the company code. you can specify that the system considers specific amenities level factors (for example. GIS). f) Conditions in foreign currency You can define conditions for contracts. landlord. c) Room reservation You can use this process to make short-term reservations for rooms or other real estate objects or to reserve the rooms for single appointments or recurring appointments. The cost allocation can be used for monitoring the costs. g) Condition split You can distribute condition-based payments to several partners with a vendor account or partners with a customer account (for example. In particular. In this process. i) Posting of sales-based settlement using cash flow In the sales-based rent agreements of the real estate contract. and so on). service charge settlement. you can specify that the receivables from the sales-based rent are also transferred to the cash flow and therefore posted using periodic 28. cash flow transaction. you can delegate moves of specific persons to other assignment planners.04. the system automatically carries out a translation within the different processes (for example. you can place an order for additional services. periodic postings. these requirements apply for the USA (key word: "multiple vendors"). capital costs. current expenses and financing plans are taken into account. In addition. h) Enhancements for one-time conditions You can define a validity period for one-time conditions and manually enter a due date that is different from the frequency term. you can order lunches.SAP Note 517673 Flexible Real Estate: Features and release restrictions move-ins and move-outs of persons for whom no long-term arrangements have been made yet or who do no longer require a long-term arrangement.2010 Page 15 of 21 . Depending on the translation rules and exchange rates. when posting the results of a service charge settlement.2010 Page 16 of 21 .Multiple assignment of objects: When you process real estate contracts. you can also accrue the tax amounts of conditions. m) Integration to cash management and forecast Cash management and forecast provides a liquidity forecast of the receivables and payables resulting from real estate contracts.04. p) Other enhancements of the real estate contract . account determinations. and so on. the FM account assignments can now be applied. dunning data. This forecast displays the planned items resulting from the cash flow. k) Contract: Different posting term for service charge settlement (changed) Unlike the posting rules of your service charge advance payments.SAP Note 517673 Flexible Real Estate: Features and release restrictions postings. you can transfer the planned values from CO to the relevant FM account assignments. j) Accrual/deferral of service charges costs that have not been settled yet (unfinished services) This function to allows you to enter accruals/deferrals for the balance sheet of service charges that have not been settled yet. During periodic postings in RE-FX. Using the relevant FM function. l) Enhancements of CO integration for Funds Management (FM) When you transfer plan cash flows to cost element planning.Locking critical data for backdated changes: You can lock fields of the contract processing to avoid any backdated cash flow-relevant changes that would lead to subsequent receivables or credit memos. these items are transferred to cash management and forecast. you can report open and cleared items for several customer contracts. Accrued amounts can be posted directly to tax accounts or clearing accounts. q) Country specifications for Austria: VAT calculation for condominium owners' associations (COA) 28. o) Information system: Item overview for several contracts Using the new item overview report. n) Accrual/deferral of tax amounts In addition to the net amounts. you can assign a rental object to several object groups so that the periods overlap. you can correct and post the amounts and dissolve the accruals/deferrals that were carried out. In addition to determining the amounts to be accrued. this function allows you to use your own payment methods. . Function scope of Flexible Real Estate in SAP Enhancement Package 3 for SAP ERP 6. the following enhancements have been made: a) Enhancements to land use management (country-specific) . b) Creating plan values with regard to Funds Management (FM) account assignments from contracts The existing function for creating CO plan data from the cash flow of real estate contracts were enhanced so that FM account assignments (funds.2010 Page 17 of 21 .SAP Note 517673 Flexible Real Estate: Features and release restrictions This enhancement allows you to calculate the sales tax for expenses from the maintenance reserve of rental objects of a COA. a) Funds reservation with approval workflow You can use this approval workflow to display an approval procedure for funds that are fixed over a longer period of time using lease-ins.Simplified key for parcel An option is provided to use a simplified key for parcels that is not subject to cadastral classifications. Function scope of Flexible Real Estate in SAP Enhancement Package 4 for SAP ERP 6.New "Function" field in the parcel This field allows you . grants and functional area) are transferred to CO plan data. 11. Within Commercial Real Estate Management.to implement an additional attribute assignment of parcels with custom characteristics. .0 are grouped into Commercial and Corporate Real Estate Management.0 contain enhancements that were implemented within the integration to Funds Management. which can be activated using the business functions RE_GEN_CI_2 and RE_CRE_MISC. a new report is available that displays the simulated derivations of FM account assignments.0 The Real Estate functions delivered with SAP Enhancement Package 4 for SAP ERP 6. 12.New reports Various new reports are available. . c) Simulation of FM account assignment derivation In the overview for the contract.0 The Real Estate functions delivered with SAP Enhancement Package 3 for SAP ERP 6. You can pass on the amounts to the individual owners.in the same way as the function for usage objects . b) Enhancements to the rent adjustment according to the cost 28.04. .Rounding of receivable amount or credit balance amount For service charge settlements for which receivables and credit balances from advance payments are posted in an amount. f) Other enhancements . the system transfers additional master data attributes for usage objects (for example.Requested notice date If notice is given for contracts. c) Enhancements to contract and conditions .04.Cross-settlement evaluations for service charge settlement e) Business Intelligence During the extraction of master data and flow data from flexible Real Estate Management to Business Intelligence. the reason for vacancy of a rental object). . New DataSources are also available for extracting data in Business Intelligence. the end possession date may be after the contract start.Possession dates for rental objects In addition to the runtime definition of contracts and