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REFXMI_REFXAJ - Make Settings for Adjustment Rule

REFXMI_REFXAJ - Make Settings for Adjustment Rule

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Adjustment rules are used for making rent adjustments in RE-FX. For these adjustment rules, you have a large degree of individual control over how the adjustment is made.

You define most parameters for the adjustment rules in Customizing. For some adjustment rules (depending on the adjustment method, such as index adjustment), it is possible to make some settings on the contract or the rental object. These settings can differ from the parameters of the rule in Customizing.

In Classic RE, defining parameters on the contract or rental unit was only possible for the "Index" adjustment method. The behavior of the other adjustment rules was, for the most part, either hard-coded, or it was dependent on other parameters, such as tenancy law, contract type or usage type.

In the Convert Customizing step, the migration program created one or more adjustment rules for each adjustment that was possible in Classic RE. In the Convert Application Data step, the system assigns these adjustment rules to contracts as far as possible, based on the behavior of Classic RE. The assigned adjustment rule corresponds to the adjustment type in Classic RE, except in the case of the "Apartment" adjustment type.

The following applies to privately-financed apartments:

For rental units with usage type "privately-financed accommodation" and their accompanying contracts with the "apartment rent" adjustment method, the system assigns adjustment rule
RLRACN - adjustment based on representative list of rents.
If the apartment in this example is assigned to a comparative group of apartments, the lease-out and the rental object are also assigned the adjustment rule
COMPCN - adjustment based on comparative apartments.

In this case the system assumes that the adjustment is made based on the comparative group. The condition is also assigned to adjustment rule COMPCN. If this is not what you want, you have to change the assignment of the adjustment rule to the condition in these contracts. Or you have to create a combined adjustment rule (comparative apartment + representative list of rents).

Keep in mind that the settings for capping are not migrated automatically. (They were dependent on tenancy law in Classic RE.) Make these settings manually. Check in the other IMG activities if there are additional settings you want to make.
If, in Classic RE, you made various settings - dependent on the tenancy law - for the same adjustment method, then you now need different adjustment rules (one for each tenancy law). In that case, copy the adjustment rule that is automatically created during the migration, and modify the copy to suit your needs. After the migration of application data, you have to modify the new adjustment rule manually. (Or you have to modify it using a customer-specific program that uses function module API_RE_CN_CHANGE or API_RO_CN_CHANGE.)






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