Business partners who are managed as customers are assigned a customer account in the master data of Financial Accounting.
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:
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You can assign customer accounts to a role category as follows :
Situation |
Procedure |
Automatically create a customer account in the FI component when creating a business partner for a role categor |
You have to make at least one assignment of a customer view to the role category in Customizing for Real Estate:
The following are defined as customer views:
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. End of the note. |
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In the
lease-out master data,
you can tell from the
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Two possibilities exist here:
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Choose |
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.