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Summary of the Basics

Contents:
 Business scenario
 Architectural view
 Usage view
 Measurements
 Rental object conditions
 Business partners

 SAP AG 2008

© SAP AG RE200 1-1

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Summary of the Basics of Course RE010: Overview
Diagram

Course Overview

Summary of the Basics of Course RE010

Contract management

Accounting

Adjustment of conditions

Service Charge Settlement

Sales-Based Contracts and Settlement

Business Integration

Corporate use

Tools

Country Specifics (*)

(*) Not part of the standard course, may not be covered.
 SAP AG 2009

 * This chapter is not part of the standard course and may not be covered.

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Summary of the Basics: Unit Objectives - Note

 This unit is a review of the training content from
course RE010.
 If you already have sufficient experience or know-
ledge regarding the processing of master data, you
can skip the contents of this unit.
 We do recommend, however, that you go through the
exercise, as the master data that is created there is
used in all other exercises.

 SAP AG 2008

© SAP AG RE200 1-3

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Summary of the Basics: Unit Objectives

After completing this unit, you will be able to do
the following:
 Name the master data objects in RE-FX.
 Explain how measurements and rental object conditions
are used.
 Explain how business partners and the options for
business partner management are used.

 SAP AG 2008

© SAP AG RE200 1-4

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Master Data: Unit Objectives

After completing this part of the unit, you will be
able to do the following:
 Name the master data objects in RE-FX.
 Explain how the architectural view is used.
 Explain the master data in the usage view and the
relationships among the objects.
 Explain the main uses of both of these views.
 Explain how measurements and rental object
conditions are used.

 SAP AG 2008

© SAP AG RE200 1-5

 IDES wants to use SAP Real Estate Management in SAP ERP 6.  SAP AG 2008 © SAP AG RE200 1-6 .6 Master Data: Business Scenario  The IDES company leases in a locality. you will get to know Customizing for measurement types and conditions.0 to manage its real estate.  The system should manage the following business processes:  Master data entry  Business partner management  Contract management  Adjustment of conditions  In addition.  You are a member of the implementation team.0.

0  The following organizational elements of internal and external accounting are used for mapping business processes in Flexible Real Estate Management:  Company code  Controlling area  SAP AG 2008  You must define these organizational elements outside of the Flexible Real Estate Management (RE-FX) component.  Make the necessary settings in Customizing for Financial Accounting (FI) and Controlling (CO).0.7 Organizational Structures in SAP ERP 6. © SAP AG RE200 1-7 .

8 Overview of Organizational Structure Profit center 2 Cost center 2 Cost Profit center 3 center 1 Cost center 1 Company code 2 Controlling Area Company Cost center 6 code 1 Cost Cost center 4 center 5 ..0..  Keep in mind:  You can assign more than one company code to a controlling area. © SAP AG RE200 1-8 . Profit Profit center 3 center 4  SAP AG 2008  The organizational structures of internal and external accounting are dependent on each other as shown in the above graphic.

0. © SAP AG RE200 1-9 .9 Business Scenario: Overview Presen- Board Parking garage Office space tation area spaces Floor 5 Parking level 5 Floor 3 Floor 4 Parking level 4 Floor 3 Parking level 3 Office space Office space Floor 2 Parking level 2 Floor 1 Parking level 1 Floor 2 Kiosk Office space Lobby Cafeteria Floor 1  SAP AG 2008  The business park consists of a large area of open land and two buildings.  The third floor houses the offices of the executive board as well as an area for presentations. The east wing is set up for offices and administration:  The lobby.  All three floors in the west wing consist of office space.  On the property there are also areas of lawn and a parking lot with 50 parking spaces.  The first building is a three-floor administration building consisting of two wings.  Office spaces are on the second floor. the cafeteria and a retail kiosk are on the first floor.  The second building is a five-floor parking garage with 200 parking spaces.

10 Architectural and Usage Views BE You can link a usage object to an architectural object that already Architectural BU exists. you can connect usage objects to architectural objects.  In the usage view.0. you can CoCd 2 PS create a corresponding usage object for an architectural object.  The system checks the measurements for plausibility to ensure that the measurement of the usage object does not exceed that of the architectural object. you can assign multiple rental objects from one or more company codes. © SAP AG RE200 1-10 . you can assign only one object to an architectural object for each company code. RS Room PS RU Legend: CoCd = Company code BE = Business entity BU = Building RS = Rental space PR = Property RU = Rental unit PS = Pooled space  SAP AG 2008  You can create corresponding usage objects while processing architectural objects. Prerequisite: The architectural object is contained in an architectural hierarchy.  On the business entity level and building/property level. Object Hierarchy PR CoCd 1 PS RS PS RU BE BU PR Floor Using the RE Navigator. However.

11 Architectural Object Hierarchy Locality Property Indoor car Main building park 5 FL 4 FL Green 3 FL 2 FL area Bldg 1 FL Bldg wing 2 Parking spaces wing 1 Parking 1 FL 2 FL 3 FL 1 FL 2 FL 3 FL spaces Room 01 Room 02 Room 03 Room 01 Room 02  SAP AG 2008  In this example.  In Customizing. wing C. You make the necessary settings for this in Customizing. floor 3 ID = WDF/01_C3. © SAP AG RE200 1-11 . the top-level object is a locality. you first have to specify your object types in Customizing and then the permitted hierarchies. You can define which objects of the hierarchy the system is to incorporate into the ID and which characters it should use to separate them. You can also use any other architectural object (such as a property of building) for this.57. you must specify how the system is to derive the ID of the respective architectural object.  The object’s ID is unique within the architecture. building 01. Example: Architectural object = Room 57 in campus WDF.0. Before you can set up a hierarchy that reflects how your objects are related.  This example shows several ways of structuring a hierarchy.  You can define multiple architectural object hierarchies.

