Show TOC

ProcedureSettings for Additional Income and Expenses

 

You can edit the items for additional income or expense (such as participation and subsidy) either in a third-party program or directly in the contract.

In a third-party program, the pricing-relevant information is stored in a price agreement. At contract level, this information is stored as a manual condition.

Procedure

To be able to calculate the payment schedule of an item for additional income or expenses, you need at least one financing view. For this purpose, you need to make the following financial mathematics settings:

  1. Define financing views

  2. Filter values for BADI_CRM_FIMA_FV: Make the following settings:

    Filter BADI_CRM_FIMA_FV

    Description

    V2C1U0

    Create Delta for Subsidy 1

  3. Assign condition functions to financing views

    Each item for additional income and expenses requires its own financing view. In turn, to perform calculations each financing view needs a condition function. Therefore, you assign a condition function to each financing view.

    Field

    Value

    Description

    Financing View

    FV0002

    Financing View ID

    Condition Usage

    1

    Interest Rate

    Condition Share

    2 Delta

    Condition Function

    41L9

    All the condition functions used require a condition type. You have to enter the condition type in the calculation procedure.

    You have to assign the financing view to the calculation procedure.

  4. Calculation procedure: configure calculation sequence

    Field

    Value

    Comment

    FIMA Calculation Procedure

    FM_001

    Step Number

    2

    Filter BADI_CRM_FIMA_REQ

    EXIST

    Filter FIMA ITER

    SINGLE

    View: Calculation

    FV0002

    Filter FIMA CALC

    PPDEL

    Periodic Payment (Subsidy), Delta Interest

  5. Calculation procedure: configure results update

    To update the results, you have to make entries in the following table:

    Field

    Value

    Comment

    FIMA Calculation Procedure

    FM_001

    Step Number

    2

    Financing View

    FV0002

    Filter BADI_CRM_FIMA_REQ

    EXIST

    Filter BADI_CRM_FIMA_FV

    V2C0U1

    U1 = Update Enable