Transfer of Existing Collateral 

Use

For a financial service quotation (FS quotation), you can either create new collateral or transfer existing collateral or collateral agreements of the business partner from the connected Collateral Management system.

Prerequisites

●     You have made the necessary settings for synchronous connection of Collateral Management.

For more information, see Connecting External Systems.

●     In Customizing, you have defined the assignment of assets and collateral agreements to item categories.

For more information, see the Implementation Guide (IMG) for Financial Services under Account Origination ® Financial Service Product (FS Product) ® Assignment of Assets and Security Agreements in Transaction.

Features

When you transfer a collateral object or a collateral object with existing collateral agreement from Collateral Management to an FS quotation, the system displays these objects in the FS quotation as items of the corresponding category.

You also transfer the relationship between these items (collateral charge).

For the objects, the system transfers all relevant data that exists in Collateral Management. You cannot change this data in the FS quotation.

Activities

If you want to transfer existing collateral to an FS quotation, choose Collateral in the header area of the quotation.

●     You can choose the partner number of the business partner for which you want to search for collateral in Collateral Management.

●     If you choose Determine, the system starts a search for existing assets.

The result includes both the existing collateral objects and the related collateral agreements.

●     To transfer the required items to the FS quotation, select the item and choose Copy.

 

See also:

Maintaining a Real Estate Item