. In other words... The settings in Customizing are default values for the application and can be changed there. the room number is unique within a floor. you have to make the following settings in Customizing:  Create the required architectural objects. you Settings Building Shopping center must first define in Wing Shop floor 3B Customizing which architectural object Property Parking lot: Green St.  SAP AG 2008  To be able to use the architectural view. © SAP AG RE200 1-12 . you can use the names you commonly employ for architectural structures. floors may only be created below buildings. Example: You want to depict a real estate object that consists of multiple building complexes and properties.  Three architectural object types must be linked in Customizing to the master data of the usage view (such as locality to business entity.  Permit object hierarchies.. For example. This allows you to define multiple hierarchies.. but not below a property.  You can make settings in Customizing for the number assignment so that. such as: Object.  You have to specify at least one architectural object type as the top level of a hierarchy.12 Architectural Object Type You can define the master data (object types) in the architectural view to suit your needs. You can. such as: Top Locality Munich level To create an architec- Building complex Office center (West) tural hierarchy.  Measurement types can be permitted as characteristics for each architectural object type. building to building and property to property). use multiple architectural object as the top level. Customizing Application Object. for example. Apartment Janitor’s apartment Heating room/ Room/space lobby . however. types can be used as Floor Parts storage 1 the top level.0.

parks  Detailed information on measurements that can also be made available in the usage view For example.  This provides more flexibility in the usage view. wings. locality with buildings. move planning). © SAP AG RE200 1-13 .  Representation of static information Technical structures in real estate objects can be completely mapped in the architectural view (using functional locations).  SAP AG 2004 2008  The use of the architectural view is optional. if you want to use the functions of Enhancement Package 2 (room reservation. you will need the architectural view. However. rooms.13 Architectural View  Detailed representation of the architectural structure of your real estate For example. continuous seating arrangements.0.  Support of links to graphical systems Use of the architectural view is optional. on floors or rooms  Cross-company-code capabilities One architectural hierarchy can be used as the basis for the usage view in multiple company codes. floors.

but they can be leased in.  There are three types of rental objects:  Rental unit (not flexible. however.)  Rental space (a space extracted from a pooled space for lease-out)  The number assignment of rental objects is unique within the business entity. The assignment of numbers to buildings and properties is unique within the business entity itself and can be external. internal or user-defined. You cannot lease out business entities. buildings or properties directly.14 Master Data in the Usage View CoCd Company Business entity code Building Property Pooled space Scale Office 1:75 space 1 Office Office space 3 space 2 Rental unit Janitor’s Rental Rental apartment Rental space space space Office 2 Office 1 Office 3  SAP AG 2008  The highest element in the hierarchy of usage view is the business entity.0. can only be leased out as a single unit)  Pooled space (You can extract rental spaces from this for lease-out. © SAP AG RE200 1-14 . 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 pooled space itself cannot be leased out. The business entity groups real estate objects that are related together.  It can contain any number of buildings and properties. The business entity is assigned uniquely to one company code.

 SAP AG 2003 2008  The most important element for real estate processes in the usage view is the rental object. measurements. Changes to the rental object do not mean the measurements have to be changed too. market rent. Rental objects can be leased in and leased out.  When you create a contract.15 Rental Object  Three rental object types are available: Rental unit – Pooled space – Rental space  You decide how detailed your rental objects need to be.  Record of changes made over time Fixtures and fittings characteristics.  You can extract rental spaces directly from a previously defined pooled space or while creating a contract. rental units can be predefined and unchangeable while rental spaces can be defined as required. you can choose from the three rental object types mentioned above. you extract rental spaces as needed. partners. © SAP AG RE200 1-15 . cost rent)  Flexible measurements Measurements for a rental object can be defined with unlimited validity. conditions.0. For example.  Enhanced conditions Conditions based on any measurements Structured by market evaluation (actual rent. You can create rental objects directly in the contract for lease-outs. and architectural objects can be assigned and displayed for a specific time period.  When you create a rental object.

For example.0. can only you extract rental spaces for that you must extract be leased out as a whole. you have to create a separate pooled space for each building.  A rental object of the pooled space category is a space from which you extract rental spaces for lease-out:  A pooled space cannot be leased out as an object itself . from which A flexible. Cannot be leased from a previously defined out as a whole.16 Rental Object Types Rental Object Scale Pooled 1:75 Office space Rental Office space Rental Unit Office Office Space space 3 space Space 1 A space. Contract  SAP AG 2009  In Flexible Real Estate Management. there are three types of rental objects:  Rental unit  Pooled space  Rental space  These rental objects are predefined in Customizing. As in Classic RE. pooled space Cannot be made up of space from different buildings or properties. but you can refine them to meet your needs by assigning usage types and measurement types to them. if want to assign rental spaces of measurement type office space from different buildings to a contract. © SAP AG RE200 1-16 . rentable space.  You cannot create a pooled space that contains space from more than one building or property. lease-out.

 The size of the pooled space is reduced automatically and increased automatically when the corresponding contract has been ended. you have to create separate pooled spaces for each of the two buildings. Rental spaces II. You can extract rental space of another usage type from this pooled space. © SAP AG RE200 1-17 . The existence of the higher-level pooled space makes processing of the rental space much simpler. To do so. Office 1 Office 2 Office 3 25 m² 30 m² 40 m² Pooled space with available office space: 150 m² – (25 m² + 30 m² + 40 m²) = 55 m² III. The pooled space cannot contain spaces from more than one building or one property. You can either create the rental spaces to be leased out as a rental object manually in master data maintenance before you process the contract or you can extract the rental spaces and assign them directly while processing the contract. you must define one or more derivable usage types in Customizing. advertising space or commercial space).  SAP AG 2008  It is recommended that you create a rental object as a flexible rental space and not as a rigid rental unit if it is likely to be subject to frequent change (such as storage.  You need to have a pooled space in order to be able to define rental spaces. For example. office space). you can extract a rental space with the usage type of a medical practice from a pooled space defined as office space.17 Extracting Rental Spaces Pooled space with office space capacity: 3 * 50 m² = 150 m² I.0. This means that if you want to lease out rental spaces (with usage type office space) in Building 1 and Building 2.  A pooled space can only be created for one particular measurement type (in the example.

