Print of a Banking Customer Quote
You can print data related to a banking customer quote in PDF format. Depending on your Customizing settings, you can choose from different print forms, such as the form for a legal agreement, payment plan, or retail loan.
The following print templates are available for the item category BK01 (Real Estate Finance
):
CRM_FS_1O_BCQ_PAYMENT_PLAN (
Payment Plan
)CRM_FS_1O_LEGAL_AGREEMENT (
Legal Agreement
)CRM_FS_1O_QUOTATION (
Retail Mortgage Loan
)
Prerequisites
To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process
(CRM_FS_NBRNWL_1
).
You have defined your print template in Customizing for
Financial Services
under
Basic Functions
Print Functions
Define Print Templates for Item Category
.You have created your own implementation of the print template in Customizing for
Financial Services
under Basic Functions
Print Functions
Business Add-Ins (BAdIs)
BAdI for Quotation Printing
BAdI: Quotation Printing
. In this BAdI, you can also change the print template implementations provided.
Activities
To print a banking customer quote, you choose thePrint
pushbutton and select the form that you want to print.