Hierarchy
BBPCRM (Software Component) BBPCRM⤷
CRM (Application Component) Customer Relationship Management⤷
CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages⤷
FVVI (Package) R/3 appl.dev. for Financial Assets Management: Real estate
IMG Activity
| ID | SIMG_CFMENUOFDIFI3 | Accounts Receivable and Accounts Payable |
| Transaction Code | S_ALR_87007695 | IMG Activity: SIMG_CFMENUOFDIFI3 |
| Created on | 19981222 | |
| Customizing Attributes | SIMG_CFMENUOFDIFI3 | Accounts Receivable and Accounts Payable |
| Customizing Activity |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | SIMG_CFMENUOFDIFI3 |
Customer accounts
For debit-side business partners, customer accounts need to be created. This generally happens automatically from the business partner maintenance function. You need appropriate account groups for this purpose. See the "Business Partner" section for more information.
Line items
It makes sense to define display variants, sort, summation and additional fields which are relevant for Real Estate documents for line item display. The field, contract number, for instance, should always be displayed, as should the flow type.
Incoming payments
If you want to collect rent receivables per contract, you need to group payments by contract.
If you set the check indicator ("Collection authorization granted") for the payment method "Collection authorization", this payment method cannot be used for documents with alternative payers. In these documents, you cannot set the indicator "Collection authorization granted" for the alternative payer. For this reason, you have to define a separate payment method for alternative payers, which does not require the "Collection authorization granted" check.
As of release 4.0A the alternative payer is no longer required if the sole purpose of having it was to provide the name of an alternative account holder. This can now be assigned directly to the account in the customer master record. In such cases the normal payment method "Collection authorization" may be used.
The payment list should be configurated in such a way as to show the contract numbers. This is possible within the application since the lists are generated using the ABAP list viewer.
Important:
The special G/L transaction used for posting advance payment requests (in SAP reference Customizing, this is special G/L indicator J) must be marked as "special G/L transaction" to be paid. (Settings in Payment program --> All company codes). The result is that the items so posted are displayed in the tenant account sheet and are taken into account in (manual and automatic) incoming payments.
Clearing of open items with update of rental agreement number
It is possible to define clearing rules in the Customizing for Financial Accounting (FI). If, for instance, you want to break down an incoming payment affecting several rental agreements into single contract amounts and update the contract number in the incoming payments document, you have to set the clearing rule respectively (field names: VERTN=contract number and VERTT=contract type) and activate it for customer postings.
Dunning
- The following are just some of the details relevant to the dunning program which are included in the document via the debit posting:
- Payment method
- Dunning area
- Dunning block
- Contract number
Handling of the documents follows the logic used in financial accounting:
All items with the following characteristics are dunned:
- No dunning block AND
- No incoming payment method in the item AND
- No incoming payment method in customer master record
- an incoming payment method, but a payment block
- The dunning form defined in Customizing for the dunning area and the dunning procedure assigned to this dunning area is used (standard form).
- Dunning notices are only sent to customers.
- Special handling is required if a dunning grouping according to contract number is set in the customer master record. The grouping must consist of the following fields (in this order!):
- Contract number VERTN Length 13
- Contract type VERTT Length 1
The following special handling is carried out:
All items with the following characteristics are dunned:
- No dunning block AND
- A dunnable payment method is set in the item OR
- No incoming payment method is set in the item and no non-dunnable incoming payment method has been agreed on in the customer master record.
You must define dunnable payment methods in Customizing for Real Estate.
- The forms are determined as described above.
- In addition to the customers, partners for whom dunning has been planned also receive a dunning notice.
The dunning lists should be configured in such a way as to show the contract numbers. This is possible within the application since the lists are generated using the ABAP list viewer.
Special G/L transactions - advance payments received
You define alternative reconciliation accounts for the special G/L transactions required.
Incoming invoices
For fast entry of incoming invoices, you have to maintain entry screens allowing you to enter Real Estate account assignments.
Business Attributes
| ASAP Roadmap ID | 203 | Establish Master Data |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 1 | Critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | SIMG_CFMENUOFDIFI3 | 0 | I090004600 | Real Estate Management |
Maintenance Objects
| Maintenance object type |
History
| Last changed by/on | SAP | 19981222 |
| SAP Release Created in |
