Creating Private Applications
Starting from the initial screen, choose
Accounting
Real estate management
Rental
Application
Private
Create.
Click on the arrow next to the
Partner
field.You receive a dialog box
Choose Partner: Initial Screen
of partner management, in which you enter or maintain data for applicants or co-applicants .
If you have chosen a
natural person
as partner, use Goto
Personal data
or
Goto
Employment data
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.
Choose the
General data
function and maintain the data for the application. Note the following:Field
Information
Household income
Filled from the employment data specified in partner management (field for monthly income).
If you have entered
Co-applicant
data, the field displays the total monthly income of the applicant and co-applicant.This is used as a selection criterion.
Credit standing
Used as a selection criterion for the assignment to rental units.
You can define the
credit standing
levels in Customizing for Real Estate in as much detail as required and use this to set priorities.The credit standing entered here is not related to the credit standing specified in the partner management.
Entitlement certificate
Here you determine which occupancy condition the applicant fulfills;
It is used as a selection criterion when assigning rental units, by means of the occupancy obligation maintained time-dependently there.
If you want to create additional partners for the application or change existing partners, choose Partner overview .
To create a rental request, choose New rental request .