Show TOC

Background documentationUser Interface and Roles

 

SAP Customer Relationship Management (SAP CRM) offers a uniform and clearly arranged user interface that bundles the functions for account origination into a user role.

You can use the user role predefined by SAP (FS Sales Manager (Financial Services Sales Manager, FSAO_MANAGER)) to access all the data and information that you need for your day-to-day activities. You log on in your user role and can access all applications and data that are assigned to this role.

The FS Sales Manager role includes the following specific assignment blocks and pages:

  • Business partner

    • Total commitment

    • FS business partner

  • Sales and acquisitions

    • Opportunity

    • Banking customer quote

    • Personal financial statement

    • Banking sales contract

    • FS quotation

    • Case

  • Products

    • FS products (for example mortgage loan, consumer loan, credit card, current account, checking account, savings account)

    • FS objects (for example financed object, collateral object, collateral agreement)

To use the following items (also listed in more detail above), you must activate the business function CRM-IFS, Guided Loan Origination Process (CRM_FS_NBRNWL_1):

  • Opportunity with transaction type OPBA (banking opportunity)

  • Banking customer quote

  • Personal financial statement

  • Banking sales contract

  • New case types FSSL and FSUL for secured and unsecured lending (Document Checklist and Enterprise Content Management is enabled and can also be used in other case types)

Integration

General Settings

  • You can integrate into the standard roles any additional functions that you may need.

  • You can change the standard user roles; for example, you can adapt the assignment of functions on the interface or create new roles.

    For more information, see Customizing for Customer Relationship Management under UI Framework.

Settings for Financial Services

  • In Customizing for Customer Relationship Management underStart of the navigation path Financial Services Next navigation step Basic Functions Next navigation step User Interfaces Next navigation step CRM WebClient UI Next navigation step Determine Interface for Transaction Types End of the navigation path , you can specify the transaction type in which an application creates the documents for a business transaction.

  • In Customizing for Customer Relationship Management under Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step User Interfaces Next navigation step CRM WebClient UI Next navigation step Determine Interface for Item Categories End of the navigation path, you can specify for the items in a financing document which interface is used to display the detail view for the relevant item categories.

  • In Customizing for Customer Relationship Management under Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step User Interfaces Next navigation step CRM WebClient UI Next navigation step Determine Detail View in Product Structure End of the navigation path, you can specify for the items in the product overview of a financing document which conditions you want to display for a selected item.

  • In Customizing for Customer Relationship Management under Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step User Interfaces Next navigation step CRM WebClient UI Next navigation step Define Item Categories for Result List End of the navigation path, you can specify which items are displayed in the result list for financing documents.

Settings for FS Quotations/CRM Pricing

  • If you want to use the simulation tool for conditions and use the financing page to display and edit the condition types of several related items on an overview page, you must group these condition types together in a condition profile in Customizing for Customer Relationship Management under Start of the navigation path Financial Services Next navigation step Basic Functions Next navigation step User Interfaces Next navigation step CRM WebClient UI Next navigation step Edit Condition Profile End of the navigation path.

Integration with the SAP Enterprise Portal

SAP CRM 7.0 integrates the CRM WebClient UI with SAP NetWeaver Portal. Every CRM application is displayed on its own Web page. You can generate portal content by using the role upload function.

Note Note

For more information about portal integration, see:

  • Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Portal Integration Next navigation step Overview End of the navigation path

  • The Upgrade Master Guide for the current release on SAP Service Marketplace at service.sap.com/instguides

End of the note.