RE300_EN_Col95_FV_Part_A4

RE300 For internal use by CSC only

SAP ERP - Shared Services

Date Training Center Instructors Education Website

Participant Handbook Course Version: 95 Course Duration: 2 Day(s) Material Number: 50099568

An SAP course - use it to learn, reference it for work

For internal use by CSC only

Land Use Management in SAP Real Estate Management

Copyright Copyright © 2011 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. The information contained herein may be changed without prior notice.

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For internal use by CSC only

For internal use by CSC only

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

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American English is the standard used in this handbook. The following typographic conventions are also used.

About This Handbook

RE300

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Meaning For more information, tips, or background

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Note or further explanation of previous point

Contents Course Overview ......................................................... vii

Unit 1: Preface .............................................................. 1 History and Basics of SAP Land Use Management ................2 The RE Navigator in RE-FX ......................................... 10

Unit 2: Parcel.............................................................. 15 Parcel Master Data ................................................... 16

Unit 3: Acquisition ....................................................... 31 Purchasing Agreement Master Data ............................... 32 Area Analysis of the Parcel at Purchase........................... 42

Unit 4: Land Register ................................................... 47 Purpose and Structure of a Land Register ........................ 48 What is Joint Liability?................................................ 67

Unit 5: Other Public Registers ........................................ 71 Site Contamination and Non-Hazardous Waste .................. 72 Site Protection ......................................................... 75 Development Plan .................................................... 77 Easement .............................................................. 79

Unit 6: Public charges and taxes..................................... 95 What Notices of Assessment? ...................................... 96 Property Taxes and Fees ...........................................103

Unit 7: Right of Use..................................................... 111 Lease of land ......................................................... 112

Unit 8: Retirement of Parcels ........................................ 121 Sales Contract Master Data ........................................122 Area Analysis of the Parcel when Sold ...........................127

Unit 9: Parcel Updates ................................................. 131 Official Record of Change ..........................................132

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For internal use by CSC only

Course Goals ...........................................................vii Course Objectives .....................................................vii

Contents

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Appropriation Procedures and Land Reallocation ...............137 Maintaining Data Using the To-Do List ............................140

Unit 10: Management of Rights...................................... 153 Easements ............................................................154 Land Lease Right ....................................................159

Unit 11: Information System.......................................... 163 For internal use by CSC only

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Overview of Standard Reports .....................................164

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:

For internal use by CSC only

Mapping of all the relevant master data and contracts Acquisition and retirement of parcels Management of land registers with all entries

For internal use by CSC only

– – –

Target Audience This course is intended for the following audiences: • •

Project managers Project team responsible for the implementation

Course Prerequisites Required Knowledge •

Recommended Knowledge •

RE200 / AC295 Flexible Real Estate Management

Course Goals This course will prepare you 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, you will be able to: • •

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Understand parcels management Understand land registers and joint liability

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Course Overview

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• • • • • •

Understand curtailments and benefits Understand assessed value and property taxes and fees Understand right of use Understand the change in holdings Understand parcel update Understand easements

For internal use by CSC only

The information in this course pertains to the following SAP Software Components and releases: •

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ERP 6.05

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2011

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SAP Software Component Information

Unit 1 Unit Overview

Unit Objectives After completing this unit, you will be able to: • • • • •

differentiate between application and customizing in LUM explain the prerequisites to carry out LUM explain the data structure and integration of LUM entitle the business units of organization used by LUM use the real estate navigator (transaction RE80)

Unit Contents Lesson: History and Basics of SAP Land Use Management ................2 Lesson: The RE Navigator in RE-FX.......................................... 10

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For internal use by CSC only

Preface

Unit 1: Preface

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Lesson: History and Basics of SAP Land Use Management Lesson Overview

For internal use by CSC only

For internal use by CSC only

This lesson will give you a guidance how to prepare and adjust LUM to the customer needs and how to use LUM as an application generally. Also you will get an overview about the master data in LUM and their relations among themselves.

Lesson Objectives After completing this lesson, you will be able to: • • •

differentiate between application and customizing in LUM explain the prerequisites to carry out LUM explain the data structure and integration of LUM

Business Example • • •

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

Figure 1: Customizing and Application

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RE300

Lesson: History and Basics of SAP Land Use Management

To work with Land Use Management in Flexible Real Estate Management, you first need to make the following settings: •

•

•

Activate the country-specific settings for Germany: SAP Easy Access menu: Tools → Customizing → IMG → Execute Project (transaction SPRO), then choose Flexible Real Estate Management (Enterprise Extension) → Country-Specific Settings → Activate Country-Specifics Activate the subapplication LUM (Land Use Management): SAP Easy Access menu: Tools → Customizing → IMG → Execute Project (transaction SPRO), then choose Flexible Real Estate Management (Enterprise Extension) → Country-Specific Settings → Germany → Land Use Management → Central Settings for Land Use Management → Activate Subapplication Specific settings for LUM capabilities: SAP Easy Access menu: Tools → Customizing → IMG → Execute Project (transaction SPRO), then choose Flexible Real Estate Management (Enterprise Extension) → Country-Specific Settings → Germany → Land Use Management

Figure 3: Market Incentives

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For internal use by CSC only

Figure 2: Prerequisites

Unit 1: Preface

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For internal use by CSC only

For internal use by CSC only

Figure 4: Current Importance – Trends

Figure 5: Current Importance – Challenges

Figure 6: SAP Land Use Management Solution: Overview

Land Use Management in Flexible Real Estate Management integrates the internal enterprise view with the administrative view of land and real estate management under public law. You can map land registers, parcels, and other public registers, create links to other master data objects and contracts, and display evaluations.

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Lesson: History and Basics of SAP Land Use Management

The land register contains details about ownership relationships and legal relationships: • • • •

Details about owners Related rights Charges and restrictions Liens and mortgages

The real estate cadaster describes the individual parcels in detail. For internal use by CSC only

For internal use by CSC only

Figure 7: LUM Release Strategy

LUM release strategy: SAP Note 448973 LUM Release 1.0 → Add-On for Basis 4.6B •

Development project

LUM Release 2.1 → Add-On for Basis 4.6C •

functional equivalent of 1.0

LUM Release 2.2 → Add-On for Basis 4.6C •

functional enhancements to Release 2.1 to cover the additional land use management requirements of early customers.

LUM Release 2.3 → Add-On for Basis 4.6C •

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functional enhancements to the land register and notice of assessment

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Unit 1: Preface

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For internal use by CSC only

Figure 8: Integration of Land Use Management (LUM) in RE-FX

To work with Land Use Management you need to install the following components: •

Accounting (FI)

You can also integrate the following: • •

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Asset Accounting (FI-AA) Plant Maintenance (PM)

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2011

For internal use by CSC only

Caution: Please note for the use of LUM in countries outside of Germany: Land use management including the administration of land registers, parcels from the real estate cadaster and other directories such as easements, site protection and contaminations of sites in accordance with German public law. - Land use management can be used in countries other than Germany only within the scope of functions provided. Local requirements and legal changes are not necessarily supported in this case. Therefore, before the implementation, the feasibility of an introduction must be investigated in consultation with the relevant SAP international subsidiary. You can read more in OSS-notes 771098 (numbers 1d, 2b, 3c) and 517673 (number 9m).

Lesson: History and Basics of SAP Land Use Management

For internal use by CSC only

For internal use by CSC only

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Figure 9: Master Data Structure RE-FX - LUM

The parcel is related to the • • • • • •

business entity, buildings, property and rental object land register public registers notice of assessment functional location asset.

Figure 10: Overview of the LUM Data Model

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Unit 1: Preface

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Land Use Management uses the real estate contract to map Municipal fee notices (based on notices of assessment) Contracts for the use of holdings (leasehold, rental, and so on) Contracts changing holdings (purchase, sale, land lease)

Figure 11: Connecting GIS Systems

Caution: GIS must be able to read, further process, and return the RFC function modules with the master data content from LUM that are provided by SAP.

Figure 12: Example for a call from a GIS-Viewer by a customer-specific extension of a SAP-Transaction

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For internal use by CSC only

• • •

RE300

Lesson: History and Basics of SAP Land Use Management

Lesson Summary You should now be able to: • differentiate between application and customizing in LUM • explain the prerequisites to carry out LUM • explain the data structure and integration of LUM

For internal use by CSC only

For internal use by CSC only

2011

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Unit 1: Preface

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Lesson: The RE Navigator in RE-FX Lesson Overview

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • •

entitle the business units of organization used by LUM use the real estate navigator (transaction RE80)

Business Example The person responsible for land use management in the IDES-company get to start it's work with LUM as an SAP-user.

Figure 13: Organizational Structures in ERP

You must define these organizational elements outside the Flexible Real Estate Management (RE-FX) component. Make the necessary settings in Customizing for Financial Accounting (FI) and Controlling (CO).

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You will learn using LUM within the real estate navigator - a very helpful surface in RE-FX. And you should familiarize with some basic terms in SAP accounting and controlling, which are important for the integration from RE-FX (LUM) into FI and CO.

Lesson: The RE Navigator in RE-FX

Figure 14: RE Navigator: Overview

The RE Navigator is a standardized transaction for entering and processing master data, contracts, the infrastructure of service charge settlement, and so on. You can personalize the RE Navigator display so that users see only their own objects / object types, for example. The objects displayed under My Objects depend on the assigned person responsible.

Figure 15: RE Navigator: Functions

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For internal use by CSC only

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Unit 1: Preface

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The RE Navigator is the starting point for a number of processes, including: → Creating or changing mandates, → Creating and changing master data, → Deleting objects (this is only possible if the corresponding usage object has not yet been used in accounting. The object hierarchy must also be taken into account, thus you can only delete “from the bottom up”.) → Starting the resubmission process, → Calling the information system → Processing the worklist.

RE300

Lesson: The RE Navigator in RE-FX

Lesson Summary You should now be able to: • entitle the business units of organization used by LUM • use the real estate navigator (transaction RE80)

For internal use by CSC only

For internal use by CSC only

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Unit Summary

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Unit Summary You should now be able to: • differentiate between application and customizing in LUM • explain the prerequisites to carry out LUM • explain the data structure and integration of LUM • entitle the business units of organization used by LUM • use the real estate navigator (transaction RE80) For internal use by CSC only

For internal use by CSC only

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2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 2 For internal use by CSC only

For internal use by CSC only

Parcel Unit Overview Create the master data of a parcel of land What are subareas of a parcel of land and how to create them?

Unit Objectives After completing this unit, you will be able to: • • • •

Describe how the RE Navigator works Create a parcel Create a subarea Assign an asset

Unit Contents Lesson: Parcel Master Data .................................................... 16 Exercise 1: Create a Parcel of Land ...................................... 23

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Unit 2: Parcel

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Lesson: Parcel Master Data Lesson Overview In this lesson, you will learn how to create a parcel of land with the help of the RE Navigator. The affiliation of the area to several business units defines subareas. It is possible to create a relationship to an existing asset in SAP FI. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • • • •

Describe how the RE Navigator works Create a parcel Create a subarea Assign an asset

Business Example You want to record parcels and subareas for your enterprise.

Figure 16: Definitions

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Lesson: Parcel Master Data

For internal use by CSC only

For internal use by CSC only

RE300

Figure 17: Integration: Master Data Objects

Figure 18: APR Hierarchy

The location structure in the SAP system includes the following hierarchies: • •

APR hierarchy (automated properties registry) Administrative hierarchy

A location key is assigned to the hierarchical location in the location structure in Customizing and used in its place.

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For internal use by CSC only

For internal use by CSC only

Unit 2: Parcel

Figure 19: Parcel Data

Figure 20: Measurements

In the electronic parcel map (EPM), the contents of the parcel map are logically structured in overlays and objects. Similar contents are grouped together using the same overlay numbers.

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Lesson: Parcel Master Data

Figure 21: Measurements – Overlays

The system cumulates the parcels for each overlay. The system outputs a message when the total number of parcels per overlay exceeds that of the cadastral area.

Figure 22: Usages

Figure 23: Integration with Asset Accounting (LUM - AA)

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For internal use by CSC only

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Unit 2: Parcel

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You manage real estate assets (acquisitions and retirements, transfer postings, depreciations, and write-ups) in Asset Accounting. The asset structure is determined from an accounting perspective. Asset master records can be assigned to all real estate objects. It is also possible to create asset master records from all (permitted) real estate objects. Corresponding reports are available for the asset values in the Asset Accounting Information System. For internal use by CSC only

Figure 24: Creating Assets from a Parcel

In Customizing, you need to determine the Real Estate objects to which asset master records can be assigned. Starting from the Real Estate object, you can create and assign asset master records at the same time. You still need to post the asset acquisition in Asset Accounting. Value-based management also takes place in Asset Accounting.

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The depreciation and interest on an asset can be assigned directly to a real estate object.

Lesson: Parcel Master Data

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For internal use by CSC only

RE300

Figure 25: Parcel Overviews

Figure 26: Parcel Customizing

Infrastructure and fixtures and fittings characteristics are similar to the master data in the usage view. Survey Office Proposal • • •

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You can define a search strategy here that the system can use to propose the survey office, based on various criteria such as the hierarchical location. The search field is PARCOFF. You define a search method in the strategy, and possible differentiation criteria (such as the location key with the method VALREG) together with the partner numbers to be derived from them, in an additional table.

