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 Business Partner Processing

Purpose

With partner management, you can represent all business relationships in the system that may be required between business partners while managing the rental of real estate. The main processes covered are:

  • Postings and incoming payments using customer accounts (tenants)

  • Correspondence with selected partners

Process Flow

  1. Determine the following in Customizing for Real Estate:

    1. The required role categories or role types for the individual applications ( see also: Business Partners with Customer Account ).

    2. Correspondence for selected partners ( see also : Correspondence )

  2. Enter the master data. You can create business partners by using a central function or directly from the specific application (for example, lease-out, rental unit). There are various edit functions available for this:

Create partner

Change partner

Assign partner

You can call this function either from the master data menu Start of the navigation path (Master data Next navigation step Partner Next navigation step ) or from the individual applications. End of the navigation path

Function

Three functions are provided here:

  1. You can assign a partner already existing in the system to the chosen role category .

  2. You can create a new partner for the chosen role category .

  3. You can enter data for the partner and the role category.

You can call this function either from the master data menu Start of the navigation path (Master data Next navigation step Partner Next navigation step ) or from the individual applications. End of the navigation path

Function

You can edit a partner already existing in the system:

  1. You can assign further role categories to the partner.

  2. You can enter data for the partner and the role category.

You can only call this function from the individual applications.

Function

You assign existing partners with role categories to the individual applications.

Subareas of the partner master data have different functions in the applications, and this data should be maintained:

Application

Role category

Required data

Lease-out

0202 Alternative payer/payee

0600 Tenant (debit side)

0624 Subsidizer (with customer account)

Maintenance of collection authorization if payment method Bank collection was chosen

Business entity

Property

Building

Rental unit

0800 Owner

This role has to be assigned to owner management in Customizing, and not to the Real Estate objects!

Assignment of vendor if owner settlement is to be carried out

Application

0640 Applicant

0641 Co-applicant

Maintenance of the monthly net income of a natural person if required as a selection criterion for finding suitable applicants for a rental unit