the user can navigate to the respective individual transaction.  The RE Navigator can personalized in the setup.  With Enhancement Package 4. © SAP AG RE200 1-18 .  Processes such as periodic postings.0. the attributes of the respective objects are grouped by subject area. a new building in another business entity. similar master data objects can be created. rent adjustments. the object must already have been created. You can adjust the screen sequence and the contents of the screens in Customizing (see the unit: Tools). for example. for example. third-party management. service charge settlement or sales-based rent settlement cannot be started from the RE Navigator. service charge settlement).  The detail display on the right-hand side is created from various screens (tab pages).18 RE Navigator Menu bar and function toolbar Object Overview Find Object General Data with Fast Entry Partners Term Objects Differing Measurements Reminder Appointment calendar Detail view for the objects Info System Tools Display selection and preselection Subject area selection with selection restriction Real estate contracts Business entities Properties Building Rental objects Architectural objects Participation groups … Subject area-specific object tree  SAP AG 2009  The RE Navigator has a four-part screen layout consisting of:  Menu bar and function toolbar (above)  Subject area selection and selection restriction (above left)  Subject area-specific hierarchial object tree (below left)  Detail view for the object that was selected in the object tree (right)  The RE Navigator groups together all transactions for editing the RE-FX master data objects (architectural view. usage view.  You can use drag and drop. new. By deactivating the left-hand area. On the tab pages. to assign rental objects or rental space to the contract or the participant group (service charge settlement). For this. You can maintain them there. land use management and one-time postings in one transaction. contracts.

 With the usage type.19 Usage Types of Rental Objects Screen Overhead sequence structure (BDT) of the SCS Rental object Conditions type Scale 1:75 Living room SCS Children’s room Bed- room Derivable participation usage type Rental Object Control of Measurement offered object types  SAP AG 2008  The usage type is the most important property of a rental object.  Measurements are assigned to the usage type depending on the rental object type (for example.  The usage type determines the screen layout (screen sequence and field status). while the “office space” measurement is maintained for the “office” usage type).  The usage type of a pooled space can be integrated into another usage type (derived usage type) within a rental space extracted from the pooled space.  You can define overhead structures (such as a management costs surcharge or an apportionment loss risk) that only affect rental objects with the “residential” usage type.0. It cannot be changed for existing rental objects. the “residential space” measurement is maintained for the “residential” usage type.  It determines the permitted and selectable condition types. you can generally exclude rental objects from the service charge settlement. © SAP AG RE200 1-19 .

 You can limit the validity of measurements to a specific time period.. For service charge settlement by area.00 1000. of Parking Garage Spaces PC Composition Cubic Volume M3 Total of weighted addends Share of Garden % A001= A002 [Floor Area] No. percentage. room and so on). unit. The respective measurement type is assigned the corresponding unit in Customizing (area. Type Def. only half the area of a balcony or terrace is added on to the living area under certain circumstances (minimum width). of Rooms PC +A004 [Resid.0.2000 . In objects that are used for more than one purpose.00 1000. Using the Time Slot Management function. For processes such as service charge settlement and the option rate determination. such as “Residential Space” and “Usable Space” to distinguish between residential and commercial use.00 M2 01/01/2000 Usable Space 0. For example.  You can also enter a numerator and denominator for spaces if only a fraction of the space is to be considered. you can use different measurement types. Type Avail. Space] Green Area M2 +A005 [Second.2001 01/01/2000 -12/31/2003 [current] MeasTp Med. you can sort and display these time periods. it makes sense to group special measurement types together into total measurements.Name Meas.  If a measurement type is an area.Unit Office Space 0. for instance.  You can define the measurement types that you need in Customizing. © SAP AG RE200 1-20 .. If you wish to enter this area separately.Space”.01. Meas.00 1000.Amt Capacity Unit MeasFrom MeasTo Outs. To calculate the size of apartments in Germany. you can specify that certain measurements are to be total measurements.03.00 M2 01/01/2000 12/31/03 Floor Area M2 Room Capacity in Persons 14 200 PC 01/01/2000 Residential Space M2 Secondary Space M2 Retail Space M2 Office Space Parking Area M2 M2 Total Measurement A001 Room Capacity in Persons Number of Parking Spaces PER PC (Total Area) No. it is indicated in Customizing to allow for special reports on areas and to check the unit of measure.00 M2 01/01/2000 MeasTp Med.01. Space] +A100 [Retail Space] Customizing +A101 [Office Space] +A102 [Parking Area] Customizing  SAP AG 2009  You use measurements for tracking measurable aspects of objects. These measurements take the place of the areas and apportionment units used in Classic RE.  In Customizing. Total Total Allowed Measurement Area Types 0. you can make the necessary settings in Customizing.20 Measurements Measurements from 01/01/2000 Time Slot Management <Show all time periods> 01. this allows you to automatically calculate the total area when you maintain different measurements on your objects./Use. you group these two measurement types together as a total measurement using “Res.

Option rate determination*  SAP AG 2008  Measurements are used in the following real estate objects:  Architectural objects (all hierarchy levels)  Usage objects (business entity. RS) Measurements of the rental objects are used: Calculation I. building. The measurement type that is used for these calculations depends on the specifications in the settlement unit or option rate method.21 Measurements: Use Usage Objects Settlement Unit Architectural Objects Business entity Participation Participation group group Building Property RO RO RO RO RO R Floor Rental object (RU.  * Option rate determination is a country-specific development and is not available in all countries. such as the number of persons)  Settlement unit (for service charge settlement)  Measurements of rental objects are used for the following:  The basis for calculating and distributing condition amounts  For the service charge settlement and option rate determination processes.0. of condition II. to determine the result of the apportionment or the option rate. © SAP AG RE200 1-21 . Service charge settlement amounts III. rental object)  Contracts (as a contract-specific measurement. Reports IV. PS. property.

. Anytown. exclude maintenance of the individual objects.0. superimpose them or make the individual objects a mandatory entry.  You can only permit individual measurements for the individual objects.  ...22 Customizing – Measurement Type Measurement Usage Type Type  Residential space  Privately financed  Water consumption apartment  Retail space  Store  Room capacity in  Office persons  Doctor’s office  Parking space  Garage  . © SAP AG RE200 1-22 .  In a second step.. you assign the respective measurements to the individual object types of the architecture and the respective usage type of the rental objects.. Architectural Rental Object Object Type Type  Locality  Rental unit  Building  Pooled space Architectural Rental Object  Wing  Rental space  Parking lot Object  Floor Doctor’s office Doctor’s office  Room 12 Green Street  .. OH Lease-out  SAP AG 2008  Measurements are specific to the customer and are defined in Customizing.

