Reporting Extractors for Contingent Liabilities

You can use this function to evaluate and display existing contingent liabilities for the financial statement. The necessary content is available for this purpose in SAP NetWeaver Business Warehouse (SAP NetWeaver BW) in the InfoArea 0CRM_FS, Financial Services Analyses.

Once the financial service provider has decided to make a legally binding offer to the customer (commitment to finance), the amount is included in the contingent liabilities via the amount financed. Even if the customer declines the offer or the sum of the offer is reduced or increased, this function ensures that in each case the current data is included in the report because the quotation statuses Approved or Approved Automatically are the determining factors. For example, if the status is set to Declined or Signed, the sum of the corresponding quotation is no longer evaluated with the report.

To use this function, you must activate the business function Reporting Extractors for Contingent Liabilities (CRM_FS_REPT_1).

Features

Automatic evaluation: The system automatically evaluates the sum of all the existing contingent liabilities daily at a specific time (such as midnight) and makes this amount available in the BI system. The system executes this evaluation as a background job. You can schedule the time of the evaluation according to your needs.
Manual evaluation on key date: You can manually or retroactively start the evaluation of data from the BI system at any time. This means that at a later date you can still query the sum of the evaluation data for a key date (such as December 31 for the financial statement). You can execute an evaluation as often as you want.
Extraction parameters:
Status: Data is extracted based on the status of the existing quotations. You can specify in Customizing which status or statuses determine that data is extracted. The following statuses are provided in standard Customizing:
- Approved
- Automatically Approved
Currency: You can restrict the extraction of data to a currency or, if you do not enter a currency, display all the relevant quotations with different currencies.
Report: At header level, the report contains the date of the key date as well as the date on which data was extracted. At detail level, it contains the data Status, Currency, and Amount Financed.

More Information

For more information about BI Content for Extractors for Contingent Liabilities for SAP Account Origination, see SAP Help Portal at http://help.sap.com:

SAP NetWeaver BI Content SAP NetWeaver 7.0 BI Content Add-On 5 BI Content Customer Relationship Management CRM Analytics Financial Services Analyses
SAP NetWeaver BI Content SAP NetWeaver 7.0 BI Content Add-On 5 BI Content Release Notes SAP NetWeaver 7.0 BI Content Add-On 5 Customer Relationship Management Extractors for Contingent Liabilities (New)