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
Determine the following in Customizing for Real Estate:
The required role categories or role types for the individual applications ( see also: Business Partners with Customer Account ).
Correspondence for selected partners ( see also : Correspondence )
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
Function Three functions are provided here:
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You can call this function either from the master data menu Function You can edit a partner already existing in the system:
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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
|
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 |