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Function documentationProcessing Applications

 

Applications can reach grantors in different ways. When processing the applications, all important information about the grantee and the grant requested is entered by the processor. An application is always based on a grantor program.

The application forms the basis of the agreement and defines the method of payment and the execution of the grantor management. These can vary greatly depending on the grantor and program, which is why the application processes strongly depend on the Customizing settings. A whole range of example rules, actions, and so on, are delivered, which you can use when Customizing your application.

Integration

The application processing is integrated with the Business Rule Framework plus (BRFplus), activity management, funds management in SAP ERP, and CRM Case Management. For information about using multi-funding features, see SAP Library for SAP ERP Central Component on SAP Help Portal at Start of the navigation path http://help.sap.com/erpInformation published on SAP site Next navigation step SAP ERP Enhancement Packages Next navigation step Financials Next navigation step Public Sector Management Next navigation step Grants Management Next navigation step Grantor Management in ERP Next navigation step Multi-Funding Next navigation step Maintaining Splitting Rules for Grantor Management End of the navigation path.

Prerequisites

You have made all necessary settings in Customizing of business transactions, basic functions, and billing. For more information, see Customizing for Customer Relationship Management under Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Grantor Management Next navigation step Grantor Processing End of the navigation path.

For information on the payment types in particular, see the section here entitled Financial Transactions.

The program to which the application is assigned must have a status that allows you to create applications. In the standard delivery, this is the status Released. For more information, see Status Management in Grants Management.

You have activated the business function BRFplus for Grantor Management (CRM_ISPS_GTRBRFPLUS_1).

Features

  • Creating an application

    The application in the example delivered is automatically generated from the application form (Web request). The form can be filled out either by an applicant externally over the Internet or internally by a processor who enters the data for the applicant. For more information about Web requests, see Web Requests in Grantor Processing. As soon as the application form is submitted, the application is generated and the data from the application form is copied to the application.

    Note Note

    In the example delivered, the applicant must already exist in the system as a business partner. When you enter the business partner, the address data is automatically inserted. The applicant is assigned as the Sold-To Party.

    The application is automatically assigned to a program.

    It is also possible to create applications manually.

    End of the note.

  • Evaluation of application form

    In the example provided, the evaluation of the application form can take place either by automated scheduled actions or manually. The scheduled actions determine the various amounts based on the program rule set (requested, eligible, and authorized amount) and create various items if required. In the example, the application status is automatically set to Rejected if the evaluation shows that the applicant is not eligible.

    The sample grantor program T-100 that is delivered uses BRFplus to assess the application. In the application, you can execute a post processing framework (PPF) action that calls BRFplus to determine eligibility and to calculate the grant amount.

    A code sample to call BRFplus within the grantor application is available. BRF rules are used in scheduled actions. You can manually assess an application by executing a PPF action that calls Business Object Repository (BOR) method BUS2000270. To see this BOR method, you can use transaction Business Object Builder (SWO1).

    For more information about manual evaluation, see the Evaluation by Survey section below.

  • Amounts

    In the Customizing for pricing, condition types for three different example amounts are delivered for Grantor Management. The application provides you with an overview of the amounts from the different items:

    • Requested amount

      This amount is taken from the Web request in the example delivered. The requested amount is determined based on the entries in various fields in the Web request (for example, income, energy-saving house). However, entering the amount directly in the form is also possible.

    • Authorized amount

      In the example, the authorized amount is determined using rules from BRFplus and is filled in after the requested and the eligible amounts have been checked. This amount is automatically included in the agreement.

    • Eligible amount

      The eligible amount is also determined from BRFplus and is the amount to which the grantee is entitled according to conditions and rules.

    The sum of net amounts from the individual items forms the Net Amount at header level. This is used for the funds precommitment in funds management in SAP ERP and can later be used for billing, if this has been defined in Customizing. The Customizing settings also determine which amounts are copied to the agreement.

    You can also change the determined amounts manually or add additional items.

  • Follow-on documents

    All documents related to the application are displayed under Document Flow. You can navigate to the individual documents by using links. You can generate an agreement based on the application with Create Agreement. As long as an agreement based on the application has not yet been created, you can withdraw the application. If required, you can also create a case for the application. You automate the creation of cases by using actions.

  • Actions

    The action profile CRM_GAP is delivered as standard and contains four example action definitions. You can display these under Scheduled Actions. The actions delivered for creating a case and a funds commitment are triggered automatically in the example. If required, you can trigger a grant eligibility check or the printing of a letter of rejection.

  • Status

    A new application from a Web request has the status Open by default. As soon as the request is processed, it receives the status In Process. If the application is rejected or canceled, the system status is automatically set to Completed.

    The funds precommitment in the ERP system is updated each time you save the application. If you want to prevent this, you can set the status Distribution Block at item level until you want distribution to the ERP system to take place.

    When all items have the status Completed, the application automatically receives the status Completed. Conversely, if the status of an individual item is changed, the entire status at header level is also changed.

    You can see all changes that have been made under Change History.

  • Dates

    The dates are defined in Date Management in Customizing. At header level, there must always be a validity period and at item level, a due date.

  • Partner

    Under Partner, you can see the business partners involved in the application and their functions. The sold-to party is in this case the grantee. The Bill-To Party field content is taken from the master data of the grantee but can be overwritten. By default, the Employee Responsible is the user who created the application.

  • Evaluation by survey

    You can check the suitability criteria of the grantee using a survey under Evaluation. The survey is predefined by the program. For more information, see Process Control.

  • Attachments

    Under Attachments, you can create notes and documents, such as scanned documents, contracts, or forms that the applicant has submitted.

  • Notes

    Under Notes, you can add your own personal notes to the application.