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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..........................................................................................................10
BUILDING REBDBU.....................................................................................................................10
CREATION OF LAND.................................................................................................................16
LAND REBDPR..........................................................................................................................16
CREATION OF POOLED SPACE...............................................................................................20
POOLED SPACE REBDRO.............................................................................................................20
CREATION OF RENTAL SPACE...............................................................................................24
RENTAL SPACE REBDRO.............................................................................................................24
CREATION OF BUSINESS PARTNER.......................................................................................31
CREATION OF BUSINESS PARTNER BP................................................................................................31
CREATION OF CONTRACT.......................................................................................................36
CREATION OF CONTRACT RECN......................................................................................................36
PERIODIC POSTINGS FOR CONTRACT..................................................................................41
RUN PERIODIC POSTING RERAPP..................................................................................................41
REAL ESTATE SEARCH............................................................................................................44
CREATION OF RE SEARCH REQUEST REORRR.................................................................................44

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Creation of Business Entity

Business Entity REBDBE


Business Process Description Overview
Create 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 managementMaster 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 Comments


Company code The company code ID R Co.code 1100
The C.code is an organizational unit
within financial accounting
Business Real estate objects can be logically R The Business Entity Created for
Entity grouped depending on their economic Unitech Dvlps & Prj Ltd is 1100
(business) purpose or geographical
location
Name of BE R Info Space
Validity From Date from which an object is valid O 01.01.2010
Tendency law A country-specific law to determine the R Go to Reference factors tab select
rental process Indian tendency law
Measurement Describes measurable properties of an O Go to tab Measurements and add
Type object the measurements
Capacity Total size of the business entity O Area mentioned for rental object
Profit Center An organizational unit in Accounting that R As required
reflects a management-oriented structure
of the organization for the purpose of
internal control.

(Note: On above table, in column “R/O/C”, “R”= Required, “O”= Optional”C”= Conditional)

Creation of Building

Building REBDBU

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Business Process Description Overview


Create 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 managementMaster Data Process Building
Via 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 Comments


Company code The company code ID R Co.code 1100
The C.code is an organizational unit
within financial accounting
Business Real estate objects can be logically R The Business Entity Created for
Entity grouped depending on their economic Co code 1100
(business) purpose or geographical
location
Name of BU To enter a name for a new Building R
Validity From Date from which an object is valid O
Main Usage This can be taken from the config values O
Type as required
Building Type Describes about type of building O
Measurement Describes measurable properties of an O Go to tab Measurements and add
Type object 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 Overview
Create 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 managementMaster Data Process Land
Via 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 Comments


Company code The company code ID R Co.code 1100
The C.code is an organizational unit
within financial accounting
Business Real estate objects can be logically R The Business Entity Created for

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Entity grouped depending on their economic Co code 1100


(business) purpose or geographical
location
Name of PR To enter a name for a new Land R
Validity From Date from which an object is valid O
Main Usage Usage type can be taken from config O
Type values
Property Type Description of the type of a property O
Measurement Describes measurable properties of an O Go to tab Measurements and add
Type object the measurements
Capacity Total size of the Building O Area mentioned for Building
Measurement Date from which the measurement is O
from valid for the object

(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 Steps
1.1. Access transaction by:

Via Menus Accounting →Flexible real estate managementMaster 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 Comments


Rental Object An object that is leased out as a single entity R Pull down menu available
Company code The company code ID R Co.code 1100
The C.code is an organizational unit
within financial accounting
Usage Type The purpose for which a rental unit is R Pull down menu available
used, for example, as an office, Quarters,
Warehouses and so on
Business Real estate objects can be logically R The Business Entity Created for
Entity grouped depending on their economic CoPT is 1100
(business) purpose or geographical
location
Building/Prope An object or parts of an object on the R Mention the building / property
rty basis of which rooms or areas (for created for 1100
example warehouses, stores) are rented.
Name of RO To enter a name for a new rental space O
Validity From Date from which an object is valid R
Cash flow Date starting on which the agreed R
From conditions are considered during
generation of the cash flow
Measurement Describes measurable properties of an R Go to tab Measurements and add
Type object the measurements
Capacity Total size of the pooled space R Area mentioned for rental object
Profit Centre An organizational unit in Accounting that R Go to tab Posting parameter and
reflects a management-oriented structure go to sub tab Organisation
of the organization for the purpose of Assignment and mention the PC
internal control

