Change of Master Tenant (Without Notice)
Purpose
You can change the tenant with customer account of an active lease-out without having to terminate the contract and create a new contract for the same rental object.
Process Flow
In partner management of an active lease-out, change the old customer with tenant account to the new customer with tenant account (
Edit
Change tenant with customer account).
For lease-outs that are assigned to a collective lease-out, proceed as follows:
Split up collective lease-out
Change the tenants in the lease-outs affected
Reassign these lease-outs to the collective lease-out.
If any open items of the original tenant exist (check this in the contract by choosing
Environment
Display cust.account
), you can make a manual transfer posting for these items (see below).
Result
The change is always made on the current date; it is not possible to make changes that are valid retrospectively or in the future.
The new tenant becomes valid on the current date; the old tenant remains valid in the partner history up until the date of the previous day.
If the tenant changes several times in one day, the data of the tenant assigned laterally is saved (in other words, the system will not save several tenants for a particular key date; multiple changes on the same day are only possible if no open items exist for the previous tenant (if they do exist, you have to delete them first).
There is no automatic transfer posting of open items; if you want to transfer the open items of the old tenant to the new one, you have to carry out a manual transfer posting.
Possible Scenario |
Suggested Procedure |
New tenant with customer account does not want to take over any open items of previous tenant |
Post open items as irrecoverable debt ( Account Maintenance: Editing Open Items ) |
New tenant with customer account takes on the open items and/or unqualified down payments of previous tenant |