RE200 Flexible Real Estate Management

Transcription

1 Flexible Real Estate Management SAP ERP - Financials Course Version: 98 Course Duration: 5 Day(s) Publication Date: 2015 Publication Time:

2 Copyright Copyright SAP SE. 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 SE. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE 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 SE 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: Summary of the Basics of Course RE Introduction... 1 Master Data... 1 Business Partner Master Data... 1 Unit 2: Contract Management... 2 Contract Management... 2 Contract Attributes... 2 Unit 3: Accounting... 3 Accounting... 3 Periodic Postings... 3 Other Accounting Transactions... 3 Unit 4: Adjustment of Conditions... 4 Adjustment of Conditions... 4 Adjustment Rules... 4 Unit 5: Service Charge Settlement... 5 Master Data... 5 Process... 5 Further Functions... 5 Unit 6: Sales-Based Contracts and Settlement... 6 Sales-Based Settlement... 6 Unit 7: Business Integration... 7 Accounting and Controlling... 7 Plant Maintenance... 7 Further Integration Aspects... 7 Information System SAP SE. All rights reserved. iii

4 Contents Unit 8: Corporate Use... 8 Enhancement Packages... 8 Room Reservation and Move Management... 8 Unit 9: Tools... 9 Business Data Toolset... 9 Business AddInn... 9 Correspondence... 9 Unit 10: Country Specifics optional...10 USA Germany Italy Austria and Switzerland Great Britain SAP SE. All rights reserved. iv

5 Course Overview Course Overview Target Audience This course is intended for the following audiences: Project team members responsible for implementation. Course Prerequisites Required Knowledge AC010 Financial Accounting and Reporting RE010 Business Processes in SAP ERP for Real Estate Management Recommended Knowledge AC040 Cost Management and Controlling AC200 Accounts Payable/Accounts Receivable AC201 Periodic Processing in Accounts Payable/Accounts Receivable CR590 Business Data Toolset. Course Goals This course will prepare the participant to: This course provides you with an insight into flexible real estate management with SAP Real Estate Management in SAP ERP 6.0. You will learn about the system options for adjusting the system to user-specific requirements. You will learn about integration between RE-FX and other components of SAP ERP 6.0. Course Objectives After completing this course, the participant will be able to: Understand Object and business-partner master data Understand Contracts Understand Accounting with RE-FX Understand Adjustment of conditions Understand Service-charge settlement Understand Sales-based contracts and settlement Understand Integration with other components Understand Tools 2015 SAP SE. All rights reserved. v

6 Course Overview Understand Important Customizing settings in RE-FX Understand Country specifics 2015 SAP SE. All rights reserved. vi

7 Unit 1 Summary of the Basics of Course RE010 Lesson: Introduction Name the organizational structures in SAP ERP 6.0 Explain the business scenario of the course Explain the elements of Architectural and Usage Views Lesson: Master Data Name the master data objects in RE-FX Explain how the architectural view is used Explain the master data in the usage view and the relationships among the objects Explain the main uses of both of these views Explain how measurements and rental object conditions are used Lesson: Business Partner Master Data Describe the category for a business partner Describe the role for a business partner Describe relationships between business partners 2015 SAP SE. All rights reserved. 1

8 Unit 2 Contract Management Lesson: Contract Management List and explain the individual steps of contract management Assign rental space to a contract and maintain relevant data Lesson: Contract Attributes Explain the relationships among condition types, condition groups, contract types, and usage types 2015 SAP SE. All rights reserved. 2

9 Unit 3 Accounting Lesson: Accounting Explain the process of periodic postings. Explain how the partner/object cash flow works. Lesson: Periodic Postings Describe the functions for account determination. Lesson: Other Accounting Transactions Describe additional posting procedures and the most important Customizing settings in the area of accounting SAP SE. All rights reserved. 3

10 Unit 4 Adjustment of Conditions Lesson: Adjustment of Conditions Describe the adjustment procedure Describe possible adjustment methods Lesson: Adjustment Rules Describe country-specific adjustment methods. Explain the most important Customizing settings (for example, for index-based rent adjustment) SAP SE. All rights reserved. 4

11 Unit 5 Service Charge Settlement Lesson: Master Data Explain the service-charge settlement process with the following steps:creating the infrastructureposting of apportionable costsimplementing the service-charge settlement Lesson: Process Describe the factors influencing the settlement of service charges Lesson: Further Functions Describe the posting procedures and the main Customizing settings 2015 SAP SE. All rights reserved. 5

12 Unit 6 Sales-Based Contracts and Settlement Lesson: Sales-Based Settlement Explain the options available for a sales-based contract List the steps required to carry out a sales-based settlement and list the different options for settlement Explain the similarity between sales-based rents and the posting logic applied for advance payments 2015 SAP SE. All rights reserved. 6

13 Unit 7 Business Integration Lesson: Accounting and Controlling List all the software components (and any corresponding elements) associated with Flexible Real Estate Management. Lesson: Plant Maintenance Describe where to find these integrated elements and how to process them. Lesson: Further Integration Aspects Describe where to find these integrated elements and how to process them. Describe the level of integration Lesson: Information System Describe the level of integration SAP SE. All rights reserved. 7

14 Unit 8 Corporate Use Lesson: Enhancement Packages Describe the activation of additional functions of Flexible Real Estate Management in Enhancement Packages Lesson: Room Reservation and Move Management Describe the mapping of room reservations, long-term seating arrangements, and move planning in flexible Real Estate Management List the options for posting costs for room reservations and long-term seating arrangements 2015 SAP SE. All rights reserved. 8

15 Unit 9 Tools Lesson: Business Data Toolset Explain the range of functions for the Business Data Toolset (BDT) in RE-FX Describe the BDT application areas Explain the implementation procedure using the real-estate contract as an example Lesson: Business AddInn Describe the application areas for BAdIs in RE-FX Illustrate the uses of BAdIs Explain the implementation procedure Lesson: Correspondence Explain the correspondence tools of RE-FX 2015 SAP SE. All rights reserved. 9

16 Unit 10 Country Specifics optional Country Specifics Lesson: USA List which country-specific functions are available for the USA in RE-FX under ERP 6.0 Lesson: Germany List which country-specific functions are available for Germany in RE-FX under ERP 6.0 Lesson: Italy List which country-specific functions are available for Italy in RE-FX under ERP 6.0 Lesson: Austria and Switzerland List which country-specific functions are available for Austria and Switzerland in RE-FX under ERP SAP SE. All rights reserved. 10

17 Lesson: Great Britain List which country-specific functions are available for Great Britain in RE-FX under ERP SAP SE. All rights reserved. 11