7/12/2021

Real Estate
Generated on: 2021-07-12 20:31:57 GMT+0000

SAP ERP | 6.0 EHP8 SP16

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Original content: https://help.sap.com/viewer/ba156badfd9e4dbc880829a7074be2f9/6.18.16/en-US

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 7/12/2021

Real Estate

Real Estate

Technical name of business function RE_GEN_CI_1

Available as of SAP ERP 6.0 Enhancement Package 2

ECC software component EA-APPL 602

ECC application component Flexible Real Estate Management (RE-FX)

Business Intelligence Content Not relevant

SAP Enterprise Services Not relevant

JAVA software component Not relevant

Portal content Not relevant

Additional content available in other SAP applications Not relevant

Business function requiring activation in addition Financials Extension EA-FIN (Enterprise Extension)

Use
This business function provides additional functions in Flexible Real Estate Management (RE-FX). These include functions for
corporate real estate, such as internal room reservations and seating arrangements, as well as conditions in other currencies.
(For Germany this also includes rent adjustments based on cost efficiency analysis.)

Integration
This business function enables you to use the integration of Flexible Real Estate Management (RE-FX) with the Cash
Management and Forecast (TR) application component. This component is part of the SAP Financial Supply Chain
Management component.

Prerequisites
For you to be able to use the business function, the following criteria must be met:

You activated the Financials Extension EA-FIN enterprise extension.

You activated the Real Estate business function.

You activated and set up Flexible Real Estate Management (RE-FX).

You can activate certain subfunctions of the business function individually in Customizing for Flexible Real Estate
Management (RE-FX). If the subfunction is not active, then the functions are not visible on the user interface and the
transactions and reports cannot be executed directly.

Particularly after release upgrades and importing enhancement packages, check which new functions you want to use
and activate them by setting the indicator in Customizing. Once you have created data for a subfunction, do not
deactivate the indicator after that.

 Note
For more information on the Customizing settings and prerequisites, see the related release notes.

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Features
You can use the following subfunctions:

Cost Efficiency Analysis

If you activate this subfunction, you can use cost efficiency analysis and the related adjustment function. Activate this
subfunction if you have publicly subsidized apartments in Germany with condition amounts that have to be adjusted using the
cost efficiency analysis method.

Lock User Interface to Retroactive Changes

If you activate this subfunction, the UI for contract processing changes to prevent the user from making accidental, retroactive
changes that are relevant to the cash ow and result in receivables or credit memos.

Fields are initially displayed as not ready for input where changes to these elds could lead to follow-up postings. To be able to
change the data in these elds, the user has to choose a pushbutton. A dialog box then appears where the user enters the date
from which the change is valid.

Activating this function does not change the existing functions but it makes them more user-friendly.

We recommend that you activate the function regardless of which other functions you use. You should activate this UI function if
you also use the condition split subfunction, since there is more danger of accidental, retroactive changes during processing of
shares for partners.

Condition Split

If you activate this subfunction, you can specify when processing the contract that all conditions for a speci c posting term are
distributed to multiple partners.

Activate this subfunction if you want to distribute condition amounts to multiple partners. When processing the contract, you
can select the Multiple Partners option in the Partner eld on the Postings subtab on the Posting Parameters tab page. A table
appears in which you can de ne the share and partner-speci c posting data for each partner.

If you activate this subfunction, you should also activate the UI for retroactive changes subfunction, to prevent distribution to
partners being made retroactively by mistake.

Enhancements of CO Integration

This subfunction is only relevant if both of these apply:

You use the function for transferring planned cash ows to cost element planning

You de ned Funds Management (FM) account assignments in your contracts

If you activate this subfunction, the FM account assignments are transferred during the transfer of plan data. Using the
appropriate FM function, you can then transfer the plan values from CO to the appropriate FM account assignments.

The indicator does not affect the user interface, it only affects the update of data.

Graphical Integration

If you activate this subfunction, a new standard tab page for displaying a graphic (CAD/GIS) for an object is available in master
data processing.

