Output management with PROMOS.FS – dramatic reduction in workload for large and small real estate managers
PROMOS.FS has long-term references in this area and enables its customers to reduce the workload in the aforementioned downstream activities to simply entering a print release date.
Heterogeneous invoicing worlds
invoicing heating and water costs, most real estate managers use various
heating meter readers, most of whom have different technical options for
preparing their statement letters. As a rule, the standard here is to exchange
D/W records and use the individual meter reading companies’ statement letters
(provided in paper form), which then have to be added to the operating costs
statement letter by hand. With the “IBEKO” service package from PROMOS.FS, more
and more real estate managers are using settlement results from heating meter
reading companies in E record format, which can be inserted into the layout and
content of an integrated statement letter that is identical for all heating
meter reading companies – without any need for manual sorting. The E
records are also the basis for automated checking of the statement and
apportionable creation of customer-specific consumption analyses for a period
of three accounting periods, which can be attached to the integrated statement
Every customer has essential individual requirements regarding the process for preparing and handing over statement letters to tenants. For example, for one customer it is important that some of the statement letters created are not sent to the tenant, but by email to the responsible administrator. Another customer would like a separate information letter to be sent to all or only certain tenants before the statement letter is sent out. And yet another customer would like pre-specified logos, headers and footers to be printed on different pages in the statement letter depending on the first digit of the business entity, as he does not want to have individual letterheads. PROMOS.FS takes up these different requirements and provides the customer with tailored services to fulfil them.
Meter reading service-specific standards
This is actually a contradiction in terms, as a standard cannot be specific to an individual company. However, reality shows that the major meter reading companies implement the specifications for delivering statement letters in PDF form laid out by the Cooperative for Heat and Water Costs Distribution (Arbeitsgemeinschaft Heiz- und Wasserkostenverteilung e.V.) (Bonn) – known as the “E898” procedure – in different ways with regard to the technical options provided by their own IT systems. For example, while one meter reading service references the entire statement letter in the “E898” index file, another meter reading service supplies references to the individual pages of a letter. Thanks to its many years of experience, PROMOS.FS is able to incorporate these special requests into the preparation of the letter. If a heating meter reading company is unable to provide the “E898” procedure but can send its statement letters in PDF format, in most cases PROMOS.FS can also process these letters.
The combined statement letter
As described above, PROMOS.FS can process all versions of these delivered files and automatically link the statement letters from the heating meter reading companies with the SAP® statement letters to form combined statement letters. For this purpose, the rental object numbers (or alternatively the contract numbers) and the consumer settlement period are analysed in order to link the statement letter from the heating meter reading company with the correct SAP® statement letter. To supplement this, a spot check (“X of 100 business entities”) is performed to verify that the billed amounts in a meter reading service letter match the amounts in the corresponding SAP® letter. This service, which is called “IBEKO Merge & Print” in the PROMOS.FS portfolio, also includes the option to supplement the statement letter with a consumption analysis.
Workload reduced by up to 99 percent
The services provided by PROMOS.FS in the area of output management allow you to reduce your workload by up to 99 percent when it comes to the activities downstream of the actual operating cost billing process (creating the statement letter in SAP®, preparing to print, printing and delivery). Manual sorting of the various statement letters is completely eliminated. After preparing the operating cost statement, the real estate manager’s processor issues the print release for any number of business entities and specifies the required printing date. Once the activities at PROMOS.FS have been completed, the administrator then receives feedback for each business entity that the letter has been generated, archived if required, and transferred to the requested delivery method. Customer-specific solutions are also usual when it comes to the delivery method. While one customer prefers delivery in the form of a posted letter, another customer would like the letters to be delivered to the caretaker support points in transport crates to be handed out independently, and a third customer would like the letters to be sent to current tenants as ordinary letters but to former tenants by registered post.
Controlling the settlement process
entire utility statement process is usually a cross-company process in which
both internal customer processes and the processes of service providers
(heating meter reading companies, printing service providers, etc.) need to be
controlled and the deadlines adhered to. On request, PROMOS.FS takes care of
coordination and documentation with all those involved in the process. At many
real estate management companies, there are employee-specific Excel lists that
make effective reporting difficult and transparent process controlling almost
impossible. PROMOS.FS works directly in the customer’s SAP® system and uses the
utility costs process monitoring add-on (NKPU) from PROMOS Consult, which is
installed in the customer’s SAP® system, for controlling and documentation. In
order to generate the statement letter in SAP®, the customer simply enters the
required printing date on which PROMOS.FS then performs all the required
activities up to sending the statement letter.
PROMOS.FS – your strategic partner in all areas of the utility statement
In its Immo
Service Center, PROMOS.FS has brought together all services in the context of
consumption-related settlement, non-consumption-related settlement, and all
upstream and downstream activities. Services from the “output management”
complex enable significant reductions in workload, which can be realised in the
short term, in the area of the annual utility statement. For this, it does not
matter which heating meter reading services the customer works with.
PROMOS.FS Facility Services GmbH
Other articles by this author: