SAP Flexible Real Estate Management

Table of Contents

Chapter 1: Overview of Real estate Industry, Evolution of industry, trends

Chapter Goal: Provide Brief overview of Real estate business, IT challenges and need of strong and integrated business solution Chapter will give the details of why Real estate business needs a comprehensive IT solution and benefits of implementing REFX .

Sub -Topics

• Overview, evolution of Industry, Trends, IT Landscapes
• Management of real estate, Space management
• Challenges with existing available solutions
• Need of integrated ERP solution

Chapter 2: Master data Objects

Chapter Goal: Elaborate master data concepts and different Real estate views provided by SAP .This chapter teaches you how to configure master data.

Sub - Topics:

• Architectural View/Usage view
• Business Entity
• Land/Building
• Rental Object a) Pooled space b) Rental Space c) Rental Unit
• Business Partner and their roles

Chapter 3: Real Estate Contracts

Chapter Goal: Explain different types of Real estate contracts, Carry out and explain the c

Sub - Topics:

• Overview, Term, Security deposit agreements
• Critical dates with Reason
• Lease In contracts
• Lease Out contracts

Chapter 4: Accounting

Chapter Goal: Explain account determination and process of periodic posting .This chapter teaches you how to configure accounting in REFX implementation

Sub - Topics:

• Periodic Posting of Contracts
• Vacancy for Rental Objects
• Reversal of Periodic posting of contracts
• Accrual/Deferral postings
• Account Determination

Chapter 5: Business Integration

Chapter Goal: Explain how SAP REFX is integrated with SAP Asset Accounting, SAP Plant and Maintenance, SAP Project systems, SAP CRM and Document Management systems

Sub - Topics:

• Integration with Asset Accounting
• Integration with PM, PS and CRM
• Integration with DMS
• Integration of CAD and GIS

Chapter 6: Service Charge Settlement

Chapter Goal: Explain the service charge settlement process, factors influencing i

Sub - Topics:

• Infrastructure of service charge settlement
• Posting of allocable cost
• Execution of service charge settlement Reversal of Periodic posting of contracts
• Posting procedures

Chapter 7: Sales based contracts

Chapter Goal: Explain options available for Sales based contracts, steps required to carry out sales based settlement, different options available.

Sub - Topics:

• Business scenario
• Sales rule and reporting rule

• Settlement steps.

Chapter 8: Industry best practices

Chapter Goal: Explain Industry best practices for implementation/rollout and maintenance of SAP REFX, Team composition and skillset required, Competency building

Sub - Topics:

• Best practices for implementation/Rollout
• Team composition and skill matrix required
• Competency building