23 Rental Object Conditions  Reasons for entering conditions on a rental object:  Vacancy  Overview of lost rent  Vacancy posting (to rental object/cost centers/projects/orders)  Default condition  Conditions. basic rent of the object compared to basic rent of the contract). such as basic rent. or market rent.0.  SAP AG 2008 © SAP AG RE200 1-23 . The condition purpose provides additional reporting options such as reports on actual rent. vacancy rent. can be transferred to the contract  Reports  Conditions that are entered on the rental object can be compared with contract conditions (for example.

Example: .  You must then assign condition types to condition groups.  Elevator flat rate parking space) parking space  … (commercial). parking lot  Rent reduction  …  …  SAP AG 2008  You can maintain individual condition types in Customizing. you can specify permitted condition types for each usage type. store. warehouse  AP operating costs  Rental object (parking lot/  Parking space (private).24 Customizing: Condition Type and Condition Group Condition Group Usage Type Condition Type Rental Object Example: . © SAP AG RE200 1-24 . In this way. which you in turn permit for the respective usage type. Example: -  Basic rent  Rental object (commercial)  Office.0.

but they always have to be assigned to an internal condition purpose. you can choose among different external condition purposes that are based on predefined internal condition purposes... Lease-out  SAP AG 2008  In processing rental objects or contracts.  The condition purpose defines how and if a condition is taken into account during periodic postings.. space 3 space 1  One-time vacancy rent  .condition purpose = vacancy rent (statistical) © SAP AG RE200 1-25 .condition purpose = actual rent (posted)  Rental object: Condition = basic rent .25 Customizing: Condition Purpose Example: Internal External Condition Purpose Condition Purpose Predefined Your choice ct  Statistical  Cost rent je  One-time statistical  One-time cost rent l ob One-time posting Market rent ta Scale 1:75 Office en   space 1  Posted  One-time market rent R Office Office space 2  Vacancy rent Off. You can set up external condition purposes in Customizing as needed. For example:  Contract: Condition = basic rent .0.. Internal External Condition Purpose Condition Purpose Predefined Your choice  One-time posting  Actual rent  Posted  One-time actual rent  .

© SAP AG RE200 1-26 .0.  Fixtures and fittings characteristics can be defined as information or as relevant for the representative list of rents  You store information on an apportionment loss risk (surcharge schema) or even an accommodation entitlement certificate (real estate search) as fixtures and fittings characteristics. rental unit) Characteristic Characteristic Categories Groups Characteristics  Roof  Roof covering  Brick  Shingles  ….26 Fixtures and Fittings Characteristics Buildings and rental Rental object Building objects can have (pooled space/ Building rental space/ fixtures and fittings characteristics.  SAP AG 2009  Fixtures and fittings characteristics are structured in a hierarchy. The structure of the fixtures and fixings characteristics is an important basis for carrying out an adjustment based on the representative list of rents.  Buildings and rental objects can have fixtures and fittings characteristics.

27 Business Partner: Unit Objectives After completing this part of the unit.0. you will be able to describe the following for a business partner:  The category  The role  Relationships between partners  SAP AG 2008 © SAP AG RE200 1-27 .

0.28 Business Scenario: Overview Landlord Tenant Tax authority IDES Global Business Contractee/ Properties Manager of contractor cafeteria BBS Facility Management Receptionist Office tenant Employer of/ employed by  SAP AG 2008 © SAP AG RE200 1-28 .

© SAP AG RE200 1-29 . Wilson would like to sign the lease. rents additional office space for her cafeteria company. IDES Correspondence Contact person. Inc. the contact was with the company headquarters. The company headquarters will continue to process payments. there was no specific contact person.. Inc.  Now Ms. and says that she is the contact person at Food For You from now on.0. Business Manager of Food For You. authorized person  SAP AG 2008  New contact person for the tenant:  Ms.29 Business Scenario: Details Contracts Tenant Food For Payments You. Wilson. Until now.

Type Company.0.  The mapping of business partners in the system must allow the following:  A differentiation between companies and their specific contact persons  Management of data related to both persons and organizations  Maintenance of time-dependent relationships between business partners For example. in the  SAP AG 2009 following contracts. form of address Contractual Lease-out. service Authorized person for relationships contract (catering) Food For You. Inc. Wilson is the contact person for Food For You.. partner with vendor account Existing data Company address. Ms.30 Mapping of Business Partners in the System Food In the For You. Inc. organization Natural person Role Master tenant with Contact person for customer account. Inc. (Personal + official) fields payment data communication data.  Display of the history of the business partner master record © SAP AG RE200 1-30 .. Food For You. system: Inc.

0. Title payment data Lease-out Home address Manager Communication Communication data: data: Address Company phone Title Home phone Company phone  SAP AG 2008  You must enter certain information dependent on the role or role category:  Relationships with people.  Sending letters to undeliverable addresses is a waste of time and money.  Information on the relationships between persons or companies is to be mapped.31 Challenges Placed on Partner Management Partner with a Service vendor account Organization contract Vendor data Company Food address For You.  Ensure high quality.  You enter information just once. influences. Contact person Inc. competitors. tenant groups. interested persons. partners. tenants. networks. employees. regardless of how many different roles a business partner has in different processes. consistency and reliability of data.  Avoid redundant data. shared medical practices. companies. hierarchies © SAP AG RE200 1-31 . Communication data Master tenant with Person customer account Customer data. customers.  Sending the same information to a partner more than once is expensive and also is irritating to the partner.  Relationships.  Addressing someone with the wrong name or title is not a promising start for successful contractual negotiations.

