RE010_EN_Col98 Real Estate Processes in SAP ERP

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RE010
Real Estate Processes in SAP ERP
SAP ERP - Corporate and Support Functions
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Participant Handbook
Course Version: 98
Course Duration: 3 Day(s)
Material Number: 50122139
An SAP course - use it to learn, reference it for work
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About This Handbook
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About This Handbook RE010
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vi
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Contents
Course Overview .......................................................... ix
Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Course Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Unit 1: Introduction........................................................ 1
Processes and SAP Solutions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Release Strategy... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .8
Unit 2: Project Management............................................11
Components for Supporting Project Management.. . . . . . . . . . . . . . . 12
Records Case Management and Guided Procedures ... . . . . . . . . 18
Unit 3: Portfolio Management......................................... 25
Master Data for RE-FX... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Business Partners .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Integration with Other ERP Components .. . . . . . . . . . . . . . . . . . . . . . . . . 35
Business Integration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Unit 4: Lease Management ............................................ 59
Real Estate Contract .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Real Estate Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Accounting ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Resubmissions and Dates ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Unit 5: Document Management and Graphical Integration .... 83
Document Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Correspondence ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Graphical Integration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Unit 6: Space Management ............................................ 97
Seating Arrangements and Space Management .. . . . . . . . . . . . . . . . 98
Business Partners .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Room Reservations... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Unit 7: Facility Management.......................................... 117
Master Data, Integration, and Processes ... . . . . . . . . . . . . . . . . . . . . . . 118
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. vii
Contents RE010
Unit 8: Reporting and Analytics ..................................... 125
Reporting Options... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Statistical Key Figures... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
BI Reporting ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135
viii
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Course Overview
Target Audience
This course is intended for the following audiences:
• Corporate Real Estate Managers
• Facility Managers
• Project team members from both business and IT side
• Consultants
Course Prerequisites
Required Knowledge
• ERP001
• ERP020
Recommended Knowledge
• AC010 Financial Accounting and Reporting
Course Goals
This course will prepare you to:
• Have a basic understanding of the SAP RE data hierarchy.
• Able to perform a high level mapping of real estate business processes to
SAP real estate functionality.
• Understand basic integration between SAP RE and other SAP modules (GL,
AP, AR, PS-CD, Document / Records Management)
• Understand real estate lifecycle management within SAP RE module
• Understand facility management processes within SAP RE module
• Understand available reports within RE and BI
Course Objectives
After completing this course, you will be able to:
• Suggest a high level solution mapping within SAP ERP for common real
estate processes
• Map Acquisition and Disposal processes within SAP for your project
management
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. ix
Course Overview RE010
• Understand the Real Estate Master data and its integration to Asset
Accounting, Plant Maintenance, and the Real Estate Contract for your
Portfolio Management
• Familiarize yourself with SAP’s Lease and Contract Management
• Understand all Document Management possibilities
• List how you can use SAP for your Move, Space, and Facilities management
x
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Unit 1
Introduction
Unit Overview
You want to map your entire real estate lifecycle – from acquisition to management
to operations to disposal – within SAP ERP to ensure fully integrated and end
to end mapping of all your processes.
You may work for a commercial real estate company who exists to build, operate,
lease, and sell real estate, or a corporate and/or public real estate organized and
are tasked to provide space for the organizations use to operate and perform their
business.
Your primary objectives are:
• Integration into the overall business to have full visibility and access to all
data
• Project management to increase or decrease portfolio size
• Automatic and standardized lease management
• Efficient move and occupancy planning and execution
• Facility Management for both breakdown and preventative maintenance
Unit Objectives
After completing this unit, you will be able to:
• Describe which stakeholders are involved in the processes of Real Estate
Management
• Describe the phases of the Real Estate lifecycle
• Describe the ERP components that can be used to support the Real Estate
Management processes
• Describe the release strategy for RE Classic and RE-FX
• Explain the use of Enhancement Packages (EHPs)
Unit Contents
Lesson: Processes and SAP Solutions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Lesson: Release Strategy ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 1
Unit 1: Introduction RE010
Lesson: Processes and SAP Solutions
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Describe which stakeholders are involved in the processes of Real Estate
Management
• Describe the phases of the Real Estate lifecycle
• Describe the ERP components that can be used to support the Real Estate
Management processes
Business Example
You want to gain an overview of the Real Estate Management processes. You want
to learn which internal stakeholders and stakeholders from outside the company
are involved in these processes. You require an overview of which components
and solutions have to be implemented to map the processes.
Figure 1: Real Estate – Different Stakeholders
2
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All rights reserved. 2014
RE010 Lesson: Processes and SAP Solutions
Regardless of the type of real estate (commercial, corporate, or public sector), a
number of internal and external stakeholders are involved and need to cooperate
with each other. Communication and process integration between all stakeholders
is a key requirement for a real estate solution.
Figure 2: Full integration – Sample Business Requirements
Each business process involves multiple stakeholders, and a number of different
processes exist that codepend.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 3
Unit 1: Introduction RE010
Figure 3: Real Estate Lifecycle Management
The lifecycle view shows what processes take place during different stages of
the real estate.
Figure 4: SAP Real Estate – Solution Map
4
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All rights reserved. 2014
RE010 Lesson: Processes and SAP Solutions
Figure 5: Commercial Real Estate – Solution Map
Figure 6: Real Estate Processes in SAP Solutions
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 5
Unit 1: Introduction RE010
Figure7: Integration
6
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All rights reserved. 2014
RE010 Lesson: Processes and SAP Solutions
Lesson Summary
You should now be able to:
• Describe which stakeholders are involved in the processes of Real Estate
Management
• Describe the phases of the Real Estate lifecycle
• Describe the ERP components that can be used to support the Real Estate
Management processes
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 7
Unit 1: Introduction RE010
Lesson: Release Strategy
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the release strategy for RE Classic and RE-FX
• Explain the use of Enhancement Packages (EHPs)
Business Example
You want to know how SAP planned the release strategy for RE Classic and
RE-FX, and how new functions are included in RE-FX and provided to you as a
customer.
Figure 8: SAP Real Estate Management Release Strategy
8
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Release Strategy
Lesson Summary
You should now be able to:
• Describe the release strategy for RE Classic and RE-FX
• Explain the use of Enhancement Packages (EHPs)
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 9
Unit Summary RE010
Unit Summary
You should now be able to:
• Describe which stakeholders are involved in the processes of Real Estate
Management
• Describe the phases of the Real Estate lifecycle
• Describe the ERP components that can be used to support the Real Estate
Management processes
• Describe the release strategy for RE Classic and RE-FX
• Explain the use of Enhancement Packages (EHPs)
10
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Unit 2
Project Management
Unit Overview
Acquisition: Your organization requires additional space, 10 000 m2, in a new
location. Several internal departments are involved in the appropriation process,
budgeting, and execution of the project. Possible scenarios are to close a lease,
build via new construction, or to purchase new space. You want to know what
tools are available within SAP.
