- SAP Managed Tags
Better together: How SAP Expands its Cloud ERP Portfolio through partnering
Business partnerships are extensions to Cloud ERP processes that are key for companies of all sizes to increase speed of innovation and to become more resilient. Teaming up with our partners not only unlocks innovation but ultimately provides faster time-to-value for our customers and addresses critical capabilities as part of our SAP S/4HANA Cloud road map. The way to embed partners and collaborate with them has changed over time: today, many SAP partners leverage the SAP Business Technology Platform (SAP BTP) to create extensions to Cloud ERP processes and experiences for our customers.
Combining the strengths of market-leading organizations like Planon and Schneider Electric with the expertise of SAP will provide significant business value and innovation to customers’ real estate business by holistically connecting buildings, people, and processes. The cloud ERP solution from SAP serves as the backbone for managing end-to-end business processes, together with Planon, the market leader for vertical real estate and facility management software, and Schneider Electric, a global specialist in energy management and automation for buildings.
Customers will benefit from the data flowing from smart technologies seamlessly into ERP processes. This will unleash the potential of the huge amount of real estate-related data, creating new opportunities for optimization and value creation.
The partnership with Planon follows a strategically aligned partnership approach which includes:
- Strong product co-innovation and collaboration on roadmap and technology alignment to create integrated scenarios.
- Proven premium certification, where SAP’s validation increases customer confidence by providing the assurance of a fully tested, out-of-the-box, SAP-approved integration that meets all SAP product standards.
- Strong go-to-market collaboration with active co-selling, joint positioning, co-marketing, and executive sponsorship to bring the co-innovation to our customers.
Way forward
Planon Real Estate Management for SAP will have unique properties, with a jointly developed “out-of-the-box” integration with SAP S/4HANA as the most prominent one.
The solution integration is based on a division of capabilities between SAP andPlanon. The key capabilities of both solutions are shared as following:
Real Estate and Facility Management processes are supported in Planon, while related Finance processes are supported in SAP S/4HANA.
Planon and SAP are using an aligned data model based on the SAP One Domain Model (ODM). This enables ONE single point of truth for master data management.
Real Estate Data includes:
- Architecture Objects
- Usable Objects (Accounting Responsibility)
- Rentable Objects
- Contracts
Additional Master Data objects like Business Partners, Accounting Objects or Fixed Assets are also supported.
The interaction of this joined data is shown in the following picture.
Planon and SAP run the relevant processes on this joined data foundation and ensure a transactional process flow between both applications.
The transaction integration is done via “jump offs” (Deep Links and Intent based Navigation),dedicated interfaces (FIBTI-Finance Business Transaction Interface) or integration flows of the SAP Cloud Integration Suite.
Demo video
The following video shows the interaction between Planon and SAP S/4HANA using a shopping mall as an example. The steps shown are:
- SAP Fiori launchpad in SAP S/4HANA and jump to Planon
- Planon Homepage with overviews
- Detailed view of the Paris Shopping Mall
- Occupancy and vacancy overview in 2D CAD drawing
- Detailed view of a rentable unit and direct jump off to SAP S/4HANA
- Lease-Out Contract in SAP S/4HANA
- Return to Planon to the detail view of the rentable unit
- Jump to rental contract in SAP S/4HANA for the cost overview of the shopping mall
- Review Booklet with Plan/Actuals details
Link to demo video: https://dam.sap.com/mac/download/ap/j95i3te?rc=10&doi=SAP1207364
How to get
Planon Real Estate Management for SAP S/4HANA is an SAP Endorsed App and available on the SAP Store. An SAP Endorsed App is a third-party solution that has been certified and specially approved by SAP for its high quality, performance, and ability to meet specific customer needs within the SAP ecosystem. These apps go beyond standard SAP certification and are considered “top-tier” solutions in the SAP Store.
As a third-party partner solution, it is sold by Planon. Planon is also responsible for the maintenance and operation of the solution.
Deployment and Releases
The integration between SAP and Planon is available for SAP S/4HANA Cloud and SAPS/4HANA.
Minimum Releases are:
- SAP S/4HANA Public Cloud: 2402
- SAP S/4HANA Private Cloud: 2023, FPS 1
- SAP S/4HANA On Premise: 2023, FPS 1
Please be aware, that for new features a higher release might be required (see SAP help for more details).
Update for SAP Flexible Real Estate Management (RE-FX)
The functions of the component SAP RE-FX (Flexible Real Estate Management) are divided into two areas:
- SAP Contract and Lease Management:
This capability mainly includes contract management, contract accounting, condition adjustment, sales-based rent, contract valuation, and contract-specific standard reporting.
In addition, SAP Contract and Lease Management also includes the new functions developed for the integration with Planon, such as Usable Object, Rentable Object, Cost Settlement and Cost Allocation. These features are available in SAP S/4HANA Cloud and SAP S/4HANA .
- RE-FX functions for Real Estate Management:
This capability comprises the "old" real estate master data of the architectural and usage view (business entity, and so on) and the processes belonging to these objects, such as service charge settlement, option rate determination, third-party management, room reservation, and continuous occupancy. These features are only available in SAP S/4HANA Cloud Private Edition and SAP S/4HANA.
SAP strategy regarding use of SAP RE-FX for commercial and corporate real estate management:
For commercial and corporate real estate business processes, enhancements and new feature development will be focused on the described “way forward” above.
This means that although SAP RE-FX functions specific to real estate are only available in accordance with SAP Note 2254013, all future innovations (for example, additional AI capabilities, Fiori user interface improvements, SAP Business Data Cloud data products) are planned to be developed for SAP Contract and Lease Management and the integration to Planon.
SAP strategy regarding use of SAP RE-FX for residential industry in DE, AT, CH
For this specific industry, customers are advised to use RE-FX with all existing functionalities in accordance with SAP Note 2254013.
Lease Accounting
SAP Contract and Lease Management continues to be the strategic SAP solution for processing leasing requirements (IFRS 16, US GAAP 842, etc.) for all types of leased assets; this solution remains a focus of development efforts.
*************Disclaimer*************
The information in this blog is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. Except for your obligation to protect confidential information, this blog is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this blog or any related document, or to develop or release any functionality mentioned therein.
This blog is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This blog is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
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