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Unit 2: Parcel

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For internal use by CSC only

For internal use by CSC only

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RE300

Lesson: Parcel Master Data

Exercise 1: Create a Parcel of Land Exercise Objectives

Business Example As owner “WDELUM## GmbH”, you acquire property from a third party in the form of parcel 10 for tract of land ## in the local subdistrict of Baiertal (1000 m2) as well as a non-surveyed subarea of approx. 600 m2 in the neighboring parcel 11. The acquisition is made through a contract dated 2007-01-15, and the transfer of possession is 2007-02-01. You create the necessary master data (business entity, building, parcel) in the system and link the parcels with Asset Accounting.

Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80). 1.

In company code 1000, create a business entity 90## for the newly acquired areas under the name “WDELUM##: Parcel acquisition”. Use the copy option to do this. Use business entity 9000 as the copy template and transfer all the data.

2.

Create 2 buildings for your business entity under the names “WDELUM##: Parcel acquisition – building 1” and “WDELUM##: Parcel acquisition – Building 2”. Use building 1000/9000/1 as the copy template and assign your building to the business entity 1000/90## you created in exercise 1.

3.

Create the first parcel to be acquired in full with the opening date 2007-01-15 and assign building 1 to it. Maintain the following data for the parcel: • Address • Cadastral area and cadastral usages • Asset assignment with the name “WDELUM##: parcel acquisition”

Continued on next page

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For internal use by CSC only

For internal use by CSC only

After completing this exercise, you will be able to: • Create parcels and link them with other objects • Create an acquisition contract

Unit 2: Parcel

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• Infrastructure and site development • History of equitable owners • Internal usage and planned usage 4.

Create the second parcel with the partial acquisition of 600 m². Proceed in the same way as you did for the first parcel. You can also use the copy function. For internal use by CSC only

For internal use by CSC only

Building 2 is on this parcel. Both parcels need to be posted to the same asset.

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2011

RE300

Lesson: Parcel Master Data

Solution 1: Create a Parcel of Land Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80). In company code 1000, create a business entity 90## for the newly acquired areas under the name “WDELUM##: Parcel acquisition”. Use the copy option to do this. Use business entity 9000 as the copy template and transfer all the data. a)

In the navigation area of the RE Navigator, choose the Object Overview button and display all the objects for business entity 1000/9000. Select business entity “BE 1000/9000” and right-click on it. Choose Copy and in the dialog box that appears, choose (Create). Change the number and name of the business entity to your group number: • •

Number: 90## Name: WDELUM##: Parcel acquisition

Save the business entity by choosing 2.

(Save).

Create 2 buildings for your business entity under the names “WDELUM##: Parcel acquisition – building 1” and “WDELUM##: Parcel acquisition – Building 2”. Use building 1000/9000/1 as the copy template and assign your building to the business entity 1000/90## you created in exercise 1. a)

Create 2 buildings in your business entity.

b)

To do this, expand the Business Entities node, the Subordinate Objects subnode, and the Buildings subnode, by clicking on the button alongside the text.

c)

Select building “BU 1000/9000/1” and right-click on it. Choose Copy (Create). and then choose

d)

Change the business entity and the name of the building: • •

Business entity: 90## Name: WDELUM##: Parcel acquisition – Building 1

e)

Save the building by choosing the button

(Save).

f)

Proceed in the same way to create building 2. Continued on next page

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For internal use by CSC only

1.

Unit 2: Parcel

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3.

Create the first parcel to be acquired in full with the opening date 2007-01-15 and assign building 1 to it. Maintain the following data for the parcel: • Address • Cadastral area and cadastral usages • Asset assignment with the name “WDELUM##: parcel acquisition”

For internal use by CSC only

• History of equitable owners • Internal usage and planned usage a)

In the navigation area of the RE Navigator, go to “My Objects” and enter your user.

b)

Select the “Parcels of Land” node and right-click on this. Choose Create.

c)

Enter data in the “Create Parcel” dialog box: Use the F4 help to select the location key for the local subdistrict of Baiertal (DE-08-3201).

d)

Enter your group number ## in the Tract field, “10” in the Parcel Number field, and choose Continue.

e)

You can enter the name of your parcel on the “General Data” tab page.

f)

The validity period begins with the purchase on 2007-01-15.

g)

The implemented BAdIs ensure that the responsible survey office and municipality already appear on the “Administration” tab page.

h)

You can also enter a parcel map number for information purposes.

i)

You can assign one or more addresses on the “Addresses” tab page.

j)

Choose (Add New Entry) and “New Address” and enter the required address in the dialog box.

k)

When you confirm this, the system displays a hitlist with all the existing addresses from which you can choose.

l)

If the system cannot find a suitable address, or if you do not want to select an address from the selection list (close the dialog box), you can create the required address.

m)

When you create it, the system assigns the address to the parcel at the same time.

n)

On the “Areas” tab page, enter the cadastral area of 1000 m2 from the parcel validity date. Continued on next page

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• Infrastructure and site development

Lesson: Parcel Master Data

o)

Set the surveying status to “surveyed”.

p)

You can also enter the classifications used by the survey office in the Overlays section.

q)

From the “Soil Parent Material” column onwards, entries are only practical for areas used for agriculture.

r)

On the “Assignment” tab page, select “Asset Assignment” and choose (Assign).

s)

In company code 1000, search for assets in asset class 1000.

t)

From the hitlist, select your asset “WDE-LUM##: Parcel acquisition” and transfer this by confirming your selection.

u)

In the “Asset” section, enter the cadastral area as the assigned amount and the date of the transfer of possession, 2007-02-01, as the “Valid From” date.

v)

Proceed in the same manner to assign the business entity “1000/90##” and the building “1000/90##/1”.

w)

To maintain the infrastructure characteristic on the “Infrastructure” tab page, first choose (Insert Row) to add a new row to the table and maintain the relevant characteristic there.

x)

On the “Development” tab page, choosing the button opens a list from which you can select a number of fixtures and fittings characteristics that are then transferred to the parcel together when you confirm your selection.

y)

You maintain the history of the equitable owners on the “Partner” tab page.

z)

By choosing role.

(Assign New Partner) you can select the owner partner

aa) The partner dialog box that appears enables you to create new partners or assign partners that already exist in the system to the parcel. ab) Create the “former owner WDELUM##” again to be assigned to the parcel from 2007-01-15 – 2007-01-31. ac) In the same way, create the owner “WDELUM## GmbH” to act as the new owner from 2007-02-01. ad) To enter usages, you first have to select “WDELUM## GmbH” from the list box (Choose Partner Display). (Add New Entry) you first have to decide whether ae) When you choose you want to enter an internal usage or a planned usage. Select a usage type from the list. Continued on next page

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For internal use by CSC only

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Unit 2: Parcel

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af)

In the “Details” section, enter a subusage type, if necessary, the “valid from” date, and the relevant area measurement.

ag) Save the parcel by choosing 4.

(Save).

Create the second parcel with the partial acquisition of 600 m². Proceed in the same way as you did for the first parcel. You can also use the copy function. Building 2 is on this parcel.

For internal use by CSC only

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a)

To create the second parcel, proceed as described above.

b)

The parcel number is now “11”.

c)

For the cadastral area (and in the remaining subareas that take up the overall area) enter the 600 m2 to be purchased and set the surveying status to “Not Surveyed”.

d)

Assign the building “1000/90##/2” to it.

e)

Alternatively, you can use the parcel copy function. First, refresh the display in the RE Navigator by choosing (Refresh Overview).

f)

Select parcel “DE-08-3201/ ## /10” and right-click on it.

g)

Choose Copy, enter 2007-01-15 as the transfer date in the dialog box, (Create). and choose

h)

Change the data in the template and save the parcel by choosing (Save).

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

Both parcels need to be posted to the same asset.

RE300

Lesson: Parcel Master Data

Lesson Summary You should now be able to: • Describe how the RE Navigator works • Create a parcel • Create a subarea • Assign an asset For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

29

Unit Summary

RE300

Unit Summary You should now be able to: • Describe how the RE Navigator works • Create a parcel • Create a subarea • Assign an asset For internal use by CSC only

For internal use by CSC only

30

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 3 Unit Overview The process of land acquisition Create an acquisition contract for a parcel of land The integration of the contract with financial accounting

Unit Objectives After completing this unit, you will be able to: • •

Create a purchasing contract for parcels Explain the changes of the plot area during the sales process with respect to ownership, possession and use right.

Unit Contents Lesson: Purchasing Agreement Master Data ................................ 32 Exercise 2: Create a Sales Contract for the acquisition................ 37 Lesson: Area Analysis of the Parcel at Purchase ........................... 42

2011

© 2011 SAP AG. All rights reserved.

31

For internal use by CSC only

For internal use by CSC only

Acquisition

Unit 3: Acquisition

RE300

Lesson: Purchasing Agreement Master Data Lesson Overview The acquisition of an area was done by purchasing. The corresponding area is already created in SAP as the object “Parcel of land”. Now we create the sales contract. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: •

Create a purchasing contract for parcels

Business Example You want to purchase parcels and subareas for your enterprise.

Figure 27: Special Features of the Purchasing Contract

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© 2011 SAP AG. All rights reserved.

2011

Lesson: Purchasing Agreement Master Data

For internal use by CSC only

For internal use by CSC only

RE300

Figure 28: Example of a Purchasing Contract

Figure 29: Customizing – Contract Type

The most important parameters for a new contract type are the contract category, offerer/user ID, and the contract reference. Since certain default values (condition group, option rate method) depend on the contract type, it can be useful to define different contract types for simple commercial contracts and sales-based lease-outs, for example.

2011

© 2011 SAP AG. All rights reserved.

33

RE300

Figure 30: Customizing – Condition Types, Condition Groups

You can maintain individual condition types in Customizing. You must assign condition types to condition groups. You then permit these for the respective contract type. In this way, you can specify permitted condition types for each contract type.

34

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

Unit 3: Acquisition

Lesson: Purchasing Agreement Master Data

Figure 31: Parcel Customizing

Infrastructure and fixtures and fittings characteristics are similar to the master data in the usage view. Default survey office • • •

2011

You can define a search strategy here that the system can use to propose the survey office, based on various criteria such as the hierarchical location. The search field is PARCOFF. You define a search method in the strategy, and possible differentiation criteria (such as the location key with the method VALREG) together with the partner numbers to be derived from them, in an additional table.

© 2011 SAP AG. All rights reserved.

35

For internal use by CSC only

For internal use by CSC only

RE300

Unit 3: Acquisition

RE300

For internal use by CSC only

For internal use by CSC only

36

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Purchasing Agreement Master Data

Exercise 2: Create a Sales Contract for the acquisition Exercise Objectives

Business Example As owner “WDELUM## GmbH”, you acquire property from a third party in the form of parcel 10 for tract of land ## in the local subdistrict of Baiertal (1000 m2) as well as a non-surveyed subarea of approx. 600 m2 in the neighboring parcel 11. The acquisition is made through a contract dated 2007-01-15, and the transfer of possession is 2007-02-01. In the last exercise you created the necessary master data (business entity, building, parcel) in the system and link the parcels with Asset Accounting. Now you have to create an acquisition contract for the parcels. You create an acquisition contract for the parcels.

Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) 1.

Create a purchasing contract for both areas. To do this, use contract type [LU02] vend. contract changing holdings with the name “WDELUM## – Acquisition” For the org. assignment, use: • Business area: 9100 • Profit center: 1480 • Functional area: 0001 The purchase price is €201/m². Use contract measurement type [KV00] “contract area” for this.

2.

2011

Find out about the current area analysis for the areas in possession of WDELUM## GmbH on the parcel DE-08-3201/ ## /10 and display all the contracts for the parcel.

© 2011 SAP AG. All rights reserved.

37

For internal use by CSC only

For internal use by CSC only

After completing this exercise, you will be able to: • Create a sales contract for the acquisition

Unit 3: Acquisition

RE300

Solution 2: Create a Sales Contract for the acquisition Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) For internal use by CSC only

Create a purchasing contract for both areas. To do this, use contract type [LU02] vend. contract changing holdings with the name “WDELUM## – Acquisition” For the org. assignment, use: • Business area: 9100 • Profit center: 1480 • Functional area: 0001 The purchase price is €201/m². Use contract measurement type [KV00] “contract area” for this. a)

Select the “Real Estate Contracts” node in the RE Navigator and right-click on this.

b)

Choose Create.

c)

From the list of contract types that appears, select Vend. Contr. Changing Holdings.

d)

On the “General Data” tab page, enter company code 1000 and the contract name “WDELUM## - Acquisition”.

e)

The contract start date is 2007-01-15, and the transfer of possession 2007-02-01.

f)

On the “Partners” tab page, choose (Assign New Partner), select Partner with Vendor Account, and assign the seller “former owner WDELUM##”.

g)

Enter the name in the Business Partner Search dialog box and choose continue. Note: From the business partner maintenance screen, choose “Company Code” to switch to the company code view. On the “Vendor: Account Management” tab page, enter planning group “A1”.

Continued on next page

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2011

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1.

RE300

Lesson: Purchasing Agreement Master Data

When you go back to the business partner maintenance screen, the business partner who already exists as owner in role category “TR0800” is assigned role category “TR0604” by the system. Hint: Only when you save the contract at the end of the exercise is a vendor created for the partner with vendor account and linked to it in Financial Accounting. For internal use by CSC only

h)

On the “Objects” tab page, you assign both parcels.

i)

Choose

j)

Restrict the selection to your tract number ##.

k)

Select your parcels from the hitlist and copy these to the contract by confirming your selection.

l)

On the “Differing Measurements” tab page, enter the measurement type [KV00] contract area with the valid from date 2007-01-15 and the total measurement of 1600 m².

m)

In addition, maintain the measurement type [KV01] PL subarea with reference to the respective parcel and the size of its subarea.

n)

On the “Posting Parameters” tab page, you may have to select the “Postings” row in the table at the top:

(Assign) and select the entry Parcel of Land.