depending on whether this BP is a person.32 Business Partners A business partner (BP) is defined as follows:  It can be a person. you have to choose the business partner category. organization. group. and data related to persons. organizations or groups. services. addresses. © SAP AG RE200 1-32 . The business partner categories are: natural person. such as an area of responsibility for facility managers.  Business partner relationships and hierarchies  Maintain the various relationships between your business partners.0.  It can have various roles.  It can have various relationships to other business partners.  Each role may require special data. “takes part in”.  Configurability and adaptability  You can easily modify business partner master records to meet your specific needs. organization or group. for example. or a group. “has contact person”. organizations and groups  Maintain different types of data for business partners (BP).  SAP AG 2008  Properties of SAP business partners  Data for persons. organization or group (such as a shared apartment or shared practice). You cannot add additional business partner categories. lease-out.  Before you can create a business partner. lease-in. depending on the business process involved.  It contains central data such as name. These categories are predefined in the system. for example. an organization. The business partner category is the term used to classify the business partner as a person.  It can automatically generate a customer or vendor master record in FI. bank details.

and bank details.  You can assign business partner roles to RE-FX in Customizing (RECACUST) under: Business Partner → Relevant Settings for Business Partner in RE Context → Business Partner Roles → Assignment of Role Categories to Real Estate Applications → Make Settings for Roles per Object Type  Business transactions are the basis for determining the business partner role. such as name.33 Business Partner Roles Different real estate management processes require different business partner data. a business partner can have more than one role.  You can create a business partner with multiple roles. a role is a certain view of the business partner that is dependent on the business context. address. You must maintain certain business partner data depending on the type of business process.  In effect. You only need to enter central data. Freelance Contact employees persons Interested Service parties providers … Tenants BP # 21 Millie Wilson  SAP AG 2008  You can rename the standard roles delivered by SAP. for the business partner once. The business partner role also brings additional application-specific attributes to the business partner. © SAP AG RE200 1-33 . For this reason. regardless of the number of roles.0.

See Chapter 9 for more information.34 Business Partners in RE-FX: The Most Important Roles  TR0600 Master tenant with customer account  TR0602 Landlord with vendor account  TR0603 Partner with customer account  TR0604 Partner with vendor account  SAP AG 2008  You can customize the standard titles (descriptions) of the business partner roles provided by SAP.0. © SAP AG RE200 1-34 .  You can assign additional roles from the existing pool to RE-FX.  TR0600 Master tenant with customer account TR0601 Tenant (without customer account)  TR0602 Landlord with vendor account TR0603 Partner with customer account  TR0604 Partner with vendor account TR0610 Tenant in external comparitive apartment  TR0622 Subsidizer TR0624 Subsidizer with customer account  TR06356 Bank for rent deposit TR0800 Owner  TR0801 Real estate agent TR0802 Notary public  TR0803 Developer TR0806 Administrator  TR0807 Technology TR0808 Janitor  TR0809 Architect TR0810 Land registry  TR0815 Appraiser TR0820 Survey office  TR0997 SCS clerk  TR0813 Occupant  TR0814 Assignment planner  Business partners in rolls TR0813 and TR0814 are used for continuous occupancy.

BP category postal code. Once a business partner has been created. buttons Partner Partners tab Partners tab Button: Person Button: Button: Choose “General Choose “Clerk” Choose “Master tenant Business Partner” with vendor account” Data Title.35 Creating Business Partners (Procedures) Where? Business Partner Master Data Contract Management Management Example Create personal contact Process BE: Process lease-out: Create a clerk Create tenant Menu/ Process Business Process Business Entity. language. or you can create one directly in business partner management.0. language. you must first define which role categories/types are available for which transactions. country country key payment data. master data) using any of the various ways. Process Contract. you can assign it in the same role or a different one to other objects (general real estate contract.  From RE-FX. Name entry name.  SAP AG 2008  You can create a central business partner from within various transactions. last Name. first name. Menu path: SAP Customizing Implementation Guide → Cross-Application Components → SAP Business Partner → Business Partner → Basic Settings → Business Partner Roles → Define Application Transactions © SAP AG RE200 1-35 .  You can define customer-specific transactions (pay attention to the customer namespace) so that you can create partners with certain roles directly. address data. etc.

36 Automatic Creation of Customers/Vendors You can create customer and vendor accounts automatically: Customizing Application Assign customer attribute: Assign role: Customer is Role Categories Customer? Roles: created auto- matically in accounting..  To do so. © SAP AG RE200 1-36 .. . you can automatically create a customer or vendor in Accounts Receivable or Accounts Payable. you must make the appropriate settings for the automatic creation of customers or vendors in RE-FX Customizing (RECACUST).0.. Master tenant Master tenant with X customer account Partner Partner . X  SAP AG 2008  With a partner with a customer account or vendor account..

 SAP AG 2008 © SAP AG RE200 1-37 .  Explain how business partners and the options for business partner management are used.37 Summary of the Basics: Summary You are now able to do the following:  Name the master data objects in RE-FX.0.  Explain how measurements and rental object conditions are used.

The business entity consists of a property and two buildings. Give your business entity the Name BE group ## and enter January 1 of the previous year as the Valid From date. 1-1 Create a Business Entity. 1 Create objects in the usage view.  Describe the various rental object types. Start the RE Navigator. Save your object. which are in turn also divided into rental units. enter German tenancy law and the representative list of rents M-2007 (sample representative list of rents 2007) in the Rent Adjustment section. Parking spaces are located on the property. Enter business area 9100 (Real Estate). The first building is a two-floor administration building. © SAP AG RE200 1-38 . On the Reference Factors tab. profit center 1480 (RE-FX Real Estate) and the functional area 1000 in the posting parameters. Enter the number 1000/1## for the business entity. you will be able to do the following:  Use the RE Navigator and explain its functions.  Create master data in the usage view. Exercises Unit: Master Data Topic: Creating Master Data By the end of this exercise. On the Option Rate Methods tab page. enter the option rate method Square Meter Ratio (automatic) in the subtab Option Rate Method Detail with the valid from date January 1 of the previous year. Your organization rents a business entity in which your organization’s headquarters will be located.  Describe how measurements are used. The second building is a small residential building with two apartments.

