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 Creating RE Search Requests

Use

You create RE search requestsfor prospects, so that you can search for offered objects using various criteria. The RE search request summarizes data that the prospect provided in order to find the most suitable real estate object.

You can also use fast entry to create the RE search request. In that case, you do not enter the data of the prospect. This allows you to search for offered objects and then add the missing data later.

Prerequisites

You made the necessary Customizing settings, such as, which fixtures and fittings characteristics are available in the system. In Customizing for Flexible Real Estate Management (RE-FX), choose Start of the navigation path Real Estate Search Next navigation step RE Search Request End of the navigation path .

You made any necessary settings for the accommodation entitlement certificate in Customizing. In Customizing for Flexible Real Estate Management (RE-FX), choose Start of the navigation path Real Estate Search Next navigation step Accommodation Entitlement Certificate Next navigation step Settings for Accommodation Entitlement Certificate End of the navigation path .

Procedure

  1. In the RE Navigator (RE80), choose Object Overview . In the dropdown list, choose RE Search Request. Choose with the quick info text Create .

    The Create RE Search Request screen appears.

  2. You have two options:

    • Create RE search request

    • Use fast entry

      In either case, enter an RE search request type. If you want to use fast entry only, set the Fast Data Entry indicator and choose Continue .

      If you choose to create an RE search request, then the detail display appears with its tab pages.

      If you choose fast entry, then the General Data (Fast Entry) tab page appears.

  3. Make entries on the tab pages and save.

    Note Note

    To be able to search for a specific text later, enter your key words in the Text Search field on the General Data tab page.

    End of the note.

    Note Note

    It is not possible to use an RE search request to search for more than one type of offered object at a time. For example, if you are looking for an apartment with a garage, you have two options:

    End of the note.

    • Create a second RE search request specifically for the garage.

    • You want the garage to belong to the apartment. In that case, you can enter the garage as a fixtures and fittings characteristic.

      Note Note

      On the Accommodation Entitlement Certificate tab page, set the AEC Exists indicator if the prospect has an accommodation entitlement certificate. In addition, you can select the level of the prospect's authorization from the dropdown list.

      End of the note.

Result

You can search for offered objects. In the hit list, you can, for example, set a status for each hit.

For more information on the hit list, see Managing the Hit List .