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SAP Real Estate

Management 101
Heike Fiedler-Phelps
Platinum Consultant, SAP America

Rome, October 11, 2006


Introductions

Functional Overview
Key Benefits of SAP Real Estate
Management
A successful project
Introductions

Heike Fiedler-Phelps
Platinum Consultant

SAP Real Estate Management

SAP America, Inc.

M +1/206/370 1618
E heike.fiedler-phelps@sap.com

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tell us…

Who you are

How much you’ve worked with SAP What your professional background is

What real estate area you’re in (commercial, public sector, residential, corporate)

What your expectations are for this workshop


and
What you want to take home

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


The ground rules

This workshop is for you and all other participants.


Ask the questions that you have.
Everyone can and should ask questions.
Don’t hesitate to ask for clarification. For most of us, English is a
second language.
Respect the questions others have.
This is a beginner’s workshop. Everyone is new to SAP Real Estate.
Don’t be intimidated by the knowledge others have. You have
knowledge they don’t have.
There will be a lot of information to absorb today. You may want to
revisit your notes and material later, and find you have more
questions. You will find out today whom you can ask later.
This is a unique networking opportunity, make use of it.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Introductions

Functional Overview
Key Benefits of SAP Real Estate
Management
A successful project
SAP Real Estate Management

SAP Real Estate Management is available:


mySAP ERP (ECC Core) -> Classic Real Estate Management
„ You can continue to use the known functions of SAP Real Estate
Management in SAP R/3 4.6C. The system upgrade to SAP R/3
Enterprise is technical only, with no change in any of the functions
and interfaces of SAP Real Estate Management

mySAP ERP ECC Extension Set -> Flexible Real Estate


Management
„ You can take advantage of the new functions by activating the SAP
R/3 Enterprise Financials Extension to explore new dimensions of
integration and flexibility in real estate management
„ The functions and the user interfaces of the existing components
(such as FI, CO, PM) in your system are not changed in any way (this
means no extra training courses or documentation)
„ You can also implement other extensions that SAP provides for R/3
Enterprise

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Release Strategy SAP Real Estate & mySAP ERP

mySAP ERP
mySAP ERP
Application

SAP R/3 2005


SAP R/3 2004
Enterprise
Enterprise
SAP ECC 5.0 SAP ECC …
Ext. Set
SAP R/3 Ext. Set Ext. Set
2.00
Ext. Set
1.10
SAP R/3 RE-FX
SAP R/3 4.6C
4.6B SAP R/3 SAP R/3 SAP ECC 5.0 SAP ECC …
Core Core Core Core
Migration

RE Classic
SAP NetWeaver SAP NetWeaver
SAP Basis SAP Basis SAP Web SAP Web SAP Web SAP Web
Application Application Application Application
Server Server Server Server
Technology

People People
Integration Integration
Information Information
Integration Integration
Process Process
Integration Integration

*Fkt. - Funktionality 08/2002 09/2003 Mitte 2004 2005


© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Why SAP Real Estate Management?

Portfolio Management Real Estate Analytics Master Data Management Partner Management Transaction Management

Commercial Real Estate Real Estate Lease Condition Third Party Legal
Percentage Rent Cost Recovery
Management Search Management Adjustment Management Compliance

Corporate Real Estate


Space Management Room Reservation Move Management
Management

Technical Real Estate Modernization &


Construction Maintenance & Repair Service Management
Management Refurbishment

Integration to SAP Industry


Support Processes Accounting Controlling Tools
Solutions

Real Estate Solution Map, Edition 2006

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Professional Real Estate Managers: Key Challenges & Trends

Key Challenges*
„ Adapt technology
„ Improve workforce development
„ Face business competition
„ Optimize risk management

Market Trends
„ Augmented portfolio diversity through market globalization
„ Increased market consolidation
„ Higher dependency on capital markets
„ Higher awareness for legal compliance

* Source: IREM Institute of Real Estate Management: Transforming Real Estate Management: Four
Strategic Issues 2006

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Optimize Corporate Real Estate Management

Airports
Insurance

Banking
Energy Suppliers

Public Services
Oil & Gas

Railways Postal Services Telecommunication


Retailers
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Corporate Real Estate Managers: Pain Points

Airports
„ Manage plenty of percentage rent agreements
„ Repair & maintain highly-technical facilities

Financial Services
„ Manage headquarters and local affiliates

Public Services
„ Create portfolio transparency & complete master data
„ Optimize space utilization & reduce service costs

Retail Companies
„ Professionalize land development & transaction management
„ Increase level of process automation

Telecommunications and Utilities Companies


„ Optimize lease-in of facilities for technical infrastructure

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Corporate Real Estate Managers: Key Challenges & Trends

Key Challenges *)
„ Provide optimized real estate services
„ Increase space utilization
„ Raise revenues with third parties
„ Decrease operative costs

Market Trends
„ Higher interest for real estate management at c-level
„ Increased need to integrated to other corporate departments
„ Demand for space changes more often
„ Increased cost pressure
* Source: Feedback from SAP customers

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Pain points

Recent economic development


„ High vacancy levels in many commercial properties
„ Increased pressure to lower internal space costs
„ Need to offset declining results in other business areas

Market globalization
„ Expansion of subsidiary network to new markets
„ Manage more complex property portfolios and real estate activities
„ Mergers and/or redistribution of property portfolios according to
changes in company structure

Emphasis on capital market in decision making


„ Benchmarking of maintenance and service charges between properties
„ Increased need to compare return on investment (ROI) of property
„ Necessity to achieve competitive risk-return ratio

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Why you are here today…

„ Corporate vs public vs professional portfolio

„ Expense management vs property overview vs revenue stream

„ Leases vs easements vs space utilization

„….