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For a graphic to be displayed on this tab page, you have to activate a graphics system by implementing and activating the
appropriate classes.

Continuous Occupancy and Move Planning

If you activate this subfunction, then you can make settings for architectural objects, so that depending on their function,
reservation objects are generated for them. You can specify which employees occupy these objects and plan internal moves for
them.

Room Reservations

If you activate this subfunction, you can use the functions for reserving rooms. You can then reserve rooms and services for
certain time periods (for example, by the hour) and post the costs to the relevant cost centers, orders, or projects in CO.

Enhancements for Service Charge Settlement

If you activate this subfunction, you can use the following enhancements for service charge settlement :

For advance payment conditions of a contract, you can enter the posting term with which the settlement result should
be posted.

The initial screen for service charge settlement was made more user-friendly.

If you do not activate the function, the differing posting term is not visible when you process the contract conditions and the old
initial screen is used.

Accrual/Deferral of Service Charges

If you activate this subfunction, then you can accrue or defer service charges.

The service charges that arise during the course of the year are collected on settlement units and are thereby recorded as
costs in the pro t and loss statement. Depending on how the contract conditions for advance payments for service charges are
de ned, these advance payments either appear in the balance sheet (posted as advance payments to a special G/L account) or
in the pro t and loss statement as revenue. Using the function for accrual/deferral of service charges, you can have the system
list costs and advance payments that are due totaled by business entity and service charge group. (This groups together
different settlement units based on their service charge keys.) This evaluation is based on a simulation of service charge
settlement.

Cash Management and Forecast

If you activate this subfunction, you can use the integration with the Cash Management and Forecast component.

You need to make the settings for this in Customizing for RE-FX and TR (see the "Integration" section above) and recreate the
cash management data. For more information, see SAP Note 156239 .

Other Enhancements

If you activate this subfunction, you can use the following enhancements:

You can assign multiple objects for contracts and for the cost efficiency analysis using different groups. If you do not set
the indicator, this function is not available on the interface.

If you made the appropriate settings in Customizing in the master data area, the following additional elds are available:

For the usage view, the Function eld for business entity, building, land

The elds for processing the hierarchical location for land

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If you want to have conditions on contracts, rental objects, or contract offers that are in a currency that differs from the
local currency of the company code, then you can activate this function in the Make Basic Settings in Company Code
IMG activity. Set the Differing Condition Currency indicator.

For one-time conditions, you can manually enter a valid-to date and a due date that differs from that in the frequency
term.

If you want to copy proposed conditions to the contract, then you can also copy the adjustment terms that are assigned
to the conditions. Therefore, when this subfunction is active, a new indicator, Transfer Adjustment Terms, is set (as
standard) in the dialog box for the transfer of conditions.

In the sales-based rent agreement, you can specify that the results of sales-based settlements are posted using periodic
posting .

Automatically Active Functions

The following functions are automatically available when you activate the Real Estate (RE_GEN_CI_1) business function, without
your needing to activate the subfunctions separately.

In addition to accruals and deferrals for net amounts, you can post accruals and deferrals for tax amounts of conditions.

In the information system, there is a new report: Item Overview for Multiple Contracts.

You can report on the reserve fund and assets of a condominium owners' association .

A country-speci c function for Austria allows you to calculate VAT for a condominium owners' association (COA).

Real Estate 2

Use
Technical Data

Technical name of business function RE_GEN_CI_2

Type of business function

Enterprise business function

Available as of SAP enhancement package 4 for SAP ERP 6.0

Central Applications
Technical use

EA-APPL
ECC software component

ECC application component Flexible Real Estate Management (RE-FX)

Business Intelligence content From SAP NetWeaver 7.0 BI Content Add-On 4 Support Package
00

SAP Enterprise Services Not relevant

JAVA software component Not relevant

Portal content Not relevant

Additional content available in other SAP applications Not relevant

Business function requiring activation in addition

Enterprise Extension Financials Extension ( EA-FIN)

