Assigning Applications to Rental Units 

  1. Choose Application ® Assign object ® To a rental unit.
  2. Here you specify which data maintained in the rental unit is to be compared with the selection criteria specified in existing applications (or rental requests) or used for the assignment ( Example).

  3. Specify the rental unit to which applications are to be assigned.
  4. If

    Then

    You want to display already existing offers for the rental unit

    Choose the Offer overview function

    You want to copy data of a reference offer into offers you create during assignment

    Specify the reference offer

    You define a reference offer within the master data of an offer

  5. Maintain your selection and applicant criteria.
  6. If

    Then

    You want to maintain selection criteria

    Select them in the group box Selection criteria for rental requests

    You want to use rent conditions as selection criterion

    Maintain these in the group box Rent amount

    You want to maintain additional selection criteria but also applicant criteria

    Select the Additional criteria field

  7. To receive a list of suitable applications, choose the Find applications function.

If you have flagged the Additional criteria field, you branch to another screen. Here, you can enter further selection criteria for the applications.

Then select Execute.

You receive a list of the selected applications with the rental requests.
You sort the list using the respective functions.

If

Then

You want to display master data of a rental request

Select the corresponding rental request and choose the Display application function

You want to create an offer

Select the corresponding rental request and choose the Create offer or Create + print offer function

If you have assigned a reference offer beforehand, these specifications are copied