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SAP ERP 6.

0: Learning Map for Real Estate Management Consultants

RECENT UPDATES VIEWER SOFTWARE SEARCH

Step 1: Learn What You Need Step 2: Prepare for Your Project
„ Update Your Core Competence - Must Know „ Learn which implementation tools, guides, and
„ Extend Your Competence - Nice to Know support are available
„ Learn how to access the tools and content and
how to get support

RELATED WORKSHOPS LIVE EXPERT SESSIONS Q&A

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Update Your Core Competence - Must Know

Overview SAP Real Estate Management in SAP ERP 6.0 Open/Close Duration: 13:51 hours
At the end of this unit you will be able to:
„ Demonstrate how SAP Real Estate Management supports customer business processes
„ Explain the key capabilities of the SAP Real Estate Management solution
„ Demonstrate the reporting possibilities available with SAP Real Estate Management
„ List the business processes available in SAP Solution Manager
„ Name the solution and business scenario maps available
„ Understand the release strategy for SAP Real Estate Management
„ Explain the new features available in SAP ERP 6.0

Presentation (PDF)
c Enhance Business Value with SAP Real Estate Management
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98 mins (41 pages)
After completing this presentation, you will be able to explain: September 2005
„ Challenges in real estate business
„ Solution overview
„ Customer pain points
„ Target groups and reference customers
„ Business benefits

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Presentation (PDF)
c Reporting in SAP Real Estate Management
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60 mins (25 pages)
This presentation provides an overview of reporting capabilities available in the Flexible Real Estate September 2005
Management solution.

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Presentation (PDF)
c SAP Real Estate Management in SAP Solution Manager
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81 mins (34 pages)
This presentation provides an overview of the business processes and configuration structures September 2005
available for Flexible Real Estate Management in SAP Solution Manager.

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Presentation (PDF)
c Solution Map and Business Scenario Maps for SAP Real Estate Management
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136 mins (57 pages)
Understand how SAP Real Estate Management supports business processes and what business value it September 2005
delivers. Visualize the solution and key business processes with the Real Estate Solution Map and
Business Scenario Maps.

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Presentation (PDF)
c SAP Real Estate Management - Customer Cases
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52 mins (22 pages)
This presentation demonstrates how customers from various countries and industries use SAP Real September 2005
Estate Management to enhance their business processes and optimize potential savings.

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Presentation (PDF)
c SAP Real Estate Management - Release Strategy
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24 mins (10 pages)
After completing this presentation, you will be able to explain the release strategy for SAP Real Estate September 2005
Management.

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Link Collection (HTM)


c Note 517673: Flexible Real Estate Management - Release Restrictions
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Once you have completed this document, you will be able to describe the key features in each of the
Flexible Real Estate Management releases.

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Document (PDF)
c Release Notes: SAP Real Estate Management in SAP ERP 6.0
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198 mins (33 pages)
The Release Notes explain the functional enhancements made to the Flexible Real Estate solution in November 2005
SAP ERP 6.0.

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Presentation (PDF)
c New Features in SAP ERP 6.0
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182 mins (76 pages)
This presentation provides an overview of the enhancements made to the Flexible Real Estate September 2005
Management solution in SAP ERP 6.0.

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Link Collection (HTM)


c Online Documentation: SAP Real Estate Management
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The Online Documentation explains the functional scope of the Flexible Real Estate Management
solution. It provides information for new users and users familiar with the "Classic" Real Estate
solution, highlighting the differences between the two solutions.

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Online Documentation: Business Information Warehouse for SAP Real Estate Link Collection (HTM)
c Management
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The Online Documentation describes the Flexible Real Estate Management reporting content in
Business Information Warehouse.

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Close

Master Data and Contract Management Open/Close Duration: 1:38 hours

At the end of this unit you will be able to:


„ Demonstrate the new features in the RE Navigator
„ Use the enhanced search help using Search Engine Services (SES) for your master data objects and contracts
„ Create follow-up contracts
„ Explain the purpose of the First Posting From Date and Cash Flow From Date fields
„ Adjust one-time conditions that are based on dependent conditions
„ Use the new calculation methods available for contract conditions

Presentation (PDF)
c Master Data and Contract Management
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43 mins (18 pages)
Once you have completed this presentation, you will be able to explain the new features in Master September 2005
Data and Contract Management. These features include:
„ RE Navigator
„ Enhanced search help using Search Engine Services (SES)
„ Follow-up contracts
„ First Posting From Date and Cash Flow From Date fields
„ One-time conditions that are based on dependent conditions
„ New calculation methods available for contract conditions

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Presentation (PDF)
c RE Navigator
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19 mins (8 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Demonstrate how to use the RE Navigator to manage and process your real estate master data
objects and contracts
„ Create new layouts to display your master data and contract information

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SAP Tutor (SIM)


c RE Navigator
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18 mins (55 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Demonstrate how to use the RE Navigator
„ Create new layouts to display your master data and contract information
„ Use the RE Navigator to manage and process your real estate master data objects and contracts

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SAP Tutor (SIM)


c Enhanced Search for Master Data and Contract Data
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5 mins (16 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Explain how to search for real estate master data objects and contracts using SES
„ List the fields that are available for real estate objects to search using SES