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You can use this business function to take advantage of additional functions for Flexible Real Estate Management, for example,
for reporting and analysis. The business function has the following features:

Entering possession dates for objects in the contract

Considering a requested notice date in the real estate search

Additional functions for service charge settlement

Input tax correction

Enhancement of BI extraction

Mass change for cost efficiency analysis

Additional reports for cost efficiency analysis

Additional reports and functions for Land Use Management (LUM)

Report on option rates for real estate objects

Integration
If you are using the business function Tax and Revenue Management Including Property Tax (PSCD_TRM_&_Property Tax), you
need to enter a function for parcels to be able to use processes for property tax in the system. You can also use the simpli ed
key for parcels.

Prerequisites
The following prerequisites must be met:

You have con gured the Flexible Real Estate Management (RE-FX) application component.

You activated the Financials Extension (EA-FIN) enterprise extension. For more information, see EA-FIN: Flexible Real
Estate Management (RE-FX).

You activated this business function ( Real Estate 2 (RE_GEN_CI_2)).

If you want to use mass changes and additional reports for cost efficiency analysis, you activated the business function
Real Estate (RE_GEN_CI_1).

For information about activating the individual functions in Customizing, see the release note RE_GEN_CI_2: Real Estate 2, as
well as the speci c release notes.

Features
Entering possession dates for objects in the contract

Possession dates de ne a period of time during which the object is available for use, whereby the possession dates can be
before or after the contract start and end dates. This means that if you enter possession dates for an object that differ from the
contract start date or end date, then the rental object is made available to the tenant before the contract starts, or is available
after the contract ends. Conditions relating to objects with possession dates can also be valid before the contract start date or
after the contract end date. Entering possession dates is relevant for the procedure for accruals/deferrals according to
American accounting principles (FAS 13).

For more information, see the SAP Library under Processing Real Estate Contracts.

Considering a requested notice date in the real estate search

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You can end a lease before the normal notice period expires, if you are able to nd a suitable next tenant. This is the case for
notice given at either the contract or object level. When entering notices, you can enter a requested notice date that the
system then considers in the real estate search. This means that the real estate search considers the affected objects to be
available as of this requested notice date, and the objects can be used in creating contract offers beginning after that date.

For more information, see the SAP Library under The Notice Process and under Creating a Contract.

Additional functions for service charge settlement

For service charge settlements, in which receivables and credits from advance payments are balanced against each other and
posted in one amount, you can specify using rounding rules how the amounts are rounded. In addition, you can run reports on
service charges for multiple settlements. Using a status monitor, you can show the processing status of settlement periods of
one or more settlement units and their settlement periods.

For more information, see the SAP Library under Reports for Service Charge Settlement.

Input tax correction

If the basic factors for an input tax deduction change after the deduction was already made, then you can correct the originally
deducted input tax using an input tax correction. The earliest that the input tax correction can be made is after the date
beginning on which the asset is actually used. The correction is dependent on the option rate.

For more information, see the SAP Library under Input Tax Correction.

Enhancement of BI extraction

During the extraction of master data and ow data of Flexible Real Estate Management to Business Intelligence (BI), additional
master data attributes (such as vacancy reason for a rental object) are transferred for usage objects. In addition, there are new
DataSources for the extraction of data to Business Intelligence.

For more information, see the release note RE-FX: Enhancements of BI Extraction and in the SAP Library under Flexible Real
Estate Management.

Mass change for cost efficiency analysis

To make it easier to make changes to adjustment measures for cost efficiency analysis (for example, changes to administrative
costs or maintenance costs), you can use a mass change transaction for adjustment measures. You can also use reports that
allow reporting for multiple cost efficiency analyses at one time.

For more information, see the SAP Library under Mass Change to Expense Items in CEA.

Additional reports and functions for Land Use Management (LUM)

You can use a simpli ed key for parcels. You can also de ne your own functions (what the parcel is used for) and enter them for
parcels as an additional attribute. This is particularly relevant if you also use the business function Tax and Revenue
Management Including Property Tax (PSCD_TRM&PROPERTY_TAX).