Give your property the name Parking Space Group ## and enter January 1 of the previous year as the Valid From date. © SAP AG RE200 1-39 . 1-4 Create a property for your business entity. 1980 as the construction year. Save your object. Give your building the name Administration Building Group ## and enter January 1 of the previous year as the Valid From date. 1-2 Create a building for your business entity. Give the property the number 1000/1##/1 (the final number 1 is assigned automatically by the system). Save your object. Enter the following infrastructure characteristics: Infrastructure Distance Measurement Text Characteristic Railway station 0. Give the building the number 1000/1##/1 (the final number 1 is assigned automatically by the system). Enter January 1. Enter the value 3 (good location) as the location class. 1-3 Create a second building for your business entity using the copy function and change the name to Residential Building Group ##.5 Kilometers Hospital 1 Kilometer Save your object.

Use the pooled space 1000/1##/1 that was previously created as a template. 2-1 Create a pooled space with usage type Office.) in the organizational assignment on the Posting Parameters tab. 2-2 Create a second pooled space using the copy function. Enter profit center 1450 (RE Office) in the organizational assignment in the posting parameters. Enter profit center 1470 (RE GARAGE COMMERC. Copy all data from the January 1 of the previous year Change the Name to Second Floor . Then assign the following condition types to your pooled space: Condition Type Condition Purpose Formula Unit Price Office basic rent Vacancy Rent (G) Residential/Usable 23. Enter January 1 of the previous year for the fields First posting from and Cash flow from. Enter Second Floor . Assign the pooled space to your business entity 1000/1## and to the property 1000/1##/1 inside it. Enter measurement type Number of Parking Spaces (M005) on the Measurements tab and enter a capacity of 100 units.50 detail (11) space in m2 Operating costs Vacancy Rent (G) Residential/Usable 4.Office as the Name. Save your pooled space.500 m² as the Capacity. Enter Parking Spaces as the Name.80 advance pmnt space in m2 (20) Save your pooled space.2 Create rental objects in the usage view.00 (G) spaces (C) Save your pooled space. Assign the pooled space to your Business Entity 1000/1## and to the Administration Building 1000/1## inside it. 2-3 Create another pooled space with usage type Parking Lots (10).Office. © SAP AG RE200 1-40 . Assign the following condition type to your pooled space: Condition Type Condition Formula Unit Price Purpose Parking space rent (15) Vacancy Rent Parking 38. Choose Office Space (A101) as in the measurement type on the Measurements tab and enter a 2. Enter January 1 of the previous year for the fields “First Posting From” and “Cash Flow From”.

Assign as many fixtures and fittings characteristics with reference to the representative list of rents as you wish. Fixtures/Fittings and Conditions tabs. Assign the rental unit to your business entity 1000/1## and to the residential building 1000/1##/2 inside it. as the usage type.00 advance pmnt (20) Rent (G) (A) Save your rental unit.& PUBL.) in the organizational assignment on the Posting Parameters tab. Enter measurement type Residential Space (A004) on the Measurements tab and enter a size of 120 m². 2-5 Create a second rental unit using the copy function. Change the measurement to 75 m² Residential Space (A004).00 Rent (G) (A) Operating costs Vacancy Fixed Amount 210.00 advance pmnt (20) Rent (G) (A) Save your rental unit. Enter profit center 1410 (RE APTS PRIV. Change the condition amounts to the following: Condition Type Condition Formula Unit Price Purpose Basic rent (10) Vacancy Fixed Amount 575. Enter January 1 of the previous year for the fields First posting from and Cash flow from. Use the janitor’s apartment that was previously created (exercise 2-4) as a template and copy all the data as of January 1 of the previous year. Change the Name to Apartment. 2-4 Create another rental unit with Privately-financed accommodat. Enter Janitor’s Apartment as the Name. Assign the following condition types to your rental unit: Condition Type Condition Formula Unit Price Purpose Basic rent (10) Vacancy Fixed Amount 780.00 Rent (G) (A) Operating costs Vacancy Fixed Amount 155. Check the copied values on the Measurements. © SAP AG RE200 1-41 .

Check your measurements. Check the condition types of your rental space. Switch to change mode and extract an area share of 250 m² from the pooled space. the posting parameters and the condition types of your rental space. Enter measurement type Office Space (A101) on the Measurements tab and enter a size of 400 m². Enter profit center 1450 (RE Office) in the organizational assignment in the posting parameters. © SAP AG RE200 1-42 . Save your result and open your newly created rental space. Enter January 1 of the previous year for the fields “First Posting From” and “Cash Flow From”.3 Extract rental spaces in the pooled spaces 3-1 Create a new rental space using the create function in RE Explorer. Assign it to your pooled space 1000/1##/1 First Floor. Save your rental space. Enter First Floor Office Right as the Name. Assign your rental space to the Pooled Space 1 First Floor Office. Create a new rental space of the type Office. Save your rental space. Change the Name to First Floor Office Left. Go to your pooled space 10000/1##1 – First Floor – Office and then to the Area Shares tab. 3-2 Create a new rental space within the pooled space using the extract function.

switch to the My Objects entry and choose (Display). Enter the following data: Field Name Or Data Type Values Name of BU Administration building group ## Valid from 01. Click the entry Business Entities in the left area of the Object Browser. In the navigation area of the RE Navigator. Right-click and select the function Create. select the entry German tenancy law for the Tenancy law field and the value M-2007 for the Representative list of Rents field. enter the Method Square meter ratio (automatic). In the dialog box Create Building enter your company code 1000 in the Company Code field and your business entity 1## in the Business Entity field. Save your building by pressing Ctrl + S or clicking (Save). Switch to the Posting Parameters tab page and enter the value 9100 (Real Estate) in the Business Area field. and the value 1000 in the Functional Area field. © SAP AG RE200 1-43 . On the Option Rate Methods tab page.01. Confirm your entries with (Enter). Enter the following data: Field Name Or Data Type Values Name of BE BE Group ## Valid from 01. enter your company code 1000 in the Company Code field. Solutions Unit: Master data Topic: Creating Master Data 1 Creating usage objects from the usage view 1-1 Create a business entity.01. Right-click and select the function Create. the value 1480 (RE-FX Real Estate) in the Profit Center field. 1980 in the Construction Year field. Previous year Switch to the Dates tab page and enter January 1. Click the entry Building in the left area of the Object Browser. 1-2 Create a building in the usage view. Previous year On the Reference Factors tab page. In the dialog box Business Entity. Save your business entity by pressing Ctrl + S or clicking (Save). Confirm your entries with (Enter).