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SAP Tutor (SIM)


c Follow-on Contract
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10 mins (33 steps)
Once you have completed this SAP Tutorial, you will be able to create follow-on contracts. September 2005

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SAP Tutor (SIM)


c First Posting From Date and Cash Flow From Date
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3 mins (11 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Explain the purpose of the First Posting From Date and Cash Flow From Date fields
„ Maintain the dates for a real estate contract
„ Generate the cash flow for a contract based on these dates
„ Generate follow-up postings

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Close

Accounting Open/Close Duration: 1:26 hours

At the end of this unit you will be able to:


„ Explain the purpose of tax summarization
„ Use the SAP Accrual Engine for accruals and deferrals
„ Explain the integration with Public Sector Contract Accounting (PS-CD/FI-CA)
„ Perform one-time postings for real estate transactions
„ Understand input tax treatment for CO objects

Presentation (PDF)
c Accounting
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28 mins (12 pages)
Once you have completed this presentation, you will be able to explain the new features in real estate September 2005
accounting. These features include:
„ Tax summarization
„ Accruals and deferrals using SAP Accrual Engine
„ Integration with Public Sector Contract Accounting (PS-CD/FI-CA)
„ One-time postings for real estate transactions

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SAP Tutor (SIM)


c Accrual and Deferral
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25 mins (75 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Explain how to use the SAP Accrual Engine for real estate contracts
„ Set up accruals and deferrals for real estate customer and vendor contracts
NOTE: This function is also available in mySAP ERP 2004.
More information can be found in Note 829676.

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Link Collection (HTM)


c Note 829676: Accruals and Deferrals in RE-FX
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Once you have completed this document, you will be able to explain the use of accruals/deferrals in
RE-FX and the necessary settings in Customizing.

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SAP Tutor (SIM)


c One-time Postings
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21 mins (63 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Post real estate documents from the RE Navigator using pre-configured templates
„ Demonstrate how complex postings are simplified with these templates

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SAP Tutor (SIM)


c One-time Postings Configuration
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12 mins (37 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Define Posting Activities
„ Define Groups for Posting Activities

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Close

Adjustment of Conditions: Modernization Measure Open/Close Duration: 0:39 hours

At the end of this unit you will be able to:


„ Demonstrate how to adjust condition amounts using the rent adjustment measure
„ Plan a modernization for your real estate objects
„ Adjust condition amounts according to the adjustment measure

Presentation (PDF)
c Adjustment of Conditions
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14 mins (6 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Demonstrate how to adjust condition amounts using the rent adjustment measure
„ Plan a modernization measure for your real estate objects and adjust the condition amounts
accordingly
„ Understand the configuration needed to use the adjustment measure

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SAP Tutor (SIM)


c Adjustment of Conditions: Modernization Measure
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25 mins (76 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Demonstrate how to adjust condition amounts using the rent adjustment measure
„ Plan a modernization measure for your real estate objects
„ Adjust condition amounts according to the adjustment measure

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Close
Service Charge Settlement: Calculating Surcharges Open/Close Duration: 0:23 hours

At the end of this unit you will be able to:


„ Explain how surcharges can be calculated and included in service charge settlement
„ Define a surcharge schema in Customizing

Presentation (PDF)
c Service Charge Settlement
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9 mins (4 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Explain how surcharges can be calculated and included in service charge settlement
„ Define a surcharge schema in Customizing

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SAP Tutor (SIM)


c Service Charge Settlement: Calculating Surcharges
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14 mins (44 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Explain how surcharges can be calculated and included in service charge settlement
„ Define a surcharge schema in Customizing
„ Perform a service charge settlement using the surcharge schema

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Close

Controlling Open/Close Duration: 0:37 hours

At the end of this unit you will be able to:


„ Create an indirect activity allocation for your real estate objects using statistical key figures
„ Maintain a set for your real estate objects
„ Post costs to your real estate objects using indirect activity allocation
„ Display the costs on your real estate objects in reporting

Presentation (PDF)
c Controlling
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9 mins (4 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Create an indirect activity allocation for your real estate objects using statistical key figures
„ Maintain a set for your real estate objects
„ Understand how to post costs to your real estate objects using indirect activity allocation
„ Display these costs on your real estate objects in reporting

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SAP Tutor (SIM)


c Controlling: Indirect Activity Allocation
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28 mins (84 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Maintain the data required for indirect activity allocation for your real estate objects
„ Create a set for your real estate objects
„ Post costs to your objects using indirect activity allocation
„ Display the costs on your real estate objects in reporting

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Close

Reporting Open/Close Duration: 0:22 hours

At the end of this unit you will be able to:


„ List the new reports available in SAP Information System
„ Execute a number of different reports for your real estate objects, contracts and transactional data
„ Evaluate the results

Presentation (PDF)
c Reporting
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12 mins (5 pages)
Once you have completed this presentation, you will be able to: September 2005
„ List the new reports available in SAP Information System
„ Execute a number of different reports for your real estate objects, contracts and transactional
data
„ Evaluate the results
„ Define new, or change existing reports using SAP Query

