Reminders

Use

You use this function to define reminder dates, on which real estate objects are checked and submitted for continued processing.

Prerequisites

SAP delivers commonly used reminder rules. However, you can also define your own rules in Customizing and implement them using the Business Add-In RECA_RESUBMISSION.

For new reminder rules, you need to perform the following Customizing activities:

Start of the navigation path SAP Customizing Implementation Guide Next navigation step Flexible Real Estate Management (Enterprise Extension) Next navigation step General Settings for Master Data and Contract Next navigation step Reminders: End of the navigation path

  • Define Reminder Categories (optional)

  • Define Reminder Rules

  • Make Settings per Object Type (to assign reminder rules and reminder categories to individual object types)

  • Implement Enhancements (BAdI) (to implement reminder rules)

Features

This function is available in the RE Navigator for the following object types:

  • Real estate contract

  • Business entity

  • Land

  • Building

  • Rental object

  • Architectural object

  • Participation groups

  • Settlement units

  • Comparative groups of apartments

  • In the Settings per Object Type IMG activity, you can deactivate the reminders function for specific object types.

You can create and display dates for reminders:

  1. You can define reminder rules on any real estate object on the Reminders tab page to have the system create reminder dates.
  2. You can also display all reminder dates by choosing Reminders with the quick info text Reminders in the navigation area of the RE Navigator ( Menu Utilities Settings ). In the browser area, the system then lists all dates for all object types, for which a reminder date is scheduled. You can also edit the dates there.

Note Note

You can filter the list in many ways. In the standard system, you are shown all dates that are open for you in the coming seven days (that is, dates not specified as completed ), regardless of the reminder category.

End of the note.

Activities

You are processing a real estate object and are on the Reminders tab page.

  1. To assign a reminder rule, choose with the quick info text Create Reminder Rule .

    Note Note

    A reminder date is always based on a reminder rule. The reminder date cannot be entered on its own.

    End of the note.

  2. The parameters (reminder category, start and end date where applicable) for the reminder rule appear in the upper table. You can change these parameters by choosing Parameters .

    The reminder dates that are generated from the reminder rule are displayed with their status in the lower table (see the Processing Status section below). For periodic reminder rules without an end date, the system generates dates for the next five years (see the Subsequent Generation of Reminder Dates section below).

  3. You can set the dates to Completed and Fixed (see below) and where necessary undo both settings.

    You can filter the display in many ways. In the standard system, only open dates are displayed. However, you can also choose to display all dates or just the completed (already processed) dates.

    Caution Caution

    If a change to the list of dates results in a date no longer being in that list, then the system deletes the date if it is open (standard setting). To prevent the open date from being deleted in this way, you can fix the date by setting the Fixed Date indicator.

    End of the caution.

    Note Note

    In the standard system, each reminder date is also entered in the Appointment Calendar in the navigation area of the RE Navigator. However, you can deactivate this setting for each given reminder rule in Customizing. Note that any date set to Completed is deleted from the appointment calendar, even if it has been fixed!

    ⇒ For more information about the SAP appointment calendar and the option of integrating Microsoft® Outlook®, see Appointment Calendar (component BC-SRV-GBT ) .

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  4. The processing status informs you about how soon the dates are scheduled, or if they are past or completed:

    Date is already in the past.

    Date is today or falls within the next seven days.

    Date is more than a week away (in eight days or later).

    Date has been completed.

    Note Note

    In the standard system, completed dates are not displayed. If you want to display completed dates, select the filter criterion Completed Only or Open and Completed .

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  5. You can create a note for any date by choosing with the quick info text Change Note or by double-clicking the date. The beginning of the text that was entered in the text editor is displayed in the Note field. You can only change the note by choosing with the quick info text Change Note again or by double-clicking (see above). The complete versions of longer notes can be displayed by choosing with the quick info text Display Note .

    Additional Reminder Functions

    There are functions available in the menu for selecting and mass processing reminder rules and for generating periodic reminder rules.

    Note Note

    For more information, see Reminders: Editing Dates .

    End of the note.