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


SAP Real Estate Management can support you in…

Commercial Real Project Management


Estate Management „ Planning
„ Lease Management „ Budgeting
„ Condition Adjustments „ Execution
„ Cost recovery „ Settlement
„ Percentage rent
agreements
Controlling Processes
„ Comprehensive Real
Estate Controlling
Technichal Real
Estate Management
Accounting
„ Service Management
„ Expediting procedure for
„ Modernization and overdue items
Refurbishment
„ Incoming payments
„ Maintenance and Repair
„ Periodical postings

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Real Estate Lifecycle

Collect and analyze data


Optimize operational efficiency
across all functions to improve
overall business performance Analyze performance
Analyze
Analyze
Revise strategies and
Control, analyze, and (re)evaluate portfolio
evaluate data and and investments
key figures

Develop and optimize


Perform operative and real estate portfolio
strategic planning of
costs and revenues Measure
Measure Manage
Manage Project
Management
Service Charge
Settlement
Master Data
Management
Technical Facility
Management
Contract Management
Operate
Operate
Correspondence
Business Partner
Management
Condition Adjustment
Rental Accounting

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Master Data Management

Flexible object structure


„ Usage view
„ Architectural view
„ Technical view

Dynamic rental spaces


„ Pooled space
„ Rental space
„ Rental unit

Graphical link to CAD/CAFM systems


Different usage scenarios
„ Internal/external usage or rental
„ Multiple usage
„ Common usage

Grouping for easy handling and administration

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Master Data Management: RE Navigator

ONE central transaction – unified handling


„ For all real estate objects (architecture, usage, contracts)
„ For creating, displaying, and editing
„ For resubmission
„ For reporting

User-specific views
„ Worklist
„ User-dependent object list
„ Favorites list

Explorer functions
„ Display of the hierarchical dependencies
„ Direct call, context-sensitive direct link (forward, backward)
„ History of previously selected objects

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Contract Management

Flexibility
„ Use contract as vendor and customer contract
„ Use contract for lease and non-lease real estate activities
„ Assignment of various rental objects to one contract
„ Generate rental objects when contract is created

Comprehensive date and deadline management


„ Predefined rules

Flexible conditions and calculation rules


Scale1:75 Living
room

„ Dependent conditions Bedroom


2
Bedroom
1

„ Condition purpose (actual, vacancy, market rent)

Integration
„ Assignment of Central Business Partner
„ to Accounting and Controlling

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Contract Management: Transparency

Lease-in
Lease-in (vendor)
(vendor)
Contract
Contract -- cleaning
cleaning(vendor)
(vendor)
Building 1

Contract
Contract -- elevator
elevator maintenance
maintenance(vendor)
(vendor)
Building 1
Building 1

Rental object 1

Sub-lease
Sub-lease(customer)
(customer)

Rental object 2

Sub-lease
Sub-lease(customer)
(customer)

Rental object 3
Contracts
Objects Internal
Internallease
lease(cost
(costcenter)
center)

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Contract Management

Lease
Scale1:75 Living
room

Bedroom Bedroom
z Term
z Conditions
2 1

z Notice/renewal
z Key dates and diary
Real estate object functions
Correspondence
z Distribution
Partners z Adjustment rules
ACTIVATE
z Service charges
Cost center/ z Document management
order/project
Signature Date
Processes
z Debit position
z Payment
z Open item management
z Dunning
z Real estate controlling

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Real Estate Processes

Automated processes
„ Periodic Posting of contract conditions
„ Adjustment of Conditions
„ Service Charge Settlement
„ Sales-Based Rent Settlement
„ Correspondence

Rule-based
„ Conditions can be dependent on existing conditions
„ Condition adjustment rules can be predefined and reused

Mass execution
„ Periodic postings and payments are generated and integrated in
Accounting and Controlling
„ Sales-based rent settlement and service charge settlement can be
executed for many contracts simultaneously
„ Processes can be simulated and executed step-by-step and reversed
„ Correspondence can be generated for all objects or contracts
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Reporting in SAP Real Estate Management

Information System
„ For operative purposes
„ Reporting for
– Master Data, Measurements, Conditions, Contracts, Business Partners
– Service Charge Settlement, Sales-Based Rent and Controlling

Business Information Warehouse


„ For management and cross-application reporting
„ Info cubes, roles, queries and workbooks
„ Reporting for
– Portfolio Performance, Occupancy and Vacancy Rates, Partner Performance
– Costs and Revenues, Rent Revenue, Cash Flow

Flexible reporting
„ Easy to adapt
„ Easy access and exploration of information
„ Support on strategic, tactical and operational decisions
„ Reduction of costs through quicker decisions

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Integration

Integration to mySAP ERP


„ SAP Business Information Warehouse
„ SAP Accounting
„ SAP Controlling
„ SAP Business Partner
„ SAP Plant Maintenance/Customer Service
„ SAP Project System
„ SAP SmartForms/Adobe
„ SAP Document Management System/Records Management
„ SAP Workflow

Interfaces
„ CAD, CAFM and GIS systems
„ Building control systems

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Introductions

Functional Overview
Key Benefits of SAP Real Estate
Management
A successful project
What is SAP Real Estate Management?

SAP Real Estate Management ..


„ .. is an application that is made specifically for real estate business
„ .. is part of standard mySAP ERP
„ .. is made for professional real estate managers as well as for corporate
real estate managers
„ .. includes about 15 years experience of SAP with real estate software
„ .. is available in it’s new version since mySAP ERP and R/3 Enterprise
Extension Set 2.00
„ .. is already successfully used by customers in about 20 industries in
more than 40 countries
„ .. supports globalization trend and growth into new markets

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Solution Map – SAP Real Estate Management

Portfolio Management Real Estate Analytics Master Data Management Partner Management Transaction Management

Commercial Real Estate Real Estate Lease Condition Third Party Legal
Percentage Rent Cost Recovery
Management Search Management Adjustment Management Compliance

Corporate Real Estate


Space Management Room Reservation Move Management
Management

Technical Real Estate Modernization &


Construction Maintenance & Repair Service Management
Management Refurbishment

Integration to SAP Industry


Support Processes Accounting Controlling Tools
Solutions

Real Estate Solution Map, Edition 2006


„ Clear representation of core processes
„ Extensive application integration:
– Accounting processes such as third-party tenant receivables, landlord payables
– Corporate cost accounting (Controlling)
– Asset accounting, project management, and technical facility management processes
(mySAP Product Lifecycle Management)
– Integration to external systems – e.g., Graphical Information System (GIS), Computer-
Aided Design (CAD)/Computer-Aided Facility Management (CAFM)
– Dynamic reporting possibilities (SAP Information System and SAP BI)
„ Comfortable user interface
„ Customizing (flexibility)
„ Easy add-on development
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Portfolio Management

Portfolio Management Real Estate Analytics Master Data Management Partner Management Transaction Management

Portfolio Management helps you define your business' real estate


infrastructure and manage business partner relationships.

