Internal charge back / space usage settings
The following fields are relevant for Charge back and financial collection:
Field
Description
Name
This is used as description in the financial collection and to financial collection lines.
Rentable unit
When no rentable unit is found, it will still generate charge back lines for the space usage, but in the financial collection, it will not be possible to find the debit accounting objects.
Net area/ Rentable area / Gross area
Depending on the setting, should have a value that is used to calculate the charge back costs. Recommended to use the Rentable area.
Start date
Is by definition required as part of the link to Rent to units. Can not start later then the end date of the linked Rent to unit.
End date
Is optional when the Rent to unit has no end-date.
Space type
Requires the setting ‘Charge back = 1, Completely ’ when this space-usages should take part in the Financial Collection. When this is ‘0,’ or any other option then ‘1’, no Charge back lines are created. When the Space usage would be proportionally charged to other Space-usages, the options can be ‘2’,‘3’, ‘4’, ‘5’ depending on the exact definition. For more information, see Concepts in the Charge back system report.
Tariff group
Requires to have a valid start-date, Tariff per unit area (price / unit) and Tariff per x days. VAT is excluded. Recommended to define a Daily price as it is not possible to calculate in fixed periods. Using 31 or 365 might not give the most expected results. When new tariffs are required, recommended to create a new (follow-up) Tariff group, which automatically creates new Space usages (and ends Space-usage with the old Tariff group). As Tariff groups are generic, updating and follow-up will update a lot of data at once. When company codes with different currencies are linked to the Spaces, it is required to setup different Tariff groups per currency, as the Tariff groups are not currency aware.
Standard cost type
Required to be linked with an external code mapping to the SAP’s Expense types. Required for the Financial collection to be sent to SAP, as this has the effect that costs are posted on a key date or on a period. Can also be used to apply default accounting objects for a specific cost-type.
Tariff excl. VAT
This shows the calculated results of the Rentable area x the ‘Tariff per unit area’, but does not indicate for which number of days. It is based on direct expected costs and does not include the indirect costs from other space usages.
Financial collection status
Automatically updated status when linked Charge back lines are created or updated, or processed when they are sent to the Financial collection. Changes from New, Changed, Processed or to Canceled. In the Status ‘New’ and ‘Changed’ and ‘Canceled’ the batch job will update into the Financial collection.
Actions
Action
Description
Send costs to financial collection
When Space usages have the Financial collection status ‘New’ or ‘Changed’, this action becomes available and can be applied for the single space usage.
Batch job
Job definition
Description
CollectSpaceChargebackFinancials
Batch job definition to ‘Start’ collecting costs for all available space usages in the specified system status.