General Data with Fast EntryTab Page

In Customizing you can specify that the system displays the General Data with Fast Entry tab page in the contract master data for certain contract types (such as residential lease-out) rather than the General Data tab page.

On this tab page, the data you need to enter most frequently can be entered in a simplified, faster form. This data can include:

If you need to make more detailed entries than allowed in a particular fast entry field, or if you want to edit the data, or assign more than one object, choose ( <tab page> Details ) in front of that fast entry field. Depending on the field, this pushbutton has a different quick info text. The quick info text for the given pushbutton indicates for each field which tab page then appears.

General DataTab Page

Enter a name for the contract and the current tenancy law. You can also make entries for purely informational purposes, such as the industry for commercial contracts. If you want to settle the condition amounts based on sales, set the Relevant to Sales indicator. The Sales-Based Rent Agreement tab page is displayed, where you can define the reporting rules and sales rules for sales-based rent settlement.

In the Status Display area, you can activate or deactivate the contract by choosing and also display the current status.

PartnerTab Page

Here you assign the role and name of the business partner(s) to the contract. You can assign only one main contractual partner in any given time period (for example, a partner with customer account for a lease-out). However, you can assign main contractual partners consecutively in different time periods.

You can go to the master data of the business partner by choosing ( Business Partner Master Data ). If you are authorized to do so, you can edit the master data by choosing ( Change).

TermTab Page

Here you define the contract term, periods of notice, and renewal rules for fixed-term contracts. Choose Term in the table. The Term and Memo tabs are displayed on the lower part of the screen. Enter the following data:

For each contract type, specify if you allow possession dates that differ from the term of the contract. To do so, in Customizing for  Flexible Real Estate Management (RE-FX)chooseContract Contract Type Define Contract Types . For conditions that have a reference to a contract and to which the Fixed Amount - Possession Dates calculation formula is assigned, you can also define possession dates on the Term tab page. In that case, postings to conditions with contract reference are allowed within the time period defined by the possession dates, which can differ from the term of the contract.

For more information, see:

ObjectsTab Page

Depending on the contract type, you can create new objects in the real estate contract or assign existing objects to the hierarchy with a time restriction.

For more information, refer to Creating and Assigning Objects in Real Estate Contracts .

Contract MeasurementsTab Page

You can also define measurements directly for the contract. For example, you might want to define conditions that do not relate to measurements on objects contained in the contract, or you might want to enter a different area on the contract than a rental object actually has.

For more information, see Contract Measurements .

Posting ParametersTab Page

Here you define time-dependent posting terms, and terms for payment frequency and organizational assignments (profit center, business area).

For more information, see Posting Parameters .

ConditionsTab Page

Here you define time-dependent condition data for the real estate contract or for the rental objects of the real estate contract.

For more information, see Defining and Assigning Conditions and Flows .

AdjustmentTab Page

Here you specify the rules for adjusting conditions. Depending on your Customizing settings, you may also be able to change the rules here.

For detailed information on adjusting conditions, see Adjustment of Conditions .

Settlement ParticipationTab Page

The upper table provides an overview of the rental objects that participate in service charge settlement. These objects are determined by the object assignment in the contract. The periods of rental objects are derived from their assignment to settlement units.

The lower table provides an overview of the settlement participation of the object you select. You can change the validity period and the participation type. Changes are identified in the status column by the icon .

For more information on settlement participation, see Changing Settlement Participation in RE Contract .

Option Rate MethodsTab Page

Here you specify the option rate method for determining the option ratefor the contract.

For more information on determining option rates for input tax distribution, see Option Rate Determination and Input Tax Distribution .

ResubmissionTab Page

Here you enter the rules that the system uses for calculating resubmission dates. For example, you could use the From date... every ... months rule in order to generate semiannual resubmission dates starting on a given date.

For more information on the Resubmission function, see Resubmission .

OverviewsTab Page

In the dropdown box you can choose various overviews, for example:

Tenant Account Overview:

An overview of the tenant account is provided here, where you can see all items for the tenant, either individually (open and cleared) or cumulatively (by period). From the tenant account you can set up installment payments for the tenant for certain open items, or write off open items as irrecoverable debt.

For more information on the tenant account, installment payments, and irrecoverable debt, see Tenant Account .

The other overviews contain functions that are also available on other tab pages.

Retroactive Changes

Fields are initially locked to processing if they affect the cash flow retroactively and can lead to subsequent receivables or credit memos.

For more information, see Locking User Interface for Retroactive Changes .