Business Partner with Customer Account 

A business partner who is managed as customer, is assigned a customer account within the Financial Accounting master data.

Relevant customers in IS RE Real Estate
 The following role categories exist in IS-RE as relevant customers:

RK

Roles

Application

Function

0600

Tenant with customer accnt

Rental agreement

Required at the latest when the rental agreement is activated; the debit position posts the receivables from the tenant with customer account

0202

Payer with customer accnt

Rental agreement

Required if the total rent is not paid by the master tenant but by a third person

0624

Subsidizer with customer accnt

Rental agreement

Required if the rent is not fully paid by the tenant but partially by other partners (for example, social welfare office)

0800

Owner

Business entity/ property/ building/ rental unit

Refers to the owner(s) of an object (with customer account) and is required for the owner settlement;

In this case, however, the indicator has to be set for owner management in Real Estate Customizing. To carry out an owner settlement, the following is required:

  • A vendor account has been created for each owner
  • This vendor account (vendor) must be assigned within the owner master data (to do so, the view 0160 Gen.: Control - General has to be assigned to the role category in Real Estate Customizing)

Assigning customers to business partners or role categories
 You can assign customer accounts to a role category as follows:

Situation

Procedure

  1. You want to create automatically a customer account in the FI component when creating a business partner for a role category

Assignments have been made, or have to be made, of at least one customer view to the role category in Real Estate Customizing:

R/3 Real Estate -> Partner Data -> Controlling Business Partner Maintenance -> Create Business Partner -> Field Modification Business Partner -> Role Category - View Allocation.

The following are defined as customer views:

  • 0010 CoCd.: Account management
  • 0020 CoCd.: Account interest
  • 0030 CoCd.: Automatic payment transaction
  • 0040 CoCd.: Payment data
  • 0050 CoCd.: Dunning data
  • 0110 CoCd.: Tax data
  • 0150 CoCd.: Control - payment
  • 0170 CoCd.: Control - account

If you call up only one customer view for the role category in the master data of a business partner (even without entering any data!!), a customer for the role category is creating while saving. If you do not explicitly call up the view, no customer account is created for the partner.

If the creation of a customer account is to be a requirement, you have to enter at least one field from a customer’s view as a required field. This field has to be maintained either via the Customizing default values or by manual entries.

If you want to fully prevent the creation of customers for particular role categories, you do not assign customer views to these role categories.

  1. Business partner with role category and customer views exist (see above), but customer does not yet exist

Within the Rental agreement master data, you see in the Partner overview screen in the Customer column whether the partner exists as customer or not. If not, you have three possibilities to create a customer for the partner:

  1. Call up and save a customer view within the master data of a partner.
  2. Select partner with cursor and choose Environment ->Create customer.
  3. Select partner with cursor and choose Environment ->Create customer. An existing customer in FI is assigned.
  1. Create of a business partner with corresponding role type with reference to an existing customer

Two possibilities exist here:

  1. Function: Master data -> Business partner -> Special functions -> Create BP from cust.
  2. Creation of a business partner from an application is carried out via a search function. If the search is unsuccessful, you will see the Assign customer function displayed in the next dialog box.
  1. Assign existing non-customer business partner and existing customer

Function: Master data -> Business partner -> Special functions -> Change BP w.cust.ref

Edit business partner with customer account

You can edit the customer master data with a role category (for example, tenant with customer account) also within Financial Accounting since the data - except for the address data - for the role category is updated.

Changes to the address data of a customer from partner management must never be changed via the customer master data in Financial Accounting.
This data is not updated in partner management.

See also:

Treatment of Payment Methods (IS-RE Real Estate)