There are also new reports available.

For more information on these functions, see the documentation for business function Tax and Revenue Management Including
Property Tax (PSCD_TRM_&_Property Tax) and in the SAP Library under Reports for Land Use Management (LUM).

Report on option rates for real estate objects

The report Overview of Option Rates of RE Objects is available for reporting on option rates of real estate objects. In addition to
the option rates of the selected objects, the report shows the change to your option rates as compared to those of the previous

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time period. This data can be used for an audit based on German legal requirements.

For more information, see the SAP Library under Option Rate.

More Information
A detailed list of new and changed functions can be found in the central release note RE_GEN_CI_2: Real Estate 2 and in the
detailed release notes.

For detailed documentation on the individual functions of Flexible Real Estate Management, see the SAP Library under SAP ERP
Central Component Accounting Flexible Real Estate Management (RE-FX) .

Real Estate 3

Use
Technical Data

Technical Name of Business Function RE_GEN_CI_3

Type of Business Function Enterprise Business Function

Available As Of SAP enhancement package 5 for SAP ERP 6.0

Technical Usage Central Applications

Application Component Flexible Real Estate Management (RE-FX)

Directly Dependent Business Function Requiring Activation in Enterprise Extension Financials Extension (EA-FIN)
Addition

This business function provides you with additional functions in Flexible Real Estate Management. These functions offer:

Improved service charge settlement

Optimization of managing your portfolio of real estate and rental objects

Prerequisites
You have installed the following components as of the speci ed version (or higher):

Type of Component Component Only Needed for the Following Functions

Software Component EA-APPL 605

You have con gured the Flexible Real Estate Management (RE-FX) application component.

You activated the Financials Extension (EA-FIN) enterprise extension. For more information, see EA-FIN: Flexible Real
Estate Management.

You activated the Real Estate 3 (RE_GEN_CI_3) business function.

You made the necessary system settings for the functions of this business function. For more information, see the
release notes for the functions. From these release notes, you can use the links to access the the business function Real
Estate 3 (RE_GEN_CI_3).

To be able to specify capping rules for rent adjustments at the start of the adjustment run, you activated the subfunction
Adjustment Enhancement EhP5 (AJ01) in Customizing for Flexible Real Estate Management (RE-FX) under Basic
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Settings Activate Subfunctions .

Features
Tax Transfer in Service Charge Settlement

For opting tenants, you can transfer the tax amount of the costs allocated to the tenant to the receivable posting.

Service Charge Settlement: Surcharges Based on Contract Conditions

On receivables from service charge settlement, you can calculate a surcharge that is a percentage of any contract conditions
you choose.

Direct Posting from Contract Dialog

In the master data dialog for the contract, you can directly run periodic posting for the contract (on the menu choose
Extras Post Contract ).

Integrated Posting

You can group together postings from the partner-related cash ow and the object cash ow.

Time-Dependent Assignment of Rental Objects to COA Objects

You can make time-dependent assignments of rental objects from object mandates to COA objects.

Rent Adjustment: Specify Capping Rules at Start of Adjustment

You can enter capping rules directly at the start of the adjustment run (on the SAP Easy Access screen, choose Flexible Real
Estate Management Adjustment of Conditions Adjustment Specify Adjustments ).

Corporate Real Estate

Use
Technical Data

Technical name of business function RE_CRE_MISC

Type of business function Enterprise business function

Available as of SAP enhancement package 4 for SAP ERP 6.0

Technical use Central Applications

EA-APPL
ECC software component

ECC application component Flexible Real Estate Management (RE-FX)

Business Intelligence content Not relevant

SAP Enterprise Services Not relevant

JAVA software component Not relevant

Portal content Not relevant

Additional content available in other SAP applications Not relevant

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Business function requiring activation in addition Enterprise Extension Financials Extension ( EA-FIN) and

Real Estate ( RE_GEN_CI_1)

This business function provides the following new functions for corporate real estate management:

Entering individual move dates in move planning

Entering a degree of occupancy for continuous occupancy

Reporting for continuous occupancy

New transactions for posting and reversing continuous occupancy and reservations

Prerequisites
The following prerequisites must be met:

You have con gured the Flexible Real Estate Management (RE-FX) application component.

