Master Data
Business entity
Property
Building
Rental object
Pooled space
Rental space
Rental unit
BUSINESS ENTITY
T-Code REBDBE
The highest element in the hierarchy of the usage view is the business entity. The business
entity is usually made up of a group of buildings and properties sharing the same utilities and
subject to the same tax regulations. The business entity is assigned uniquely to one company
code and is the starting point for creating the usage view structure. It can contain any number of
buildings and properties, which are unique within the business.
LAND
T-Code REBDPR
Land is a physical piece of land, and as part of a business entity it refers only to the land itself; it
does not include the buildings on it. Sometimes land is also referred to as property. The system
automatically creates land as an internal controlling object, as they are account assignment
object.
BUILDING
T-Code REBDBU
A building is part of a business entity. The system automatically creates a building as an internal
controlling object, as they are account assignment objects. Buildings, or their parts, are the basis
for renting spatial units, such as apartments, warehouses, and stores.
RENTAL OBJECTS
T-CODE (REBDRO)
Rental objects comprise three objects:
Rental unit: A rental unit is created when one unit is to be leased out in totality and is treated as one
complete piece.
Pooled space: This is the total space available from which we can take rental spaces for lease-out.
Rental space: A space extracted from a pooled space for lease-out.
BUSINESS PARTNERS AND THEIR ROLES
The business partner can assume multiple business partner roles depending on the business
process involved, such as lease-in, lease-out, or real estate services.
CONTRACTS
Lease-in contracts
Lease-out contracts
Terms and security deposit agreements
Critical dates with reason
Condition amounts
Steps in contract management
LEASE-IN CONTRACTS
A lease-in contract would be created in cases where we are renting land or building premises
from a third party.
LEASE-OUT CONTRACTS
Lease-out contracts can be of residential or commercial properties.
TERMS AND SECURITY DEPOSIT AGREEMENTS
All real estate contracts need terms information, such as the start and end dates of the contract,
duration, termination notice rules, renewal option rules if applicable, and so on
TO DEFINE A PROCESS CONTRACT
In SAP Easy Access, choose Accounting ➤ Flexible Real Estate Management ➤ Contract ➤ Process
Contract, or use transaction code RECN
POSTING / ACCOUNTING
Periodic posting of lease-out contracts
Reversal of periodic posting of contracts
Verification of posting document after periodic posting
Vacancy for rental objects
Account determination
One-time posting Accrual/deferral postings
CONFIGRATION
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Basic Settings ➤ Activate Real Estate Management in Controlling Area
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context ➤
Number Range ➤ Business Partner Number Range
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context ➤
Business Partner Roles ➤ Define Business Partner Roles
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context ➤
Business Partner Roles ➤ Define Business Partner Roles ➤ Define Business Partner Role Categories
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context ➤
Business Partner Roles ➤ Define Business Partner Roles ➤ Define Business Partner Role Categories
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context
➤ Business Partner - Customer ➤ Number Assignment: Assign Account Group to Customers
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context
➤ Business Partner - Customer ➤ Customer Roles
IMG ➤ Flexible Real Estate Management (RE-FX) ➤ Business Partner ➤ Relevant Settings for Business Partner in RE Context
➤ Business Partner - Customer ➤ Standard Values for Automatic Creation of Customers (Company-Code Dependent)
MEASUREMENT TYPES
TOTAL MEASUREMENTS
CREATE TAX GROUPS
MAINTAIN DEFAULT VALUES FOR TAX RATE PER CONTRACT TYPE
ACCOUNT SYMBOLS
ASSIGN ACCOUNT SYMBOLS TO FLOW TYPES
REPLACE ACCOUNT SYMBOL WITH GL ACCOUNTS
ASSIGN TAX CODES
ASSIGN TAX TRANSACTION KEY
DEFINE POSTING ACTIVITIES
MAINTAIN NUMBER RANGE FOR RENT INVOICE
Correspondence in REFX
DEFINE FORMS
DEFINE COMPANY-CODE-DEPENDENT TEXT MODULES
DUNNING AREAS
Dunning area means the client or company code or sales organization or business area
in which we are working on the dunning program (Figure 10-61). Dunning areas are
used when more than one organizational unit in a company code is responsible for
dunning.
