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L2 Training
L2 Training
For
Flexible Real Estate Management
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Table of Contents
The following topics are contained within this Participant’s Guide:
CREATION OF BUSINESS ENTITY.............................................................................................3
BUSINESS ENTITY REBDBE.........................................................................................................3
CREATION OF BUILDING..........................................................................................................11
BUILDING REBDBU...................................................................................................................11
CREATION OF LAND.................................................................................................................16
LAND REBDPR.........................................................................................................................16
CREATION OF POOLED SPACE...............................................................................................21
POOLED SPACE REBDRO.........................................................................................................21
CREATION OF RENTAL SPACE...............................................................................................25
RENTAL SPACE REBDRO..........................................................................................................25
CREATION OF BUSINESS PARTNER.......................................................................................33
CREATION OF BUSINESS PARTNER BP.......................................................................................33
CREATION OF CONTRACT.......................................................................................................38
CREATION OF CONTRACT RECN................................................................................................38
PERIODIC POSTINGS FOR CONTRACT..................................................................................44
RUN PERIODIC POSTING RERAPP.............................................................................................44
REAL ESTATE SEARCH............................................................................................................47
Creation of RE Search Request REORRR..............................................................................47
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Creation of Business Entity
Business Entity REBDBE
Business Process Description OverviewCreate the Business Entity which is the highest level of object in REFX module.
Procedural Steps
1.1. Access transaction by:
Via Menus Accounting Flexible real estate managementMaster Data Process Business Entity
Via Transaction Code REBDBE
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For creation click on create
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Insert Address: Click on create
Go to reference tab.
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Go to Measurement tab.
Click on insert measurement
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Select the measurement and continue
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Go to Measurement tab.
Select Profit Center
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Check for Errors:
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Click on
Note: One Business Entity is created.
Field Name Description R/O/C User Action and Values CommentsCompany code The company code ID
The C.code is an organizational unit within financial accounting
R Co.code 1100
Business Entity
Real estate objects can be logically grouped depending on their economic (business) purpose or geographical location
R The Business Entity Created for Unitech Dvlps & Prj Ltd is 1100
Name of BE R Info SpaceValidity From Date from which an object is valid O 01.01.2010Tendency law A country-specific law to determine the
rental processR Go to Reference factors tab select
Indian tendency law
Measurement Type
Describes measurable properties of an object
O Go to tab Measurements and add the measurements
Capacity Total size of the business entity O Area mentioned for rental objectProfit Center An organizational unit in Accounting that
reflects a management-oriented structure of the organization for the purpose of internal control.
R As required
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional”C”= Conditional)
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Creation of Building
Building REBDBU
Business Process Description OverviewCreate the Building which is the second level of object in REFX module.
Procedural Steps1.1. Access transaction by:Via Menus Accounting Flexible real estate managementMaster Data Process BuildingVia Transaction Code REBDBU
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To create Click on create
Click on
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Go to Additional Data tab.
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Go to Measurement tab.
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Check for Errors:
Click on
Field Name Description R/O/C User Action and Values CommentsCompany code The company code ID
The C.code is an organizational unit within financial accounting
R Co.code 1100
Business Entity
Real estate objects can be logically grouped depending on their economic (business) purpose or geographical location
R The Business Entity Created for Co code 1100
Name of BU To enter a name for a new Building RValidity From Date from which an object is valid OMain Usage Type
This can be taken from the config values as required
O
Building Type Describes about type of building OMeasurement Type
Describes measurable properties of an object
O Go to tab Measurements and add the measurements
Capacity Total size of the Building O Area mentioned for Building
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional ”C”= Conditional)
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Creation of Land
Land REBDPR
Business Process Description OverviewCreate the Building which is the second level of object in REFX module.
Procedural Steps
1.1. Access transaction by:Via Menus Accounting Flexible real estate managementMaster Data Process LandVia Transaction Code REBDPR
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To create Land click on
Click on
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Go to Building Law and Usage tab.