Disposal: Your organization has a building which is surplus space, and will not be
needed in the future. In order to save costs, the decision is made to dispose of the
building. All steps and financial impact will be tracked.
Unit Objectives
After completing this unit, you will be able to:
• Understand steps and options in acquiring additional space or disposing
of surplus space:
- Request,
- Lease, Buy, Build, Dispose
- Approval and appropriation
- Budgeting
- Collaboration
- Track Progress
- Capitalization and other Financial implications
- Real Estate Master Data
• Explain the options that Records and Case Management (RCM) provides for
an entire system-based process support
Unit Contents
Lesson: Components for Supporting Project Management .. . . . . . . . . . . . . . . 12
Lesson: Records Case Management and Guided Procedures ... . . . . . . . . . 18
Exercise 1: Project Management in SAP Solutions... . . . . . . . . . . . . . . . . . . 21
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 11
Unit 2: Project Management RE010
Lesson: Components for Supporting Project
Management
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Understand steps and options in acquiring additional space or disposing
of surplus space:
- Request,
- Lease, Buy, Build, Dispose
- Approval and appropriation
- Budgeting
- Collaboration
- Track Progress
- Capitalization and other Financial implications
- Real Estate Master Data
Business Example
You want to learn how the processes of object receipt, object retirement and
Construction Project Management can be mapped with SAP solutions. You want
to support the Construction Management processes with SAP solutions and require
information about how processes from investment planning and control up to
controlling the individual construction work can be supported with SAP solutions.
12
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Components for Supporting Project Management
Figure 9: Building New Real Estate
A new construction process involves multiple components, and various
subprocesses.
Figure 10: Project Management: Events and SAP Solutions
Figure 11: Investment Management
Structures of program positions can be defined freely
Organisational units (e.g. Business Units, regions, branches etc.)
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 13
Unit 2: Project Management RE010
Type of investment according to appropriation requests (e.g. RE projects, IT
projects, R&D)
Depreciations forecasts
Multidimensional Planning
Planning according to fiscal year
Total investment planning (free definable planning schedule)
Choice of planning and budgeting approach
Top Down Planning,
Bottom Up Planning
Advantages
Transparent investment
Controlling and Book Keeping for all investments at a glance
IM functionality at a glance
Appropriation Request allows for tracking requests for approval and budget for
new lease, new construction, and new business case
Includes budgeting request
Can automatically create WBS element with funding, and/or Asset Under
Construction
Approver can send back and ask for an updated / modified request
Business case can be attached
Figure 12: Project Structure / Network Plan
14
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RE010 Lesson: Components for Supporting Project Management
Figure 13: Project System
Standard structures in Project System
Allows for creation of projects based on templates
Work breakdown structure with easy cost planning, budget controls, and extensive
reporting
Integration to Plant Maintenance for work orders, material use, and all other
work details
Resourcing and integration to procurement
Schedule tracking cProjects open for third party collaboration
Easy Monitoring and Analytics cockpit on Enterprise Portal
WBS elements link to Real Estate master data and contracts
Figure 14: Project Related Purchasing Process
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 15
Unit 2: Project Management RE010
The purchasing process for construction and maintenance services is separated
into several phases: The process starts with the Bill of Quantity (BoQ) preparation.
This is usually carried out in complementary systems. Only financial relevant
values such as total cost of this BoQ is processed in SAP ERP. At the beginning of
the purchasing process a Purchase Requisition (PR) is created in MM component.
The PR is linked to one or several WBS elements as controlling element. The
assignment to a material group ensures financial integration (account to which the
costs are posted). At this time a vendor is not selected the PR can be created
without vendor assignment. User can check if enough budget is available on
the assigned WBS-elements. In parallel obligations are created on these WBS
elements, the PR is assigned to. When the vendor selection process is finished a
Purchase Order (PO) is created based on the PR data. All relevant financial and
controlling data are transferred from the PR to the PO. Obligation are adjusted
automatically to the purchase order value. When the contractor/vendor delivered
work he probably sends invoices to bill its services. The invoice is recorded with
relation to the PO. All accounting and controlling data are taken from the PO.
As soon as the invoice is posted, actual's are created on the WBS elements, the
PO/PR was assigned to.
Figure 15: Asset Management
16
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All rights reserved. 2014
RE010 Lesson: Components for Supporting Project Management
Lesson Summary
You should now be able to:
• Understand steps and options in acquiring additional space or disposing
of surplus space:
- Request,
- Lease, Buy, Build, Dispose
- Approval and appropriation
- Budgeting- Collaboration
- Track Progress
- Capitalization and other Financial implications
- Real Estate Master Data
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 17
Unit 2: Project Management RE010
Lesson: Records Case Management and Guided
Procedures
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Explain the options that Records and Case Management (RCM) provides for
an entire system-based process support
Business Example
You want to carry out process-oriented mapping of the receipt and retirement
processes in your company, and transfer individual process steps to external
service providers if required. You are interested in learning how this can be
supported by SAP solutions.
Figure 16: Case Management (Records Management)
18
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Records Case Management and Guided Procedures
Figure 17: Case Management (Records Management)
Use Electronic records for the documentation (and recording) of (long term)
business processes. Examples might be: personnel records, customer records,
contract records.
Use cases to actively manage and process certain (short tern) cases. All content of
the case is stored into the attached case record. A case might be a service request,
a dispute, an approval process etc.
Put together several cases belonging to the same business context into an
electronic record.
Figure 18: Guided Procedures – Key Features
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 19
Unit 2: Project Management RE010
Figure 19: Manage & Execute Business Events & Tasks
Figure 20: Guided Procedures Composite Workflows
20
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Records Case Management and Guided Procedures
Exercise 1: Project Management in SAP
Solutions
Exercise Objectives
After completing this exercise, you will be able to:
• Understand a sample acquisition process within SAP
Business Example
You want to track an acquisition project within SAP. You want to collect and
analyze all costs associated with this acquisition.
Task 1:
1. Define the business process – identify all acquisition steps required for
your organization. Work with other course participants on an example of
acquisition steps that all can agree on.
Task 2:
1. Now map this process to SAP Solutions. Show the process flow.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 21
Unit 2: Project Management RE010
Solution 1: Project Management in SAP
Solutions
Task 1:
1. Define the business process – identify all acquisition steps required for
your organization. Work with other course participants on an example of
acquisition steps that all can agree on.
