User Interface and Roles 

Use

SAP Customer Relationship Management (SAP CRM) offers a uniform and clearly arranged user interface that bundles the functions for account origination into a user role.

You can use the user role predefined by SAP (FS Sales Manager (Financial Services Sales Manager, FSAO_MANAGER)) to access all the data and information that you need for your day-to-day activities. You log on in your user role and can access all applications and data that are assigned to this role.

Structure

The FS Sales Manager role includes the following specific assignment blocks and pages:

●      Business partner

○       Total commitment

○       FS business partners

●      Sales and acquisitions

○       FS quotations

○       Cases

●      Products

○       FS products

○       FS objects

Integration

General Settings

●      You can integrate into the standard roles any additional functions that you may need.

●      You can change the standard user roles; for example, you can adapt the assignment of functions on the interface or create new roles.

For more information, see the Implementation Guide (IMG) for SAP CRM under Business Roles → UI Framework and Define User Roles.

If you want to create a new role, note that the configuration of some of the views provided by SAP is dependent on the role. For example, there is one role-specific view for searching for lease quotations and another view for searching for loan quotations.

The following views are configured for specific roles:

■       BT114S_QLAM/LeasingAdvSearch

■       BT114H_LAM/DetailsOV

■       BT114H_LAM/DetailsEF

■       BT114H_LAM/FinItemEF

■       BT114H_LAM/FinItemOV

If you want to use these views in a role, you must copy the configuration or enter new settings for the configuration. You make these settings in Customizing for SAP CRM, by choosing UI Framework → UI Framework Definition → Configure User Interface.

Specific Settings for Financial Services

●      If you want to use the simulation tool for conditions and the financing page to display and edit the condition types of several related items on an overview page, you must group these condition types together in a condition profile.

For more information, see the IMG for SAP CRM under Financial Services → Basic Functions → User Interfaces → CRM WebClient UI → Edit Condition Profile.

●      You can specify the transaction type in which an application creates the documents for a business transaction.

For more information, see the IMG for SAP CRM under Financial Services → Basic Functions → User Interfaces → CRM WebClient UI  → Determine Interface for Transaction Types.

●      You can specify for the items in a financing document which interface is used to display the detail view for the relevant item categories.

For more information, see the IMG for SAP CRM under Financial Services → Basic Functions → User Interfaces → CRM WebClient UI → Determine Interface for Item Categories.

●      You can specify for the items in the product overview of a financing document which conditions you want to display for a selected item.

For more information, see the IMG for SAP CRM under Financial Services → Basic Functions → User Interfaces → CRM WebClient UI → Determine Detail View in Product Structure.

●      You can specify which items are displayed in the result list for financing documents.

For more information, see the IMG for SAP CRM under Financial Services → Basic Functions → User Interfaces → CRM WebClient UI → Define Item Categories for Result List.

 

Integration with the SAP Enterprise Portal

SAP CRM 2007 integrates the CRM WebClient UI with SAP NetWeaver Portal. Every CRM application is displayed on its own Web page. You can generate portal content by using the role upload function.

For more information about portal integration in SAP CRM 2007, see:

■       IMG for SAP CRM under Customer Relationship Management → UI Framework → Portal Integration → Overview.

■       Migration Guide for SAP CRM 2007 on SAP Service Marketplace at service.sap.com/instguides.