Describing the use of Contract Partners, Objects and their Relationship

Objectives

After completing this lesson, you will be able to:

  • Demonstrate the use of various contract partners and objects within different contract types

Summarization

Chris thinks that this was a great session with Maria. He feels quite comfortable now when working with the different contract types. He knows the main attributes of each and why we need different contract types.

Select the play button to learn about Chris' summarization of the different contract types.

Contract Partners

Select the play button to learn about the importance of SAP business partner in establishing contracts and the roles they play

Maria provided Chris with an overview of contract types and their main contract partner roles. She also explained to him that in the Customizing settings you define which business partner roles can be assigned to which contract type.

For lease-in contracts you will define the assignment of a landlord (vendor) with the partner role TR0602 (landlord with vendor account).

For lease-out contracts on the other hand you will define the assignment of a master tenant with the role TR0600 (master tenant with customer account). Besides the master tenant there can be one or several tenants with role TR0601 (tenant without customer account) in a lease-out contract.

Additionally, you can define partner roles which are not specific for a single contract type but can be used for all contracts independently of their contract types (e.g., role TR0998 [clerk]).

In the graphic above, you can see different contract types, and assigned to these contract types, partner roles for the main business partner.

The following partner roles are available for SAP RE purposes:

    • TR0600 Master Tenant with Customer Account.
    • TR0601 Tenant (Without Customer Account).
    • TR0602 Lessor with a Vendor Account.
    • TR0603 Partner with a Customer Account.
    • TR0604 Partner with a Vendor Account.
    • TR0605 Owner (Customer).
    • TR0606 Manager w. Vendor Acct.
    • TR0610 Tenant External Comparative Apartment.
    • TR0622 Subsidizer.
    • TR0624 Subsidizer (with Cust.Account).
    • TR0630 Court.
    • TR0635 State Central Bank.
    • TR0636 Bank for Rent Deposit.
    • TR0640 Applicant.
    • TR0641 Co-Applicant.
    • TR0800 Owner.
    • TR0801 Broker.
    • TR0802 Notary.
    • TR0803 Property Developer.
    • TR0806 Administrator.
    • TR0807 Technology.
    • TR0808 Janitor.
    • TR0809 Architect.
    • TR0810 Land Registry.
    • TR0813 Occupant.
    • TR0814 Assignment Planner.
    • TR0850 Correspondence Partner (Priv.).
    • TR0860 Correspondence Partner (Bus.).
    • TR0997 Service Charge Settlement Clerk.
    • TR0998 Clerk.

Further partner roles can be used within SAP RE as well.

Furthermore, partner role types can be used to classify more specifically. In addition to the partner role, the relationship of the partner to objects or contracts. (e.g., for correspondence purposes), you can define a relationship more specifically so that certain letters are not sent to all tenants, but only to tenants with the "prospective purchaser" role type. The role type is not an attribute of the business partner.

Only in contract (or partner-object) relationships can you choose a partner role type (if at least one role type has been defined for the role of the partner).

Chris learned that the SAP business partner is one of the main attributes in a contract. Now he wants to understand the logic and relationships of business partners in more detail.

He decides to ask Maria for more information about the business partners.

Maria sends Chris a video from SAP learning and asks him to watch it.

Select the play button to learn about business partner relationships in real estate management.

In the meeting with Maria, Chris and she are discussing the perspectives of payment for rental fees based on the example shown in the video. In this scenario, we have the company IDES as our tenant.

The graphic shows three different contracts:

  • The lease-in contract between Global Business Properties (as the landlord) and IDES (as the tenant). Our company is paying a monthly rent to the Global Business Properties Landlord. In this scenario, our company would create a lease-in contract and would add the Global Business Property as a business partner with the role (Landlord, credit). Our company would be replicated by the company code the contract is created for.

  • Thelease-out contract between Food for You Inc. (as tenant) and IDES (as landlord). As our company offers a canteen for our employees, we have the business partner Food for You Inc. who is renting part of our property. Therefore, the Food for You Inc. becomes the tenant, and we are the landlord. Therefore, a lease-out contract will be created with the Food for You Inc. business partner as a tenant.

  • The lease-out contract between BBS Facility Management as tenant and IDES as landlord.

IDES pays the rental fee for the administration building to Global Business Properties, whereas the tenants (Food for You Inc. and BBS Facility Management) pay the fee for the rent of their rooms (cafeteria and office space) to IDES.

Select play to see a summarization of business partner information in SAP real estate management.

Contract Object

Select the play button to learn about contract objects and their role in generating objects for a contract.

Select the play button to learn how to assign multiple objects to a contract and group them into object groups.

Maria feels that Chris understands the logic of the solution quite well. But she also wants to underline her explanation with a practical example:

Select the play button to learn how object groups can be used to streamline contract creation and maintenance.

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