• Tax Type: “MVST” • Tax Group: “NONE” o)

After you have selected the “Organizational Assignment” row, you can maintain the fields on the “Organizational Assignment” tab page in the section below: • Business area: 9100 • Profit center: 1480 • Functional area: 0001

p)

To enter the purchase price, go to the “Conditions” tab page and choose (Insert Condition(s)).

q)

From the list that is displayed, choose the row with the contract by double-clicking on it. Continued on next page

2011

© 2011 SAP AG. All rights reserved.

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For internal use by CSC only

You assign “WDELUM## GmbH” to the contract as the (new) owner in the same way.

2.

RE300

r)

In the dialog box that appears, choose condition type [K100] vendor purchase price and copy your selection to the contract.

s)

On the “Condition” tab page below, enter a due date for the one-time payment in the “Valid From” field, and “201” for the price per square meter in the unit price field.

t)

On the “Calculation” tab page below, you may have to enter the measurement type [KV00] contract area and the measurement unit m2.

u)

Save the contract by choosing

v)

Activate the contract by choosing

(Save). (Activate).

Find out about the current area analysis for the areas in possession of WDELUM## GmbH on the parcel DE-08-3201/ ## /10 and display all the contracts for the parcel. a)

In the RE Navigator, expand the “Parcels of Land” node by clicking on the button alongside the text.

b)

Display parcel “DE-08-3201/ ## /10” by double-clicking on this entry in the menu. On the “Overviews” tab page, select the entry “Area Analysis for Possession Areas” from the list box.

40

c)

Choose partner WDELUM## GmbH and the time slice “from 2007-02-01 [current]”. 1000 m2 appears for both contract and possession area.

d)

In the list box, now go to “Contracts” to get a complete overview of all the contracts on the parcel. Only the time slice “from 2007-01-15” exists. You do not have to select a contract by owner.

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

Unit 3: Acquisition

RE300

Lesson: Purchasing Agreement Master Data

Lesson Summary You should now be able to: • Create a purchasing contract for parcels

For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

41

Unit 3: Acquisition

RE300

Lesson: Area Analysis of the Parcel at Purchase Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: •

Explain the changes of the plot area during the sales process with respect to ownership, possession and use right.

Business Example You have to report the actual real estate stock of the company to your manager. However, some acquisitions are not finished yet. What is the correct size now?

Figure 32: Process of Purchasing a (Sub)Parcel

42

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

Changes of the plot area during the sales process in reference to ownership, possession, and use right

Lesson: Area Analysis of the Parcel at Purchase

Figure 33: Purchase – Area Analysis

Initial situation •

There is a piece of land with an area of 1000 m2. It does not belong to the company IDES.

Description of the purchasing process • • •

2011

IDES enters into a purchasing contract with the former owner for a part of the land with an area of 600 m2. The land ownership is transferred to IDES on the date of transfer of possession in the purchasing contract. The possession area is 600 m2. After IDES has been entered as the owner on the page in the land register relevant to the piece of land, the area of land belongs to IDES. Thus, both the possession area and the ownership area is 600 m2.

© 2011 SAP AG. All rights reserved.

43

For internal use by CSC only

For internal use by CSC only

RE300

Unit 3: Acquisition

RE300

Lesson Summary You should now be able to: • Explain the changes of the plot area during the sales process with respect to ownership, possession and use right.

For internal use by CSC only

For internal use by CSC only

44

© 2011 SAP AG. All rights reserved.

2011

RE300

Unit Summary

Unit Summary You should now be able to: • Create a purchasing contract for parcels • Explain the changes of the plot area during the sales process with respect to ownership, possession and use right.

For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

45

Unit Summary

RE300

For internal use by CSC only

For internal use by CSC only

46

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 4 For internal use by CSC only

For internal use by CSC only

Land Register Unit Overview 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

Unit Objectives After completing this unit, you will be able to: • • •

Create a land register Enter parcels and related rights Create a joint liability

Unit Contents Lesson: Purpose and Structure of a Land Register ......................... 48 Exercise 3: Create a Land Register....................................... 59 Lesson: What is Joint Liability? ................................................ 67

2011

© 2011 SAP AG. All rights reserved.

47

Unit 4: Land Register

RE300

Lesson: Purpose and Structure of a Land Register Lesson Overview After some parcels of lands had been acquired and subareas had been measured by the survey office your holdings were registered in the land register. You will see how to do so in SAP's LUM. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • •

Create a land register Enter parcels and related rights

Business Example You want to map pages in the land register and the holding, ownership, and encumbrance relationships contained in them.

Figure 34: Land Register: Definition

48

© 2011 SAP AG. All rights reserved.

2011

Lesson: Purpose and Structure of a Land Register

For internal use by CSC only

For internal use by CSC only

RE300

Figure 35: Land Register: Structure and Content

Figure 36: Real Estate Register

In the real estate register, you define the real estate register numbers for: • •

Assigning one or more parcels to the land register page Notes about related rights such as rights of way

The real estate register numbers represent the pieces of land for the purpose of the land register.

2011

© 2011 SAP AG. All rights reserved.

49

Unit 4: Land Register

RE300

Related rights include the following: Building restrictions Rights of way Rain water drainage rights

For internal use by CSC only

For internal use by CSC only

• • •

Figure 37: Related Rights

Related rights are defined as an encumbrance type in Customizing.

Figure 38: Additions and Removals

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© 2011 SAP AG. All rights reserved.

2011

Lesson: Purpose and Structure of a Land Register

For internal use by CSC only

For internal use by CSC only

RE300

Figure 39: Section I

Standard role for owner: TR0800. Ownership entries can be deleted or cancelled.

Figure 40: Section I – Example

2011

© 2011 SAP AG. All rights reserved.

51

RE300

Figure 41: Section II and III – General

Calculation • • •

The older entry has the higher ranking Rights with the same entry date, or where a subsequent change in priority is made to give them the same priority, have equal ranking Where a subsequent change is made to the order of priority, the right taking lower priority and the right taking higher priority swap rank. The priorities that lie in between are unaffected.

Subsequent changes to the ranking are retained even if the right that triggered the change is cancelled.

52

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

Unit 4: Land Register

Lesson: Purpose and Structure of a Land Register

For internal use by CSC only

For internal use by CSC only

RE300

Figure 42: Section II – Encumbrances and Restrictions

You can define encumbrances and restrictions as encumbrance types in Customizing. The following subtypes of beneficiary heir notation are possible: • • • • •

2011

Notation of executor Foreclosure sale and forced administration notation Bankruptcy notation Cleanup and apportionment notation Administration and usage regulations for co-ownership

© 2011 SAP AG. All rights reserved.

53

RE300

For internal use by CSC only

For internal use by CSC only

Unit 4: Land Register

Figure 43: Section II – Example

Figure 44: Section III 
– Liens

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© 2011 SAP AG. All rights reserved.

2011

Lesson: Purpose and Structure of a Land Register

For internal use by CSC only

For internal use by CSC only

RE300

Figure 45: Section III – Example

Figure 46: Integration

2011

© 2011 SAP AG. All rights reserved.

55

RE300

For internal use by CSC only

For internal use by CSC only

Unit 4: Land Register

Figure 47: Parcel: Examples of Overviews

Figure 48: Customizing for the Land Register

Land register types •

•

56

You can define as many external land register types as you require. These are ultimately different descriptions for the 2 internal land register types “ownership” and “leasehold land register”. You cannot create any other internal land register types.

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Purpose and Structure of a Land Register

Land register districts • •

You can create as many land register districts with a key and description as you require. To structure them more clearly, you can specify the state and the region (in Germany, the federal state).

Encumbrance types For internal use by CSC only

• •

•

•

Encumbrance types are different forms of easement and can be used in the land register. You determine the part of the land register where the encumbrance type can be used and is consequently available for selection. You determine whether servient tenements or dominant tenements (parcels) can be assigned to the encumbrance type. If this is the case, a detailed register is shown in the land register. You determine whether business partners can be assigned to the encumbrance type as holders or obligated parties. If this is the case, a detailed register is shown in the land register. You determine whether contracts or loans can be assigned to the encumbrance type. If this is the case, a detailed register is shown in the land register.

Proposed land registry • • •

2011

You can define a search strategy here that the system can use to propose the land registry, based on various criteria such as the address or district. The search field is LROFFICE. You define a search method in the strategy, and possible differentiation criteria (such as underlying districts with the method VALREG) together with the partner numbers to be derived from them, in an additional table.

© 2011 SAP AG. All rights reserved.

57

For internal use by CSC only

•

Unit 4: Land Register

RE300

For internal use by CSC only

For internal use by CSC only

58

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Purpose and Structure of a Land Register

Exercise 3: Create a Land Register Exercise Objectives After completing this exercise, you will be able to: • Create land registers, enter holdings and encumbrances

For internal use by CSC only

As owner “WDELUM## GmbH”, you have acquired property in the form of parcel 10 for tract of land ## in the local subdistrict of Baiertal as well as a non-surveyed subarea of approx. 600 m2 in the neighboring parcel 11. You receive the official record of change 083201-##-2007, dated 2007-02-10, from the survey office in Heidelberg that documents the splitting up of parcel 11 into parcels 11/1 (595 m2) and 11/2. Create this in the system. You are entered as the owner of parcels 10 and 11/1 in the land register for Baiertal, sheet 10##, on 2007-02-15. Create the land register in the system and copy the right of way that you had to take on when you purchased parcel 10 to section 2. Enter a real property loan of €120,000 that applies to both parcels in section 3 with the date 2007-02-20.

Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) 1.

First, create the new parcel DE-08-3201-##-11/1. Use parcel DE-08-3201-##-11 as a template.

2.

Now create the official record of change. From the perspective of the buyer of the parcel subarea, the RC is mapped incompletely so that it documents the measured area derived from the unmeasured area of a parcel with a new name. The areas that remain with the former owner are not to be mapped in the system.

3.

Create land register page 10## for Baiertal and enter the acquired parcels in the real estate register. Continued on next page

2011

© 2011 SAP AG. All rights reserved.

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For internal use by CSC only

Business Example

Unit 4: Land Register

RE300

The owner of the land register is “WDELUM## GmbH”. The date of entry is 2007-02-15. Document this for your internal registry with processing number 1. 4.

You need to enter the transferred right of way in section 2. This also takes place on 2007-02-15. In section III you need to enter a real property loan of €120,000 that is guaranteed by both pieces of land on 2007-02-20.

For internal use by CSC only

For internal use by CSC only

5.

The real property loan has priority over the right of way.

60

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Purpose and Structure of a Land Register

Solution 3: Create a Land Register Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) For internal use by CSC only

First, create the new parcel DE-08-3201-##-11/1. Use parcel DE-08-3201-##-11 as a template.

2.

a)

Copy parcel DE-08-3201-##-11.

b)

To do this, remain in the “Object Overview” navigation area “→ My Objects” under your user, and expand the “Parcels of Land” node with the button .

c)

Select parcel DE-08-3201-##-11 and right-click on it.

d)

Choose Copy…, enter 2007-02-10 (date of the RC) in the “Transfer From” field and choose (Create).

e)

Adjust the data to the new parcel (tract number ##, parcel number 11/1).

f)

On the “Areas” tab page, change the cadastral area to 595 m2. If necessary, adjust the total area of the overlays too.

g)

Set the surveying status to “surveyed”.

h)

On the “Assignments” tab page, change the assigned measurements for the asset and business entity to 595 m2 and enter 120 m2 for the building, if necessary.

i)

On the “Usages” tab page, change the area measurement for the usage type to 595 m2.

j)

Make other corrections where necessary.

k)

Save the new parcel by choosing

(Save).

Now create the official record of change. From the perspective of the buyer of the parcel subarea, the RC is mapped incompletely so that it documents the measured area derived from the unmeasured area of a parcel with a new name.

Continued on next page

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1.

Unit 4: Land Register

RE300

3.

a)

To do this, remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Parcel Updates” node.

b)

Right-click on this. Choose Create.

c)

On the initial screen, enter parcel update category 01 – Official Record of Change.

d)

Use the field help for the survey office to select the business partner “Heidelberg survey office”.

e)

Enter “notice number 083201-##-2007” and choose entries.

f)

On the “General Data” tab page, enter 02.10.2007 as the date of issue.

g)

Go to the “Change in Holdings” tab page and choose (Add New Entry) to add an entry with parcel update type [11] Parcel of land split due to a survey.

h)

On the “Parcels Before” tab page below, choose (Add New Entry) and the input help to select parcel DE-08-3201-##-11 and copy it with to the official record of change.

i)

Switch to the “Parcels After” tab page and assign the parcel DE-08-3201-##-11/1 in the same way.

j)

Go to the “Measurements” tab page and enter 5.00 as the “Surveying Difference”.

k)

Save the parcels update with

to confirm your

(Save).

Create land register page 10## for Baiertal and enter the acquired parcels in the real estate register. The owner of the land register is “WDELUM## GmbH”. The date of entry is 2007-02-15. Document this for your internal registry with processing number 1. a)

To do this, remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Land Registers” node.

b)

Right-click on this.

c)

Choose Create.

d)

On the initial screen, enter the key for the land register district Baiertal. You can use the input help to search for this (083201).

e)

Enter page number “10##” too and confirm your entries with

.