Answer: Acquisition steps may contain:
• Space need, idea request
• Budget approval
• Project creation
• Collect all documents and define due diligence steps, continually track
progress
• Track all costs related to the acquisition
• Collaborate with third parties and with internal stakeholders (such as
legal)
• Set up new construction – plan individual tasks and steps, schedule
resources, procure material and services
• Negotiate purchase or lease of new building or additional space
• Add new space to portfolio (update portfolio management)
Your group may find additional or fewer steps necessary. There is not a
single correct solution to this exercise.
Task 2:
1. Now map this process to SAP Solutions. Show the process flow.
Answer: The following SAP solutions may be used to map above process:
• Investment management – Appropriation request
• Project Systems – Work breakdown structure, cProjects
• Records Management – Case Management, cFolders
• Asset Accounting – Asset Under Construction, Fixed Asset
• Workflow:
• Adobe Interactive Forms
• Real Estate – Master Data, Real Estate Contract
• Procurement – Material Management
Your group may find additional or fewer solutions necessary. There is not a
single correct solution to this exercise.
22
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Records Case Management and Guided Procedures
Lesson Summary
You should now be able to:
• Explain the options that Records and Case Management (RCM) provides for
an entire system-based process support
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 23
Unit Summary RE010
Unit Summary
You should now be able to:
• Understand steps and options in acquiring additional space or disposing
of surplus space:
- Request,
- Lease, Buy, Build, Dispose
- Approval and appropriation
- Budgeting
- Collaboration
- Track Progress
- Capitalization and other Financial implications
- Real Estate Master Data
• Explain the options that Records and Case Management (RCM) provides for
an entire system-based process support
24
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Unit 3
Portfolio Management
Unit Overview
Your organization needs to track your real estate portfolio, providing different
views onto the real property in your portfolio. You need to tie the properties to
your fixed assets, your construction and remodeling projects, to the leases, and to
your management accounting view. Also, reporting is needed for various parts of
the organization.
Unit Objectives
After completing this unit, you will be able to:
• Explain what different views you can use for your portfolio
• Explain all usage objects and architectural objects
• Differentiate between the meaning of usage types and rental object types
and understand them
• Explain how different dimensions and attributes are entered
• Explain the roles of the Business Partners for SAP and its integration to
FI-AP and FI-AR.
• List the integration points to PM, AA, REC, and CO.
• Understand the integration points for Controlling (CO)
Unit Contents
Lesson: Master Data for RE-FX ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Lesson: Business Partners .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Lesson: Integration with Other ERP Components.. . . . . . . . . . . . . . . . . . . . . . . . . . 35
Lesson: Business Integration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Exercise 2: Portfolio Structure and Creating Basic Master Data... . . . 45
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 25
Unit 3: Portfolio Management RE010
Lesson: Master Data for RE-FX
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Explain what different views you can use for your portfolio
• Explain all usage objects and architectural objects
• Differentiate between the meaning of usage types and rental object types
and understand them
• Explain how different dimensions and attributes are entered
Business Example
You want to learn which functions and options RE-FX offers to map your portfolio
from the point of view of commercial real estate management.
Portfolio Management
Portfolio Management helps you define your business' real estate infrastructure
and manage business partner relationships. Processes include:
• Analytical tools to support you in strategic, tactical and operation decisions
• Defining flexible object structures according to architecture, usage and
building services
• Recording of property characteristics, fixtures, fittings and equipments
• Entering master data to tailor your real estate infrastructure to accommodate
primary business activities
• Transparent views of your contractual partners
• Graphical depiction via integration to CAD/CAFM and GIS systems
26
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Master Data for RE-FX
Figure 21: Master Data
Figure 22: Portfolio Management – Process Example
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Unit 3: Portfolio Management RE010
Figure 23: Usage and Architectural View
Figure 24: What Can the Structure Look Like?
28
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RE010 Lesson: Master Data for RE-FX
Figure 25: Rental Objects (RO)
Figure 26: Rental Objects (RO)
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Unit 3: Portfolio Management RE010
Figure 27: Measurement Types
Figure 28: Other Attributes
30
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RE010 Lesson: Master Data for RE-FX
Figure 29: Usage Types
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Unit 3: Portfolio Management RE010
Lesson Summary
You should now be able to:
• Explain what different views you can use for your portfolio
• Explain all usage objects and architectural objects
• Differentiate between the meaning of usage types and rental object types
and understand them
• Explain how different dimensions and attributes are entered
32
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Business Partners
Lesson: Business Partners
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Explain the roles of the Business Partners for SAP and its integration to
FI-AP and FI-AR.
Business Example
You must map various types of real estate contracts in the system and map the
relationships to your customer and vendor contract partners. You want to learn
how this can be mapped in RE-FX. You also want to know for which additional
processes SAP business partners can be used.
Figure 30: SAP Central Business Partner
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Unit 3: Portfolio Management RE010
Lesson Summary
You should now be able to:
• Explain the roles of the Business Partners for SAP and its integration to
FI-AP and FI-AR.
34
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Integration with Other ERP Components
Lesson: Integration with Other ERP Components
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• List the integration points to PM, AA, REC, and CO.
Business Example
An essential strength of SAP ERP is the complete integration of the components
with one another. You are interested in seeing how this integration is structured in
RE-FX.
Figure 31: Integration – Assignments of WBS Elements
WBS elements can be assigned to the Architectural View and the Usage View.
You configure which object types can have WBS elements assigned.
This allows you to report on WBS element activities and costs per RE object.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 35
Unit 3: Portfolio Management RE010
Figure 32: Integration – Assignments of Functional Locations
Functional Locations can be assigned to the Architectural View and the Usage
View.
You can even auto-generate FLs when creating RE master data.
You configure which object types can have FL assigned or will auto create them.
This allows you to report on work order/notification activities and costs per RE
object.
Figure 33: Integration – Assignments of Fixed Assets
36
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Integration with Other ERP Components
You can assign fixed assets to architectural and usage objects, depending on the
configuration settings. (You can also assign them to Real Estate Contracts). You
can create fixed asset records out of Fixed Assets. You can also create fixed assets
out of RE (transaction AS01 is called up).
Oftentimes, an owned building has multiple fixed records associated with it, as
over the lifetime of the building, additional capitalized projects are added (new
walls, additions, roofs, staircases, etc).
From a financial perspective, the RE usage objects (their corresponding CO
objects) can be used to receive the depreciation costs for all depreciable real
estate assets:
Figure 34: Integration – Contract Assignment
You can assign usage objects to the Real Estate Contract. You determine in
configuration which object types can be assigned to which contract types.