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Go to Value tab.
Go to Measurement tab.
Check for Errors:
Click on
Field Name Description R/O/C User Action and Values CommentsCompany code The company code ID
The C.code is an organizational unit within financial accounting
R Co.code 1100
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Business Entity
Real estate objects can be logically grouped depending on their economic (business) purpose or geographical location
R The Business Entity Created for Co code 1100
Name of PR To enter a name for a new Land RValidity From Date from which an object is valid OMain Usage Type
Usage type can be taken from config values
O
Property Type Description of the type of a property OMeasurement Type
Describes measurable properties of an object
O Go to tab Measurements and add the measurements
Capacity Total size of the Building O Area mentioned for BuildingMeasurement from
Date from which the measurement is valid for the object
O
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional ”C”= Conditional)
Creation of Pooled Space
Pooled Space REBDRO
Business Process Description Overview
Pooled spaces are the combination of Rental Spaces which has to create in the system.
Procedural Steps1.1. Access transaction by:
Via Menus Accounting Flexible real estate managementMaster Data Process Rental Object
Via Transaction Code REBDRO
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Click on continue .
Go to Additional Data Tab
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Go to Measurement Tab
Check for Errors:
Click on
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Field Name Description R/O/C User Action and Values CommentsRental Object An object that is leased out as a single entity R Pull down menu availableCompany code The company code ID
The C.code is an organizational unit within financial accounting
R Co.code 1100
Usage Type The purpose for which a rental unit is used, for example, as an office, Quarters, Warehouses and so on
R Pull down menu available
Business Entity
Real estate objects can be logically grouped depending on their economic (business) purpose or geographical location
R The Business Entity Created for CoPT is 1100
Building/Property
An object or parts of an object on the basis of which rooms or areas (for example warehouses, stores) are rented.
R Mention the building / property created for 1100
Name of RO To enter a name for a new rental space OValidity From Date from which an object is valid RCash flow From
Date starting on which the agreed conditions are considered during generation of the cash flow
R
Measurement Type
Describes measurable properties of an object
R Go to tab Measurements and add the measurements
Capacity Total size of the pooled space R Area mentioned for rental objectProfit Centre An organizational unit in Accounting that
reflects a management-oriented structure of the organization for the purpose of internal control
R Go to tab Posting parameter and go to sub tab Organisation Assignment and mention the PC
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional”C”= Conditional)
Creation of Rental Space
Rental Space REBDRO
Business Process Description Overview
Rental spaces are created under pooled spaces with same usage types.
Procedural Steps1.1. Access transaction by:
Via Menus Accounting Flexible real estate managementMaster Data Process Rental Object
Via Transaction Code REBDRO
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To create click on create
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Click onNote: Usage type for Pooled space and Rental space should be same
Need to assign the Pool space to Rental space click on
Click on
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Go to additional data tab
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Go to Occupancy tab
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Go to measurements tab
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Go to Fixtures/Fittings tab
Go to Assignments tab
Check for Errors:
Click on
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Field Name Description R/O/C User Action and Values CommentsRental Object type
An object that is leased out as a single entity R Pull down menu available
Company code The company code IDThe C.code is an organizational unit within financial accounting
R Co.code 1100
Usage Type The purpose for which a rental unit is used, for example, as an office space, apartments, shops and so on
R Pull down menu available
Business Entity
Real estate objects can be logically grouped depending on their economic (business) purpose or geographical location
R The Business Entity Created for 1100
Pooled Space An amount of space that can be used flexibly as the situation demands
R In RS assign the pooled space which already been created with same usage type
Building/Property
An object or parts of an object on the basis of which rooms or areas are rented or sold.