You activated the Financials Extension (EA-FIN) enterprise extension. For more information about this enterprise
extension, see Financials Extension (EA-FIN).

You activated the Real Estate (RE_GEN_CI_1) business function. For more information on this business function, see Real
Estate.

You activated this business function ( Corporate Real Estate (RE_CRE_MISC)).

For information about activating the individual functions in Customizing, see the release note RE_CRE_MISC: Corporate Real
Estate, as well as the speci c release notes.

Features
Entering individual move dates in move planning

For moves, you can specify individual move dates for each person moving. This means that you no longer have to create a move
plan for each move-in date or move-out date.

For more information, see the SAP Library under Planning and Activating Moves.

Entering a degree of occupancy for continuous occupancy

For persons (such as part-time employees), who occupy more or less than one desk assignment, you can enter a degree of
occupancy. The degree of occupancy has a direct effect on the values re ecting the utilization of the reservation objects. It is
also considered during the calculation of prices.

For more information, see the SAP Library under Long-Term Seating Arrangements.

Reporting for continuous occupancy

Using the report Information System: Continuous Occupancy - Utilization, you can run detailed reports on continuous
occupancy. You can obtain overviews of the current and historical occupancy, the utilization of room capacities, and the existing
vacancies.

For more information, see the SAP Library under Information System (RE-FX).

New transactions for posting and reversing continuous occupancy and reservations

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There are two new transactions for posting reservations and continuous occupancy: Posting of Continuous Occupancy and
Posting of Reservations. You can reverse postings made with these transactions using the new transactions: Reverse Costs of
Continuous Occupancy and Reverse Costs of Reservations. You can call these new transactions for more than one reservation
object type at a time.

For more information, see the SAP Library under Long-Term Seating Arrangements and under Room Reservations.

More Information
A detailed list of new and changed functions can be found in the central release note RE_CRE_MISC: Corporate Real Estate and
in the detailed release notes.

For detailed documentation on the individual functions of Flexible Real Estate Management, see the SAP Library under SAP ERP
Central Component Accounting Flexible Real Estate Management (RE-FX) .

RE/FM Earmarked Funds

Use
Technical Data

Technical name of business function RE_FM_EARMARKED_FUND

Type of business function Enterprise business function

Available as of SAP ERP 6.0 Enhancement Package 3

ECC software component EA-APPL

ECC application component RE-FX

Business Intelligence content Not relevant

SAP Enterprise Services Not relevant

JAVA software component Not relevant

Portal content Not relevant

Additional content available in other SAP applications Funds Management (PSM-FM)

Business function requiring activation in addition Enterprise Extensions Financials Extensions (EA-FIN) and Public
Services (EA-PS)

You can use this business function to integrate the processing of real estate contracts with functions of the Funds Management
component.

Integration
Using the functions of this business function, when you create a real estate contract in the Flexible Real Estate Management
component, the system generates an earmarked funds document in the Funds Management component.

Prerequisites
You activated this business function.

You activated the Enterprise Extensions Financials Extensions (EA-FIN) and Public Services (EA-PS)

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Features
This business function provides you with the following functions:

You can subject real estate contracts to an approval process. This process involves both the person who created or
changed the real estate contract and the responsible person in Funds Management.

The system can automatically generate the needed documents depending on the type of real estate contract. For
vendor contracts, it generates documents of the funds commitment type; whereas for customer contracts, the system
generates documents of the forecast of revenue type. In both cases, these documents are generated in the Funds
Management component.

In a subsequent process, these earmarked funds can then gradually be reduced by successive periodic postings.

For more information, see the SAP Library for Flexible Real Estate Management by choosing Approval and Earmarked Funds.
Also see the release note RE_FM_EARMARKED_FUND: Business Function RE/FM, Earmarked Funds.

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