Note that for “Lease Outs”, you can only assign rental objects (rental spaces and
rental units).
Note that you can also assign objects of the Land Use Management (LUM) to the
Real Estate Contract. LUM is a country specific solution and may not be available
for your country.
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Unit 3: Portfolio Management RE010
Lesson Summary
You should now be able to:
• List the integration points to PM, AA, REC, and CO.
38
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Lesson: Business Integration
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Understand the integration points for Controlling (CO)
Business Example
Business Integration provides comprehensive options for real estate controlling.
You want to understand how this is structured and how you can use this.
Figure 35: SAP Org Structure and RE
Real Estate Usage Data also has corresponding CO objects (cost objects in SAP
Controlling). They allow both cost and revenue postings, and are an integral part
of the organizational structure within SAP ERP.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 39
Unit 3: Portfolio Management RE010
Figure 36: CO Objects in Real Estate Management
Cost and revenue objects belong to internal controlling; they are referred to as CO
objects or account assignment objects. These may also be real estate objects, in
addition to the “classic” controlling objects (cost center, order).
The link between internal accounting (Controlling) and external accounting
(Financial Accounting) is established by assigning cost elements and revenue
elements to accounts.
You update the costs and revenues on real estate objects by entering postings in
Financial Accounting with auxiliary account assignment on a real estate object (in
the same way as for other postings with account assignment).
Postings can also be entered in Controlling (internal activity allocation) or
triggered by other components (by an order and the subsequent goods / invoice
receipt).
40
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Figure 37: Scenario: P&L / Balance Sheet by Property Location
Figure 38: Scenario Example: Facility Related Costs
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Unit 3: Portfolio Management RE010
Figure 39: Cost and Revenue at Different Levels
Figure 40: The RE Cost Object Can Capture All Costs
42
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Figure 41: Statistical Key Figures
Figure 42: If You Want to Pass on the Costs to Tenants
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Unit 3: Portfolio Management RE010
44
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Exercise 2: Portfolio Structure and
Creating Basic Master Data
Exercise Objectives
After completing this exercise, you will be able to:
• Explain which views you would use for your portfolio
• Provide a list of possible usage types you may use for your project
• List Business Partner roles and highlight the roles which would integrate
to FI-AP and FI-AR
• Define how you would use the integration to PM, FI-AA, PS, and CO
Business Example
You want to track your portfolio within SAP.
You want to track all business partners you deal with, and use the integration
to Financials.
You want to understand how to integrate to other components such as FI–AA, PM,
and PS to track and manage your portfolio.
2014 © 2014 SAP AG or an SAP affiliate company.All rights reserved. 45
Unit 3: Portfolio Management RE010
Task 1:
1. Identify what your portfolio structure would look like, for both architectural
and usage view.
Define all architectural object types you would use
List how you would define the Business Entity / Site
List usage types you would use, and if you would use pooled and rental
spaces, and/or usage type
Task 2:
1. List all business partner roles you would need for managing your portfolio.
Highlight the BP roles that would require integration to AP and AR.
Task 3:
1. Sketch the process flow between SAP Real Estate and Plant Maintenance,
Asset Accounting, Project Systems, and Controlling, as it would apply for
your organization.
Identify which processes are relevant for you. There is not one single correct
answer.
Continued on next page
46
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Task 4:
1. Navigate through the architectural hierarchy the trainer has created for you
in the system. View the Locality LO##, its buildings, its floors, and rooms.
Use the navigation panel in the Navigator to view the hierarchy.
Task 5:
Create a Business Entity / Site out of the locality for your group LO##.
1. Create the Business Entity / Site and all lower level usage objects in 1000.
Check the name of your Business Entity / Site.
Assign the tenancy law German tenancy law.
Task 6:
Create a building out of one of the two buildings for your group.
1. From the existing architectural object (Administration) Building
(LO##/B01), create a building in the usage view and assign this building to
your Business Entity / Site (1000/1##).
Enter 01.01.1980 for the construction year.
Save your object.
Task 7:
Create a land record for your Business Entity / Site.
1. Create a land record for the existing property L0##/PR01. Create a land
record in the usage view and assign it to your Business Entity / Site
(1000/1##)
2. Go to the Architecture tab page, select Assign and then Complete
Assignment. Select and expand the sub objects of your locality LO## by
selecting next to the corresponding line. You expand and mark the active
entry Parking Area PR01. Select PR01 and confirm with Continue. Copy the
selected objects by choosing Continue.
Continued on next page
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 47
Unit 3: Portfolio Management RE010
Task 8:
Create rental objects in the usage view.
1. Create a pooled space with usage type Office.
2. For layout purposes check the original document. This section was deleted
during document adjustement:
3. Create a second pooled space using the copy function. Use the pooled space
1000/1##/1 that was created in the previous step as a template. Copy all data.
Expand the Rental Objects in the navigation area entry by selecting on
the left of the entry.
Select the object 1000/1##/1, right-click and choose copy.
4. Create another pooled space with usage type Parking Lot/Garage.
Assign the pooled space to your Business Entity / Site 1000/1## and to the
property 1000/1##/1 inside it.
Enter parking spaces as the name.
Enter January 1st of the previous year for the fields First
posting from and Cash flow from.
Define profit center 1470 (RE Garage Commerc.) in the organizational
assignment in the posting parameters.
Link the pooled space to the architectural object parking lot (LO##/PARK)
as a complete assignment.
Assign the following condition type to your pooled space:
Condition Type Condition
Purpose
Formula Unit Price
Parking space rent
(15)
Vacancy rent Parking spaces
C
38,00
Save your pooled space.
48
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Solution 2: Portfolio Structure and
Creating Basic Master Data
Task 1:
1. Identify what your portfolio structure would look like, for both architectural
and usage view.
Define all architectural object types you would use
List how you would define the Business Entity / Site
List usage types you would use, and if you would use pooled and rental
spaces, and/or usage type
Answer: Discuss with the trainer what the different portfolio structures
could look like. There is not one correct answer. Take into consideration
what processes you plan to run – for example, if you plan to use Space
Management, you will need the architectural view. For any CO reporting on
your real estate portfolio and for contracts, you need the usage data.
For the usage types, take legal requirements into consideration, in particular
the distinction between commercial and non-commercial (residential) real
estate. Consider how you want to distinguish rental objects, including screen
layouts, etc. Review the list of internal usage types to guide you in your
decision making.
Task 2:
1. List all business partner roles you would need for managing your portfolio.
Highlight the BP roles that would require integration to AP and AR.
Answer: Possible BP roles can include: owner, landlord, tenant, business
unit, employee, occupant, requester, portfolio manager, lease administrator.