ASSIGN APPLICATION/ROLE CATEGORY/DUNNING PARAMETER
DETERMINE DUNNABLE PAYMENT METHODS
CONFIGRATION
Create Basic Settings in Company Code
ACTIVATE REAL ESTATE MANAGEMENT IN CONTROLLING AREA
Business Partner Settings in REFX
MAINTAIN NUMBER RANGES FOR BUSINESS PARTNER
DEFINE GROUPING AND ASSIGN NUMBER RANGES
DEFINE BUSINESS PARTNER ROLES
DEFINE BUSINESS PARTNER ROLE CATEGORY
MAINTAIN NUMBER ASSIGNMENT FOR DIRECTION BP TO CUSTOMER
SET BP ROLE CATEGORY FOR CUSTOMER INTEGRATION
DEFINE STANDARD VALUES FOR AUTOMATIC CREATION OF CUSTOMERS
(COMPANY-CODE DEPENDENT)
Master Data in REFX
DEFINE MEASUREMENT TYPES
DEFINE TENANCY LAW
MAINTAIN NUMBER RANGE INTERVALS FOR BUSINESS ENTITY
MAINTAIN NUMBER RANGE INTERVALS FOR BUILDINGS
MAINTAIN BUILDINGS TYPES
MAINTAIN USAGE TYPES FOR BUILDINGS
MAINTAIN NUMBER RANGE INTERVALS FOR RENTAL OBJECTS
MAINTAIN EXTERNAL USAGE TYPES FOR RENTAL OBJECTS
ASSIGN USAGE TYPES TO RENTAL OBJECT TYPES
MAINTAIN MEASUREMENT TYPES PER USAGE TYPES
MAINTAIN FLOOR DESCRIPTIONS
Contracts in REFX
DEFINE CONTRACT TYPES
ASSIGN OBJECTS TO CONTRACT TYPES
DEFINE CONTRACT TYPES TO PROPOSE FOR USAGE TYPES
DEFINE RENEWAL RULES FOR CONTRACTS
DEFINE NOTICE PROCEDURES
Conditions and Flows in REFX
DEFINE CALCULATION FORMULAS
MAINTAIN EXTERNAL DISTRIBUTION RULE: DISTRIBUTION FORMULAS
DEFINE CONDITION TYPES
DEFINE CONDITION GROUPS
ASSIGN CONDITION TYPES TO CONDITION GROUPS
ASSIGN CONDITION GROUPS TO RENTAL OBJECTS PER USAGE TYPE
ASSIGN CONDITION GROUPS TO CONTRACT PER CONTRACT TYPE
DEFINE FLOW TYPES
ASSIGN REFERENCE FLOW TYPES
ASSIGN FLOW TYPES TO CONDITION TYPES
Accounting in REFX
DEFINE TAX TYPES
CREATE TAX GROUPS
MAINTAIN DEFAULT VALUES FOR TAX RATE PER CONTRACT TYPE
ACCOUNT SYMBOLS
ASSIGN ACCOUNT SYMBOLS TO FLOW TYPES
REPLACE ACCOUNT SYMBOL WITH GL ACCOUNTS
ASSIGN TAX CODES
ASSIGN TAX TRANSACTION KEY
DEFINE POSTING ACTIVITIES
MAINTAIN NUMBER RANGE FOR RENT INVOICE
Correspondence in REFX
DEFINE FORMS
DEFINE COMPANY-CODE-DEPENDENT TEXT MODULES
Dunning
DEFINE DUNNING GROUP INGS
DUNNING AREAS
ASSIGN APPLICATION/ROLE CATEGORY/DUNNING PARAMETER
DETERMINE DUNNABLE PAYMENT METHODS