SAP Real Estate Management can help you do the following:

„ Analytical tools to support you in strategic, tactical and operation decisions


„ Standard reports on costs, revenues, vacancies, measurements, contracts,
conditions, maintenance and service costs and more
„ Defining flexible object structures according to architecture, usage and building
services
„ Recording of property characteristics, fixtures, fittings and equipments
„ Entering master data to tailor your real estate infrastructure to accommodate
primary business activities
„ Transparent views of your contractual partners
„ Mapping of processes concerning the acquisition and disposal of your assets

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Commercial Real Estate Management

Commercial Real Estate Real Estate Lease Condition Third Party Legal
Percentage Rent Cost Recovery
Management Search Management Adjustment Management Compliance

Commercial Real Estate Managers such as Shopping Center Managers,


Housing Authorities and Facility Managers are looking for a solution to
cover their core business based on an ERP solution. Their key challenge is
to make technological adaptation work.

SAP Real Estate Management provides them with:

„ Matching vacant properties to prospect tenants


„ Creating contract offers
„ Managing lease and vendor contracts
„ Monitoring lease deadlines and renewal options
„ Carrying out rent adjustments
„ Managing percentage rent agreements
„ Calculating chargeable expenses, balances, advance payments, and adjustments
„ Tracking settlement results
„ Handling correspondence for rental processes
„ Handling mandates and management contracts
„ Supporting country specific legal requirements
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Corporate Real Estate Management

Corporate Real Estate


Space Management Room Reservation Move Management
Management

Corporate Real Estate Managers such as Airports, Retailers and Public


Services want to integrated the very important area of property
management in the overall processes such as Controlling, Reporting and
Financials. Their key challenge is to increase the space utilization, prevent
budget violations, and user-friendly service management.

SAP Real Estate Management provides them with:

„ Comprehensive space management


„ Managing corporate portfolios
„ Assigning resources to spaces
„ Managing framework agreements
„ Reservation of objects and booking of additional services
„ Efficient move management
„ Improved options of cost allocation
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Technical Real Estate Management

Technical Real Estate Modernization &


Construction Maintenance & Repair Service Management
Management Refurbishment

Technical Real Estate Management supports all processes related to


building operations, including maintenance on rental objects, service
management, the administration of available spaces, and building
operations.

SAP Real Estate Management can help you do the following:

„ Conducting scheduled and unscheduled maintenance on your rental objects


„ Displaying costs in integrated reports
„ Assigning services to externals
„ Monitoring modernization and maintenance tasks
„ Handling malfunctions and problems reported via phone
„ Preparing and procuring good and external services
„ Managing available spaces
„ Maintaining space and rooms as graphical representations with CAD/CAFM
systems

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Support Processes

Integration to SAP Industry


Support Processes Accounting Controlling Tools
Solutions

Support processes help you in rental accounting and controlling activities.


Additional processes additional Tools are available to create and manage
correspondence and related documents with your business partners.

SAP Real Estate Management can help you do the following:

„ Periodic postings for real estate contracts and objects


„ Tenant account maintenance
„ Planning of costs and revenues
„ Settlement of costs incurred by real estate objects
„ Correspondence and document management for all real estate processes
„ Graphical depiction via integration to CAD/CAFM and GIS systems
„ Additional tools to adapt and enhance the SAP Real Estate Management solution
to external systems and services
„ Integration to SAP Industry Solutions such as Public Sector Management

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


How Can You Manage Your Real Estate More Efficiently
Using mySAP ERP?

SAP Real Estate Management


STRATEGIC DIFFERENTIATION PRODUCTIVITY FLEXIBILITY TO
BUSINESS FOR TOP LINE AND EFFICIENCY ACT TODAY
INSIGHT GROWTH FOR BOTTOM
LINE GROWTH
„ Increased „ Leasing vacant „ Automation of „ Management
transparency in space becomes contract processes
your real estate simpler and management become more
portfolio helps faster. saves time and efficient thanks to
you optimize „ Risk of lost rent money. ability to visually
your investment revenue is „ User satisfaction display complex
decisions. reduced. increases while real estate data.
„ Key figures and administrative
benchmarking costs in service
increase management are
efficiency in reduced.
assessing
performance.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Optimized Decision-Making

STRATEGIC
Contract Management and Land Use Management, BUSINESS INSIGHT

together with Business Information Warehouse,


allow you to fully track your real estate portfolio.
Your Advantages
„ Provides better overviews of your
real estate portfolio.
„ Data is always up-to-date, while
precision and verifiability are
enhanced.
„ Decision-making processes are
faster and more efficient.
„ Your internal and external reporting
become more uniform.
Our Solution
„ Management of all master data
related to valuation, from real estate
contracts, the real estate cadastre,
and the land register.
„ Comprehensive reporting tools,
predefined roles, queries, and
workbooks.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Improved Performance Measurement

STRATEGIC
By determining key performance indicators you BUSINESS INSIGHT

can measure portfolio performance and benefit


from benchmarking.
Your Advantages
„ Key figures for your enterprise can
be determined quickly and easily.
„ Improves your ability to compare
your own real estate portfolio with
data on the real estate market.
Our Solution
„ Statistical key figures can be
determined based on data from
Controlling (CO) for real estate and
of your real estate portfolio.
„ This data can be tied into an
external benchmark system for
comparisons with market data.

Source: DID Deutsche Immobilien Datenbank GmbH (Germany)


© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Efficiency in Performance Assessment

STRATEGIC
Key indicators provide you with input for BUSINESS INSIGHT

benchmarking and performance management.

Your Advantages Our Solution


„ Key figures for your enterprise can be „ Statistical key figures can be
determined quickly and easily. determined based on data from
„ Improves your ability to compare your Controlling for real estate and of
own real estate portfolio with data on the your real estate portfolio.
real estate market. „ This data can be tied into an
external benchmark system for
comparisons with market data.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Higher Flexibility For Controlling Reports

STRATEGIC
The new Controlling reports were created using SAP Query. BUSINESS INSIGHT

SAP Query offers a wide range of options for defining


individual reports using various forms of reports, such as,
basic lists, statistical reports and ranking lists. Using SAP
Query, it is easy to adapt existing reports to meet your
requirements or define completely new reports.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


More Secure Rent Revenues
DIFFERENTIATION

Active partner management increases the FOR TOP LINE


GROWTH

security of rent revenues.