contract offers. you can define possession dates for contract objects. This date is also taken into account in the real estate search.Reporting Various reports are available so that you can execute general evaluations for several cost efficiency analyses. d) Enhancements to the service charge settlement . you can define whether and how the result is to be rounded.SAP Note 517673 Flexible Real Estate: Features and release restrictions efficiency analysis .Reporting: Option rate data for usage objects A report is available for evaluating option rate relationships for real estate objects. you can enter a requested notice date that is before the expiration of the regular period of notice.2010 Page 18 of 21 . . This data can also be supplied for evaluations 28. The possession dates define the period in which the object is released for usage. .Periodic postings: Selection according to condition type and condition purpose .Evaluations for sales-based settlement The display has been adjusted to the general output of evaluations in RE-FX and therefore provides flexible enhancement options and options for the time slot method.Change management of expense items A transaction is provided for the mass change of current expenses of adjustment measures for the cost efficiency analysis. The start possession date may be before the contract start.New status monitor for settlement periods of settlement units . 0 and SAP Enhancement Packages for SAP ERP 6. you can take different time intervals into account without starting the report again.04. the utilization of capacities and the existing vacancies. i) Different move dates In the case of a move. h) Occupancy and vacancy evaluation You can use this report to execute detailed evaluations for continous occupancy.BAdI for option rate determination . This list is not final. you cannot assume that 28. you can specify a degree of occupancy for continuous occupancies. you can define individual move dates for all persons moving. The input tax correction is performed at the earliest after the actual usage of the fixed asset and is dependent on the option rate change.0.2010 Page 19 of 21 . . part-time employees). Functions that are not included In SAP ERP 6. You can display an overview of the current and historical occupancy. .RE Navigator For a real estate object. 13. the following enhancements have been made: g) Degrees of occupancy for continuous occupancy For persons who occupy more or less than one location continuously (for example. you can adjust the deducted value using the input tax correction. . j) Postings for continuous occupancies and reservations You can now use two separate transactions for the posting of reservations and continuous occupancies. The degree of occupancy directly affects the utilization of reservation objects and is taken into account during the price calculation. Within Corporate Real Estate Management.Input tax correction (country-specific) If you change the principles for the originally assumed input tax deduction option after an input tax deduction. transactions are provided for reversing costs of continuous occupancies and reservations. the system now displays the existing registrations. the functions listed below are not provided in RE-FX. This means that you no longer have to create a move plan for each move-out date or move-in date.SAP Note 517673 Flexible Real Estate: Features and release restrictions according to the German Principles of Data Access and Verifiability (GDPdU). and a copy function using drag and drop is available in the navigation bar. In particular.Filter in management of time slots In a report. If functions are missing from this list. The new transactions can be called simultaneously for several reservation objects. regardless of the original selection. including the management of tasks of the survey office and land registry and the calculation of property taxes and other taxes and fees such as agricultural subsidies and so on.2009 15:17:56 German Recommendations/additional info Consulting RE-FX Flexible Real Estate Management Valid Releases Software Component EA-APPL EA-APPL EA-APPL EA-APPL EA-APPL EA-APPL EA-APPL Release 110 200 500 600 602 603 604 From Release 110 200 500 600 602 603 604 To Release 110 200 500 600 602 603 604 and Subsequent Related Notes 28.04.if they are not mentioned individually.2010 Page 20 of 21 . For information about country-specific releases. a) Rental forecast b) Country-specific processing Country-specific legal requirements in real estate law .SAP Note 517673 Flexible Real Estate: Features and release restrictions they are contained in the delivery. d) Terms of use for multiple usage e) Completion of the PS-CD connection f) Mapping of the official or public law view of Real Estate Management. Header Data Release Status: Released on: Master Language: Priority: Category: Primary Component Released for Customer 17. This list does not mean that these functions will be available in subsequent releases. languages and localization.11. see Note 771098. c) Proportional clearing of split advance payments in the service charge settlement This is the pro rata distribution of the amount paid in advance if the calculation period of the advance payment exceeds a settlement period. : SAP NW 2004s .10 ARA SAP Real Estate/SAP for Public Sector User-defined real estate master data fields as of 470x200 New master data tables as of ERP 2004 & subsequent releases SAP Real Estate in R/3 Enterprise and mySAP ERP .TR-TM .SAP Note 517673 Flexible Real Estate: Features and release restrictions Number 1353606 1328779 1240658 1079514 1026487 1013176 1009567 1003497 953883 944578 934831 928175 915768 914067 912290 909490 894389 872301 870859 828160 782947 771098 766410 765810 751579 690900 681951 663095 589389 520965 448973 443311 Short Text RE-FX Country Version for Hungary RE-FX Country Version for Netherlands InpTxCorr: Activating input tax correction Customer bank procedure Solution Manager in RE-FX Austria-specific correspondences Functional differences SAP Interactive Forms/Smart Forms Release note about integrating RE-FX with PSCD RE-FX Country Version for Portugal RE-FX Country Version Availability and Restrictions for PL Missing localization of SAP Real Estate Management for China RE-FX Country Version for Japan Sales-based rent agreements for lease-in contracts Quarter Days Switzerland: Scope of localization RE-FX RE-FX Country Version Restrictions for Korea Rel.10 Add-Ons Add-Ons im Bereich Real Estate: Releasefähigkeit Extension SAP Real Estate: Technical Basics Attributes Attribute Transaction codes Value SMARTFORMS 28.04. Restr.s.CFM Release restrictions R/3 Enterprise 4.IS-B .70 / 1.2010 Page 21 of 21 .Classical v. RE-FX Migration from Classic RE to RE-FX Programming interfaces for RE-FX Countries: Release limitations for RE-FX SAP interactive forms: XDC scenarios for the printer control Info text for the non-activation of RE-FX in Release 1.Licenses Parallel usage RE .Adobe Document Services RE-FX Country Version for Italy Homebuilding Real Estate Sales .