In the Infrastructure Char. Enter in the Transfer from field the date January 1 of the previous year and click Create . In the dialog box Create Properties. In the Infrastructure Char – Text column. – Text column. 1-3 Create a building in the usage view using the copy function. select Central Station and enter 0. Using the left mouse button. Update the overview in the navigation area by clicking . select Hospital and enter 1. © SAP AG RE200 1-44 . Click the entry Properties in the left area of the Object Browser. select the icon in the left area of the Object Browser in front of the Building entry to expand all entries under this item. Previous year Save your property by pressing Ctrl + S or clicking (Save).5 in the Distance column. Right-click and select the function Create. 1-4 Create a property in the usage view. Go to the Additional Data tab page and enter the value 3 (good location) in the Location Class field. Change the entry in the Name of BU field to Residential Building Group ##.0 in the Distance column. To create a building by copying. Enter the following data: Field Name Or Data Type Values Name of PR Parking Space Group 1##-{}- Valid from 01. Save your building with (Save). Close the lower message area by choosing (Close Messages). Click the menu option Copy. Confirm your entries with (Enter). select the Building you created and open the context menu with the right mouse button. Choose (Insert row) again. Confirm your entry with Enter . enter your company code 1000 in the Company Code field and your business entity 1## in the Business Entity field. Go to the Infrastructure tab page and choose (Insert row).01.

Save your pooled space by pressing Ctrl + S or clicking (Save). right-click and choose Create  Pooled Space  Office. select the Basic Office Rent line. Select the Rental Objects entry. then confirm your selection with (Copy). Enter 4.2 Creating rental objects 2-1 Create a pooled space. Go to the Conditions tab page and choose (Add Condition(s)). Enter the following data: Field Name Or Data Type Values Company code 1000 Business entity 1## Building 1 Name of RO First Floor . Enter 23. select the Organizational Assignment line and in the Profit Center field.500 m² as the capacity.50 as the Unit Price and change the Formula to Residential/Usable space in m². Close the lower message area by choosing (Close Messages). In the upper screen area. Select entries 11 (Office Basic Rent) and 20 (Operating costs advance pmnt). Select entry A101 (Office Space) and confirm with (Copy). switch to the My Objects entry and choose (Display). enter the value 1450 (RE Office).80 as the Unit Price for the condition type Operating costs advance pmnt and change the Formula to Residential/Usable space in m². Go to the Posting Parameters tab page. Enter 2.Office Cash Flow From January 1 of the previous year First Posting From January 1 of the previous year Go to the Measurements tab page and choose (Add Measurements). In the upper screen area. © SAP AG RE200 1-45 . In the navigation area of the RE Navigator.

Select the Rental Objects entry in the navigation area. Go to the Conditions tab page and choose (Add Condition(s)).) in the Profit Center field.office. Enter the following data: Field Name Or Data Type Values Company code 1000 Business entity 1## Property 1 Name of RO Parking spaces Cash Flow From January 1 of the previous year First Posting From January 1 of the previous year Go to the Measurements tab page and choose (Add Measurements). right-click and choose Create  Pooled Space  Parking Lots. Update the overview in the navigation area by clicking . Select entries M005 (number of parking spaces) and confirm with (Copy).00 as the unit price and Parking spaces as the Formula. Select the object 1000/1##/1. 2-3 Create a pooled space with usage type Parking Lot/Garage (10). Enter 100 PCS as the capacity. 2-2 Create a pooled space with the copy function. Close the lower message area by choosing (Close Messages). © SAP AG RE200 1-46 . Save your pooled space by pressing Ctrl + S or clicking (Save). Change the Name of your pooled space to Second floor . Assignment and enter the value 1470 (RE Garages comm. right-click and choose Copy. Select entry 15 (Parking space/garage rent) and confirm with (Copy). Go to the Posting Parameters tab page. In the upper screen area. Copy all the selections and then choose (Create). select the line Org. Enter the date January 1 of the previous year in the Transfer from field. Save your pooled space by pressing Ctrl + S or clicking (Save). Enter 38. Expand the Rental Objects entry in the navigation area entry by clicking on the left of this entry.

Copy your selection with (Continue). 2-4 Create a rental unit. Select the entries 10 (Basic rent) and 20 (Operating costs advance pmnt). select the Organizational Assignment line and enter the value 1410 (RE Apts Priv. In the upper screen area. Enter 120 m² as the size. right-click and choose Create  Rental Unit  Apartment. Enter 210. Save your rental unit by pressing Ctrl + S or clicking (Save).00 for the Unit Price for the Operating costs advance pmnt condition type. Go to the Fixtures/Fittings tab page and change the entry Without Reference to the Representative List of Rents to Sample Representative List of Rents 2007 in the upper screen area. Select the entry A004 (residential space) and confirm with (Copy). Enter 780. In the top screen area. Go to the Posting Parameters tab page. © SAP AG RE200 1-47 .) in the Profit Center field. Update the overview in the navigation area by clicking . Select the Rental Objects entry.00 as the Unit Price. Enter the following data: Field Name Or Data Type Values Company code 1000 Business entity 1## Building 2 Name of RO Janitor’s Apartment Cash Flow From January 1 of the previous year First Posting From January 1 of the previous year Go to the Measurements tab page and choose (Add Measurements). Choose (Insert Characteristic) and select any characteristic you want. Go to the Conditions tab page and choose (Add Condition(s)). select the line Basic Rent. & Pub. Confirm with (Copy).

