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REFX Configuration Guide

1. The document outlines the configuration steps for real estate master data and settings in SAP, including activating real estate extensions, defining business partners, and configuring object types. 2. Configuration includes defining number ranges, roles, measurements, tenancy laws, and attributes for objects like buildings, land, and rental units. 3. Master data setup involves specifying structures for fixtures and fittings characteristics, neighborhood preferences, and configuration of entities, buildings, properties, and rental objects.

Uploaded by

SaChibvuri Jeremiah
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© © All Rights Reserved
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3K views23 pages

REFX Configuration Guide

1. The document outlines the configuration steps for real estate master data and settings in SAP, including activating real estate extensions, defining business partners, and configuring object types. 2. Configuration includes defining number ranges, roles, measurements, tenancy laws, and attributes for objects like buildings, land, and rental units. 3. Master data setup involves specifying structures for fixtures and fittings characteristics, neighborhood preferences, and configuration of entities, buildings, properties, and rental objects.

Uploaded by

SaChibvuri Jeremiah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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1

BASIC SETTING............................................................................................ 2
1.1
1.2
1.3

ACTIVATE REAL ESTATE EXTENSION...................................................................................2


MAKE BASIC SETTING TO COMPANY CODE..........................................................................2
ACTIVATE REAL ESTATE MANAGEMENT IN CONTROLLING........................................................3

BUSINESS PARTNER......................................................................................4
2.1
RELEVANT SETTING FOR BP IN RE CONTEXT.......................................................................4
2.1.1 Number Ranges..................................................................................................... 4
2.1.1.1
2.1.1.2

Business Partner Number Range................................................................................. 4


Define Groupings and Assign Number Ranges.............................................................4

2.1.2 Business Partner Role............................................................................................5


2.1.2.1

Define BP Role............................................................................................................. 5

MASTER DATA.............................................................................................. 6
3.1
BASIC DATA.................................................................................................................. 6
3.1.1 Measurements....................................................................................................... 6
3.1.1.1
3.1.1.2

Define Measurement Type............................................................................................ 6


Define Total Measurements.......................................................................................... 6

3.2
DEFINE TENANACY LAW................................................................................................... 7
3.3
USAGE VIEW................................................................................................................. 7
3.3.1 General Setting for Multiple Object Types of the Usage View................................7
3.3.1.1 Fixtures and Fitting Characteristics.............................................................................. 7
3.3.1.1.1 Define Fixtures and Fitting Characteristics...............................................................7
3.3.1.1.2 Specify Structure of Fixt./ Fittings Characteristics.....................................................8
3.3.1.2 Neighborhood: Define Preferred Values...................................................................... 10

3.3.2 Business Entity.................................................................................................... 11


3.3.2.1

Number Range for Business Entity............................................................................. 11

3.3.3 Building............................................................................................................... 12
3.3.3.1
3.3.3.2
3.3.3.3
3.3.3.4

Building Number Range............................................................................................. 12


Building Condition...................................................................................................... 13
Building Type.............................................................................................................. 14
Main Usage Type........................................................................................................ 15

3.3.4 Land..................................................................................................................... 16
3.3.4.1
3.3.4.2
3.3.4.3
3.3.4.4

Number Range for properties..................................................................................... 16


Municipality Key......................................................................................................... 17
Property Type............................................................................................................. 18
Ground Type............................................................................................................... 18

3.3.5 Rental Objects..................................................................................................... 19


3.3.5.1 Number Range For Rental Object............................................................................... 19
3.3.5.2 Usage Type................................................................................................................ 20
3.3.5.2.1 Usage Types........................................................................................................... 20
3.3.5.2.2 Usage Types per Rental Object............................................................................... 21
3.3.5.2.3 Usage Types Allowed for Rental Space per Pooled Space.......................................21
3.3.5.2.4 Measurement Types Allowed per Rental Object Type..............................................22
3.3.5.2.5 Measurement Types per Usage Type...................................................................... 22

1 Basic Setting
1.1 Activate Real Estate Extension
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Activate Real Estate Extension

Basic Setting

Click

1.2 Make Basic Setting to Company Code


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Make Basic Setting to Company Code

