Settlement of service charges in SAP RE-FX

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The settlement of service charges is one of the most important functions of the SAP system in the area of real estate management. It is a function that must be adjusted to all business processes taking place in the company.
The concept of (additional) service charges covers all costs that arise as a result of operating and using the leased property. This includes, for example, expenses for waste disposal, regular cleaning work, water supply, lighting, sewerage, ongoing maintenance and repairs necessary to keep the building in good condition and building insurance. Preparing the settlement of the above costs is complicated and requires compliance with the applicable legal regulations.

The implementation of the function of settling service charges in SAP RE-FX is a part of our company’s services. A lot of data influences the reliable operation of this function. The basis is formed by correct basic data. Moreover, the necessary initial settings depend on the information contained in the lease agreement. Of course, adjusting the settings, which plays an important role, is consistent with the needs and requirements of the customer.

The structure of data necessary to settle the service charges includes:

  • settlement unit, which determines the method of accounting for a given medium (e.g. according to consumption or area) and collect costs are booked according to the type of medium, i.e. additional cost key,
  • participation group specifying the leased facilities which participate in the settlement of a given medium.

Various meters can be assigned to both the billing units and the leased facilities, including e.g. main meters for the initial distribution of consumption.

The process of settlement of additional costs is configured by the parameters specified in:

  • the lease agreement (shares resulting from the relevant terms and conditions),
  • the lease facility (type of utility metering e.g. area, counters subject to the facility),
  • the participation group to which the lease facility belongs,
  • the unit of settlement (specifying the types of metering for settlement, methods of cost settlement, settlement variants).
Efektywne zarządzenie wieloma nieruchomościami jest możliwe dzięki modułowi RE-FX.
SAP offers convenient settlement of service charges.

The basic settlement precedes the settlement of basic costs of individual settlement units and the settlement for lease facilities. During the settlement of service charges, the resulting costs are compared with paid advances. In addition, over payments or underpayments are calculated, new shares for tenants are determined and information for printing out correspondence with tenants is prepared. Thanks to the fact that the system records all settlement data, the customer has unlimited access to each parameter and cost details.

Rozliczanie Oplat Eksploatacyjnych
The SAP system enables easy settlement of service charges for many properties.

SAP convenient settlement of service charges

As professionals in the field of implementation of SAP system modules, we have created our own solutions for settling service charges. In accordance with the customer’s needs, we have integrated media settlement with additional settlement conditions, which are used during the lease of commercial space. These are the conditions for sharing additional costs between the tenant and the property owner. The Consilios IT project included the construction of a system for creating such negotiable conditions, its integration with SAP RE-FX applications, development of cost calculation with the same accuracy as in the case of standard media settlement and the possibility to adjust the percentage share in the costs in the lease agreement. Of course, the standard settlement of additional charges takes into account all these values.

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Settlement of service charges in SAP RE-FX

The settlement of service charges is one of the most important functions of the SAP system in the area of real estate management. It is a function that must be adjusted to all business processes taking place in the company.

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Consilios IT was established in 2011. Our services are primarily focused on consulting and programming in SAP. Since the beginning of the company's existence, we have specialized in implementing the following SAP modules: RE-FX (Flexible Real Estate Management), FI (accounting), document management, closed-end investment fund management.

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office@consiliosit.com