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Procedure documentationCreating Financial Service Products for Banking Customer Quotes


You can create financial service products for banking customer quotes on the CRM Web Client UI for the FS Sales Manager role. 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.


You have activated the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).

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 SAP 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 Consumer Proxies


To create an FS product,

  1. Select the required base category (such as retail loan). 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 Product that is assigned to these categories.

    Save your entries.

  2. In General Data, select the required item category group (such as BK01,Real Estate Finance or BK03, Instalment 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. Save the FS product.


You have created an FS product for a banking customer quote. You can create a banking customer quote for the product.