Editing Business Partners

Editing Business Partners

Purpose

Using the partner management, you can demonstrate all business relationships which arise for participating business partners in the course of the rental management of real estate. The main processes covered are:

Postings and incoming payments via customer accounts (tenants)
Correspondence with selected partners

Process Flow

Determine the following in Real Estate Customizing:

The required role categories or role types for the individual applications ( See also: Business Partner with Customer Account).

Correspondence for selected partners ( See also: Correspondence)

Maintain the master data. You can create business partners both by means of a central function and directly from the specific application (for example, rental agreement, rental unit). There are various edit functions available for this:

Create partner	Change partner	Assign partner
You can call this function either from the master data menu (Master data  Partner) or from the individual applications. Function Three functions are provided here: a) You can assign a partner already existing in the system to the chosen role category. b) You can create a new partner for the chosen role category. c) You can maintain data for the partner and the role category.	You can call this function either from the master data menu (Master data  Partner) or from the individual applications. Function You can edit a partner already existing in the system: a) You can assign further role categories to the partner. b) You can change the data for the partner and the role category.	You can call this function only from the individual applications. Function You assign existing partners with role categories to the individual applications.

Subareas of the partner master data have different functions within the applications and should be maintained:

Application	Role category	required data
Rental Agreement	0202 Payer with customer account 0600 Tenant with customer account 0624 Subsidizer with customer account	Maintenance of collection authorization if payment method Bank collection was chosen.
Business Entity property Building	0800 Owner	Allocation of vendor if owner settlement is to be carried out.
Application	0640 Applicant 0641 Co-applicant	Maintenance of the net monthly income of a natural person if required as selection criterion for determining suitable applicants for a rental unit.