RE010 Real Estate Processes in SAP ERP

Transcription

1 Real Estate Processes in SAP ERP SAP ERP - Corporate and Support Functions Course Version: 97 Course Duration: 3 Day(s) Publication Date: 2013 Publication Time:

2 Copyright Copyright SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS. g

3 Contents Contents Course Overview... v Course Goals... v Course Objectives... v Unit 1: Introduction... 1 Processes and SAP Solutions... 1 Release Strategy... 1 Unit 2: Project Management... 2 Components for Supporting Project Management... 2 Records Case Management and Guided Procedures... 2 Unit 3: Portfolio Management... 3 Master Data for RE-FX... 3 Business Partners... 3 Integration with Other ERP Components... 3 Business Integration... 4 Unit 4: Lease Management... 5 Real Estate Contract... 5 Real Estate Management... 5 Accounting... 5 Resubmissions and Dates... 5 Unit 5: Document Management and Graphical Integration... 6 Document Management... 6 Correspondence... 6 Graphical Integration... 6 Unit 6: Space Management... 7 Seating Arrangements and Space Management... 7 Business Partners... 7 Room Reservations... 7 Unit 7: Facility Management... 8 Master Data, Integration, and Processes SAP AG. All rights reserved. iii

4 Contents Unit 8: Reporting and Analytics... 9 Reporting Options... 9 Statistical Key Figures... 9 BI Reporting SAP AG. All rights reserved. iv

5 Course Overview 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 the participant 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, the participant 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 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 2013 SAP AG. All rights reserved. v

6 Course Overview Understand all Document Management possibilities List how you can use SAP for your Move, Space, and Facilities management 2013 SAP AG. All rights reserved. vi

7 Unit 1 Introduction 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 Lesson: Processes and SAP Solutions 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 Lesson: Release Strategy Describe the release strategy for RE Classic and RE-FX Explain the use of Enhancement Packages (EHPs) 2013 SAP AG. All rights reserved. 1

8 Unit 2 Project Management Acquisition: Your organization requires additional space, 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. Lesson: Components for Supporting Project Management 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 Lesson: Records Case Management and Guided Procedures Explain the options that Records and Case Management (RCM) provides for an entire system-based process support 2013 SAP AG. All rights reserved. 2

9 Unit 3 Portfolio Management 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. Lesson: Master Data for RE-FX 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 Lesson: Business Partners Explain the roles of the Business Partners for SAP and its integration to FI-AP and FI-AR. Lesson: Integration with Other ERP Components List the integration points to PM, AA, REC, and CO SAP AG. All rights reserved. 3

10 Lesson: Business Integration Understand the integration points for Controlling (CO) 2013 SAP AG. All rights reserved. 4

11 Unit 4 Lease Management 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 Lesson: Real Estate Contract Understand real estate contracts and the areas of application for commercial real estate management Lesson: Real Estate Management Describe the function and usage of the real estate search Lesson: Accounting Explain what conditions are, how they are calculated, and what impact they have Lesson: Resubmissions and Dates Explain reminders and what they are used for 2013 SAP AG. All rights reserved. 5

12 Unit 5 Document Management and Graphical Integration 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 Lesson: Document Management Understand Document Management and Folders-Management Lesson: Correspondence List what correspondence options are available Explain the benefits of Interactive Adobe forms for real estate processes Lesson: Graphical Integration Understand the CAD/GIS integration options 2013 SAP AG. All rights reserved. 6

13 Unit 6 Space Management Your organization wants to track the assignment of work spaces to employees and third party contractors You want to be able to reserve rooms or other short term assignable facilities, along with services and equipment You need to move individuals or departments within your facilities You want to charge costs to the cost objects to recover the costs of making the spaces available Lesson: Seating Arrangements and Space Management Describe the processes of space management within SAP Real Estate List the master data necessary Lesson: Business Partners List the required business partners for the processes of room reservation and seating arrangements Lesson: Room Reservations Explain the cost recovery processes for space management and internal use 2013 SAP AG. All rights reserved. 7

14 Unit 7 Facility Management Your organization must ensure that the facilities are always operational, and that all equipment and building parts are regularly maintained and monitored before they breakdown. You also need to provide means for tracking and fixing any breakdown, as well as capture cost. Lesson: Master Data, Integration, and Processes List what master data is required for facility management processes Describe different types of maintenance Describe the financial processes 2013 SAP AG. All rights reserved. 8

15 Unit 8 Reporting and Analytics Your management team wants to obtain KPIs such as cost/space You want to provide operational reporting Your users need user specific reporting capabilities You want to provide reports on all costs related to your real estate portfolio Lesson: Reporting Options List sample reports for SAP Real Estate and for integrative processes Lesson: Statistical Key Figures Describe and use statistical key figures Lesson: BI Reporting Distinguish between online reporting and data warehouse analytics Describe the data transfer between BW and ERP List the advantages of BW-based reporting 2013 SAP AG. All rights reserved. 9