Review the current list of BP roles used in SAP Real Estate to help you
guide through the process.
Task 3:
1. Sketch the process flow between SAP Real Estate and Plant Maintenance,
Asset Accounting, Project Systems, and Controlling, as it would apply for
your organization.
Continued on next page
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 49
Unit 3: Portfolio Management RE010
Identify which processes are relevant for you. There is not one single correct
answer.
a) The following are examples:
For Facility Management purposes, link Functional Locations to
either the architectural or usage view. The architectural view typically
provides better mapping of the Functional Locations. If you currently
do not have PM in place, you can auto generate the FL from RE.
Describe on which level you would require maintenance.
b) For asset accounting purposes, the fixed assets are used for
capitalization and depreciation. Leased assets are used for capital
leases. Assets under construction can collect costs prior to putting the
asset into use. All three can be linked to the RE master data. If linked
to the RE usage data (buildings and land), you can view the costs on
BW reports according to RE data.
c) For any projects you manage in regards to your real estate, you can
link the WBS to your master data. If linked to the RE usage data, you
can view the WBS element costs on information system according
to the RE data.
d) Controlling allows you to track all financial postings against the cost
objects in RE (for example the building). This gives you a holistic
view on all transactions related to the building. You can also settle or
distribute from other processes to the RE objects (such as procurement).
If your organizations requires operational reporting at a cost center
level, you can settle from the RE objects to Cost centers as a periodic
processing.
Task 4:
1. Navigate through the architectural hierarchy the trainer has created for you
in the system. View the Locality LO##, its buildings, its floors, and rooms.
Use the navigation panel in the Navigator to view the hierarchy.
Answer: –
Task 5:
Create a Business Entity / Site out of the locality for your group LO##.
1. Create the Business Entity / Site and all lower level usage objects in 1000.
Check the name of your Business Entity / Site.
Continued on next page
50
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Assign the tenancy law German tenancy law.
a) In the Navigation Area of the RE Navigator, change the display to My
Objects and choose Display . Expand the Architectural Objects entry
by selecting on the left of the entry.
b) Select object LO##, right-click, and then choose Create → Usage
Object for Architecture.
Enter the following data:
Field Name or Data Type Values
Create From Architecture X
Arch. Obj. IDLO##
Company Code 1000
Business Entity / Site 1##
c) Confirm your entries with Continue .
d) On the Reference Factors tab page, select the entry German tenancy
law for the tenancy law.
e) Go to the Posting Parameters tab page and enter the value 9100
(Real Estate) in the Business Area field, the value 1480
(RE–FX Real Estate) in the Profit Center field, and the value
1000 (Sales) in the Functional Area field.
f) Save your Business Entity / Site by pressing CTRL + S or Save .
Task 6:
Create a building out of one of the two buildings for your group.
1. From the existing architectural object (Administration) Building
(LO##/B01), create a building in the usage view and assign this building to
your Business Entity / Site (1000/1##).
Enter 01.01.1980 for the construction year.
Continued on next page
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 51
Unit 3: Portfolio Management RE010
Save your object.
a) Create a building in the usage view.
b) Select object LO##/B01 in the navigation area, right-click, and then
choose Create → Usage Object for Architecture.
c) Enter the following data:
Field Name or Data Type Values
Create From Architecture X
Arch. Obj. ID LO##/B01
Company Code 1000
Business Entity / Site 1##
d) Confirm your entries with Continue .
e) Go to the Dates tab page and enter 01.01.1980 in the Construction
Year field.
f) Save your building by pressing CTRL + S or Save .
Task 7:
Create a land record for your Business Entity / Site.
1. Create a land record for the existing property L0##/PR01. Create a land
record in the usage view and assign it to your Business Entity / Site
(1000/1##)
a) Select object LO##/PR01 in the navigation area, right-click, and then
choose Create → Usage Object for Architecture.
b) Enter the following data:
Field Name or Data Type Values
Create From Architecture X
Arch. Obj. ID LO##/PR01
Company Code 1000
Business Entity / Site 1##
c) Enter a name for your land record.
Continued on next page
52
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
2. Go to the Architecture tab page, select Assign and then Complete
Assignment. Select and expand the sub objects of your locality LO## by
selecting next to the corresponding line. You expand and mark the active
entry Parking Area PR01. Select PR01 and confirm with Continue. Copy the
selected objects by choosing Continue.
a) –
Task 8:
Create rental objects in the usage view.
1. Create a pooled space with usage type Office.
a) In the Navigation Area of the RE Navigator, change the display to My
Objects and choose Display .
b) Select the Rental Objects entry, right-click and choose Create →
Pooled Space Office.
c) Enter the following data:
Field Name or Data Type Values
Company Code 1000
Business Entity 1##
Building 1
Name of RO Floor floor - office
Cash Flow From 01/01 of last year
First Posting From 01/01 of last year
d) Go to the Posting Parameters tab page. In the upper screen area, select
the Organizational Assignment line and in the Profit Center field, enter
the value 1450 (RE Office).
e) Go to the Architecture tab page, select Assign and then Complete
Assignment. Select and expand the sub objects of your locality
LO## by selecting next to the corresponding line. You expand the
active entry Building 01, Office and first floor in the same manner.
Select both rooms on the first floor (LO##/B01/E.I.CAFE and LO##/
B01/E.I.KIOSK) and confirm with Continue . Copy the selected
objects by choosing Continue ,
f) Go to the Conditions tab page and choose Insert Condition(s) .
Select entries 11 (Office basic rent detail) and 20 (Oper. costs adv. pmnt
revenue), then confirm your selection with Copy .
Continued on next page
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 53
Unit 3: Portfolio Management RE010
g) Then assign the following condition types to your pooled space:
Condition Type Condition
Purpose
Formula Unit Price
Office basic rent
(11)
Vacancy rent (G) Resident./Us-
able space in m2
23,50
Operating
costs advance
payment (20)
Market rent (E) Resident./Us-
able space in m2
4,80
h) Save your pooled space by pressing CTRL + S or Save .
i) Update the overview in the navigation area by selecting .
2. For layout purposes check the original document. This section was deleted
during document adjustement:
a) Assign the pooled space to your Business Entity / Site 1000/1## and to
the administration building 1000/1## inside it.
b) Enter first floor – office as the name.
c) Enter January 1st of the previous year for the fields First posting from
and Cash flow from.
d) Define profit center 1450 (RE Office) in the organizational assignment
in the posting parameters.
e) Then assign the following condition types to your pooled space:
Condition Type Condition Purpose Formula Unit Price Office basic rent
(11) Vacancy rent (G) Resident./Usable space in m2 23,50 Operating
costs advance payment (20) Market rent (E) Resident./Usable space in
m2 4,80 Save your pooled space.
