Editing a Lease-Out: Business Partner 

R/3 Real Estate by default provides Business partners for the Lease-out application.

  1. Choose the Partner overview function to access partner management.
  2. There are several ways to edit partners:

If

Then

you want to create a partner,

choose the Create partner function.

In the dialog box, position the cursor on the required role category and press ENTER .

You can now edit the partner for the role category.

you want to edit a partner that is already assigned,

position the cursor on the required partner and choose the Select function.

You can now edit the master data for the business partner.

you want to assign a partner - already available with the required role category,

choose the Assign partner function.

In the dialog box, position the cursor on the required role category and press ENTER .

You can now assign a partner with the chosen role category.

you want to remove an assignment,

position the cursor on the required partner and choose Edit ® Delete partner.

You cannot cancel an assignment of business partners with customer account within an active lease-out.

you want to display the customer account of a tenant with customer account (for example, open items/cleared items/parked items),

choose Environment ® Display customer account.

you want to create/assign a role category from the customer’s viewpoint (for example, tenant with customer account) and there is no setting in Real Estate Customizing for automatic customer creation; you can assign an existing customer in financial accounting,

choose Environment ® Assign customer.

Requirement: customer in financial accounting and debit-side role category have identical account group.

you want to delete the assignment of the customer account to the partner (only possible for inactive lease-outs),

choose Environment ® Delete customer assignment.

Account is not deleted.

you want to assign partners to the role categories time-dependently

position the cursor on the required partner and choose Edit ® Date allocation.

You cannot assign the role category Tenant w.cust.acct time-dependently.

you want to display the partner history,

choose Extras ® Partner history.