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Procedure documentation Creating Private Applications Locate the document in its SAP Library structure

  1. Starting from the initial screen, choose Accounting ® Real estate management ® Rental ® Application ® Private ® Create.
  2. Click on the arrow next to the Partner field.

    3. You receive a dialog box Choose Partner: Initial Screen of partner management, in which you enter or maintain data for applicants or co-applicants.

    NoteIf you have chosen a natural person as partner, use Goto ® Personal data or Goto ® Employment data within the partner management master data to maintain applicant criteria (for example, number of children, net income), which can then be used to select applicants when assigning rental requests to a rental unit.

    After you have created the applicant or the co-applicant in partner management, you return to the applicant editing screen.

  3. Choose the General data function and maintain the data for the application. Note the following:

    4. Field

    Information

    Household income

    Filled from the employment data specified in partner management (field for monthly income).

    If you have entered Co-applicant data, the field displays the total monthly income of the applicant and co-applicant.

    This is used as a selection criterion.

    Credit standing

    Used as a selection criterion for the assignment to rental units.

    You can define the credit standing levels in Customizing for Real Estate in as much detail as required and use this to set priorities.

    The credit standing entered here is not related to the credit standing specified in the partner management.

    Entitlement certificate

    Here you determine which occupancy condition the applicant fulfills;

    It is used as a selection criterion when assigning rental units, by means of the occupancy obligation maintained time-dependently there.

  4. If you want to create additional partners for the application or change existing partners, choose Partner overview.
  5. To create a rental request, choose New rental request.

 

 

 

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