3. Create a second pooled space using the copy function. Use the pooled space
1000/1##/1 that was created in the previous step as a template. Copy all data.
Expand the Rental Objects in the navigation area entry by selecting on
the left of the entry.
Continued on next page
54
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Business Integration
Select the object 1000/1##/1, right-click and choose copy.
a) Copy all the settings and then choose (Create).
b) Change the name of your pooled space to Second Floor –
Office.
c) Go to the Architecture tab page, select Assign and then Complete
Assignment. Select and expand the sub object of the second floor
(LO##/ B01/E.II) by selecting next to the corresponding line. Select
the room on the second floor (LO##/ B01/E.II.01) and confirm with .
Copy the selected object with Continue .
d) Confirm the popup message with “Yes”.
e) Save your pooled space by pressing CTRL + S or (Save).
4. Create another pooled space with usage type Parking Lot/Garage.
Assign the pooled space to your Business Entity / Site 1000/1## and to the
property 1000/1##/1 inside it.
Enter parking spaces as the name.
Enter January 1st of the previous year for the fields First
posting from and Cash flow from.
Define profit center 1470 (RE Garage Commerc.) in the organizational
assignment in the posting parameters.
Link the pooled space to the architectural object parking lot (LO##/PARK)
as a complete assignment.
Assign the following condition type to your pooled space:
Condition Type Condition
Purpose
Formula Unit Price
Parking space rent
(15)
Vacancy rent Parking spaces
C
38,00
Continued on next page
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 55
Unit 3: Portfolio Management RE010
Save your pooled space.
a) Select the Rental Objects entry in the Navigation Area, right-click and
choose Create → Pooled Space → Parking Lots/Garage.
b) Enter the following data:
Field Name or Data Type Values
Company Code 1000
Business Entity 1##
Land 1
Name of RO Parking spaces
Cash Flow From 01/01 of last year
First Posting From 01/01 of last year
c) Go to the Posting Parameters tab page. In the upper screen area, select
the line Org. Assignment and enter the value 1470 (RE Garages
comm.) in the Profit Center field.
d) Go to the Architecture tab page, choose Assign and then choose
Complete Assignment. Choose and expand the subobjects of the
Property (LO##/PR01) by selecting next to the corresponding line.
Select the parking lot (LO##/PR01/L_1) and confirm with Continue .
Copy the selected objects by choosing Continue .
e) Go to the Conditions tab page and choose Add Condition(s) . Select
entry 15 (Parking space/garage rent) and confirm with Copy .
f) Enter 38,00 as the Unit Price. Select Calculation Formula Parking
Spaces.
g) Save your pooled space by pressing CTRL + S or Save .
56
© 2014 SAP AG or an SAP affiliate company.All rights reserved. 2014
RE010 Lesson: Business Integration
Lesson Summary
You should now be able to:
• Understand the integration points for Controlling (CO)
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 57
Unit Summary RE010
Unit Summary
You should now be able to:
• Explain what different views you can use for your portfolio
• Explain all usage objects and architectural objects
• Differentiate between the meaning of usage types and rental object types
and understand them
• Explain how different dimensions and attributes are entered
• Explain the roles of the Business Partners for SAP and its integration to
FI-AP and FI-AR.
• List the integration points to PM, AA, REC, and CO.
• Understand the integration points for Controlling (CO)
58
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
Unit 4
Lease Management
Unit Overview
• You manage different types of leases:
Landlord (AP), tenant (AR), inter company
• You manage other contracts, such as easements, right of ways, or service
agreements
• You need to match available space with potential occupants
• You track rents, operational flat rates, taxes, and other charges You need to
keep track of critical dates
Unit Objectives
After completing this unit, you will be able to:
• Understand real estate contracts and the areas of application for commercial
real estate management
• Describe the function and usage of the real estate search
• Explain what conditions are, how they are calculated, and what impact they
have
• Explain reminders and what they are used for
Unit Contents
Lesson: Real Estate Contract .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Lesson: Real Estate Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Lesson: Accounting... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Lesson: Resubmissions and Dates... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Exercise 3: Lease Management and Critical Dates... . . . . . . . . . . . . . . . . . . 75
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 59
Unit 4: Lease Management RE010
Lesson: Real Estate Contract
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Understand real estate contracts and the areas of application for commercial
real estate management
Business Example
The real estate contract in RE-FX is the central object for the integration in
financial accounting. You want to learn about the areas of application of the real
estate contract in RE-FX.
Figure 43: Contract Processes
60
© 2014 SAP AG or an SAP affiliate company.
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RE010 Lesson: Real Estate Contract
Figure 44: Contract Management
Figure 45: Contract Management – Example: Lease
The Real Estate Contract allows for configuration of various contract types. One
of the main criteria of the real estate contract is if it is an occupying contract
(i.e. by assigning space to a contract type with this criteria, the space is uniquely
and exclusively assigned to the occupant for the defined timeframe), or a leasing
contract (i.e. the real estate is not owned but instead leased in).
The real estate contract directly ties into SAP Financials via the condition types
and the account determination associated with the condition types. The conditions
define the amount to be paid or billed for the lease, frequency, calculation, etc.,
and upon activation of the contract, the system generates cash flow.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 61
Unit 4: Lease Management RE010
SAP Real Estate Management provides the ability to assign real estate objects
to the contract, allowing the financial postings for the contract to be recorded
directly against the real estate object. Additionally, the contract will track the
terms of the lease, all renewal and termination options, business partners and
critical date reminders.
Figure 46: Contract Management: Example Land Easements
Figure 47: Numerous Contractual Relationships
62
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Real Estate Contract
The Real Estate contract can be used for a variety of business purposes – it is far
more than a lease. It can be used for vendor or customer type of relationships, for
internal postings
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 63
Unit 4: Lease Management RE010
Lesson Summary
You should now be able to:
• Understand real estate contracts and the areas of application for commercial
real estate management
64
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Real Estate Management
Lesson: Real Estate Management
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the function and usage of the real estate search
Business Example
You want to map the processes of rental management in RE-FX, and use the
functions of the real estate search to do so.
Figure 48: Real Estate Search: Process
You create a rental request with the criteria that are important for the applicant.
To be able to perform the search, vacant rental objects are automatically transferred
to offer objects. You can define rules in Customizing for this.
You can store a status for every rental request that refers to an offer object that was
found. You can set the status for offer objects and the search from here as well.
Note that as of EHP4, the requested notice date of a lease or an object can be taken
into consideration for the RE search.
