Maintaining a Financial Service
Quotation 
Use
A financial service quotation (FS quotation) can contain various products from the broad range of financial services, such as consumer loans, mortgage loans and collateral agreements. In SAP Customer Relationship Management (SAP CRM), you create quotations for financial services and enter the relevant data. Calculation functions that you use in FS quotations are located in the connected backend systems. When you have verified and approved an FS quotation, the system creates the contract in the appropriate backend system.
Integration
In Case Management, you can generate an FS quotation from an opportunity or a case. The system transfers the data you entered in the opportunity or case to the quotation.
For more information, see Case Management in Account Origination.
Prerequisites
● You have made the general settings for business transactions.
For more
information, see 
Business
Transaction.
● To create a quotation for a customer, you have entered the customer’s business partner data.
For more information, see SAP Business Partners for Financial Services.
● You have created financial service products (FS products).
For more information, see Product.
Features
● Transaction type FS01 FS Quotation is available for quotations for financial services.
● You copy products to the FS quotation. Depending on the item category group of the product, the system uses item determination to derive an item category.
SAP ships the following item categories for the FS quotation:
■ FS01 Consumer loan
■ FS02 Mortgage loan
■ FS03 Final mortgage loan
■ FS11 Real estate
■ FS21 Collateral agreement: group lien
■ FS22 Collateral agreement: guarantee
■ FS41 Insurance: remaining debt
■ FSBN Product bundle
For more, see Copying Products to Financial Service Quotations.
● An item category specifies the characteristics and attributes of a transaction item, and controls the maintenance of an item.
For more information, see:
○ Maintaining a Real Estate Item
○ Maintaining the Relationships in a Collateral Constellation
● In an FS quotation, you can trigger functions that are located not in SAP CRM but in the connected backend systems. These functions are integrated in the business transaction as actions.
The following functions exist in the standard system, for example:
○ Calculating the Payment Schedule
● When you have finished maintaining an FS quotation, you carry out subsequent processing.
For more information, see Status Management for a Financial Service Quotation.