Continued on next page

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© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

The areas that remain with the former owner are not to be mapped in the system.

Lesson: Purpose and Structure of a Land Register

f)

On the “General Data” tab page, the system already displays the land registry that was determined in Customizing for the land register district.

g)

Supplement the “land register type with land register” and switch to the “Real Estate Register” tab page.

h)

Choose

i)

On the “RE Register Entry” tab page that appears below, enter RE register number 1.

j)

The other fields are optional fields.

k)

Do not make any changes under co-ownership.

l)

Switch to the “Parcel” tab page and assign the parcel DE-3201-##-10.

m)

Use the field help to do this to ensure you have the correct syntax for the parcel ID.

n)

Push Button “Adapt from Parcel” to transfer the cadastral area maintained in the parcel to the land register.

o)

You can use the same method on the “Land Use Type” in detail to transfer the cadastral usage types from the parcel to the land register.

p)

Now enter parcel DE-3201-##-11/1 as holding no. 2 in the land register.

q)

On the “Add/Removal in RER” tab page you document the acquisition of both parcels.

r)

Choose

s)

Enter 2007-02-15 as the “Valid From” date and in the “Additions” row, by pushing the button “Change Additions ”, assign both the displayed parcels by setting the checkbox and confirming the selection with .

t)

To create a new internal “registry number” choose (Manage Processing Numbers) and then choose (Create New Processing Number) in the dialog box that appears.

u)

Enter no. 1 and a processing number description, such as “Acquisition of land 2007-01-15. from former owner WDELUM##” and confirm this twice with .

v)

Switch to the “Section I” tab page.

w)

Choose

x)

On the “Detail” tab page below, enter “Seq. No. in Section” 1, “Date of Entry” 2007-02-15, and “Processing Number” 1.

(Add New Entry) and select Parcel/Land.

(Add New Entry).

(Add New Entry) to generate a new row to enter an owner.

Continued on next page

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For internal use by CSC only

RE300

Unit 4: Land Register

RE300

(Choose Owner) and assign the

y)

On the “Owners” tab page, choose owner WDELUM## GmbH.

z)

The legal owner should not differ from the owner, therefore you do not need to make an entry. There is no change in the 1/1 ownership share since this is sole ownership.

You need to enter the transferred right of way in section 2. This also takes place on 2007-02-15.

5.

a)

Switch to the “Section II” tab page.

b)

Choose (Add New Entry) to select the right of way that you describe on the “Details” tab page below.

c)

Enter “Seq. No. in Section” 1, “Date of Entry” 2007-02-15, and “Processing Number” 1.

d)

On the “Servient Tenements” tab page below, choose to select the 2 parcels in the selection list and then to the list of servient tenements.

e)

Save the land register by choosing

(Assign Land) to transfer them

(Save).

In section III you need to enter a real property loan of €120,000 that is guaranteed by both pieces of land on 2007-02-20.

Continued on next page

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2011

For internal use by CSC only

For internal use by CSC only

4.

RE300

Lesson: Purpose and Structure of a Land Register

a)

The land register is in display mode. To continue processing, choose to switch to change mode.

b)

Go to the “Section III” tab page.

c)

Choose

d)

Enter “Seq. No. in Section” 1, “Date of Entry” 2007-02-20, and “Processing Number” 2 after you have created this – as described above – by choosing (Manage Processing Numbers).

e)

On the “Rank” tab page, maintain the ranking change before seq. no. 1 sect. II:

(Add New Entry) and select Real property Loan.

• “Before Seq. No. Sect.”: 1 • “Add to Section No.”: • List box: [2] Section 2 (Encumbrances and Restrictions)

2011

f)

Enter the amount of €120,000 on the “Lien” tab page.

g)

On the “Servient Tenements” tab page below, choose to select the 2 parcels in the selection list and then to the list of servient tenements.

h)

Save your entries with

(Assign Land) to transfer them

(Save).

© 2011 SAP AG. All rights reserved.

65

For internal use by CSC only

For internal use by CSC only

The real property loan has priority over the right of way.

Unit 4: Land Register

RE300

Lesson Summary You should now be able to: • Create a land register • Enter parcels and related rights

For internal use by CSC only

For internal use by CSC only

66

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: What is Joint Liability?

Lesson: What is Joint Liability? Lesson Overview Find out what joint liability is and how to use it in land register. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: •

Create a joint liability

Business Example You want to use several pieces of land as collateral for liens.

Figure 49: Joint Liability

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Unit 4: Land Register

RE300

Lesson Summary You should now be able to: • Create a joint liability

For internal use by CSC only

For internal use by CSC only

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Unit Summary

Unit Summary You should now be able to: • Create a land register • Enter parcels and related rights • Create a joint liability

For internal use by CSC only

For internal use by CSC only

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© 2011 SAP AG. All rights reserved.

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Unit Summary

RE300

For internal use by CSC only

For internal use by CSC only

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2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 5 Unit Overview 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

Unit Objectives After completing this unit, you will be able to: • • • • •

Explain different types of other public registers Create registers of site contamination and non-hazardous waste Create a site protection Create a development plan Create an easement

Unit Contents Lesson: Site Contamination and Non-Hazardous Waste................... 72 Lesson: Site Protection ......................................................... 75 Lesson: Development Plan ..................................................... 77 Lesson: Easement ............................................................... 79 Exercise 4: Creating Site Contamination and Non-Hazardous Waste, Easement, Site Protection, and Development Plan ..................... 83

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For internal use by CSC only

Other Public Registers

Unit 5: Other Public Registers

RE300

Lesson: Site Contamination and Non-Hazardous Waste Lesson Overview Some of the “Other Public Registers” available in LUM are “Site contamination” and “Non-hazardous Waste”. In this lesson, you will learn the difference between them and how to create both registers in LUM. For internal use by CSC only

After completing this lesson, you will be able to: • •

Explain different types of other public registers Create registers of site contamination and non-hazardous waste

Business Example You want to enter other public registers for the parcels belonging to your enterprise.

Figure 50: Other Public Register Types

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Lesson Objectives

Lesson: Site Contamination and Non-Hazardous Waste

For internal use by CSC only

For internal use by CSC only

RE300

Figure 51: Site Contamination

You can define the encumbrance types in Customizing.

Figure 52: Non-Hazardous Waste

You can define the encumbrance types in Customizing.

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Lesson Summary You should now be able to: • Explain different types of other public registers • Create registers of site contamination and non-hazardous waste

For internal use by CSC only

For internal use by CSC only

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2011

RE300

Lesson: Site Protection

Lesson: Site Protection Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: •

Create a site protection

Business Example Some of your parcels of land are affected by site protections. Mark these areas in LUM and describe their impairment.

Figure 53: Site Protection

You can define the site protection types in Customizing.

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For internal use by CSC only

For internal use by CSC only

What does “site protection” mean? To which objects does it apply and how is it maintained in SAP's land use management?

Unit 5: Other Public Registers

RE300

Lesson Summary You should now be able to: • Create a site protection

For internal use by CSC only

For internal use by CSC only

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RE300

Lesson: Development Plan

Lesson: Development Plan Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: •

Create a development plan

Business Example The municipality has decided on a development plan. A part of your land holding is affected by it. Describe the development plan in LUM and mark the corresponding parcels of land.

Figure 54: Development Plan

You need to specify a location structure for the development plan in the general settings in LUM Customizing. To use a location structure for the development plan, you first need to define the location structure as valid for the “Other Public Registers” object type.

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For internal use by CSC only

This lesson explains how to create a development plan and mark the parcels of land that are affected.

Unit 5: Other Public Registers

RE300

Lesson Summary You should now be able to: • Create a development plan

For internal use by CSC only

For internal use by CSC only

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RE300

Lesson: Easement

Lesson: Easement Lesson Overview

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: •

Create an easement

Business Example A parcel of land is affected by an easement. Describe the easement and mark the corresponding parcels of land.

Figure 55: Easement

You need to specify a location structure for easements in the general settings in LUM Customizing. To use a location structure for easements, you first need to define the location structure as valid for the “Other Public Registers” object type. You can define easement types in Customizing.

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An easement is one of the other public registers represented in LUM. This lesson describes how to manage an easement and assign the corresponding parcels of land.

RE300

For internal use by CSC only

For internal use by CSC only

Unit 5: Other Public Registers

Figure 56: Creating Other Public Registers

Figure 57: Creating Other Public Registers

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Lesson: Easement

Figure 58: Integration with the Parcel

You define the permitted object types for other public registers in Customizing.

Figure 59: Integration with the Parcel

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For internal use by CSC only

RE300

RE300

Figure 60: Customizing for Other Public Registers

In Customizing for Land Use Management you can assign different types for other public registers – with the exception of the development plan – that you then select when you create the registers. The easement types for site contamination and non-hazardous waste are maintained in a transaction and assigned accordingly.

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For internal use by CSC only

Unit 5: Other Public Registers

RE300

Lesson: Easement

Exercise 4: Creating Site Contamination and Non-Hazardous Waste, Easement, Site Protection, and Development Plan Exercise Objectives For internal use by CSC only

Business Example As the acquirer of parcel 11 in tract of land ## in Baiertal, you are aware that the ground is encumbered by foundation remains. Furthermore, mould has spread through the first floor of the building on the parcel. Create these curtailments in the system. The pieces of land with buildings that you have acquired are a listed group of buildings. Create this in the system. Parts of parcel 10 (100 m2) and parcel 11/1 (95 m2) are subject to the development plan “BAIERTAL 02/2007” for the municipality of Wiesloch, which plans to use them for traffic areas. Document this. As part of the sale, you have assured the former owner of your pieces of land that you will provide an area for 2 car parking spaces on parcel 11/1 for the benefit of the parcel subareas that remain in his possession (24 m2). This will be entered on page 10## of the easement register for the municipality of Wiesloch on 2007-02-15. Replicate this in the system and change the entry on 2007-02-28 after your neighbor states he or she wants only 1 parking space.

Task: Start the RE Navigator. 1.

Choose the transaction “Edit Other Public Registers” and create a contamination. When you create the contamination, you need a unique, alphanumeric ID that applies to all the other public registers, for example “ALT-DE-08-3201-##: Alte Bahnhofstraße 12”.

Continued on next page

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After completing this exercise, you will be able to: • Create and process the different types of other public registers in LUM

Unit 5: Other Public Registers

RE300

The encumbrance has already been declared in the sales contract. Assign your parcel DE-08-3201-##-11/1 (as well as the predecessor parcel) to this contamination and save the object. 2.

Create a case of non-hazardous waste. Choose “VUN-DE-08-3201-##: Alte Bahnhofstraße 12” as the ID, for example.

Assign your building 1000/90##/2 and save the object. 3.

Create a site protection. Choose SCH-DE-08-3201-##: Alte Bahnhofstraße as the ID, for example. The encumbrance already existed at the time of the sales contract. Assign your buildings 1000/90##/1 and 1000/90##/2 as well as your parcels DE-08-3201-##-10 and DE-08-3201-##-11/1 (including history) and save the object.

4.

Create the development plan “BAIERTAL 02/2007” for the municipality of Wiesloch. Choose “BPL-DE-08-3201-##” as the ID, for example. The development plan was already non-appealable at the time of the sales contract. Assign parcel DE-08-3201-##-10 with 100 m2 and parcel DE-08-3201-##-11/1 with 95 m2 (including history) and save the object.

5.

Create a page in the easement register for the municipality of Wiesloch. Choose “BAU-DE-08-3201-##” as the ID, for example. This was created on the basis of the sales contract on 2007-02-15. Assign your parcel DE-08-3201-##-11/1 with the subarea 24 m2 and save the object. Add the change made on 2007-02-28 that reduced the respective area by 12 m2.

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For internal use by CSC only

For internal use by CSC only

The encumbrance has already been declared in the sales contract.

RE300

Lesson: Easement

Solution 4: Creating Site Contamination and Non-Hazardous Waste, Easement, Site Protection, and Development Plan Task: Start the RE Navigator. For internal use by CSC only

Choose the transaction “Edit Other Public Registers” and create a contamination. When you create the contamination, you need a unique, alphanumeric ID that applies to all the other public registers, for example “ALT-DE-08-3201-##: Alte Bahnhofstraße 12”.

Continued on next page

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1.

Unit 5: Other Public Registers

RE300

2.

a)

In the “Object Overview” navigation area “→ My Objects”, select the “Other Public Registers” node under your user.

b)

Right-click on this.

c)

Choose Create → Contamination .

d)

On the “General Data” tab page, enter “ALT-DE-08-3201-##: ALTE BAHNHOFSTRAßE 12” as the “Public Registers ID”.

e)

The contamination number is assigned internally by the system.

f)

For the “description”, you can enter “ALT-DE-08-3201-##: ALTE BAHNHOFSTRAßE 12 – foundation encumbrance”, for example.

g)

On the “Easement Type” tab page, choose (Add New Entry), enter “foundations” and on the “Details” tab page below, enter the “Determination” date 2007-01-15.

h)

On the “Object Assignment” tab page, choose input help for parcels.

i)

From the multiple selection list, choose parcels DE-08-3201-##-11 and DE-08-3201-##-11/1 and copy these to the object assignment.

j)

On the “Object” tab page below, maintain the assignment periods 2007-01-15 – 2007-02-09 (history) or from 2007-02-10.

k)

If there is no information about the assigned amount, enter the cadastral area. You can see this on the “Measurements” tab page at the bottom of the screen.

l)

Save the site contamination you have created by choosing

(Assign) to get the

(Save).