R The land / building Created for 1100
Name of RO To enter a name for a new rental space OValidity From Date from which an object is valid RCash flow From
Date starting on which the agreed conditions are considered during generation of the cash flow
R
Part of Building RO sub types as per the requirement O Pull down menu availableVacancy Reason
The reason why unit is vacant i.e. hold by management, hold by employee, hold in hard option etc.
O Pull down menu available
Measurement Type
Describes measurable properties of an object R Go to tab Measurements and add the measurements
Capacity Total size of the pooled space R Area mentioned for rental objectFixtures / Fittings
Different fixtures are defined in system i.e. fit out, universal, international, bareshell
O Pull down menu available
Profit Centre An organizational unit in Accounting that reflects a management-oriented structure of the organization for the purpose of internal control
R System Default
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional ”C”= Conditional)
Creation of Business Partner
Creation of Business Partner BP
Business Process Description OverviewBusiness Partners are created in system with different roles.
Procedural Steps1.1. Access transaction by:
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To Create Individual Business partner click on
To Create Company as Business Partner click on
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Click on Create
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Go to Company Code tab
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Check for Errors:
Click on
Note: While creating the Business Partner the FI customer will be created in the background
Field Name Description R/O/C User Action and Values CommentsBP role BP roles are defined on the basis of a
business process. Attributes that are relevant to this process are assigned to these BP rolesBusiness partners are only ever created in connection with BP roles.
R Select from Pull down menu available
Grouping Assign each business partner to a grouping when you create the business partner
R System Default
Title MR/Ms R Select from Pull down menu available
First name First name of the BP RLast name Last name of BP R
Search Term 1/2
Name maintained for search criteria R
Street/House number
Address field O
Postal Code/City
Address field R
Country Address field RRegion Address field O
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(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional ”C”= Conditional)
Creation of Contract
Creation of Contract RECN
Business Process Description OverviewContract is the created in system which will contains business partner, unit, start date, end date, conditions.
Procedural Steps1.2. Access transaction by:
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To Create Click on Create
Click on
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Go to Condition tab
To insert Conditions click on
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Select the required condition type applicable for the contract.
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Check for Errors:
Click on
Click on To view the Cash Flow
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Click on Save
And Activate
Field Name Description R/O/C User Action and Values CommentsContract Type The purpose served by the real estate contract R Select from Pull down menu
availableCo.code The c.code is an organizational unit within
financial accountingR System Default
RO An object that is leased out as a single entity. R Select from selection menuBP A natural or legal person or a group of natural or
legal persons, not part of the business organization but with whom a business interest exists
R Select from selection menu
Contract start Date
Date of contract start agreed on in the contract. R
Contract End Date
Contract end date for a fixed-term contract R
End of term This field is for a date calculated by the system, that is, you are not able to enter a date here
C System Default
Contract Name Descriptive field for reference RInsert Conditions
Insert conditions as per CoPT requirement R Select from selection menu
Condition Purpose
Defines, how and if a condition is considered during periodic posting.
C System Default
Valid From The condition is valid starting on this date C System DefaultValid To The condition is valid up to and including this
date.O Mention if required
Unit PriceFormula This value specifies the calculation formula that
is used for calculating the condition amountSelect from selection menu
(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional ”C”= Conditional)
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Periodic Postings for Contract
Run Periodic Posting RERAPP
Business Process Description OverviewRun periodic postings for activated contracts so that conditions amount can be posted into customer account.
Procedural Steps1.3. Access transaction by:
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Select from drop down menu simulation for verification of posting and Update Run for actual posting to customer account in Posting run mode
Type of posting run needs to be Periodic Posting
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Click on to Execute
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Note : Periodic Posting has been run for the period of month as well as reference of contract.
Real Estate Search
Creation of RE Search Request REORRR
Business Process Description OverviewAll the enquiries will be captured in RE search request
Procedural Steps1.4. Access transaction by:
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Click on create
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Click on continue
Go to Object location tab
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Go to Partner tab
Insert Partners with different roles
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Go to Processing Infos
Click on
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