112 E.P. Process without Calculation Revisions

This chapter explains how the E.P. process without calculation revisions and the related programs are different from the process and programs with calculation revisions.

  • The programs involved in this process are selections on the Expense Participation (CAM) menu (G1523). You access this menu from the Real Estate Management System menu (G15).

  • Menu G1523 is similar to the E.P. W/ Calculation Revisions menu (G15231), but it does not include the selections for calculations and revisions.

    • The E.P. Billing Generation and Estimated E.P. Generation programs combine the calculation and generation of the E.P. billing information.

    • The generations are based on the setup information in the Tenant Class Master file (F15012) rather than the calculations in the Expense Participation Billing Register (Calculation Details) file (F1538).

    • Estimated E.P. PSF Generation is available on both menus and functions the same way in both cases. It also combines the calculation and generation of the billing information.

  • The relationship, procedures, and output of the programs common to both menus are still the same as in the E.P. process with calculation revisions.

  • If an error exists or a change is necessary in a batch, you must delete the batch, make the appropriate corrections, and generate the billing information again.

As a result of these differences, the process includes the following tasks:

  1. Set up the expense classes.

  2. Set up the E.P. information.

  3. Generate the E.P. billings.

    At this point, you can choose to run any one of the following programs:

    • Estimated E.P. Generation.

    • Estimated E.P. PSF Generation.

    • E.P. Billing Generation. Along with this, the system can automatically run the Estimated E.P. Generation program based on the same E.P. information.

  4. Review, post, and print the invoices.

For a more complete overview of the E.P. process, see Chapter 96, "Expense Participation Process" in this guide.

Caution:

After you process expense participation without calculation revisions, you cannot process the E.P. information with calculation revisions.