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Business partners who are managed as customers are assigned a customer account in the master data of Financial Accounting.

Relevant customers in RE Real Estate

The following role categories exist in RE Real Estate as relevant customers:

RK

Roles

Application

Activity

0600

Tenant (debit side)

Lease-out

This role is required when you activate the lease-out; the debit position posts the receivables from the tenant with customer account

0202

Alternative payer/payee

Lease-out

Required if the total rent is not paid by the master tenant but by a third person

0624

Subsidizer (with customer account)

Lease-out

Required if the rent is not fully paid by the tenant but partially by other partners (for instance, social welfare office)

0800

Owner

Business entity/ property/ building/ rental unit

Refers to the owner(s) of an object (with customer account) and is required for the owner settlement; in this case, the indicator has to be set for owner management in Customizing for Real Estate. To carry out an owner settlement, you must have:

    • Created a vendor account for each owner
    • This vendor account (vendor) must be assigned in the owner master data (to do so, the view 0160 General: Control - General has to be assigned to the role category in Customizing for Real Estate, see below)

Assigning customers to business partners or role categories

You can assign customer accounts to a role category as follows:

Situation

Procedure

  1. Automatically create a customer account in the FI component when creating a business partner for a role category

You have to make at least one assignment of a customer view to the role category in Customizing for Real Estate:

R/3 Real Estate -> Partner Data -> Controlling Business Partner Maintenance -> Field Modification Business Partner -> Role Category - View Allocation

The following are defined as customer views:

    • 0010 CoCd: Account management
    • 0020 CoCd: Account interest
    • 0030 CoCd: Automatic payment transaction
    • 0040 CoCd: Payment data
    • 0050 CoCd: Dunning data
    • 0110 CoCd: Tax data
    • 0150 CoCd: Control - payment
    • 0170 CoCd: Control - account

If you call up only one customer view for the role category in the master data of a business partner (even without entering any data!!), a customer for the role category is created when you save the data. If you do not explicitly call up the view, no customer account is created for the partner.

If you want to make it a requirement to create a customer account, you have to enter at least one field from a customer’s view as a required field. This field has to be maintained either via the Customizing default values or by manual entries.

Note

If you want to fully prevent the creation of customers for particular role categories, do not assign customer views to these role categories.

  1. Business partner with role category and customer views exist (see above), but customer does not yet exist

In the lease-out master data, you can tell from the Customer column of the Partner overview screen if the partner exists as a customer. If not, there are three ways of creating a customer for the partner:

  1. Call up and save a customer view in the master data of a partner
  2. Select a partner with the cursor and choose Environment -> Create customer
  3. Select a partner with the cursor and choose Environment -> Assign customer An existing customer in FI is assigned
  1. Create a business partner with corresponding role type with reference to an existing customer

Two possibilities exist here:

  1. Choose Master data ® Business partner ® Special functions ® Create business partner from customer.
  2. Create a business partner from an application using a search function. If the search is unsuccessful, the Assign customer function is displayed in the next dialog box.
  1. Assign an existing business partner without a customer account and an existing customer

Choose Master data ® Business partner ® Special functions ® Change business partner with customer reference

Editing business partner with customer account

You can also edit the customer master data with a role category (for example, tenant with customer account) in Financial Accounting since the data for the role category is updated, apart from the address data.

Caution

Never edit changes to the address data of a customer in partner management using the customer master data in Financial Accounting.

This data is not updated in partner management.

See also:

Dealing with Payment Methods

 

 

 

 

 

 

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