Create a case of non-hazardous waste. Choose “VUN-DE-08-3201-##: Alte Bahnhofstraße 12” as the ID, for example. The encumbrance has already been declared in the sales contract.

Continued on next page

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For internal use by CSC only

The encumbrance has already been declared in the sales contract. Assign your parcel DE-08-3201-##-11/1 (as well as the predecessor parcel) to this contamination and save the object.

RE300

Lesson: Easement

3.

a)

To do this, remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Other Public Registers” node.

b)

Right-click on this.

c)

Choose Create → Non-Hazardous Waste.

d)

On the “General Data” tab page, enter “VUN-DE-08-3201-##: ALTE BAHNHOFSTRAßE 12” as the “Public Registers ID”.

e)

The non-hazardous waste number is assigned internally by the system.

f)

For the “description”, you can enter “VUN-DE-08-3201-##: ALTE BAHNHOFSTRAßE 12 – mould first floor”, for example.

g)

On the “Easement Type” tab page, choose (Add New Entry), enter “fungus/mould” and on the “Details” tab page below, enter the “Determination” date 2007-01-15.

h)

On the “Object Assignment” tab page, choose to get the input help for buildings.

i)

From the multiple selection list, choose building 1000/90##/2 and transfer this to the object assignment.

j)

On the “Object” tab page below, maintain the assignment period from 2007-01-15.

k)

If there is no information about the assigned amount, retain the initial value for this field.

l)

Save the non-hazardous waste you created with

(Assign) → Building

(Save).

Create a site protection. Choose SCH-DE-08-3201-##: Alte Bahnhofstraße as the ID, for example. The encumbrance already existed at the time of the sales contract.

Continued on next page

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For internal use by CSC only

Assign your building 1000/90##/2 and save the object.

Unit 5: Other Public Registers

RE300

4.

a)

Remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Other Public Registers” node.

b)

Right-click on this.

c)

Choose Create → Site Protection.

d)

On the “General Data” tab page, enter “SCH-DE-08-3201-##: ALTE BAHNHOFSTRAßE” as the “Public Registers ID”.

e)

The site protection number is assigned internally by the system.

f)

For the “description”, you can enter “SCH-DE-08-3201-##: ALTE BAHNHOFSTRAßE – group of buildings”, for example.

g)

For the “Site Protection Type” enter 0050 Group Protection.

h)

As you do not know the “Effective Date”, you can enter 2007-01-15.

i)

On the “Object Assignment” tab page, choose the input help for parcels.

j)

From the multiple selection list, choose parcels DE-08-3201-##-10, DE-08-3201-##-11, and DE-08-3201-##-11/1 and copy these to the object assignment.

k)

On the “Object” tab page below, maintain the assignment periods 2007-01-15 – 2007-02-09 (history) or from 2007-01-15 and from 2007-02-10.

l)

Enter the respective cadastral areas as the assigned amounts.

m)

The choose

n)

From the multiple selection list, choose building 1000/90##/1 and 1000/90##/2 and transfer these to the object assignment.

o)

On the “Object” tab page below, maintain the assignment periods from 2007-01-15.

p)

The assigned amount can remain initial.

q)

Save the site protection by choosing

(Assign) to select

(Assign) to call the input help for buildings.

(Save).

Create the development plan “BAIERTAL 02/2007” for the municipality of Wiesloch. Choose “BPL-DE-08-3201-##” as the ID, for example. The development plan was already non-appealable at the time of the sales contract. Continued on next page

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For internal use by CSC only

Assign your buildings 1000/90##/1 and 1000/90##/2 as well as your parcels DE-08-3201-##-10 and DE-08-3201-##-11/1 (including history) and save the object.

RE300

Lesson: Easement

5.

a)

Remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Other Public Registers” node.

b)

Right-click on this.

c)

Choose Create → Development Plan.

d)

On the “General Data” tab page, enter “BPL-DE-08-3201-##” as the “Public Registers ID”.

e)

The “Location Key” identifies the municipality that drew up the development plan. Use the input help to select “DE-08-226098” for Wiesloch.

f)

In this case, the “Development Plan No.” is “BAIERTAL 02/2007”.

g)

You can enter “BPL-DE-08-3201-##- BAIERTAL 02/2007” as the “Description” for the public register, for example.

h)

You also enter a “Usage Land Use Map” (such as “M” for mixed building areas) and the “Effective Date” from 2007-01-15 – if more accurate data is not already present.

i)

On the “Object Assignment” tab page, choose input help for parcels.

j)

From the multiple selection list, choose parcels DE-08-3201-##-10, DE-08-3201-##-11, and DE-08-3201-##-11/1 and copy these to the object assignment.

k)

On the “Object” tab page below, maintain the assignment periods 2007-01-15. – 2007-02-09 (history) or from 2007-01-15 and from 2007-02-10.

l)

For the assigned amount, enter the relevant subareas of 100 m² and 95 m2 – compare classification 0236 in overlay 21 on the respective parcel here.

m)

Save the development plan by choosing

(Assign) to get the

(Save).

Create a page in the easement register for the municipality of Wiesloch. Choose “BAU-DE-08-3201-##” as the ID, for example. This was created on the basis of the sales contract on 2007-02-15. Assign your parcel DE-08-3201-##-11/1 with the subarea 24 m2 and save the object. Add the change made on 2007-02-28 that reduced the respective area by 12 m2. Continued on next page

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For internal use by CSC only

Assign parcel DE-08-3201-##-10 with 100 m2 and parcel DE-08-3201-##-11/1 with 95 m2 (including history) and save the object.

Unit 5: Other Public Registers

a)

RE300

To do this, remain in the “Object Overview” navigation area “→ My Objects” under your user, and select the “Other Public Registers” node. Right-click on this.

b)

On the “General Data” tab page, enter “BAU-DE-08-3201-##” as the “Public Registers ID”.

c)

The “Location Key” identifies the municipality responsible for the administration of the easement register. Use the input help to select “DE-08-226098” for Wiesloch.

d)

In this case, the “page number” is “10##”.

e)

You can enter “BAU-DE-08-3201-##: ALTE BAHNHOFSTRAßE 12 – parking spaces” as the “Description” for the page in the easement register, for example.

f)

On the “Object Assignment” tab page, choose input help for parcels.

g)

From the multiple selection list, choose parcel DE-08-3201-##-11/1 and transfer this to the object assignment.

h)

On the “Object” tab page below, maintain the assignment period from 2007-02-15.

i)

For the assigned amount, enter the relevant subareas of 24 m2 – for 2 parking spaces.

j)

On the “Easements” tab page, choose (Add New Entry) to select the “Easement Type” Parking Space Easement.

k)

On the “Details” tab page below, maintain the “Easement Number”, the “Page” and the “Date of Entry” 2007-02-15.

l)

On the “Dominant Tenements” tab page, you can enter parcel “DE-08-3201/##/11/2”, valid from 2007-02-15.

m)

On the “Contractual Basis” tab page, you create the link to the sales contract (search for the name “WDELUM## – Acquisition”) in which the easement was agreed upon.

n)

Save the easement you created with

o)

Now choose

p)

You need to cancel the parcel “DE-08-3201/##/11/1” that was already assigned in Object Assignment on 2007-02-27 and assign it again from 2007-02-28, this time with a servient area of 12 m2.

(Assign) to get the

(Save).

(Change) to switch to change mode.

Continued on next page

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For internal use by CSC only

Choose Create → Easement.

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Lesson: Easement

q)

Select the existing entry on the “Easements” tab page and copy this (Copy Selected Entry). with

r)

On the “Details” tab page below, you need to change the “Easement Number” and, if necessary, the “Page” and the “Date of Entry” in the copy to 2007-02-28.

s)

You have to maintain the entries and memos on the corresponding tab pages, if necessary, as well as maintaining parcel “DE-08-3201/##/11/2” on the “Dominant Tenements” tab page again, this time with the validity date from 2007-02-28.

t)

Save the easement you changed with

(Save).

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For internal use by CSC only

For internal use by CSC only

RE300

Unit 5: Other Public Registers

RE300

Lesson Summary You should now be able to: • Create an easement

For internal use by CSC only

For internal use by CSC only

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RE300

Unit Summary

Unit Summary You should now be able to: • Explain different types of other public registers • Create registers of site contamination and non-hazardous waste • Create a site protection • Create a development plan • Create an easement For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

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Unit Summary

RE300

For internal use by CSC only

For internal use by CSC only

94

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 6 Unit Overview Create a notice of assessment Create a municipal fee notice

Unit Objectives After completing this unit, you will be able to: • •

Create a notice of assessment Create a municipal fee notice including property tax

Unit Contents Lesson: What Notices of Assessment? ....................................... 96 Exercise 5: Creating Notices of Assessment ........................... 99 Lesson: Property Taxes and Fees ............................................103 Exercise 6: Create Municipal Fee Notices ..............................105

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For internal use by CSC only

Public charges and taxes

Unit 6: Public charges and taxes

RE300

Lesson: What Notices of Assessment? Lesson Overview Properties are valuated from the tax office as basis for the property tax. You will learn to map this notice of assessment in LUM.

For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: •

Create a notice of assessment

Business Example You want to create notices of assessment for your enterprise.

Figure 61: Definition – Assessed Value

Figure 62: Calculating the Assessed Value and Measurement Amount

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RE300

Lesson: What Notices of Assessment?

There are various methods for determining the assessed value: •

Income approach – –

For internal use by CSC only

Cost approach to appraisal – – – –

•

for undeveloped and other developed plots of land, luxury homes, and land without determinable annual rent paid Reflects the asset value Total value for the land, the building and the grounds Adjusted by the statutory value

Agricultural and forestry valuation method –

Sum of the values for the business part and the residential part

You can enter the values from the original notice in the SAP notice of assessment, however, no calculation is performed. The basic property tax amount is calculated using an assessment rate on the assessed value of the land: • • • •

2011

For agricultural and forestry sites, the assessment rate is 6 For land with single family homes, the assessment rate is 2.6 for the first €38,346.89, and 3.5 for the remainder of the assessed value For land with duplex homes, the assessment rate is 3.1 For all other land, the assessment rate is 3.5

© 2011 SAP AG. All rights reserved.

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•

for predominantly residentially used land, predominantly commercially used land, mixed use land, single family and duplex homes Multiplication of the attainable annual paid rent according to the German Valuation Tax Law (BewG)

RE300

For internal use by CSC only

For internal use by CSC only

Unit 6: Public charges and taxes

Figure 63: Notice of Assessment

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RE300

Lesson: What Notices of Assessment?

Exercise 5: Creating Notices of Assessment Exercise Objectives

For internal use by CSC only

Business Example As the owner “WDELUM## GmbH”, you receive a notice of assessment from the tax office in Heidelberg for the parcels 10 and 11/1 you purchased in tract of land ## in the local subdistrict of Baiertal for the year 2007. Map this in the system.

Task: At first create the notice of assessment to the both parcels of land. In the next exercise you will get the corresponding notice of property tax. 1.

Create a notice of assessment from the tax office in Heidelberg with the number 1##.226.098.0010.000.1 and the date of issue 2007-12-03. As of 2007, the assessed value is €115,000, with a basic property tax amount of €402.50. Assign this notice to the corresponding parcels DE-08-3201/##/10 and DE-08-3201/##/11/1.

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After completing this exercise, you will be able to: • Create and maintain notices of assessment and link them to the corresponding parcels

Unit 6: Public charges and taxes

RE300

Solution 5: Creating Notices of Assessment Task: At first create the notice of assessment to the both parcels of land. In the next exercise you will get the corresponding notice of property tax. For internal use by CSC only

Create a notice of assessment from the tax office in Heidelberg with the number 1##.226.098.0010.000.1 and the date of issue 2007-12-03. As of 2007, the assessed value is €115,000, with a basic property tax amount of €402.50. Assign this notice to the corresponding parcels DE-08-3201/##/10 and DE-08-3201/##/11/1. a)

Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80)

b)

In the “Object Overview” navigation area “→ My Objects”, select the “Notices of Assessment” node under your user.

c)

Right-click on this. Choose Create.

d)

In the dialog box that appears, enter your number “1##.226.098.0010.000.1” in the “Not.ofAssmt No.” field and confirm your entry. On the “General Data” tab page you can add a description, such as “Heidelberg 1##.226.098.0010.000.1”.

e)

Switch to the “Annual Values” tab page.

f)

Choose (Add New Entry) to generate the input screens for the valuations.

g)

On the “Details” tab page at the bottom of the screen, enter 2007-01-01 in the AV “Valid From” field and 2007-12-03 in the “Notice of Assmt Date” field.

h)

Enter the assessed value (115,000) and the basic property tax amount (402.50); the assessed value area is given as 1600 m2 by the tax office.

i)

On the “Find” tab page, enter different forms of the address for the “Location Name” and AssdVal. Search Term, for example “Wiesloch-Baiertal, Alte Bahnhofstraße 10-12”, “Wiesloch-Baiertal”, “Wiesloch”.

Continued on next page

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1.

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Lesson: What Notices of Assessment?

j)

On the “Basis for Determination” tab page, go to the “Details” tab page at the bottom of the screen and select the method type Income Approach from the listbox.

k)

In the other fields, choose input options from the respective listboxes, such as value update, ownership, GGG, and confirm your entries.

l)

As a result, an additional tab page appears that is adapted to the method type. Switch to this tab page.

m)

Divide the assessed value into a land value portion and a building value portion yourself: There is no specified difference.

n)

Switch to the “Object Assignment” tab page.

o)

Choose (Assign), select both your parcels using the parcel search help, and assign these to your cadastral area from their object validity date.

p)

Now go to the “Partner” tab page and assign the business partner Tax Office Heidelberg (partner 2322) and the owner “WDELUM## GmbH”.

q)

Save your entries with

(Save).

