Show TOC

 Creating Commercial Applications

  1. Starting from the initial screen, choose Start of the navigation path Accounting Next navigation step Real estate management Next navigation step Rental Next navigation step Tenant information Next navigation step Applications Next navigation step Commercial Next navigation step Create. End of the navigation path

  2. Choose Create applicant or enter an existing applicant.

  3. You receive a dialog box Choose Partner: Initial Screen of partner management, in which the applicants or co-applicants are maintained .

    If you have chosen a natural person as partner, use Start of the navigation path Goto Next navigation step Personal data End of the navigation path or Start of the navigation path Goto Next navigation step Employment data End of the navigation path within the partner management master data to maintain applicant criteria (for example, number of children, net income), which can then be used to select applicants when assigning rental requests to a rental unit.

    After you have created the applicant or the co-applicant in partner management, you return to the applicant editing screen.

  4. Choose the General data function and maintain the data for the application. The following information is important:

  5. Field

    Information

    Option

    information as to whether the applicant opts for input tax or not is not used as a selection criterion

    Credit standing

    Used as a selection criterion for the allocation to rental units

    You can define credit standing levels in Customizing for Real Estate in as much detail as required

    The credit standing entered here is not related to the credit standing specified in the partner management

  6. If you want to create additional partners for the application or change existing partners, choose the Partner overview function.

  7. To create a rental request, choose the New rental request function.