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Function documentationProcess Control

 

You can use this function to assign an agreement, claim, change request, or an application to your program. This can then be used to determine how the program is used in the grantor process.

Prerequisites

You have made the required settings in Customizing for Customer Relationship Management:

  • Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path

  • Start of the navigation path CRM Cross-Application Components Next navigation step Survey Suite End of the navigation path

  • Start of the navigation path Web Channel Next navigation step E-Service Next navigation step Web Requests End of the navigation path

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

Activities

  • You first decide whether you want to assign the program to the process Application, Agreement, Claim, or Change Request.

  • You enter a transaction type to determine the attributes to be taken into account in this process, for example, the partner determination procedure, status determination procedure, and organizational data profile.

  • You can assign a survey for one of two reasons. It can be used as a check list to determine whether an application should be accepted or rejected. Alternatively, it can be used to monitor an agreement by keeping track of milestones.

  • You can assign the Web request that should be used by applicants to submit their application.