© 2011 SAP AG. All rights reserved.

101

For internal use by CSC only

For internal use by CSC only

RE300

Unit 6: Public charges and taxes

RE300

Lesson Summary You should now be able to: • Create a notice of assessment

For internal use by CSC only

For internal use by CSC only

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RE300

Lesson: Property Taxes and Fees

Lesson: Property Taxes and Fees Lesson Overview

For internal use by CSC only

For internal use by CSC only

This lesson describes a municipal fee notice including property tax and its integration in SAP's accounting system.

Lesson Objectives After completing this lesson, you will be able to: •

Create a municipal fee notice including property tax

Business Example You want to manage municipal fee notices for your enterprise.

Figure 64: Definition – Property Taxes and Fees

Figure 65: Calculating Property Tax

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Unit 6: Public charges and taxes

RE300

A distinction is made between property tax A and property tax B. • •

Property tax “A” (agrarian) is raised on agricultural land. Property tax “B” (structural) is raised on developed land and buildings or land and buildings that can be developed

Property is calculated from the assessed value or the basic property tax amount and the mill rate. For internal use by CSC only

Figure 66: Special Features of the Municipal Fee Notice

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For internal use by CSC only

The mill rate is determined by the municipality responsible for the land and is between 240% and 360% (in large cities this is normally higher).

RE300

Lesson: Property Taxes and Fees

Exercise 6: Create Municipal Fee Notices Exercise Objectives After completing this exercise, you will be able to: • Create a municipal fee notice

For internal use by CSC only

As the owner “WDELUM## GmbH”, you had received a notice of assessment from the tax office in Heidelberg for the parcels 10 and 11/1 you purchased in tract of land ## in the local subdistrict of Baiertal for the year 2007. The municipality of Wiesloch issues a municipal fee notice based on this that requires you to pay property tax and fees. Create this notice in the system.

Task: As the owner “WDELUM## GmbH”, you had received a notice of assessment from the tax office in Heidelberg for the parcels 10 and 11/1 you purchased in tract of land ## in the local subdistrict of Baiertal for the year 2007. The municipality of Wiesloch issues a municipal fee notice based on this that requires you to pay property tax and fees. Create this notice in the system. 1.

Create the municipal fee notice “WDELUM00 – Municipal fee notice” as a special real estate contract type. The vendor business partner is the “Local authority treasury ## Wiesloch”. You need to create this partner in the system. The only condition you need to enter is the annual property tax of €12,075 that is due on July 01. Hint: You could add other fee types as additional condition types if you wish.

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Business Example

Unit 6: Public charges and taxes

RE300

Solution 6: Create Municipal Fee Notices Task: As the owner “WDELUM## GmbH”, you had received a notice of assessment from the tax office in Heidelberg for the parcels 10 and 11/1 you purchased in tract of land ## in the local subdistrict of Baiertal for the year 2007. For internal use by CSC only

Create this notice in the system. 1.

Create the municipal fee notice “WDELUM00 – Municipal fee notice” as a special real estate contract type. The vendor business partner is the “Local authority treasury ## Wiesloch”. You need to create this partner in the system. The only condition you need to enter is the annual property tax of €12,075 that is due on July 01. Hint: You could add other fee types as additional condition types if you wish. a)

Select the “Real Estate Contracts” node in the RE Navigator and right-click on this.

b)

Choose Create.

c)

From the list of contract types that appears, select Municipal Fee Notice.

d)

On the “General Data with Fast Entry” tab page, enter company code 1000 and the contract name “WDELUM## – Municipal fee notice”. The contract start date is 2007-01-.01.

e)

In the “Object/Partner” section, use the F4 help for the “Object” field, choose the Notice of Assessment object type, and select the previously created notice 1##.226.098.0010.000.1. This is linked to the municipal fee notice by the system when you copy it from the selection list.

f)

Choose (Create Business Partner) next to the “Business partner who is a vendor” field and create the “Local authority treasury ## Wiesloch” as the payee.

g)

Choose (Back) to exit the business partner window and return to the contract window.

Continued on next page

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The municipality of Wiesloch issues a municipal fee notice based on this that requires you to pay property tax and fees.

RE300

Lesson: Property Taxes and Fees

h) Note: From the business partner maintenance screen, choose “Company Code” to switch to the company code view. On the “Vendor: Account Management” tab page, enter planning group “A1”.

For internal use by CSC only

i)

j)

k)

On the “Posting Parameters” tab page, select the “Postings” row in the table at the top: Tax Type:

“MVST”

Tax Group:

“NONE”

Now select the “Frequency” row. Frequency:

1 in Years

Prorated:

Never Pro Rata

Payment Form:

Mid-Period

Due Date:

Standard

After you have selected the “Organizational Assignment” row, you can maintain the fields on the “Organizational Assignment” tab page in the section below: Business Area:

9100

Profit Center:

1480

Functional Area

0001

l)

To enter the amount, go to the “Conditions” tab page and choose (Insert Condition(s)).

m)

In the window that appears, choose condition type [V170] vendor property tax and copy your selection to the contract.

n)

On the “Conditions” tab page below, enter 2007-01-01 in the “Valid From” field and “€12,075” as a fixed amount in the unit price field.

o)

On the “Distribution” tab page, you may have to delete the entry [A] Divided equally since no distribution is to be made. Continued on next page

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For internal use by CSC only

Hint: Only when you save the contract at the end of the exercise is a vendor created for the partner with vendor account and linked to it in Financial Accounting.

Unit 6: Public charges and taxes

RE300

(Save).

p)

Save the contract by choosing

q)

Activate the contract by choosing

(Activate).

Confirm the message that appears.

For internal use by CSC only

For internal use by CSC only

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RE300

Lesson: Property Taxes and Fees

Lesson Summary You should now be able to: • Create a municipal fee notice including property tax

For internal use by CSC only

For internal use by CSC only

2011

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109

Unit Summary

RE300

Unit Summary You should now be able to: • Create a notice of assessment • Create a municipal fee notice including property tax

For internal use by CSC only

For internal use by CSC only

110

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 7 Unit Overview Create a lease contract (land)

Unit Objectives After completing this unit, you will be able to: • •

Create a contract for leasing out parcels Create a contract for leasing in parcels

Unit Contents Lesson: Lease of land.......................................................... 112 Exercise 7: Create Right of Use Contracts Based on a Customer Lease Contract ...................................................................... 115

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111

For internal use by CSC only

For internal use by CSC only

Right of Use

Unit 7: Right of Use

RE300

Lesson: Lease of land Lesson Overview Lease out parcels belonging to your company or lease in parcels from a foreign owner. And manage the contracts for both cases in LUM. Consider ownership and possession during the leasing process. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • •

Create a contract for leasing out parcels Create a contract for leasing in parcels

Business Example You want to lease out parcels and subareas belonging to your enterprise. You want to lease in parcels and subareas for your enterprise.

Figure 67: Right of Use Processes

Details about right of use processes: • •

112

Lease-out: See next slide Lease-in: See next slide but one

© 2011 SAP AG. All rights reserved.

2011

Lesson: Lease of land

Figure 68: Lease-Out – Area Analysis

Initial situation: A 1000 m2 area was purchased. This is thus owned by and in the possession of the company IDES. Process description: Of the 1000 m2 area, 600 m2 are to be leased out. At the end of the lease-out, this area will return to the possession of IDES.

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For internal use by CSC only

For internal use by CSC only

RE300

RE300

Figure 69: Lease-In – Area Analysis

Initial situation: A 1000 m2 area is owned by and in the possession of a third party. Process description: Of the 1000 m2 area, 600 m2 are to be leased in by the company IDES. At the end of the lease, this area will return to the possession of the third party owner.

Figure 70: Special Features of the Leasehold Contract

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For internal use by CSC only

For internal use by CSC only

Unit 7: Right of Use

RE300

Lesson: Lease of land

Exercise 7: Create Right of Use Contracts Based on a Customer Lease Contract Exercise Objectives

Business Example As the owner of parcels 10 and 11/1 on tract of land ## in the local subdistrict of Baiertal, you lease out a subarea of 195 m² that you are not using to the town of Wiesloch with a contract dated 2007-03-28. As part of their development plan, the town of Wiesloch would like to begin constructing parking spaces from 2007-04-01. The leasehold costs €125 per month.

Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) 1.

Create the lease contract “WDELUM## – Lease contract” as a “right of use contract” type under real estate contracts. The customer business partner is the “Local authority treasury ## Wiesloch”. This partner already exists in the system. The contract is concluded on 2007-03-28 and possession of the lease area is transferred on 2007-04-01. The lease area comprises 100 m2 of parcel DE-08-3201-##-10 and 95 m2 of parcel DE-08-3201-##-11/1. Enter a monthly lease payment of €125 due on the 3rd working day of the month as a condition.

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For internal use by CSC only

For internal use by CSC only

After completing this exercise, you will be able to: • Create right of use contracts and link them to the respective parcels

Unit 7: Right of Use

RE300

Solution 7: Create Right of Use Contracts Based on a Customer Lease Contract Task: Start the RE Navigator.

For internal use by CSC only

1.

Create the lease contract “WDELUM## – Lease contract” as a “right of use contract” type under real estate contracts. The customer business partner is the “Local authority treasury ## Wiesloch”. This partner already exists in the system. The contract is concluded on 2007-03-28 and possession of the lease area is transferred on 2007-04-01. The lease area comprises 100 m2 of parcel DE-08-3201-##-10 and 95 m2 of parcel DE-08-3201-##-11/1. Enter a monthly lease payment of €125 due on the 3rd working day of the month as a condition. a)

Select the “Real Estate Contracts” node in the RE Navigator and right-click on this.

b)

Choose Create.

c)

From the list of contract types that appears, select Customer Right of Use Contract.

d)

On the “General Data” tab page, enter company code 1000 and the contract name “WDELUM## - Lease contract”. The contract conclusion date is 2007-03-28 and the transfer of possession takes place on 2007-04-01. Switch to the “Partners” tab page, choose (Assign New Partner), and select Partner with Customer Account.

e)

Choose (Back) to exit the business partner window and return to the contract window.

f)

From the business partner maintenance screen, choose “Company Code” to switch to the company code view.

Continued on next page

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From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80)

RE300

Lesson: Lease of land

g)

On the “Customer: Account Management” tab page, enter planning group “E2”.

h)

Assign “WDELUM## GmbH” as the owner in the same way, without a customer or vendor account reference.

i)

Switch to the “Term” tab page. Enter 2007-03-28 as the contract start date.

j)

On the “Objects” tab page, choose (Assign), select Parcel of Land, then select both your parcels on tract of land ## from the hitlist and assign them to the leasehold contract.

k)

The assignment begins on 2007-03-28. Ignore the warning message that appears.

l)

On the “Differing Measurements” tab page, enter the measurement type [KV00] contract area with the valid from date 2007-03-28 and the total measurement of 195 m2.

m)

Maintain the measurement type [KV01] PL–subarea with reference to the respective parcel too, with 100 m2 for parcel 10 and 95 m2 for parcel 11 / 1.

n)

On the “Posting Parameters” tab page, select the “Postings” row in the table at the top:

o)

p)

Tax Type:

“MWST”

Tax Group:

“NONE”

Now select the “Frequency” row. Frequency:

1 in Months

Prorated:

Never Pro Rata

Payment Form:

In Advance

Due Date:

3. working day of month

After you have selected the “Organizational Assignment” row, you can maintain the fields on the “Organizational Assignment” tab page in the section below: Continued on next page

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For internal use by CSC only

For internal use by CSC only

Hint: Only when you save the contract at the end of the exercise is a customer created for the partner with customer account and linked to it in Financial Accounting.

118

RE300

Business Area:

9100

Profit Center:

1480

Functional Area

0001

q)

To enter the amount, go to the “Conditions” tab page and choose (Insert Condition(s)).

r)

In the window that appears, select the contract as the calculation basis (this is not relevant here since the price is a fixed price). In the following window, choose condition type [10] Basic Rent and copy your selection to the contract.

s)

On the “Conditions” tab page below, enter 2007-04-01 in the “Valid From” field and “€125” as a fixed amount in the unit price field.

t)

On the “Distribution” tab page, you may have to delete the [A] Divided equally formula since no distribution is to be made.

u)

Save the contract by choosing

v)

Activate the contract by choosing

w)

Confirm the message that appears.

(Save).

© 2011 SAP AG. All rights reserved.

(Activate).

2011

For internal use by CSC only

For internal use by CSC only

Unit 7: Right of Use

RE300

Lesson: Lease of land

Lesson Summary You should now be able to: • Create a contract for leasing out parcels • Create a contract for leasing in parcels

For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

119

Unit Summary

RE300

Unit Summary You should now be able to: • Create a contract for leasing out parcels • Create a contract for leasing in parcels

For internal use by CSC only

For internal use by CSC only

120

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 8 Unit Overview Create sales contract

Unit Objectives After completing this unit, you will be able to: • • •

Create a sales contract for parcels Create a sales contract for subareas explain the changes of an area during a sales process in accordance to ownership, possession and right of use.