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SAP Tutor (SIM)


c Reporting in Information System: New FI and CO Reports
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10 mins (32 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ List the new FI and CO reports available in SAP Information System
„ Execute a number of different reports for your real estate objects, contracts and transactional
data
„ Evaluate the results

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Close

Migration from Classic to Flexible Real Estate Open/Close Duration: 0:57 hours
Management

At the end of this unit you will be able to:


„ Explain the migration possibilities for customers wishing to migrate from "Classic" Real Estate Management to "Flexible"
Real Estate Management
„ Explain the steps that are necessary for migration
„ Understand the constraints
„ List the steps necessary in preparation and execution for data migration

Presentation (PDF)
c Migration From Classic to Flexible Real Estate Management
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57 mins (24 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Explain the migration possibilities for customers wishing to migrate from "Classic" Real Estate
Management to "Flexible" Real Estate Management
„ Explain the steps that are necessary for migration
„ Understand the constraints
„ List the steps necessary in preparation and execution for data migration

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Web Site (HTM)


c Note 865444: Migration Classic Real Estate to Flexible Real Estate Management
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Once you have completed this document, you will be able to explain the requirements and process for
data migration from Classic Real Estate Management to Flexible Real Estate Management.

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Close

Summary Open/Close

Summary
After completing the section above, you should:
„ Discuss open issues in the Live Expert Sessions
„ Equip yourself for onsite work in Step 2: Prepare For Your Project
Do you think you are now ready for your next project?

n Yes m
j
k
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m n No, because
j
k
l
If you wish, you can extend your competence in the nice-to-know section below.
Close

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Extend Your Competence - Nice to Know

Localization Open/Close
Localization Presentation (PDF)
52 mins (22 pages)
After completing this presentation, you will be able to: September 2005
„ Explain the localization strategy for SAP Real Estate Management
„ Understand the globalization process for your country
„ Know who the stakeholders are involved in the localization process

Note 771098: Release Restriction for RE-FX Link Collection (HTM)

Once you have completed this document, you will be able to describe the localization process and
globalization strategy for SAP Real Estate Management.

Close

Third Party Management Open/Close


At the end of this unit you will be able to:
„ Explain how SAP Real Estate Management can be used to manage property on behalf of third parties
„ Explain the difference between "simple" third party management and condominium owner association (COA)
„ Understand the concept of using a mandate
„ Create a management contract
„ Use the new calculation methods for conditions in your management contract

Third Party Management Presentation (PDF)


28 mins (12 pages)
Once you have completed this presentation, you will be able to: September 2005
„ Explain how SAP Real Estate Management can be used to manage property on behalf of third
parties
„ Explain the difference between "simple" third party management and condominium owner
association (COA)
„ Understand the concept of using a mandate
„ Create a management contract

Third Party Management: Management Contract SAP Tutor (SIM)


5 mins (16 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Explain the purpose of the management contract
„ Create a management contract
„ Define conditions based on new calculation rules

Close

Real Estate Search Open/Close

At the end of this unit you will be able to:


„ Use the RE Search to create offered objects, real estate search requests and contract offers
„ Search for offered objects
„ Process real estate search requests
„ Create a contract offer
„ Convert a contract offer to a real estate contract
„ Generate exposé and other correspondence relevant to RE Search
„ Configure RE Search in Customizing

Real Estate Search Presentation (PDF)


24 mins (10 pages)
Once you have completed this presentation, you will be able to explain the new features in RE September 2005
Search. These features include:
„ Offered objects
„ Real estate search requests
„ Contract offers
„ Converting a contract offer to a real estate contract
„ Generating exposés and other correspondence relevant to RE Search

RE Search: Offered Objects, Search Request and Search for Vacant Objects SAP Tutor (SIM)
19 mins (60 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Convert real estate objects to offered objects
„ Create a real estate search request
„ Search for offered objects
„ Process offered objects (create favorites, reject real estate objects etc).

RE Search: Contract Offer and Real Estate Contract SAP Tutor (SIM)
9 mins (28 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Process real estate search requests
„ Create a contract offer or a real estate contract
„ Convert a contract offer to a real estate contract
„ Generate correspondence

RE Search: Configuration SAP Tutor (SIM)


16 mins (48 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ Maintain the configuration for Real Estate Search
„ Explain the use of fixtures and fittings
„ Configure SAP Business Partner roles for Real Estate Search

Close

Correspondence Open/Close

At the end of this unit you will be able to:


„ List the correspondence forms available
„ Configure correspondence using SAP Smart Form or Adobe Acrobat
„ Generate correspondence for your real estate application

Correspondence Presentation (PDF)


9 mins (4 pages)
Once you have completed this presentation, you will be able to: September 2005
„ List the new correspondence forms available
„ Configure correspondence using SAP Smart Form or Adobe Acrobat
„ Generate correspondence for your real estate application

Correspondence with Adobe SAP Tutor (SIM)


15 mins (45 steps)
Once you have completed this SAP Tutorial, you will be able to: September 2005
„ List the new correspondence forms available
„ Configure correspondence using SAP Smart Form or Adobe Acrobat
„ Generate correspondence for your real estate application

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