Creating an Object 

Procedure

To create a collateral object:

  1. Choose Master Data ® Objects ® Create.

    2. If number assignment for objects has been set to active, the Create Collateral Objects: Initial Screen appears. Here, you can search for an existing master number or create a new one.

    The Choose Address: Initial Screen dialog box appears. Before you can save an object in the system, you must enter an address, or assign an existing address to the new object.

  2. Assigning an existing address to the object:

    3. Choose Enter. In the Choose Address: Initial Screen dialog box, enter the parts of the address you know. Choose the address you require from the list of addresses found (dialog box: Choose Address: Overview).

  3. Creating a new address:

    4. In the Choose Address: Initial Screen dialog box, enter the new address data. To complete the address details, choose Create address in the same dialog box. The system transfers the data you have entered to the Create Address screen. When you save the address, it is assigned to the object.

  4. On the screen Create Collateral Object: Object screen, the following data entry tabs are available:
    1. Basic Data

      2. Here you enter the basic object data, the land register data and the valuation bases. The object number is assigned automatically by the system.

      If the land register details are not available when you first enter the object, you can still create the object. The specific land register fields then remain empty.

       In the land registry field, you enter the city in which the registry is located rather than the name of the registry. If a land registry has been defined in the business partner data for the city you have entered, the system assigns the land registry to the object automatically.

    2. Additional data

      3. In the Object dates section you can enter other dates for the object, such as the construction year or the completion date. In the Object attributes section you can enter additional technical information, such as the type of area and the transport connection.

    3. Parts of building

In the Basic data section you can make general entries for the building parts, such as the type of building part or the co-ownership share. The Usage type controls whether a particular building part is included as a commercial or residential unit in the collateral value calculation. You can also enter details for the units and areas of the building parts.

Choose Enter. The system assigns a sequential number to the building part. You can overwrite this number.

To enter other building parts, choose Create build. part or Next building part.

You can copy existing building parts and then change them.

The section headed Totals for all build. parts contains an overview of the totals of all the entries made for the individual building parts. These are display fields which cannot be overwritten.

In the upper part of the tab, the system displays a summary of all the entries made for the individual building parts.

You can also assign a partner to the object. Choose Partner. The Collateral Object: Partner screen appears. The upper part of the screen contains the object number and the address. In the lower part of the screen, the partners assigned to the object and their roles are listed (when you create an object, this list is empty).

To assign a new partner to the object, choose Create in role.

Select the relevant role. The Choose Partner: Initial Screen appears. Select and existing partner or create a new partner and save your entries.

The Real estate register function takes you to the Change Land Register: Real Estate Register screen. For more information, see Editing the Land Register.