Creating New Collateral Entities 

Use

Use this function to create new collateral entities in Collateral Management. You can create new entities from New tab page in the search area of the workbench. This search area lists the entity categories and entity types (depending on the Customizing that you have defined for the categories) that are possible for the user.

 

Prerequisites

In the Implementation Guide (IMG) Customizing for Collateral Management, define the collateral entity types for which you want to create collateral objects. Additionally, in the application menu of the workbench, you have defined the organizational setting (process control area and bank area) for the user by choosing CMS ® Set Org Units.

Procedure

In the search area of the workbench, perform the following steps:

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       1.      Select the New tab page.

       2.      Select the collateral entity category and then the appropriate entity type for which you want to create a new collateral entity.

The entity categories will be listed in an ascending alphabetical order and the entity types will be sorted based on the number of entity objects for the entity type.

Further, the workbench determines the authorization for the user to create new entities for the seleceted entity types. Only the entity types for which the user is authorized will be filtered and shown.

       3.      Double click on the entity type to view the new collateral entity.

The template for the entity type will be displayed in the work area of the workbench.

Result

You can enter the mandatory and other data for the collateral entity and save your details. The system sets the default system status for the new collateral entity to Created. Status transition for the entity will depend on the business processes that will be executed.