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 65
Unit 4: Lease Management RE010
Lesson Summary
You should now be able to:
• Describe the function and usage of the real estate search
66
© 2014 SAP AG or an SAP affiliate company.
All rights reserved. 2014
RE010 Lesson: Accounting
Lesson: Accounting
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Explain what conditions are, how they are calculated, and what impact they
have
Business Example
You want to learn how the integration is structured in financial accounting and
how this is displayed in the contract.
Figure 49: Conditions
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Unit 4: Lease Management RE010
The conditions on the real estate contract create cash flow items, which are marked
as plan items with a due date. These plan items display the account determination
(based on the flow types that are assigned to the condition types), payment terms
and parameters, posting parameters, as well as distribution rules.
• Calculation formulas are used to calculate the condition amount. The
calculation formula may be based on a number of predefined formulas.
Distribution Formulas
Distribution formulas are used to distribute the condition amount to
real estate objects if there are multiple objects assigned to the real
estate contract. The distribution formula may be based on a number of
predefined formulas
• Condition types are the most visible component of lease accounting to the
user. The selection of a condition type on the real estate contract drives
the account assignment and the accounting treatment. Condition types are
assigned to condition groups, which are assigned to contract types.
• It is recommended the condition type name indicates what kind of process it
will be used for – payable or receivable. Since condition types are assigned
to contract types via condition groups, the distinction is not mandatory, but it
may aid the user in reporting or analysis.
• This relationship ensures only condition types that are applicable for a
contract type are available for use by the user.
• Condition Purpose: Condition purpose is used on the contractto specify
how the condition should be treated by the periodic processing program. A
one-time purpose will post the condition one time on the date specified on
the condition. Statistical purposes are used a placeholders within the contract
to show a payment was made using another payment source. It will not
generate financial postings.
• Note that as of EHP4, FAS13 straightlining can also consider a so-called
possession date. This is only relevant for legal environments where FAS13
compliance is required (i.e. reporting according to US GAAP).
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RE010 Lesson: Accounting
Figure 50: Cash Management
Figure 51: Rental Accounting
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Unit 4: Lease Management RE010
Figure 52: Lease Accounting in SAP Real Estate Management
The periodic processing program generates payments and receivables based
on the conditions assigned to the SAP real estate contract. The program also
automatically creates follow-up postings based on changes made to conditions for
back dated changes. These postings are automatically recorded in the general
ledger and within the controlling module. The periodic processing program can
be run for any contract type and within simulation or update mode. Reversal of
entries generated through the periodic processing program may also be generated.
Entries created using the periodic processing program must be reversed using the
periodic processing program. However, it is not necessary to reverse periodic
postings when changes are made to a condition after the periodic posting run,
since any changes made to the condition will be recorded during the next periodic
posting run.
The periodic posting will identify all plan items within the defined due date and
generate a debit and a credit posting for each one of the plan items. There is also
a CO posting against the real estate contract (for a payable lease, this is a cost
posting, whereas the receivable lease will have a revenue cost element). The
transfer posting then allows these costs/revenues on the lease to be distributed
to the RE objects or other CO objects. The vacancy posting creates either lost
revenue or vacancy cost postings against the identified cost center.
The periodic posting run can first be simulated to allow for review, and possibly
necessary changes. All changes should be made in the contract, to generate the
right cash flow adjustment, resulting in the proper postings.
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RE010 Lesson: Accounting
Figure 53: Periodic Posting: Contract
Real estate contracts can be made with organizational units belonging to your
own company (company code/controlling area), as well as with external partners.
These organizational units can be represented by cost center, order or WBS
element objects.
No master tenant with customer account is available for internal real estate
contracts.
The same condition types (basic rent, advance payment operating costs and so
on) are used. However, periodic postings are transferred to different accounts in
the case of your own usage.
The posting is:
• Debit “Costs own usage” with auxillary account assignment to cost center
(or order or WBS element) that is renting the rental unit
• Credit “Own usage revenues” with auxiliary account assignment to the
rental agreement
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Unit 4: Lease Management RE010
Figure 54: One-Time Postings
One time posting transactions are new functionality with SAP ECC 6.0 and
allow for a pre-configuration of RE specific posting transactions (based on
transaction FB50) within a real estate context. They are configured company code
dependently and can be posted to accounts payable, receivable, a GL account or a
combination of these postings. SAP strongly recommends using these transactions
for any financial transactions that have impact on real estate, such as posting of
service charge related invoices.
You can define various accounting events in Customizing that you can use in
the form of a one-time posting.
Thus, the partially complex accounting events are not apparent to the user. The
user only has a simple user interface.
In the defined account event, you can enter information regarding the document
(document type, header text and so on), as well as information regarding individual
line items (account assignment object, distribution yes/no and so on).
The user can define and group as many accounting events as required.
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RE010 Lesson: Accounting
Lesson Summary
You should now be able to:
• Explain what conditions are, how they are calculated, and what impact they
have
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Unit 4: Lease Management RE010
Lesson: Resubmissions and Dates
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Explain reminders and what they are used for
Business Example
There are many different deadlines and periods relevant to your real estate
contracts, which must be considered in contract management. You want to learn
how these can be mapped to the contract. In addition, you want to find out how
deadlines that affect your real estate objects can be managed and maintained.
Figure 55: Reminder Overview in RE Navigator
The Reminder function acts as a reminder where action may be needed on
contracts you are processing.
You can also enter reasons for the Reminder in Customizing. These are for
informational and evaluative purposes only.
Examples of Reminder reason could include notice processing, check renewal,
check location, contact partner, and so on.
You can define additional rules and logical parameters in Customizing (using
BAdI).
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RE010 Lesson: Resubmissions and Dates
Exercise 3: Lease Management and
Critical Dates
Exercise Objectives
After completing this exercise, you will be able to:
• Create a lease in
• Set up reminders for critical dates
Business Example
You want to enter a building lease in the system.
You want to set up reminders for key dates regarding your lease
Task 1:
Create a real estate contract with the type commercial lease-in.
1. In the Company Code field, enter 1000, in the Tenancy law field, select
German tenancy law, and enter a Name for your contract.
Assign building1000/1##/1 to your contract.
Create a partner for your lease with the role of landlord with vendor account.
The business partner category for the landlord can be organization or person.
Assign a name, search term, address and communication data. In the
company code data, enter the planning group A1 (domestic payments).
Enter a contract start date of January 01 [last year] and a term of
48 months. Assign standard renewal rule 2000.