Basic Setting

Click
Enter the following data
Company
Code

Company Code Type

AC System

Company Code Opts

U029

Standard Company Code

FI

1.3 Activate Real Estate Management in Controlling


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Basic Setting
Activate Real Estate Management in Controlling

Select Activate Components

Select Assignement of Company Codes

2 Business Partner
2.1 Relevant Setting for BP in RE Context
2.1.1 Number Ranges
2.1.1.1Business Partner Number Range
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

BUCF
IMG
Flexible Real Estate

Business Partner
Relevant Setting for BP in RE Context Number Ranges Business
Partner Number Ranges

Click

2.1.1.2 Define Groupings and Assign Number Ranges


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Business Partner
Relevant Setting for BP in RE Context Number Ranges Define
Groupings and Assign Number Ranges

2.1.2 Business Partner Role


2.1.2.1Define BP Role
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate

Business Partner
Relevant Setting for BP in RE Context Business Partner Role
Define BP Role

Click

Double Click BP Role

3 Master Data
3.1 Basic Data
3.1.1 Measurements
3.1.1.1Define Measurement Type
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate

Master Data Basic Settings


Measurements Define Measurement Type

Click
Enter the following

3.1.1.2Define Total Measurements


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu
Click

SPRO
IMG
Flexible Real Estate

Master Data Basic Settings


Measurements Define Total Measurements

3.2 Define Tenanacy Law


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Settings Define Tenancy Law

Master Data Basic

Click

3.3 Usage View


3.3.1 General Setting for Multiple Object Types of the Usage View
3.3.1.1Fixtures and Fitting Characteristics
3.3.1.1.1 Define Fixtures and Fitting Characteristics
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


General Setting for Mult Object Type for the Usage View
Fixtures and Fitting Characteristics Define Fixtures and Fitting
Characteristics

3.3.1.1.2 Specify Structure of Fixt./ Fittings Characteristics


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


General Setting for Mult Object Type for the Usage View
Fixtures and Fitting Characteristics Specify Structure of Fixt./
Fittings Characteristics

3.3.1.2Neighborhood: Define Preferred Values


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


General Setting for Mult Object Type for the Usage View
Neighborhood:Define Preferred Values

3.3.2 Business Entity


3.3.2.1Number Range for Business Entity
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

Click on
Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Business Entity Number Range for Business Entity

3.3.3 Building
3.3.3.1Building Number Range
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

Click
Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Building Number Range for Building

Enter the number range interval


Click

3.3.3.2Building Condition
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click
Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Building Number Range for Building

Enter the required values

Click
3.3.3.3Building Type
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Building Building Type

Click
Click

Enter required values


Click

Master Data Usage View

3.3.3.4Main Usage Type


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Building Min Usage Type

Click

Enter required entries and click

Master Data Usage View

3.3.4 Land
3.3.4.1Number Range for properties
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG Flexible Real Estate
Master Data Usage View
Land Number Range for properties

Click

Click
Click
Enter the required number range interval
Click

3.3.4.2Municipality Key
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate
Building Municipality Key

Master Data Usage View

3.3.4.3Property Type
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate
Building Property Type

Master Data Usage View

Click

3.3.4.4Ground Type
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG Flexible Real Estate
Building Ground Type

Master Data Usage View

3.3.5 Rental Objects


3.3.5.1Number Range For Rental Object
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Rental Object Number Range for Rental Object

Click

3.3.5.2Usage Type
3.3.5.2.1 Usage Types
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Rental Object Usage Type Usage Types

3.3.5.2.2 Usage Types per Rental Object


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Rental Object Usage Type Usage Types per Rental Object

Click

3.3.5.2.3 Usage Types Allowed for Rental Space per Pooled Space
Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

Click

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Rental Object Usage Type Usage Types Allowed for Rental
Space per Pooled Space

3.3.5.2.4 Measurement Types Allowed per Rental Object Type


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code
IMG Menu

SPRO
IMG
Flexible Real Estate

Master Data Usage View


Rental Object Usage Type Measurement Types Allowed per
Rental Object Type

Click

3.3.5.2.5 Measurement Types per Usage Type


Procedure
To carry out the activity, choose one of the following navigation options
Transactio
n Code

SPRO

IMG Menu
Click

IMG
Flexible Real Estate

Master Data Usage View


Rental Object Usage Type Measurement Type per Usage Type

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