Offered RE Search Credit Real Estate Contract


Object Request Check Search Offer

SAP Netweaver

SAP R/3 SAP R/3 SAP R/3

Credit
Marketplace Protection
Agency

Your Advantages Our Solution


„ Improved security for rent „ Efficient partner management with links to
revenues. Accounts Receivable and contract
management.
„ Data can be exchanged with credit
protection agencies.
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Automatic Contract Management
PRODUCTIVITY
AND EFFICIENCY
Using comprehensive contract management, you FOR BOTTOM LINE
GROWTH
can map complex contracts and handle follow-on
processes efficiently.

Specify Execute Process Post Analyze


Clear
contract periodic open incoming tenant
items
conditions posting items payments account

Your Advantages Out Solution


„ Central mapping of relevant contract „ Full reflection of all real estate
data, such as term of contract, contracts in the system, with
conditions, posting terms, and integrated Account Payable and
option rates. Accounts Receivable.
„ Secure, simple, automated posting. „ Management of tenant accounts,
„ Support for country-specific including incoming payments,
accounting standards. installment agreements, and
„ Simple-to-execute individual clearing.
postings. „ Management of sales-based rent and
security deposits.
„ Integrated Controlling.
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Active Service Management
PRODUCTIVITY
AND EFFICIENCY
Automatic service management assists you in FOR BOTTOM LINE
GROWTH
optimizing processes, reducing costs and increasing
user satisfaction.
Tenant/User Real estate manager Service provider

Create Request Report & Receive Receive Service


Create Accept Settle
Service Service Confirm Credit Charge
Order Order Order
Agreement Activities Memo Settlement

Your Advantages Our Solution


„ Standardizing and automating „ Purchasing management, including
repetitive processes (from framework agreements with suppliers and
requesting service to settlement) service providers.
increases speed and efficiency in „ Standardized processes using call
handling services. centers for accepting service and repair
„ You can better monitor costs and requests from users or tenants.
quality of services provided. „ Option for fully electronic (paperless)
„ Satisfaction of both users and handling of orders, from vendor credit
tenants increases. memos to apportioning costs to users.
„ Optimizing the physical facilities „ Mobile asset management
of your real estate becomes „ Budget planning, costs controlling, order
easier. monitoring

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Visual Display of Complex Data

FLEXIBILITY TO
Integration with CAD/GIS systems increases the ACT TODAY

efficiency of real estate management by making it


possible to visually display complex data.
Architectural or
Contract Structure
Cadastral Data
Your Advantages
„ Visual display of complex

Con
A B tra ct 1 data for controlling
C on processes, reporting and

trac
analyses
C D

t2
Contract 3 Our Solution
„ Management of
architectural and
cadastral data
„ Contract and area
management
„ Bidirectional interfaces
with open standard

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Reduced Amount of Vacant Space
DIFFERENTIATION

Vacancy reports and the Real Estate Search FOR TOP LINE
GROWTH

assist you in reducing periods of vacancies.


Your Advantages
„ Increased transparency for
contract terms and vacancies.
„ Earlier and faster re-rental of
properties.
„ Automatic update of real estate
data when contract signed.
Our Solution
„ Active vacancy management
„ Real estate search functions,
with the RE search request,
offer, search and contract offer.
„ Automatic transfer of offers to
contract management.
„ Option of integration with real
estate marketplaces.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Process Example: Optimized Space Management
DIFFERENTIATION
FOR TOP LINE
Your Advantages GROWTH

„ Faster response to space requests


„ Save time & resources in contract management
„ Complete portfolio transparency

User Corporate Real Estate Manager Owner


Space
Framework Space Space Contract Expense Rent Cost
Assign-
Agreement Request Search Offer Lease Payment Allocation
ment

Our Solution
„ Comprehensive Master Data Management
„ Real Estate Search
„ Contract Management
„ Central Business Partner Management
„ Cost Allocation in Controlling

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Process Example: Reduced Vacancies and Faster Lease-Out

DIFFERENTIATION

Your Advantages Our Solution FOR TOP LINE


GROWTH
„ Complete overview about „ Full process support
vacancy periods „ Automatic transfer of contract
„ Faster re-rental offers to contract management
„ Process automation

Vacant space

Search Contract offer Lease-out contract

Request

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


One-Time Postings: Interface
PRODUCTIVITY
AND EFFICIENCY
„ Easy-to-use interface FOR BOTTOM LINE
GROWTH
„ Complexity of postings not visible to end user
„ Templates in Customizing
„ Great amount of flexibility

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Input Tax Treatment for Controlling Objects
PRODUCTIVITY
AND EFFICIENCY
Input tax distribution for costs related to real estate, where the FOR BOTTOM LINE
GROWTH
costs were posted to other objects such as, functional
locations, CO orders, etc.
Prerequisites
„ The object must be linked to a real estate object.
„ Examples
– Maintenance orders can be linked indirectly to a real estate object by
means of a functional location.
– Internal orders and projects can be assigned directly to a real estate
object.

When you execute input tax distribution for costs related to


real estate on these objects, the same rules apply as for real
estate objects themselves. You enter an option rate method
on the assigned real estate object. The system uses this
option rate method to determine the option rates.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Accrual/Deferral
PRODUCTIVITY
AND EFFICIENCY
Accruals and Deferrals in Flexible Real FOR BOTTOM LINE
GROWTH
Estate
„ As part of period-end closing, the
system uses the Accrual Engine to post
accruals and deferrals to the correct
periods for expenses and revenues from
real estate contracts.
(This function is now also available for Release
ERP2004.)
„ The accrual/deferral functions in RE-FX
can be used in these instances:
– Deferral for vendor contracts with payment
of rent in advance
– Deferral for customer contracts with
payment of rent in advance
– Other payables (accruals) for vendor
contracts with payment of rent in arrears
– Other receivables (accruals) for customer
contracts with payment of rent in arrears

