Workbench for Collateral Management 

Definition

The central point of entry for processing collateral entities namely the collateral objects, collateral agreements and receivables.

 

Use

You can access the workbench on the SAP Easy Access screen by choosing Accounting ® Bank Applications ® Collateral Management ® CMS_WB - CMS Workbench.

 

You can use the workbench for:

...

●     Setting the default organizational units (administration organizational unit and the bank area) in which you want to work. You can set the organizational units in the application menu by choosing CMS  ® Set Org Units. These settings internally determine the authorizations for business activities.

●     Creating, searching for and navigating between entity objects from the Overview tab page (in an entity object). You can use the forward and back arrows for navigating between entity objects.

●     Executing collateral processes such as triggering the workflow, maintaining task lists for users and initiating the calculations.

You cannot maintain the approved coverage gap and class master data (for security accounts) in the workbench. All the collateral monitoring reports provided in Collateral Management must be accessed from the SAP Easy Access menu.

 

Structure

The workbench screen can be divided into two work areas: the search area (on the left-hand side of the screen) and the object details area (on the right-hand side of the screen).

 

Search Area

The search area has the following tab pages:

 

Worklist

The Worklist tab page is set as the default screen and contains the Favorite and the Recent radio buttons. The Recent radio button is set as the default and shows a list of entity objects accessed in the recent past.

You can create a list of your favorite entity objects by choosing  with the quick info text Add to favorite. The list of favorites can be shown by choosing the Favorite radio button. It is possible to delete entries from the favorites list by selecting  with the quick info text Delete favorite.

 

Copy Function

You can copy existing entity objects to create new entity objects by choosing  with the quick info text Copy. For detailed information, see

Copying Entity Objects  

 

Find

Use this tab page to search for collateral entities and business partners by specifying appropriate search criteria. For more information, see

Searching for Collateral Entities

 

New

Use this tab page to create new collateral entities in Collateral Management. For more information, see

Creating New Collateral Entities

 

Object details

The Object Details  work area shows the details of the entity object selected in the hit list. You can toggle between the full-screen view and the search area view by choosing  with the quick info text Show/Hide Locator. You can use the application toolbar in the Object Details area for:

●     Selecting the business activity that you want to perform.

●     Displaying the release history for an entity object.

●     Maintaining change objects.

●     Managing a list of manual tasks.

●     Defining the layout for showing the entity categories and the entity types. For more information, see

Managing Layouts

 

Integration

The process control framework of Collateral Management has been implemented in the workbench to determine user authorizations for entity objects and business activities.

 

Icons used in the application toolbar and the navigation tree:

Icons in Application Toolbar	Explanations and Links
	Switch between full screen for object details and the search area
	Find objects based on broader selection criteria
	Expand search area
	Close the search area and the hit list sub-screens
	Select the possible business activities for the user
	Display release history for the current object
Request	Create change requests
Request	Display existing change requests
	Manual tasks
	Delete the selected search criteria
	Add to favorites
	Delete from favorites