Define the following conditions:
Continued on next page
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Unit 4: Lease Management RE010
Condition Type Calculation
Formula
Unit Price Distribution
Formula
Basic rent
(V100)
Object
measurement
Measurement
type A100
24,70 € Divided equally
AP service
charges (V105)
Fixed amount
(A)
13.700,00 € Divided equally
Define the critical dates rule Before Notification of automatted renewal with
2 months. The renewal option check is the reason for the resubmission.
Save your contract.
Task 2:
Lease Management Design
1. Discuss what contract types your organization will need, and identify which
contract types will require financial integration to Accounts Payable and
Accounts Receivables.
2. Discuss which departments control creation of the financially relevant
business partners.
3. Discuss the roles of employees and the segregation of duties for lease
creation, review, activation, and financial postings.
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RE010 Lesson: Resubmissions and Dates
Solution 3: Lease Management and
Critical Dates
Task 1:
Create a real estate contract with the type commercial lease-in.
1. In the Company Code field, enter 1000, in the Tenancy law field, select
German tenancy law, and enter a Name for your contract.
Assign building1000/1##/1 to your contract.
Create a partner for your lease with the role of landlord with vendor account.
The business partner category for the landlord can be organization or person.
Assign a name, search term, address and communication data. In the
company code data, enter the planning group A1 (domestic payments).
Enter a contract start date of January 01 [last year] and a term of
48 months. Assign standard renewal rule 2000.
Define the following conditions:
Condition Type Calculation
Formula
Unit Price Distribution
Formula
Basic rent
(V100)
Object
measurement
Measurement
type A100
24,70 € Divided equally
AP service
charges (V105)
Fixed amount
(A)
13.700,00 € Divided equally
Define the critical dates rule Before Notification of automatted renewal with
2 months. The renewal option check is the reason for the resubmission.
Save your contract.
a) In the RE Navigator, change the display to My Objects..
b) Choose the Real Estate Contracts entry, right-click and choose Create
→ Commercial lease-in.
c) Enter 1000 in the Company Code field and select to continue.
Continued on next page
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Unit 4: Lease Management RE010
d) Go to the Objects field, enter the number of your building (BU
1000/1##/1).
e) Go to the Partners field, choose Create Business Partner . Select
role Landlord with Vendor Account. Enter a name and then start the
search by selecting Continue .
f) Since no partners were found, create a new landlord by choosing
Organization or Person .
g) Assign an address and a search term and then choose the Company code
pushbutton. On the Account Management tab page, in the Planning
group field, enter A1 (domestic payments).
h) Return to the contract entry screen by choosing .
i) Enter a text in the Contract name field.
j) In the Tenancy law field, choose German tenancy law from the
dropdown list.
k) Go to the Term tab page and enter January 01 [last year] in
the Contract start date, the Cash Flow From, and the First Posting
From field and enter 48 in the Term in months field.
l) Create a renewal rule by choosing Create Term and the selecting
Renewal. Enter 2000 in the Renewal Rule field.
m) Go to the Conditions tab page and choose Insert Condition(s) .
Select the entries V100 (basic rent) and V105 (Adv. Pmnt Service
charges) and continue with Copy .
n) Enter 13.700,00 as the Unit Price for the AP service charge
condition type.
o) In the upper screen area, select the line Basic Rent. Enter 24,70 as
the Unit Price.
p) Select the Calculation sub-tab and calculation formula Object
measurement, measurement type A100 and measurement unit M2.
q) Go to the Resubmit tab page, choose Create Reminder Rule and
select Before Notification of automatted renewal.
r) Enter 2 in the Number of Months field and confirm with Continue .
s) Choose Check to ensure that there are no errors with the contract.
t) Save your contract by pressing either CTRL+S or Save .
u) Close the lower message area by choosing Close Message .
Continued on next page
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RE010 Lesson: Resubmissions and Dates
Task 2:
Lease Management Design
1. Discuss what contract types your organization will need, and identify which
contract types will require financial integration to Accounts Payable and
Accounts Receivables.
a) There is not one “correct” answer as the decisions greatly depend on the
processes and requirements of each organization. Discuss and compare
with other participants what their answers are.
2. Discuss which departments control creation of the financially relevant
business partners.
a) There is not one “correct” answer as the decisions greatly depend on the
processes and requirements of each organization. Discuss and compare
with other participants what their answers are.
3. Discuss the roles of employees and the segregation of duties for lease
creation, review, activation, and financial postings.
a) There is not one “correct” answer as the decisions greatly depend on the
processes and requirements of each organization. Discuss and compare
with other participants what their answers are.
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Unit 4: Lease Management RE010
Lesson Summary
You should now be able to:
• Explain reminders and what they are used for
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RE010 Unit Summary
Unit Summary
You should now be able to:
• Understand real estate contracts and the areas of application for commercial
real estate management
• Describe the function and usage of the real estate search
• Explain what conditions are, how they are calculated, and what impact they
have
• Explain reminders and what they are used for
2014 © 2014 SAP AG or an SAP affiliate company. All rights reserved. 81
Unit Summary RE010
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Unit 5
Document Management and Graphical
Integration
Unit Overview
• You want to attach files and other documents such as scanned lease copies to
your master data
• You want to track all communication and documents regarding your real
estate processes
• You want to generate correspondence such as abstracts and letters
• Your end users would like an easy tool to enter data, and be able to send
drafts to third parties for review, signature, and data entry
• You have CAD/GIS data that you want to link to your SAP data
Unit Objectives
After completing this unit, you will be able to:
• Understand Document Management and Folders-Management
• List what correspondence options are available
• Explain the benefits of Interactive Adobe forms for real estate processes
• Understand the CAD/GIS integration options
Unit Contents
Lesson: Document Management .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Lesson: Correspondence ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Lesson: Graphical Integration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
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Unit 5: Document Management and Graphical Integration RE010
Lesson: Document Management
Lesson Overview
Lesson Objectives
After completing this lesson, you will be able to:
• Understand Document Management and Folders-Management
Business Example
A complete Real Estate Management is not fixed to payments and dates only.
Documents in paper and electronic form are generated in many processes and
process steps, and must be managed at the same time. In this lesson you will learn
which options SAP ERP provides to manage these documents in electronic form.
Figure 56: Typical Content of Electronic Records
The content shown on this slide is included in SAPs standard offering (without
additional integration effort in the project).
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RE010 Lesson: Document Management
SAP Folders-Management not only provides an electronic representation of the
conventional paper record, but also offers functions that far exceed those available
for conventional Folders-Management. In addition to electronic documents,
Folders-Management can also integrate the following electronic elements:
• Business objects
• Business Workflows
• Reports and transactions
• ArchiveLink documents
• Administration data of paper documents
• Internet/Intranet pages
Since SAP Folders-Management is based on a consistently open infrastructure