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Easier Integration to Industry Solution for Public Sector
PRODUCTIVITY
AND EFFICIENCY
This integration helps you benefit from unified open FOR BOTTOM LINE
GROWTH
item accounting in Public Sector using RE-specific
processes, while being able to transfer these
documents to General Ledger Accounting.
Processes
„ Contract integration: At account assignment, you can
distinguish between the real estate contract and the
contract object by using the new sub application indicator.
„ Integration with partner management: Business partners
with the internal role MKK can now be assigned to a real
estate contract.
„ Integration of contract account: Depending on the contract
type, you can assign existing contract accounts to the real
estate contract, or you can create a new contract account.
„ Additions to posting term within the posting parameters:
Fund, Funds Center, Commitment Item, Functional Area,
Grant, and Measure

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Simplified Management through Vizualizuation

FLEXIBILITY TO
Integration with CAD/GIS systems increases the ACT TODAY

efficiency of real estate management by making it


possible to visually display complex data.
Architectural or
Contract Structure
Cadastral Data
Your Advantages
„ Visual display of complex

Con
A B tract 1 data for controlling
Con processes, reporting and

trac
analyses
C D Our Solution

t2
Contract 3
„ Management of
architectural and
cadastral data
„ Contract and area
management
„ Bidirectional interfaces
with open standard
(Business Application
Programming Interfaces)

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Easier and Faster Adaptation of Solution via Standard Tools

FLEXIBILITY TO
Your advantages ACT TODAY

„ Easy and fast adaptation and enhancements to


customer-specific needs without modification

Our Solution
„ Easy adaptation of user interface to role-specific needs via Business
Data Toolset (BDT)
„ Modification-free implementation of specific methods such as for
calculation of conditions and other enhancements via Business Add In
(BAdI)
„ Standardization of folder structures and management of various records
per folder via SAP Records Management
„ Easy management of all types of documents related to your property via
SAP Document Management System
„ High-performing mass print for all types of application data via Adobe
Integration
„ Comfortable creation of single print documents or CO-Planning via
Microsoft Office Integration

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Why SAP Real Estate Management?

Streamlines and automates end to end processes


within enterprise wide system

Provides extensive, integrated reporting


and data consistency

Seamlessly integrates the activities of corporate real


estate management into the company’s overall
business strategy

Offers visibility to assist in Sarbanes-Oxley


compliance, and full analytics for cost reporting

Maximizes lease and portfolio efficiency and allows cost


overview and chargeback for any costs (even from other SAP
areas, such as PM, MM, HR, AA)
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Why SAP and not a point solution?

SAP Real Estate Point Solutions


Management ƒ New Purchase PLUS
ƒ Integrated system implementation
ƒ Leverages IT investment ƒ New IT competence needed
ƒ No licenses needed ƒ Interfaces and frequent upgrade of
interfaces needed
ƒ IT competence already in house
ƒ No integrated reporting
ƒ No interfaces necessary
ƒ Higher transaction costs
ƒ End to end processes in one
system ƒ Data in various systems (CRE,
Financial, Reporting)
ƒ Reduced transaction cost
ƒ Point solution implementer does
ƒ Consistent data not know SAP and how to integrate
ƒ Experienced RE consultants
know ERP system and CRE
business

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Group Exercise

„ List the most compelling benefits of SAP Real Estate Management


for your companies to your team mates

„Discuss the challenges that you anticipate or may have had


internally to get buy in for the implementation. List what area they
come from (c level, IT, business, end users).

„ Build a business case for your organizations to receive IT or


business buy in, to receive budget, or to get the end users on board.

„ Present your findings to the other teams in 5 minutes

„ Time: 45 minutes for exercises, 15 for presentation of results.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Customer Case: IVG Immobilien AG/Europe

Key Challenge
„ Implement a flexible, internationally
usable software platform

Project Objectives
„ Replace central, homegrown legacy
solution
„ Achieve global rollout

Key Benefits
„ Integrated business processes
„ Consistent data basis
„ Accelerated processes and data flows
„ Decentralized contract management
„ Ability to react more flexibly to future
market requirements

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Customer Case: Colonial First State Property

Key Challenges
“Having a complete end-to-
„ Consolidation of 2 parts of business – end solution is a significant
funds and corporate real estate
gain, which consequently
„ Outsourced property management
leads to reduced costs,
„ Allocation of occupancy expenses and advance data integrity and
management of external tenants
greater profits.”
Implementation Highlights
„ Expansion of software to manage Mr. B. Nicholls, Systems
consolidation of property expenses, Executive, Colonial First State
revenues and incomes of Australian Property - Australia
funds, the Commonwealth Bank, and
property and fund management of its
New Zealand business
Key Benefits
„ Increased improvements in business
efficiency and reporting
„ Deployment of system to external
partners and clients

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Customer Case: Wells Fargo Corporate Properties Group/USA

Key Challenges “Wells Fargo will continue


to expand aggressively and
„ Streamline and automate management of SAP Real Estate
extensive real estate portfolio Management is critical to
„ Improve visibility into building and space helping us manage that
utilization at building level expansion.”
„ Enhance effectiveness of lease
Catherine Parkhurst, Business
administration and occupancy tracking
Systems Consultant, Wells Fargo
„ Increase charge-back capabilities for Corporate Properties Group - USA
business units to bare cost of building
expenses

Key Benefits
„ Increased awareness by business units of
expenses, resulting in cost reductions
„ Improved utilization of assets and
enhanced revenue opportunities
„ Greater visibility into corporate physical
assets
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Customer Case: Toronto District School Board/Canada

Key Challenges
„ Create central support for external
leasing of unused space
„ Integrate leasing processes of the
seven regional boards

Key Benefits
„ Increased revenue from external
leasing of unused space
„ Streamlined property maintenance
„ Standardized real estate management
processes
„ Integrated real estate processes with
other departments and systems
„ Improved support for long-term goals

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


More References

„ Airports

„ Banks

„ Energy suppliers

„ Harbors

„ Insurance companies

„ Postal services

„ Public sector

„ Railways

„ Retailers

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Professional Real Estate Manager References

„ Facility Managers

„ Housing companies

„ REITs

„ Real estate companies

„ Shopping center managers

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


SAP Real Estate
Management

Customer Business Case 1

Heike Fiedler-Phelps
Principal Consultant, SAP America
Current Situation (Corporate space)

