Expense Participation Rule Types

When you set up expense participation rules in JD Edwards EnterpriseOne Advanced Real Estate Forecasting, you must specify whether the rule pertains to retail or commercial property. If the rule applies to retail properties, the system calculates a pro-rata share of expenses for the units. If the rule applies to commercial properties, you must additionally specify an E.P. recovery type of gross, net, or mixed:

• If the recovery type is gross, the landlord pays all expenses.

  The rule that you set up is for informational purposes only.

• If the recovery type is net, the tenant pays all expenses, and the system calculates the tenant's expense amount as if the unit were leased.

  The information that you set up determines only the expense amount and the account to update.

• If the recovery type is mixed, the tenant pays a share of the expenses, and the system calculates the tenant's share of expenses as if the unit were leased.

  The information that you set up determines how much the tenant pays.

Depending on the type of property and the recovery type, the system enables or disables fields on the AREF E.P. Rules Revisions form. This table shows the fields that the system disables based the E.P. rule type and E.P. recovery type for the expense participation rule:

E.P. Rule Type	E.P. Recovery Type	Disabled Fields
Retail	Not displayed	Base Year Offset and Exp Stop per Sq. Ft. (expense stop per square foot)
Commercial	Net	Base Year Offset, Exp Stop per Sq. Ft. (expense stop per square foot), Denominator Rule, Exclusion Rule, Amount Per Sq. Ft., (amount per square foot) and Amount Growth Pattern
Commercial	Gross	All
Commercial	Mixed	Amount Per Sq. Ft. (amount per square foot) and Amount Growth Pattern