Entering content frameProcedure documentation Changing Offers Locate the document in its SAP Library structure

Use

To edit offer data or to convert offers to lease-outs.

Procedure

  1. Starting from the initial screen, choose Accounting ® Real estate management ® Rental ® Offer ® Change, convert to LO.
  2. Enter data as required.
  3. You have two possibilities for editing:

If

Then

You want to change the master data for the offer

Choose Master data and save your data

You want to transfer the offer to a lease-out

Proceed as follows:

  1. Choose Transfer to LO.
    If automatic creation of the customer is set in Customizing for Real Estate, the applicant screen is displayed in the change mode.
    . Save the partner data: The applicant is copied as Tenant with customer account.
    If the applicant is not saved as a customer in the system, you receive a message. If you want to assign a customer, choose Yes
    Edit the customer and then save.

    You can however also continue creating the lease-out by choosing No because the customer does not have to exist until you activate the lease-out
  2. If you have assigned settlement units to the rental unit, the system branches to settlement participation of the lease-out. The service charge keys were copied into the contract
  3. Save again. You receive the message that the lease-out has been created

 

 

 

 

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