Printing of Data in the Loan Wizard

You can print forms related to the banking customer quote in the loan wizard. Depending on your Customizing settings, you can choose from different PDF-based print forms, such as a form for the legal agreement, payment plan, or retail loan.

The following sample print templates are available:

Transaction Type	Form Name	Name
Not applicable	CRM_FS_1O_PRINT_VAR_COMPARE	Variant Comparison
BK01	CRM_FS_1O_BCQ_LOAN_LETTER	Covering Letter
BK01	CRM_FS_1O_BCQ_PAYMENT_PLAN	Payment Plan
BK01	CRM_FS_1O_QUOTATION	Retail Mortgage Loan Offer
BK03	CRM_FS_1O_BCQ_LOAN_LETTER	Covering Letter
BK03	CRM_FS_1O_BCQ_PAYMENT_PLAN	Payment Plan
BK03	CRM_FS_1O_QUOTATION	Retail Loan Offer

Prerequisites

To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).

You have defined the required print templates in Customizing for Financial Services under Basic Functions Print Functions Define Print Templates for Loan Wizard .
You have created your own implementations of the print templates in Customizing for Financial Services under Basic Functions Print Functions Business Add-Ins (BAdIs) BAdI for Quotation Printing . In this BAdI, you can also change the standard print template implementations.

Activities

To print a form from the loan wizard, you choose the Print pushbutton and select the form that you want to print.