(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 Steps
1.1. Access transaction by:

Via Menus Accounting →Flexible real estate managementMaster Data Process Rental
Object
Via Transaction Code REBDRO

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To create click on create

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Click on
Note: 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 Comments


Rental Object An object that is leased out as a single entity R Pull down menu available
type
Company code The company code ID R Co.code 1100
The C.code is an organizational unit within
financial accounting
Usage Type The purpose for which a rental unit is used, for R Pull down menu available
example, as an office space, apartments, shops
and so on
Business Real estate objects can be logically grouped R The Business Entity Created for
Entity depending on their economic (business) 1100
purpose or geographical location
Pooled Space An amount of space that can be used flexibly as R In RS assign the pooled space
the situation demands which already been created with
same usage type
Building/Prope An object or parts of an object on the basis of R The land / building Created for
rty which rooms or areas are rented or sold. 1100

Name of RO To enter a name for a new rental space O


Validity From Date from which an object is valid R
Cash flow Date starting on which the agreed conditions are R
From considered during generation of the cash flow
Part of Building RO sub types as per the requirement O Pull down menu available
Vacancy The reason why unit is vacant i.e. hold by O Pull down menu available
Reason management, hold by employee, hold in hard
option etc.
Measurement Describes measurable properties of an object R Go to tab Measurements and add
Type the measurements
Capacity Total size of the pooled space R Area mentioned for rental object
Fixtures / Different fixtures are defined in system i.e. fit O Pull down menu available
Fittings out, universal, international, bareshell
Profit Centre An organizational unit in Accounting that reflects R System Default
a management-oriented structure of the
organization for the purpose of internal control

(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 Overview
Business Partners are created in system with different roles.

Procedural Steps
1.1. 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 Comments


BP role BP roles are defined on the basis of a R Select from Pull down menu
business process. Attributes that are available
relevant to this process are assigned to
these BP roles
Business partners are only ever created
in connection with BP roles.
Grouping Assign each business partner to a R System Default
grouping when you create the business
partner
Title MR/Ms R Select from Pull down menu
available
First name First name of the BP R
Last name Last name of BP R

Search Term Name maintained for search criteria R


1/2
Street/House Address field O
number
Postal Address field R
Code/City
Country Address field R
Region 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 Overview
Contract is the created in system which will contains business partner, unit, start date, end date, conditions.

Procedural Steps
1.2. Access transaction by:

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To Create Click on Create

Click on

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 Comments


Contract Type The purpose served by the real estate contract R Select from Pull down menu
available
Co.code The c.code is an organizational unit within R System Default
financial accounting
RO An object that is leased out as a single entity. R Select from selection menu
BP A natural or legal person or a group of natural or R Select from selection menu
legal persons, not part of the business
organization but with whom a business interest
exists
Contract start Date of contract start agreed on in the contract. R
Date

Contract End Contract end date for a fixed-term contract R


Date
End of term This field is for a date calculated by the system, C System Default
that is, you are not able to enter a date here
Contract Name Descriptive field for reference R
Insert Insert conditions as per CoPT requirement R Select from selection menu
Conditions
Condition Defines, how and if a condition is considered C System Default
Purpose during periodic posting.
Valid From The condition is valid starting on this date C System Default
Valid To The condition is valid up to and including this O Mention if required
date.
Unit Price
Formula This value specifies the calculation formula that Select from selection menu
is used for calculating the condition amount
(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 Overview


Run periodic postings for activated contracts so that conditions amount can be posted into customer account.

Procedural Steps
1.3. 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

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 Overview
All the enquiries will be captured in RE search request

Procedural Steps
1.4. 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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