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 Correspondence Using PDF-Based Forms

Use

PDF-based forms do not provide word processing in the usual sense. Instead they define properties of templates, such as the layout and the output characteristics. At the time of output, the system then generates the documents based on this template.

SAP provides PDF-based sample forms in Flexible Real Estate Management . PDF-based forms are the type of form now recommended. They replace the functions previously covered by SAP Smart Forms, which were used up to now .

  • If you created your own Smart Forms in earlier releases, you can continue to use your existing Smart Forms without making any changes to them.

  • If you want to set up new forms, use PDF-based forms.

Prerequisites

You have to have made settings in Customizing to be able to use PDF-based forms.In Customizing for Start of the navigation path Flexible Real Estate Management,chooseCorrespondence Next navigation step PDF-Based Forms (Mass Print and Single Print). End of the navigation path

Dunning

Dunning correspondence is an exception because it is handled using correspondence functions of the Financial Accounting component. Although variants of the dunning form are used in Flexible Real Estate Management, you have to make the Customizing settings for calling dunning correspondence in the Financial Accounting (FI) component. In Customizing for Financial Accounting , choose Start of the navigation path Accounts Receivable and Accounts Payable Next navigation step Business Transactions Next navigation step Dunning End of the navigation path . You make additional settings in RE-FX. For more information, see Dunning .

Features

The following functions are available with PDF-based forms:

  • They enable high-performance mass printing (also as batch processing) with optional document archiving using the SAP ArchiveLink interface.

  • In typical Real Estate correspondence processes, there are no limits on retrieval and output of data from the system. The system also supports the output of data in table form and the determination, calculation and display of customer-specific data.

  • You have flexible, automatic control of the documents that are created for each business partner (role) ( Correspondence Activities). You define correspondence activities in Customizing.

  • E-mail and fax are supported, depending on the technical options available to the business partner in question.

  • They are integrated in the development landscape, with transports, translation tools, and so on.

    Caution Caution

    You cannot change a document once it is created. However, before you create correspondence, you can enter text in a text editor. This text is then output at the position defined in the template.

    End of the caution.

Activities

Correspondence applications are defined by the system and relate to one specific real estate object. The following correspondence applications are defined for master data objects:

  • General letter

  • Master data summary

For real estate contracts, various correspondence applications are available. These are dependent on the contract type, contract terms (such as sales term or adjustment term), and contract processes (such as notice or renewal). These correspondence applications include:

  • General letter

  • Master data summary

  • Contract form

  • Contract account sheet

  • Service charge settlement

  • Sales-based rent settlement

  • Adjustment

  • Notice/confirmation of notice

For each correspondence application, there is a transaction for mass print and single print inprocessing of the master data or contract data:

  • with the quick info text Print: printing with PDF-based forms

  • with the quick info text Print with Office Application

    You can also have the system automatically archive the documents that are created.