right-click and choose Create  Pooled Space  Office. Previous year Execute the assignment to the pooled space by clicking . In the navigation area of the RE Navigator. Select the line with your janitor’s apartment rental unit. Go to the Conditions tab page and change the amount of Operating costs advance pmnt to € 155.00. To add new characteristics.01. Copy all the selections and then choose (Create).00 the lower screen area. enter the number of your pooled space (1) in the Pooled Space field and confirm with (Enter). 2-5 Create a rental unit with the copy function. In the upper screen area. In the dialog box. Select the Rental Objects entry.01. Change the Name of your rental unit to Apartment. Copy your selection with (Continue). select the Basic Rent line and then change the amount to € 575. Delete the characteristics you copied by selecting the corresponding line and clicking (Delete Characteristic). Go to the Measurements tab page. Enter the date January 1 of the previous year in the Transfer from field. Expand the Rental Objects entry by choosing on the left of this entry. 3 Extracting rental spaces using occupancy planning 3-1 Create a rental space from within the RE Navigator. Change the measurement of your residential space A004 (residential space) to 75 m². Go to the Fixtures/Fittings tab page. Previous year First Posting From 01. right-click and select Copy. switch to the My Objects entry and choose (Display). © SAP AG RE200 1-48 . Enter the following data: Field Name Or Data Type Values Company code 1000 Business entity 1## Building 1 Name of RO First floor office right Cash Flow From 01. Save your rental unit by pressing Ctrl + S or clicking (Save). click (Insert Characteristic) and select any characteristics you want.

Go to the Posting Parameters tab page. 3-2 Create a rental space with the extraction function within the pooled space. The details of your rental space appear on the right side of the screen. Save your rental unit by pressing Ctrl + S or clicking (Save). Switch to edit by clicking and go to the Area Shares tab. Start a search for the pooled space from which you want to extract by clicking (Perform Search). Rentsp. Select the pooled space found. select the Organizational Assignment line and in the Profit Center field. The pooled space is flagged with a blue cube. Go to the General Data tab and switch the RE Navigator into change mode by clicking . In the upper screen area. In the navigation area of the RE Navigator. Now choose . enter Usage type Office (5) in the RS UsgType field of your pooled space and 250 m² in the field Amt Wanted. switch to the My Objects entry and choose (Display). Copy (SHIFT + F8). Then click (Extract RSpace from Measuremt). Go to the Measurements tab page and choose (Add Measurements). You see the rental units you have extracted from your pooled space displayed in table form in the right screen area. Select your newly created rental unit by double-clicking. Start the extraction process for a new rental unit by clicking . In the left screen area of the extraction function processing window. To view the changes in the Object Navigator. Save your rental unit by pressing Ctrl + S or clicking (Save). enter the value 1450 (RE Office). Enter the name Office First Floor left into the Name of RO field. Update the overview in the Navigation area by pressing . update the overview in the navigation area by clicking . Expand the entry Rental Objects by clicking . Save the rental space that you have just created by choosing (Save). Enter 400 m² as the size. Select entry A101 (Office Space) and confirm with (Copy). © SAP AG RE200 1-49 . Then select your rental space First Floor – Office (1000/1##/1).

For business partners with customer and vendor accounts. 2 Create another partner in business partner management with the role of Contact Person. Save this business partner too. language and address. country. When creating business partners. Enter a name. search term. Define this partner with the business partner category Organization. as well as valid from January 1 of the previous year. 1 Create a partner in business partner management with the role of Janitor. the field Postal Code. language and address. Enter a name. enter either A1 for vendor accounts or E7 for customer accounts into the Planning group field. Instead of using the RE Navigator. In this case. Use the relationship to define this business partner as the contact person for the janitor company that you already created. country. Save this partner. the following generally apply: Fill in the field Search Criterion 1. ensure that the business partner you create is assigned to the company code in which you are doing the exercise. 3 Assign the janitor company to your administration building in the usage view (1000/1##/1). as well as valid from January 1 of the previous year. Define this partner with the business partner category Person. You assign the organization to the master data in Flexible Real Estate Management. all address fields and all country or language fields. search term. Exercises Unit: Business Partner Master Data Topic: Creating Business Partners After completing this exercise you will be able to explain the following:  Business partner roles  Business partner relationships You define an organization and a natural person as business partners and define their relationship. you can use transaction BP to create new business partners. © SAP AG RE200 1-50 .

In the upper screen area. as well as January 1 of the previous year into the Valid From field. choose: Accounting  Flexible Real Estate Management  Master Data  Business Partner Master Data  Edit Business Partner (BP) Choose Person. Change the Relationship Cat. In the Relationship to BP field. choose Relationships. Country. Enter data of your choice into Name. Enter the date January 1 of the previous year in the Address Valid From field. Search Terms. In the Create in BP Role field. Standard Address and Communication fields. 2 Create the contact person of business partner In the SAP menu. choose: Accounting  Flexible Real Estate Management  Master Data  Business Partner Master Data  Edit Business Partner (BP) Choose Organization. change the business partner role to Janitor (TR0808) and choose Create to create the business partner in the role you have selected. enter the janitor company that you created earlier and press ENTER. Standard Address. Search Terms. Solutions Unit: Business Partner Master Data Topic: Creating Business Partners 1 Create a janitor as a business partner In the SAP menu. Enter data of your choice in the Name. to Is Contact Person For (TBUR001). change the business partner role to Contact Person (BUP001) and choose Create to create the business partner in the role you have selected. Confirm the detail screen that is displayed by choosing (Continue). In the Create in BP Role field. © SAP AG RE200 1-51 . Language and Communication fields. Save this partner by pressing Ctrl + S or by choosing (Save). Save this partner by pressing Ctrl + S or by choosing (Save).

Enter the data for your janitor and confirm your entries with (Continue). Choose (Assign New Partner) and select Janitor. Double-click your janitor and save your building by pressing Ctrl + S or choosing (Save). © SAP AG RE200 1-52 .3 Link the business partner with the object Start the RE Navigator SAP Menu  Accounting  Flexible Real Estate Management  Master Data  RE Navigator (RE80) In the navigation area of the RE Navigator. Close the lower message area by choosing (Close Messages). Expand the Building entry by pressing the icon on the left of the entry and double- click 1000/1##/1. In the upper screen area. change the display to My Objects and choose (Display). go to the Partners tab page and choose (switches between display <-> change).

© SAP AG RE200 1-53 .