Unit Contents Lesson: Sales Contract Master Data.........................................122 Exercise 8: Create a Customer Contract Changing Holdings (Sale) 123 Lesson: Area Analysis of the Parcel when Sold ............................127

2011

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121

For internal use by CSC only

For internal use by CSC only

Retirement of Parcels

Unit 8: Retirement of Parcels

RE300

Lesson: Sales Contract Master Data Lesson Overview Sale of parcels and subareas

Lesson Objectives For internal use by CSC only

• •

For internal use by CSC only

After completing this lesson, you will be able to: Create a sales contract for parcels Create a sales contract for subareas

Business Example You want to sell parcels and subareas for your enterprise.

Figure 71: Special Features of the Sales Contract

122

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RE300

Lesson: Sales Contract Master Data

Exercise 8: Create a Customer Contract Changing Holdings (Sale) Exercise Objectives

For internal use by CSC only

Business Example The municipality of Wiesloch has approached you with a view to purchasing the parts of parcels 10 and 11/1 on tract of land ## in the local subdistrict of Baiertal that are currently leased out to it. The contract is concluded in front of a notary on 2007-04-15 and contains the transfer of the areas to the municipality on 2007-07-01. The purchase price of €205/m2 is due by the transfer date. The transfer will only be recorded in the land register after receipt of payment. As the owner, you are instructed to request that the parcels be re-measured in the meantime.

Task: Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) 1.

Create the purchasing agreement “WDELUM## – Retirement” as a “contract changing holdings” contract type under real estate contracts. The customer business partner is the “Local authority treasury ## Wiesloch”. This partner already exists in the system. The contract is concluded on 2007-04-15 and possession of the areas is transferred on 2007-07-01. The contract area comprises 100 m2 of parcel DE-08-3201-##-10 and 95 m2 of parcel DE-08-3201-##-11/1. The purchase price of €205/m2 that is due on 2007-07-01 is to be entered as a condition.

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For internal use by CSC only

After completing this exercise, you will be able to: • Create contracts changing holdings in the event of a sale and link them to the respective parcels

Unit 8: Retirement of Parcels

RE300

Solution 8: Create a Customer Contract Changing Holdings (Sale) Task: Start the RE Navigator.

For internal use by CSC only

1.

Create the purchasing agreement “WDELUM## – Retirement” as a “contract changing holdings” contract type under real estate contracts. The customer business partner is the “Local authority treasury ## Wiesloch”. This partner already exists in the system. The contract is concluded on 2007-04-15 and possession of the areas is transferred on 2007-07-01. The contract area comprises 100 m2 of parcel DE-08-3201-##-10 and 95 m2 of parcel DE-08-3201-##-11/1. The purchase price of €205/m2 that is due on 2007-07-01 is to be entered as a condition. a)

Select the “Real Estate Contracts” node in the RE Navigator and right-click on this.

b)

Choose Create.

c)

From the list of contract types that appears, select Cust. Contr. Changing Holdings.

d)

On the “General Data” tab page, enter company code 1000 and the contract name “WDELUM## - Retirement”.

e)

The contract start date and contract conclusion date is 04.15.2007. The transfer of possession and cash flow from date is 2007-07-01.

f)

Go to the “Partners” tab page, choose select Partner w. Customer Acct.

g)

From the F4 help that appears, select partner name 1 “Local authority treasury ## Wiesloch”.

h)

You assign “WDELUM## GmbH” as the owner in the same way.

i)

On the “Objects” tab page, choose (Assign), select Parcel of Land, then select both your parcels on tract of land ## from the hit list and assign them to the purchasing agreement.

(Assign New Partner) and

The start date for the assignment is 2007-04-15. Continued on next page

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For internal use by CSC only

From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80)

Lesson: Sales Contract Master Data

j)

On the “Differing Measurements” tab page, enter the measurement type [KV00] contract area with the valid from date 2007-04-15 and the total measurement of 195 m2.

k)

Maintain the measurement type [KV01] PL-subarea with reference to the respective parcel too, with 100 m2 for parcel 10 and 95 m2 for parcel 11 / 1.

l)

On the “Posting Parameters” tab page, select the “Postings” row in the table at the top:

m)

Tax Type:

“MWST”

Tax Group:

“NONE”

After you have selected the “Organizational Assignment” row, you can maintain the fields on the “Organizational Assignment” tab page in the section below: Business Area:

9100

Profit Center:

1480

Functional Area

0001

n)

To enter the amount, go to the “Conditions” tab page and choose (Insert Condition(s)).

o)

In the window that appears, choose the contract as the calculation basis, then select the condition type [K200] Customer purchase price and copy your selection to the contract.

p)

On the “Conditions” tab page below, enter 2007-07-01 in the “Valid From” field and “€205” with the formula Contract Measurement in the unit price field.

q)

On the “Calculation” tab page below, check that the measurement type [KV00] contract area and the measurement unit m2 have been entered.

r)

Save the contract by choosing

s)

Activate the contract by choosing

(Save). (Activate).

Confirm the message that appears. Hint: The survey and transfer in the land register are not mapped in the system at the present time (for more information, see the exercise in the following unit “Parcels Update”).

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125

For internal use by CSC only

For internal use by CSC only

RE300

Unit 8: Retirement of Parcels

RE300

Lesson Summary You should now be able to: • Create a sales contract for parcels • Create a sales contract for subareas

For internal use by CSC only

For internal use by CSC only

126

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Area Analysis of the Parcel when Sold

Lesson: Area Analysis of the Parcel when Sold Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: •

explain the changes of an area during a sales process in accordance to ownership, possession and right of use.

Business Example You have to report to your manager the actual real estate stock of the company. But some sales are not finished yet. What is now the correct size?

Figure 72: Process of Selling a Parcel (Subarea)

2011

© 2011 SAP AG. All rights reserved.

127

For internal use by CSC only

For internal use by CSC only

Changes of plot area during the sales process in reference to ownership, possession and use right

RE300

For internal use by CSC only

For internal use by CSC only

Unit 8: Retirement of Parcels

Figure 73: Sale – Area Analysis

128

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Area Analysis of the Parcel when Sold

Lesson Summary You should now be able to: • explain the changes of an area during a sales process in accordance to ownership, possession and right of use.

For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

129

Unit Summary

RE300

Unit Summary You should now be able to: • Create a sales contract for parcels • Create a sales contract for subareas • explain the changes of an area during a sales process in accordance to ownership, possession and right of use. For internal use by CSC only

For internal use by CSC only

130

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 9 Unit Overview 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)

Unit Objectives After completing this unit, you will be able to: • • • • • •

explain the differences between record of change, land allocation and appropriation procedure create an official record of change explain what land reallocation and appropriation process are create a land reallocation and a appropriation process in SAP 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

Unit Contents Lesson: Official Record of Change ...........................................132 Lesson: Appropriation Procedures and Land Reallocation................137 Lesson: Maintaining Data Using the To-Do List.............................140 Exercise 9: Creating a parcel update by means of an official record of change .......................................................................143

2011

© 2011 SAP AG. All rights reserved.

131

For internal use by CSC only

For internal use by CSC only

Parcel Updates

Unit 9: Parcel Updates

RE300

Lesson: Official Record of Change Lesson Overview How to use SAP's parcel update to map official records of change, land allocations and appropriation procedures. What are the differences between them? Create a record of change. For internal use by CSC only

For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • •

explain the differences between record of change, land allocation and appropriation procedure create an official record of change

Business Example You want to create records of change for parcels belonging to your enterprise.

Figure 74: Parcel Updates

Figure 75: Master Data Integration

132

© 2011 SAP AG. All rights reserved.

2011

Lesson: Official Record of Change

For internal use by CSC only

For internal use by CSC only

RE300

Figure 76: Official Record of Change

Figure 77: Creating Parcel Updates

Surveying difference •

When land is re-measured, there may be a difference between the size of the areas already recorded in the real estate cadaster for the corresponding parcels and the new measurements. This difference is shown in the notification issued by the responsible authority.

You can define parcel update types for the official record of change in Customizing.

2011

© 2011 SAP AG. All rights reserved.

133

RE300

For internal use by CSC only

For internal use by CSC only

Unit 9: Parcel Updates

Figure 78: Example: Official Record of Change

Figure 79: Overview of Updates in the Parcel

134

© 2011 SAP AG. All rights reserved.

2011

Lesson: Official Record of Change

Figure 80: Customizing for Parcel Updates

You only define parcel update types for the Official Record of Change parcel update category. The parcel update type identifies the purpose of the change made in the real estate cadaster that is granted by the official record of change. You can specify parcel update types in the master data for the official record of change on the Change in Holdings tab page.

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For internal use by CSC only

For internal use by CSC only

RE300

Unit 9: Parcel Updates

RE300

Lesson Summary You should now be able to: • explain the differences between record of change, land allocation and appropriation procedure • create an official record of change

For internal use by CSC only

For internal use by CSC only

136

© 2011 SAP AG. All rights reserved.

2011

RE300

Lesson: Appropriation Procedures and Land Reallocation

Lesson: Appropriation Procedures and Land Reallocation Lesson Overview For internal use by CSC only

Lesson Objectives After completing this lesson, you will be able to: • •

explain what land reallocation and appropriation process are create a land reallocation and a appropriation process in SAP

Business Example [Enter a business example that helps the learner understand the practical business use of this lesson.]

Figure 81: Land Reallocation

During restructuring, smaller, dispersed areas (split property) in the main are brought together to former larger, and therefore more effectively manageable areas. Land reallocation also includes creating paths, streets, and watercourses, and similar public facilities.

2011

© 2011 SAP AG. All rights reserved.

137

For internal use by CSC only

Create a land reallocation and a appropriation procedure as a parcel update in LUM.

RE300

Figure 82: Appropriation Procedures

Prerequisites •

•

There has to be a development plan (German Federal Building Code, section 30), but the appropriation procedures can commence before or during a development plan, or The area must lie within a built-up area (German Federal Building Code, section 34)

Types of apportionment •

•

138

Apportionment for site development This type of apportionment is used to make land that is currently not suitable for development ready for development. One of the main tasks of apportionment for site development is often to prepare areas for new roads, since without these the land cannot be developed. However, an apportionment cannot only be used to create streets. The rearrangement must be necessary after streets have been assigned too. Apportionment for rearrangement If the development plan envisages the rearrangement of an already built-up area, this can be achieved through an apportionment for rearrangement. This type of apportionment also includes the apportionment for cleanup.

© 2011 SAP AG. All rights reserved.

2011

For internal use by CSC only

For internal use by CSC only

Unit 9: Parcel Updates

RE300

Lesson: Appropriation Procedures and Land Reallocation

Lesson Summary You should now be able to: • explain what land reallocation and appropriation process are • create a land reallocation and a appropriation process in SAP

For internal use by CSC only

For internal use by CSC only

2011

© 2011 SAP AG. All rights reserved.

139

Unit 9: Parcel Updates

RE300

Lesson: Maintaining Data Using the To-Do List Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: • •

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

Business Example Change all dependent master data in LUM after a parcel update.

Figure 83: The To-Do List

The to-do list is a list of master data objects that have to be adapted manually. It therefore functions in a similar way to a cockpit.

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For internal use by CSC only

The To-Do List of the SAP's parcel update as an useful tool to assist the person responsible for changing master datas in LUM after a parcel update

Lesson: Maintaining Data Using the To-Do List

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For internal use by CSC only

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Figure 84: The To-Do List in the Parcel Update

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Unit 9: Parcel Updates

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For internal use by CSC only

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Lesson: Maintaining Data Using the To-Do List

Exercise 9: Creating a parcel update by means of an official record of change Exercise Objectives

For internal use by CSC only

Business Example After both subareas of your parcels 10 and 11/1 on tract of land ## in the local subdistrict of Baiertal have been sold, you have the parcels surveyed again. The official record of change dated 2007-06-01 contains the division of the areas into parcel 12/1 with your remaining 1,400 m², and parcel 12/2 with the sold area of 195 m². Map the official record of change in the system and perform all the other necessary activities based on the to-do list for the parcel update. Furthermore, the change resulting from the survey is made in the land registry on 2007-06-15, and the transfer in the land register as a result of the sale on 2007-07-11. Perform both actions in the system.

Task: Start the RE Navigator. 1.

Create the official record of change no. “2007.BAI. ## .001” for the survey office in Heidelberg. The first step here is to merge both parcels into one parcel no. 9000. This is then divided into parcels 12/1 and 12/2 in a second step. Create the requisite new parcels from the parcel update window.

2.

In the parcel update window, go to the To-Do List tab page and process the activities displayed there. This means that you have to adapt the master data objects specified in your parcel references and area specifications to the new circumstances after the parcel update.

3.

Now update the entries in the land register.

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After completing this exercise, you will be able to: • Create a parcel update in the system with the parcel assignment before and after the update • Process the activities required by the parcel update in the system using the parcel update to-do list

Unit 9: Parcel Updates

RE300

Update the parcels in the holdings in accordance with the official record of change, specifying 2007-06-15 as the date, and enter the retirement due to the sale of the now surveyed parcel 12/2 with the date 2007-07-11. 4.

Execute the sale of parcel 12/2 on the parcel master record by restricting its validity to 2007-07-01.