„ Utilization of Space
– Inefficient utilization of office space due to lack of knowing vacant office space at any time -
need to easily locate/report/assign office/residential space as quick as possible. Space
capturing is done manually (via physical survey) rather than having a reliable database
– CB&OS does not manage/have total control of office spaces- office spaces is assigned
directly to the proponent organizations to manage. No true checks and balances.
– Charging back the usage of space to the proponent is impossible (there was never an
appropriate mechanism in place); as a result, the proponent subconsciously do not pay
attention of utilizing the office space efficiently.
„ Space Planning
– Manually collecting office space requirements in a annual basis – too many people from
various organizations involved, time consuming, often inaccurate.
– Buildings owned by different groups, no consolidated tracking across ownership borders.
This results in inaccurate space need communication.
– Lack of graphical planning tools based on architectural view model makes allocating and
assigning space a long, inefficient process
– Not being able to utilize the corporate strategic manpower planning software (SAP SEM) for
short/long term planning for space. No inclusion of space planning into corporate strategic
planning. Results in uncoordinated decision making, operational rather than strategic focus.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Current Situation – Continued

„ Multiple systems/applications
– Continued use of obsolete solutions
– Fragmented and not integrated systems and databases. They are not easy to maintain.
Many technologies (and skills) to support (current development environment conflicts with
IT strategic direction). Corporate direction: IT will provide, maintain, and support solutions.
$$$$$$$$$$$$
– Lack of database integration to the CAD systems requires to load the architecture
information of new properties manually or develop new interfaces. Not accessible by other
departments, requires additional administrative effort, resulting in multiple databases and
disconnected processes.
– Only partial information of properties is maintained in each system.
– The current applications/systems do not automate the whole business processes of CB&OS
(no end to end process flow, disconnected and fragmented processes). Critical business
processes are still performed manually or using excel spreadsheet (violates auditing
requirements).
– Only provide very simple/basic operational/management reports
– Do not provide reports to other groups/proponent organizations without involving CB&OS,
adding to administrative workload of CB&OS.
– Decommission of mainframe will threaten current operations (CB&OS still relies on EIS and
other legacy systems)
– Data redundancy such as employee address, location names

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Current situation corporate cont’d

– No integration to ERP areas / SAP systems such as


- Human Resources
- Finance
- Logistics (Maintenance, MM, PS)
- Business Warehouses
(no leveraging of existing infrastructure, skills, licenses, and technology).
Following the corporate directions

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Current Situation

„ Residential Properties

– No accurate stocking and inventorying of residential units, currently extracted


from three different systems. Reconciliation problem (manual control and
monitoring required).
– Inaccurate billing to employee (rent collection often delayed)
„ Current operation
– Requires manual verification and validation
– Time intensive, skill intensive - requires experienced staff (time intensive) that
can properly handle the needs
– No capturing in any system on current status (employee housing or housing
unit)
– Discontinued process flow in various systems, no consolidated
overview/information source
– High operational expenses w/o possibility to monitor or allocate

What is your real estate strategy? How does it tie in with your corporate strategy?

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Current Situation

Reporting
„ Reporting is expensive as extensive interfaces are needed
„ Integrated reporting not available
„ Reports cannot be distributed automatically to other departments,
resulting in additional effort for CB&OS

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Benefits

„ Centralized, consolidated, integrated single database

– One financial view


„ Automation of business processes
– Posting (renting +payment
– Adjustments (rent increase)
– Rent calculation
– Vacancy changes
„ Replace manual processes
– Ensure audit
„ Potential to apply rent that represent actual operational expenses

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


New -

„ Charge back operation expenses and track them (service charge


settlement)
„ Control vacancy
„ Visibility of space + space utilization
– Strategic RE vs. restrict RE operation
„ Allow the end-use to reserve, assign, free space

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


OTHERS:

„ More than 70 systems - now replaced by one

„ No global oversight - One global database for immediate reporting


access

„ No ability to close books and understand gov’t assets – Complete


financial oversight and balance sheet per building on acquisition,
disposal, maintenance, and operational costs

„ Manual journal entries of lease payments, no

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Introductions

Functional Overview
Key Benefits of SAP Real Estate
Management
A successful project
Your project

Tips and Tricks


Before

During

After

Extras

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Your project

Tips and Tricks

Before
During

After

Extras

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Before you begin…

What do you want to do?


„ Property Portfolio, Posting Engine, Comprehensive Real Estate Management?
„ What’s your objective and expected outcome?
„ Continue legacy or improve processes / data quality?

TOOL: DESIGN CHECKLIST

What do you have?


„ Data quality and data migration
„ Chunk it right
– Portfolio size, number of objects assigned to contracts
– Translate into SAP data modelling

What does it mean?


„ Learning more about SAP and SAP Real Estate
– From SAP: AC295, Service Marketplace
– From your peers: ASUG, site visits, reference calls
– From your system implementers

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


The team - Checklist

Your project team is key to your success!


„ Are all areas represented?
„ Your real estate business areas
„ Your IT / SAP teams
„ Your change management and education teams
„ Executive sponsorship
„ Integration areas
– Finance (AP, AR, Assets…), Maintenance, Procurement…

„ Is your team ready to execute?


„ Knowledgeable on SAP and SAP Real Estate Management
„ Access to all tools and documents
„ Relieved from their previous full time duties
„ Access to an RE sandbox

„ Does everyone share the same project goals?

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Methodologies

Different system integrators and organizations use different


methodologies.

