RE300 Land Use Management in SAP Real Estate Management

Transcription

1 Land Use Management in SAP Real Estate Management SAP ERP - Shared Services Course Version: 98 Course Duration: 2 Day(s) Publication Date: 2014 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: Preface... 1 History and Basics of SAP Land Use Management... 1 The RE Navigator in RE-FX... 1 Unit 2: Parcel... 2 Parcel Master Data... 2 Unit 3: Acquisition... 3 Purchasing Agreement Master Data... 3 Area Analysis of the Parcel at Purchase... 3 Unit 4: Land Register... 4 Purpose and Structure of a Land Register... 4 What is Joint Liability?... 4 Unit 5: Other Public Registers... 5 Site Contamination and Non-Hazardous Waste... 5 Site Protection... 5 Development Plan... 5 Easement... 6 Unit 6: Public Charges and Taxes... 7 What Notices of Assessment?... 7 Property Taxes and Fees... 7 Unit 7: Right of Use... 8 Lease of land... 8 Unit 8: Retirement of Parcels... 9 Sales Contract Master Data... 9 Area Analysis of the Parcel when Sold SAP AG. All rights reserved. iii

4 Contents Unit 9: Parcel Updates...10 Official Record of Change Appropriation Procedures and Land Reallocation Maintaining Data Using the To-Do List Unit 10: Management of Rights Easements...11 Land Lease Right...11 Unit 11: Information System...12 Overview of Standard Reports SAP AG. All rights reserved. iv

5 Course Overview Course Overview IDES wants to use the SAP ERP system to manage its real estate. It also wants to manage land use in the SAP ERP system. Business processes will be mapped, including the following: Mapping of all the relevant master data and contracts Acquisition and retirement of parcels Management of land registers with all entries Target Audience This course is intended for the following audiences: Project managers Project team responsible for the implementation Course Prerequisites Required Knowledge None Recommended Knowledge RE200 / AC295 Flexible Real Estate Management Course Goals This course will prepare the participant to: Gain an overview of land use management with SAP Real Estate Management in SAP ERP 6.0 Understand how you can map your land use management business processes in the system Get to know the functions specific to land use management Familiarize yourself with the system Course Objectives After completing this course, the participant will be able to: Understand parcels management Understand land registers and joint liability Understand curtailments and benefits Understand assessed value and property taxes and fees 2014 SAP AG. All rights reserved. v

6 Course Overview Understand right of use Understand the change in holdings Understand parcel update Understand easements 2014 SAP AG. All rights reserved. vi

7 Unit 1 Preface Lesson: History and Basics of SAP Land Use Management differentiate between application and customizing in LUM explain the prerequisites to carry out LUM explain the data structure and integration of LUM Lesson: The RE Navigator in RE-FX entitle the business units of organization used by LUM use the real estate navigator (transaction RE80) 2014 SAP AG. All rights reserved. 1

8 Unit 2 Parcel Create the master data of a parcel of land What are subareas of a parcel of land and how to create them? Lesson: Parcel Master Data Describe how the RE Navigator works Create a parcel Create a subarea Assign an asset 2014 SAP AG. All rights reserved. 2

9 Unit 3 Acquisition The process of land acquisition Create an acquisition contract for a parcel of land The integration of the contract with financial accounting Lesson: Purchasing Agreement Master Data Create a purchasing contract for parcels Lesson: Area Analysis of the Parcel at Purchase Explain the changes of the plot area during the sales process with respect to ownership, possession and use right SAP AG. All rights reserved. 3

10 Unit 4 Land Register Create the parcel resulting from the division using a template Create RC with ref. to the transferred parcel subarea Create a separate land register with additional holdings Enter the encumbrance in sections 2 and 3 Lesson: Purpose and Structure of a Land Register Create a land register Enter parcels and related rights Lesson: What is Joint Liability? Create a joint liability 2014 SAP AG. All rights reserved. 4

11 Unit 5 Other Public Registers What SAP means with other public registers? The different between site contamination and non-hazardous waste and how to map these in LUM Create a site protection in LUM Create a development plan with its concerned area Create and change an easement Lesson: Site Contamination and Non-Hazardous Waste Explain different types of other public registers Create registers of site contamination and non-hazardous waste Lesson: Site Protection Create a site protection Lesson: Development Plan Create a development plan 2014 SAP AG. All rights reserved. 5

12 Lesson: Easement Create an easement 2014 SAP AG. All rights reserved. 6

13 Unit 6 Public Charges and Taxes Create a notice of assessment Create a municipal fee notice Lesson: What Notices of Assessment? Create a notice of assessment Lesson: Property Taxes and Fees Create a municipal fee notice including property tax 2014 SAP AG. All rights reserved. 7

14 Unit 7 Right of Use Create a lease contract (land) Lesson: Lease of land Create a contract for leasing out parcels Create a contract for leasing in parcels 2014 SAP AG. All rights reserved. 8

15 Unit 8 Retirement of Parcels Create sales contract Lesson: Sales Contract Master Data Create a sales contract for parcels Create a sales contract for subareas Lesson: Area Analysis of the Parcel when Sold explain the changes of an area during a sales process in accordance to ownership, possession and right of use SAP AG. All rights reserved. 9

16 Unit 9 Parcel Updates Create a parcel update (simultaneous division and merging) Create a temporary parcel from the RC Create new parcels from the RC Process the to-do list Amend the land register Close sold parcels (in particular, owners, BE and asset assignment) Lesson: Official Record of Change explain the differences between record of change, land allocation and appropriation procedure create an official record of change Lesson: Appropriation Procedures and Land Reallocation explain what land reallocation and appropriation process are create a land reallocation and a appropriation process in SAP Lesson: Maintaining Data Using the To-Do List explain what alignments are necessary in dependent master data after an parcel update has executed how the To-Do-List in the SAP parcel update can help you to achieve these alignments 2014 SAP AG. All rights reserved. 10

17 Unit 10 Management of Rights This lesson demonstrates how easements can be administrated by LUM. The first example will show you an easement in gross coverage a connecting passage. It explains how to map the technical infrastructure in PM (line section, masts, object connectors) and how to connect these items in PM with the parcels of land in LUM. You can create the contract for easement of external parcels in LUM and the corresponding entries in land registers. The second example will show you the special easement of a heritable building right (land lease right). Therefore will be created in LUM the leasehold contract and a land register for heritable building rights. Lesson: Easements Acquire easements Grant easements Lesson: Land Lease Right Manage land lease rights 2014 SAP AG. All rights reserved. 11

18 Unit 11 Information System You will get to know what standard reports SAP provides in land use management to get an answer to the frequently ask questions. Lesson: Overview of Standard Reports Name the Land Use Management reports Use the Land Use Management reports 2014 SAP AG. All rights reserved. 12