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For internal use by CSC only

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Lesson: Maintaining Data Using the To-Do List

Solution 9: Creating a parcel update by means of an official record of change Task: Start the RE Navigator. Create the official record of change no. “2007.BAI. ## .001” for the survey office in Heidelberg. The first step here is to merge both parcels into one parcel no. 9000. This is then divided into parcels 12/1 and 12/2 in a second step. Create the requisite new parcels from the parcel update window. a)

Start the RE Navigator. From the SAP Easy Access menu, choose Accounting → Flexible Real Estate Management → Master Data → RE Navigator (RE80) Select the “Parcel Update” node in the RE Navigator and right-click it. Choose Create. In the dialog box under Parcel Update Categ., enter Official Record of Change. Select the Heidelberg survey office and enter 2007.BAI.## .001 as the Notice Number. On the “General Data” tab page, enter the description “WDELUM## - Retirement”. The date of issue is 2007-06-01. You do not need to enter anything on the “Measurements” tab page since there is no officially determined surveying difference. On the “Change in Holdings” tab page, the (Add New Entry) button takes you to the first step in the parcel update. For the parcel update type, go to the “Details” tab page below and enter [15] merger. On the “Parcels Before” tab page, assign with (Add New Entry) button parcels 10 and 11/1 to your tract of land ##. On the “Parcels After” tab page, enter parcel DE-08-3201- ## - 9000. This will be split in the next parcel update step.

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1.

Unit 9: Parcel Updates

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To do this, create a very simplified version of the parcel (valid from 2007-06-01, cadastral area 1,595 m²) from the parcel update by choosing (Create Parcel) button and return to the parcel update window by choosing (Back). Now create a second parcel update step under parcel update type [11] parcel of land split and assign the temporary parcel to parcels before update. For internal use by CSC only

Create the two new parcels 12/1 with 1400 m² and 12/2 with 195 m² on tract of land ## in Baiertal, valid from 2007-06-01, as described above, and transfer the attributes of parcels 10 and 11/1 that have disappeared. Save your entries with

(Save).

Hint: Alternatively, you can create the new parcels in a different session using the old parcels as a template. Then you only need to assign them in the parcel update window. Note: 2.

In the parcel update window, go to the To-Do List tab page and process the activities displayed there. This means that you have to adapt the master data objects specified in your parcel references and area specifications to the new circumstances after the parcel update. a)

Now switch to the “Todo List” tab page The purchasing agreement “WDELUM## – Acquisition” does not need to be changed: Select the row and choose

(Confirm Change Made).

Confirm that any object changes that may need to be made are to be made manually. This sets the checkbox in the last column of the todo list.

The leasehold contract “WDELUM## – leasehold contract” with the municipality has to be terminated: Click the contract number to access the contract window and switch this to change mode. Enter 2007-06-30 as the end of the transfer of possession.

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Go to the “Parcels After” tab page below.

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Lesson: Maintaining Data Using the To-Do List

End the object assignments and contract measurements KV01 (PL subarea) for parcels 10 and 11/1 on 2007-05-31 Assign parcel 12/2 from 2007-06-01 to 2007-06-30 and add a new contract measurement KV01 (PL subarea) of 195 m² for the same period. On the “Term” tab page under “Notice”, choose the Notice pushbutton and give notice on the contract per 2007-06-30. For internal use by CSC only

The retirement contract “WDELUM## – Retirement” needs to be adjusted with regard to differing measurements and assigned parcels. Navigate to the contract and switch to change mode. On the “Objects” tab page, end the existing parcel assignments on 2007-05-31 and include the newly created parcel 12/2 from the time of its creation on 2007-06-01 in the contract assignment. On the “Differing Measurements” tab page, end the existing parcel subareas on 2007-05-31 too and update the contract area of 195 m² from 2007-06-01 to parcel 12/2. Save the contract, return to the parcel update window and confirm the changes.

You need to adjust the assessed value “1##.226.098.0010.000.1” with regard to the parcel assignment: A value adjustment has to be triggered as an external process via the tax office and can only be entered after the tax office has changed the notice (in the form of a new year slice from 2008). The assignment of parcels 10 and 11/1 has to be ended on 2007-05-31. Parcels 12/1 and 12/2 have to be added from 2007-06-01. Due to the sale, the parcel assignment of 12/2 has to be ended on 2007-06-30. The area measurements have to be maintained in the assignment. Save the notice of assessment, return to the parcel update window and confirm the changes.

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Activate and save the notice, return via the contract window to the parcel update window and confirm the processing of the contract.

Unit 9: Parcel Updates

RE300

You need to process the following other public registers in the same way as described with the assessed value, by updating their parcel relationships. You need to confirm the changes to the objects in the parcel update window. 3.

Now update the entries in the land register.

For internal use by CSC only

a)

Now call your land register “083201//10##”. Add parcels 12/1 and 12/2 to the real estate register using the sequence numbers 3 and 4. Under additions/removals, close both register numbers on 2007-06-15. Hint: You enter the removal of register numbers 1 and 2 later, since there are current references to the register numbers in the sections of the land register that have not yet been cancelled. Define a processing number 3 for mapping the official record of change and use it for the following too

In section I, change the real estate assignment from register numbers 1 and 2 to 3 and 4 (no history possible).

In section II, assign numbers 3 and 4 as servient tenements to your encumbrance. On the Section II – Changes/Cancel. tab page, add register numbers 3 and 4 to your encumbrance on 06.15.2007 and remove numbers 1 and 2. Use processing number 3 to do this.

Proceed in the same way with the parcel update in the real property loan in section III.

Save the land register.

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Update the parcels in the holdings in accordance with the official record of change, specifying 2007-06-15 as the date, and enter the retirement due to the sale of the now surveyed parcel 12/2 with the date 2007-07-11.

RE300

Lesson: Maintaining Data Using the To-Do List

Now switch to change mode again and return to additions and removals in the real estate register. Include the removal of register numbers 1 and 2 in the previously created change.

Switch to change mode again to register the change in ownership of parcel 12/2 on 2007-07-11. To do this, you first need to cancel the assignments of the parcels to the encumbrances in section II and III, as well as delete the assignment to section I. After this, you can cancel register number 4 in additions/removals in the real estate register. Document the changes with processing number 4 for the sale.

Save the land register again. 4.

Execute the sale of parcel 12/2 on the parcel master record by restricting its validity to 2007-07-01. a)

Call your parcel 12/2 and set the “Valid to” date to 2007-06-30. If you want to continue to use the parcel actively, you have - in contrast to the procedure above - to end all business-relevant assignments and object assignments for the business entities, buildings, assets, and, if applicable, functional locations, as well as the previous equitable owner and the corresponding usage views, if need be, as of 2007-06-30.

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For internal use by CSC only

Save the land register.

Unit 9: Parcel Updates

RE300

Lesson Summary You should now be able to: • 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 For internal use by CSC only

For internal use by CSC only

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Unit Summary

Unit Summary

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You should now be able to: • explain the differences between record of change, land allocation and appropriation procedure • create an official record of change • explain what land reallocation and appropriation process are • create a land reallocation and a appropriation process in SAP • 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

Unit Summary

RE300

For internal use by CSC only

For internal use by CSC only

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For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 10 Unit Overview 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.

Unit Objectives After completing this unit, you will be able to: • • •

Acquire easements Grant easements Manage land lease rights

Unit Contents Lesson: Easements ............................................................154 Lesson: Land Lease Right.....................................................159

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For internal use by CSC only

Management of Rights

Unit 10: Management of Rights

RE300

Lesson: Easements Lesson Overview This lesson describes the various types of easements (in Germany) and how to map them to a contract and to the land register in LUM.

After completing this lesson, you will be able to: • •

Acquire easements Grant easements

Business Example You want to map the rights of your enterprise (easements) with regard to parcels and parcel subareas belonging to others.

Figure 85: Definition – Easement

The provisions for easements are laid down in German property law (BGB): • • •

Usufructuary right 1030, 1089 BGB Easement 1018ff BGB Easement in gross 1090 – 1093 BGB

Easements against real estate are entered in the land register of the “servient” tenement. Contractual agreements can also arise. The easements can be entered in section II of the land register with various encumbrance types. • •

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Usufructuary right: 230 Easement: 210

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For internal use by CSC only

Lesson Objectives

Lesson: Easements

Figure 86: Process Overview: Acquisition of Rights

The steps that are actually performed depend on the type of right acquired and the planned depth of mapping in the system.

Figure 87: Example: Right to Install (and Maintain) a Line

The Real Estate Management tools enable you to map the easements and the vendor contract relationships.

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Figure 88: Addendum: Technical Mapping in PM

You can map the technical infrastructure of an energy company in PM: • • •

Line sections as functional locations Masts as functional locations Spans as object links

The network graphic enables you to provide a graphic display of the technical infrastructure.

Figure 89: Process Overview: Granting of Rights

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For internal use by CSC only

Unit 10: Management of Rights

RE300

Lesson: Easements

The steps that are actually performed depend on the type of right acquired and the planned depth of mapping in the system.

For internal use by CSC only

For internal use by CSC only

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Lesson Summary You should now be able to: • Acquire easements • Grant easements

For internal use by CSC only

For internal use by CSC only

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Lesson: Land Lease Right

Lesson: Land Lease Right Lesson Overview

Lesson Objectives After completing this lesson, you will be able to: •

Manage land lease rights

Business Example You want to map the land lease rights of your enterprise with regard to parcels and parcel subareas belonging to others. Contrariwise, you get a land lease right from a foreign real property owner.

Figure 90: Land Lease Right

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For internal use by CSC only

This lesson describes the characteristic of a land lease right and how to manage it in LUM by means of a contract and the land register

Unit 10: Management of Rights

RE300

Lesson Summary You should now be able to: • Manage land lease rights

For internal use by CSC only

For internal use by CSC only

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Unit Summary

Unit Summary You should now be able to: • Acquire easements • Grant easements • Manage land lease rights

For internal use by CSC only

For internal use by CSC only

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Unit Summary

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For internal use by CSC only

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For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

Unit 11 Unit Overview You will get to know what standard reports SAP provides in land use management to get an answer to the frequently ask questions.

Unit Objectives After completing this unit, you will be able to: • •

Name the Land Use Management reports Use the Land Use Management reports

Unit Contents Lesson: Overview of Standard Reports......................................164

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For internal use by CSC only

Information System

Unit 11: Information System

RE300

Lesson: Overview of Standard Reports Lesson Overview Land Use Management reports

Lesson Objectives For internal use by CSC only

• •

For internal use by CSC only

After completing this lesson, you will be able to: Name the Land Use Management reports Use the Land Use Management reports

Business Example You want to analyze information about the objects in Land Use Management in your enterprise.

Figure 91: Master Data Reporting

Parcels You use this report to analyze parcels by owner and by holder of the land lease right. For example, you can display an overview of parcels belonging to the holder of a land lease right. Parcel updates You use this report to analyze parcel updates. Land registers You use this report to analyze land registers. Joint liability You use this report to analyze joint liabilities. Other public registers

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Lesson: Overview of Standard Reports

You use this report to analyze other public registers.

Figure 92: Reports for Parcels

Parcels – Usages For the parcel holdings belonging to owners or land lease right holders, the areas are divided into internal usage, other usage, and internal development planning. Parcels – Area Analysis of Possession Areas Overview of contract, possession, and ownership areas for parcels belonging to equitable owners Cadastral Classifications Cadastral classifications for parcels in the holdings of owners and land lease right holders

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For internal use by CSC only

Notices of assessment You use this report to analyze notices of assessment.

RE300

Figure 93: Where-Used Lists for Parcels

You can collect, summarize, and analyze master and transaction data for your parcel. The system can display, for example: Parcel entries on other public registers •

• •

Parcels – Easements You can separate servient and dominant tenements from one another, as well as display parcels with cancellations. Parcels – Development Plan You can delimit the type of other public register for reporting. Parcels – Site Contamination You can use encumbrance types and the cleanup completion date to delimit reporting.

Usage in Land Registers Owners entered in the land register with ownership shares and updated parcel areas Disclosure of encumbrances for parcels in section 2 and section 3 Objects assigned to parcels, such as installations, buildings, functional locations

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For internal use by CSC only

Unit 11: Information System

Lesson: Overview of Standard Reports

Figure 94: Reports for Parcel Updates

Predecessor Parcels • • • • •

All predecessor parcels are displayed for each “initial parcel”. The system also indicates which official record of change lead to the update. If, in turn, there is one predecessor parcel for the predecessor parcel, a new row is generated (parcel/official record of change/predecessor parcel). The history is complete when no other predecessor is found. Likewise, the parcel history is complete once several predecessor parcels have been found in an official record of change, since 1 : n relationships are formed that cannot be mapped.

Figure 95: Reports for Land Registers

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For internal use by CSC only

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RE300

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For internal use by CSC only

Unit 11: Information System

Figure 96: Reports for Notices of Assessment

Figure 97: Reports for Parcels

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Lesson: Overview of Standard Reports

Lesson Summary You should now be able to: • Name the Land Use Management reports • Use the Land Use Management reports

For internal use by CSC only

For internal use by CSC only

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Unit Summary

RE300

Unit Summary You should now be able to: • Name the Land Use Management reports • Use the Land Use Management reports

For internal use by CSC only

For internal use by CSC only

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For internal use by CSC only

For internal use by CSC only

For internal use by CSC only

RE300

Course Summary

Course Summary You should now be able to:

For internal use by CSC only

2011

Understand parcels management Understand land registers and joint liability Understand curtailments and benefits Understand assessed value and property taxes and fees Understand right of use Understand the change in holdings Understand parcel update Understand easements

© 2011 SAP AG. All rights reserved.

For internal use by CSC only

• • • • • • • •

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Course Summary

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For internal use by CSC only

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Feedback For internal use by CSC only

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SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.