Regardless of methodology, there should be:

„ Existing real estate best practices to start with

„ Requirement analysis

„ Process description

„ Blueprint document(s) which translates all of the above into


configuration and RICEF needs

„ Project plan with schedule, resourcing, change management,


training, and reviews

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the Trade - SAP Solution Manager

Supporting Function (Basic Configuration and Settings)


„ Managing Property Portfolio (ERP037)

Business Processes
„ Managing Contracts in SAP RE (ERP078)
„ Managing Sales-Based Leases (ERP079)
„ Service Charge Settlement (ERP080)
„ Adjustment of Conditions (ERP077)

IMPORTANT: These processes have been defined under the Product


Context mySAP ERP 2004 (Settings Æ Products and Systems Æ
mySAP ERP 2004)

SAP Solution Manager Version for mySAP ERP 2004 - ST ICO 140

Also: Roadmap Composer, Solution Composer

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


General tips

„ Don’t rush the design

„ Pick the right release

„ Get all team members trained up

„ Have system ready

„ Prototype and validate

„ Explore all alternatives, and their impact

„ Document all decisions

„ Use Solution Manager

„ Identify delta, and look to use toolsets provided

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Making the right decisions

„ Architecture vs Usage

„ Measurement types

„ Contract types

„ Usage types

„ Condition types

„ Best practices

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Usage and Architectural View

Usage View Architectural View


„ Ownership view „ Exact physical description of real
estate
„ Financial view
„Flexible hierarchy, naming, and
„ Tied into organizational elements structure
within SAP
„ Great for technical real estate
„ Seamlessly integrated into SAP management / facility management
Financials, especially Controlling
„ Provides overview if multiple company
„ Linked to contractual relationships codes share one facility
„ BAPIs for graphical integration / data „ Allows for technical roles
upload
„ BAPIs for graphical integration
„ Links to facility management
components (use only if architecture is „ Links to facility management
not available) components – great mapping of actual
structure of facility

OPTIONAL

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Measurement types

„ All dimensions (ft2, # of people, USD…)

„ Industry standards (ANSI, BOMA)

„ Anything you want to count

„ Dependent on object types, usage type

„ Can be used for calculation formulas


– Examples: Property Tax

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Example for using configuration: Property Tax solution

Scenario:
The customer has to pay property tax for all owned
properties or buildings on a regular basis

Assumptions
„ The city fixes the property tax for each building / property
„ The fixed amount is valid until the city sends a new tax notification
Idea
„ Use the contract and the calculation of conditions (instead of recurring
documents) to calculate and post the property tax
Make the system handle the resulting periodical
postings:
„ Customizing:
„ Set up a contract type “Property Tax”. Main Partner Role Contract Partner is the
city (vendor)
„ Set up a measurement type “Tax Base” valid for property and/or buildings
„ Set up a condition type “Property tax” which is for vendor postings. Calculation
rule is “Measurement” with fixed measurement type “Tax Base”

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Contract types – possible uses

„ Incoming and outgoing leases – commercial, residential, public sector


„ Internal billing
„ Retail / percentage rent
„ Occupancy tracking (no postings)
„ Easements, right of ways
„ Environmental liabilities
„ Sale, purchase
„ Security deposit
„ Service agreement
„Posting engine
Dependency: usage type, measurement types, role types, object types

Settings – offerer / user, internal / external / GL, partner, screen design, objects,
condition group, number range

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Condition type examples

Multiple vendors / payees:

Main condition (12 000 USD/month)

Condition purpose “Statistical”

Vendor 1: 15% 1,800

Dependent Vendor 2: 35% 4,200


conditions

Vendor 3: 30% 3,600

Vendor 4: 20% 2,400

Condition purpose “Actual”

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Usage types

Determines measurements, contract types, screen design, condition


group, field status…

Use them creatively!

Dependent usage types:

RS RS
Office Storage

Pooled space
General Admin RS RS
Meeting room Training Area

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Your project

Tips and Tricks

Before

During
After

Extras

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


What can help – Tools of the Trade

„ Service Marketplace

„ SAPspeak 101

„ Helpful transactions

„ Helpful notes

„ Ideas of your own

„ BAdIs, BDT, BAPIs

„ RE-FX Tables

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the Trade - Service Marketplace

„ Notes and Tickets


„ Quicklinks:
– /re All you ever wanted to know about RE
– /bdt Business Data Toolset – Developer’s Manual
– /ides IDES Demo system content and scripts
– /rkt RampUp Knowledge Transfer
– /erp mySAP ERP
– /soa Sarbanes Oxley Act
– /ais Audit Information System
– /releasenotes Release Notes

„ SAP Education – AC295 Flexible Real Estate Management


„ Events

http://service.sap.com

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the Trade - how to learn SAPspeak fast

SAPTerm
„Online and in-system access
„ All SAP terminology as created and maintained by SAP terminology
professionals
„ Use for your own project
„ What does it mean in which solution?

http://help.sap.com
-> Additional Information
-> Terminology
-> Glossary
OR
Transaction STERM

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the trade – Helpful Transactions

RE-FX Menus:
RECAMENUAPPL Application menu
RECAMENUDEV Technical menu
RECACUST IMG for RE-FX

BAPIs: BAPI, then select filter "ALL" (also unreleased) for general list

BDT exits / function modules:


TA RECACUST, under "DIALOG" for each object, then "Events“
Or under RECAMENUDEV -> Technical Customizing -> BDT Technical Data -> Application Specific

BADIs: SE18
Function Modules (-> APIs -> BAPIs): SE37
Roles: PFCG
BW data sources for RE-FX: RSA5, then go to REFX_ROOT

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the trade - Helpful SAP Service Notes

443311 Enterprise Extension: SAP Real Estate, technical basics


628208 How to activate RE-FX
517673 Release restrictions
771098 Countries, release restrictions for RE-FX
782947 Programming interfaces for RE-FX (for custom dev/ enhancements)
858209 Data retrieval, customer enhancement -> Add. Fields for master data
734981, 681951 Upgrade from 470x200 to ERP2004, New tables for ERP2004
860896 Workaround for accruals and deferrals < ERP2004
842488 RE-FX and Funds Management
842259 Due date before start of condition
784567 RE-FX and new GL
567815 Real Estate: BDT enhancements via application method

Consulting solutions:
739860 Data migration from legacy system
827025 Classic: Multiple vendor solution

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools of the Trade – for Ideas of Your Own

FLEXIBILITY TO
Your advantages ACT TODAY

„ Easy and fast adaptation and enhancements to


customer-specific needs without modification

Our Solution
„ Easy adaptation of user interface to role-specific needs via Business
Data Toolset (BDT)
„ Modification-free implementation of specific methods such as for
calculation of conditions and other enhancements via Business Add In
(BAdI)
„ Standardization of folder structures and management of various records
per folder via SAP Records Management
„ Easy management of all types of documents related to your property via
SAP Document Management System
„ High-performing mass print for all types of application data via Adobe
Integration
„ Comfortable creation of single print documents or CO-Planning via
Microsoft Office Integration

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


BAPIs, BAdIs, BDT, and what else is new?

