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 Creating Offers

You can create an offer also by means of the master data of an application.

  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 Offer Next navigation step Create. End of the navigation path

  2. Depending on the parameter setting in Customizing, you can assign the number of the lease-out either externally or internally.

  3. Specify the rental unit for which an offer is to be created.

    You have two possibilities to create an offer:

  4. with Application

    without Application

    If you specify a previously created application in the Application field, then the partner from the application is automatically assigned to the offer

    If you have not assigned a rental request and/or another usage type (than that of rental unit), you receive a warning message. You can ignore this by pressingENTER

    If you leave the Application field empty , you have to create a new partner as applicant

  5. To continue editing, press ENTER .

    You return to the offer editing screen.

  6. How the offer is edited depends on the master data of a lease-out.

    If

    Then

    You have defined certain statuses for the offers in Customizing for Real Estate

    You can specify a status in the Status field. The status is later used for evaluation (F4 help and information system)

    You want to create a reference offer

    Enter your reference offer in the Status field

  7. Save your offer.

Note Note

You can change an offer into a lease-out: Changing Offers .

End of the note.