Show TOC

Procedure documentationCreating Financial Service Products for FS Quotations


You can create financial service products for FS quotations on the CRM Web Client UI for the FS Sales Managerrole.

You use financial service products (FS products) to map sales products from the financial services area in the system and use them in business transactions.


To create FS products,

  • You have executed the report that creates the base hierarchy for FS products or you have created the base hierarchy manually.

    For more information about the report, see Customizing for Financial Services under Start of the navigation path Basic Functions Next navigation step Product Next navigation step Financial Service Product (FS Product) Next navigation step Create Base Hierarchy for FS End of the navigation path.

  • Since Customer Relationship Management (SAP CRM) maps only the sales view of products, you have to create the operational view of your products in the inventory management system. You must have also assigned the operational products to the sales products in SAP CRM.

    For more information, see Connection to External Systems Using CRM Middleware.


To create an FS product,

  1. Select the required base category (such as consumer loan or collateral agreement). The base category defines which set types and relationship types are allowed for a product. Each base category is assigned to a product type. Therefore, you automatically choose the product type 07 FS Productthat is assigned to these categories.

    Save your entries.

  2. In General Data, select the required item category group (such as FS01, Consumer Loan).

    Enter the general properties of the product. The data you enter for a product is dependent on the category.

    For a description of the set types provided by SAP, see Set Types for Financial Service Products.

  3. You can link an FS product to other products or product categories. The relationships you can define for an FS product are determined by the category.

    The following relationship types are particularly important for FS products:

  4. Save the FS product.


You have created an FS product for an FS quotation. You can create an FS quotation for the product.