„ BDT
„ used to put the dialogs together, tying Function Modules, Field Groups together to form
views, screens, screen sequences etc. and is found under “dialog” in the RE Flex IMG for
each object. Create your own screen sequences, using the standard Field Groups to produce
your own displays.
„ Also associated with BDT are lower level code-building tools referenced as Events and
Tables in the IMG “Dialog” section. These are for custom routines and are technical in
nature.

„ BAdI
„ used to build Substitutions and Validations and UDF Fields in the standard tables or append
structures to the standard tables, and is found under “Implementation Enhancements “ in the
IMG under each RE object. Changes using the BADI Builder (SE18) would be similar to User
Exits in that they are guaranteed to be upgrade compatible by SAP.

„ BAPIs
„ Interfaces to get data into the system, out of the system, and to exchange data. This can be
done with external systems, but you can also address the BAPIs via internal programs (SAP
programs, or customer specific ones).

RICEF: Reports Interfaces Conversions Enhancements Forms

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Your project

Tips and Tricks

Before

During

After
Extras

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


The system is live…

Tools during production

Tips for end users

The project team leaves – what now?

Networking

How to get help – SAP 911

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tools during productive system use

„ Worklist – RECACARG Remember:


• Update cash flow regularly
• Generate new dates regularly
„ Analyze logs – RECALA
• Archive old transaction data
• Check your logs
„ Sets – RE80 or REEXSET

„ Critical dates – RECARS

„ Report on notes – RECATM

„ Update cash flow – RECDCGOL

„ Change person responsible…

„ RECACUST for a variety of information

„ Use SCHEDULEMANAGER for larger jobs

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Tips for end users

„ Central transaction for all master data and most reporting: RE80

„ Check your worklist regularly

„ Keep data consistent – measurements (architecture-usage)

„ Use F1 and http://help.sap.com

„ Share your Lessons Learned with others

„ Ask for documentation, training material, etc.

„ Participate in all networks available

„ Use the IDES system (if available)

„ Use Sets

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


The project team leaves – what now?

„ Ensure all decisions and configuration settings are documented

„ Prepare knowledge transfer

„ Have resources available to support when needed


„ Alternatives: ASM, On Spot Consulting

„ Don’t depend on others

„ RE-FX is a rare skill set – acquire it for yourself

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Networking

„ ASUG RE SIG

„ Your industry peers


„ Industry events and ASUG groups
„ Your SAP account team can help you reach out to others

„ Other industries, similar scenarios


„ Events
„ ASUG
„ SAP account team

„ System implementers

„ SAP – SAPPHIRE, TechEd, SAP Real Estate events


„ service.sap.com/re -> Events

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


How to get help – SAP 911

SAP

http://service.sap.com (Customer Service Network)

/note , /message

Your SAP account team:

CP/CEM/GSM, TQM, AE, EAM

Your SAP consultants

Your system implementer 1) Log off, log back on


2) Call helpdesk
Consultants and account team 3) Search for Note
4) Log ticket
Your peers 5) Panic

ASUG Discussion Forum

Personal relationships

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Group Exercise

„ Draft a project plan that includes:


„ Schedule
„ Resource requirements
„ Process overview
– Local vs regional vs global processes
– Public vs corporate vs commercial vs residential
– Tool: Design checklist, project plan template, process topics

Your team will have different project plan requirements. Establish


one template but be prepared to discuss where you have
identified different needs

„ Present your plan to others, and share with them.


Time: 45 minute for group exercise, 15 minute for group
presentation.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Appendix

More useful information…


Country Availability with mySAP ERP 2005

For more information on the availability


of SAP Real Estate Management for
specific countries please check
http://service.sap.com/re Î availability
and read SAP Note 771098.
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Education

Two standard trainings are available


„ AC 290 for Classical Real Estate based on R/3 Enterprise 4.6c
(5 days)
„ AC 295 for Flexible Real Estate based on mySAP ERP 2004
(5 days)
„ Trainers
– Nigel Adams
– Dirk Breitinger
– Annemiek van Enk (Avecres)
– Heike Fiedler-Phelps
– Melinda Guppy
– Alexander Kraft
– Dmitri Miagkov
– Leo Sweerts (Smart Solutions)
– Sabine Toman
– Peter Werner
– Et al.
SAP Service Marketplace: http://service.sap.com/education
© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
Country Availability and Localization

Flexible Real Estate Management is localized on a country basis in an


initiative with the responsible SAP Subsidiary. The Flexible Real Estate
solution in mySAP ERP 2005 is currently released for the following
countries, and available in the following languages. Further localization are
planned*. Please read also SAP Note 771098.

Released

Austria, Belgium, Canada, Germany, Israel, Italy, The Netherlands,


Switzerland, United Kingdom, USA

Languages

German, English, Dutch, French, Czech, Finnish, Italian, Japanese,


Portuguese, Russian

Current Localization Plans*

Japan, Poland, Portugal, Russia, Switzerland


* The release planning for delivery of localized functionality is still to be concluded. With this
planning SAP is not obliged to complete localization. SAP has the right to change these plans.

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Legal Compliance for More Countries

Austria
„ Condition adjustment
– “main rent statement” for residential contracts
– “fifteenths” for commercial contracts
„ Summarization of tax lines

Italy
„ Imposta Comunale sugli Immobili (county tax)
„ Imposta di Registro (registration tax)
„ Imposta di Bollo (stamp tax)
„ Summarization of tax lines
Switzerland
„ Correspondence based on Swiss tenancy law
„ External heating expenses settlement
„ Lease-in with ISR
„ Calculation of fuel consumption
„ Rent adjustment according to Swiss law

Portugal/Spain
„ Withholding tax

© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps


Languages and Releases

Please also read note: 771098

SAP Service Marketplace: service.sap.com/re Æ Availability


© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps
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IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, System i, System i5, System p,
System p5, System x, System z, System z9, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, POWER5+, OpenPower and PowerPC are
trademarks or registered trademarks of IBM Corporation.
Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.
Oracle is a registered trademark of Oracle Corporation.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.
HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.
Java is a registered trademark of Sun Microsystems, Inc.
JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.
MaxDB is a trademark of MySQL AB, Sweden.
SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.
Data contained in this document serves informational purposes only. National product specifications may vary.

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© SAP America 2006, SAP Real Estate 101 / Heike Fiedler-Phelps

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