Transfer of Products to Financial Service Quotations

When you create a quotation for financial services (FS quotation) you transfer to the FS quotation products for which you have defined master data. You define the special, customer-specific instance of the product in the quotation.

Prerequisites

To be able to transfer products to an FS quotation, you have made the following settings:

You have created the products that you require in account origination.

For more information, see Product.

You have made the following settings for transferring product relationships to an FS quotation:

In Customizing, you have defined that the item relationships are active for transaction type FS Quotation and you have defined the document items for which you want to create item relationships.
For more information, see Customizing for Financial Services Basic Functions Cross-Item Functions Item Relationships Activate Relationships by Transaction Type.
To transfer product relationships that you defined in the master data to the FS Quotation business transaction, you have defined and assigned the profiles for transferring relationships.
For more information, see Customizing for Financial Services Basic Functions Cross-Item Functions Item Relationships Define and Assign Profiles for Copying Relationships.
To be able to display item relationships in the FS Quotation business transaction as tree diagrams, you have defined the layouts in Customizing and defined these as default values. You can also use a Business Add-In (BAdI) to adapt the layout and processing of item relationships to meet your particular needs.

For more information, see Customizing for Financial Services Basic Functions Cross-Item Functions Item Relationships Layouts.

You have made the following settings for transferring product bundles to an FS quotation:

To define the transfer of time-dependent settings for product bundles when product bundles are exploded in the business transaction, you define the date type for FS quotations.

For more information, see Customizing Financial Services Basic Functions Product Date Type for Product Bundle Explosion .

Features

When you include a product in the FS quotation, the system represents this as an item of a particular category in the quotation.

Note

In addition to the item categories delivered by SAP, you can create your own item categories for the FS quotation.

For more information, see Enhancement of the Product Master and Business Transaction.

End of the note.
If you include a product bundle in the FS quotation, the system explodes the products of the product bundle as individual items in the FS quotation. At the top level, it represents the item category Product Bundle. It represents the components of the bundle as subitems.
The system transfers the product settings that you stored using the set types in the product master data. The set types used determine whether you can change the settings in the quotation.

For more information, see Set Types for Financial Service Products.
The system transfers the relationships that you defined for the product in the master data as item relationships in the FS quotation.

Note

Note that the relationships between items mean that if one item is changed, this may affect other items. In Customizing, you specify which changes have which effects. For more information, see Customizing for Financial Services Basic Functions Cross-Item Functions Cross-Item Processing for Changes to Transaction.

End of the note.
In the FS quotation, you define the specific settings for the products: