You can use financial Services quotations to give a business partner confirmation that the bank will conclude a sales contract for the specified financial services product.
For more information, see Financial Services Quotation.
You have made the general settings for business transactions. For more information, see Business Transaction and Business Transaction Customizing.
To create a quotation for a customer, you have entered the customer's business partner data. For more information, see Business Partners for Financial Services.
You have created financial services products (FS products). For more information, see Product.
You create Financial Services quotations in SAP Customer Relationship Management (SAP CRM) and enter the relevant data:
You enter products for the Financial Services quotation. Depending on the item category group of the product, the system uses item determination to derive an item category. An item category specifies the characteristics and attributes of a business transaction item, and controls the maintenance of an item.
Note
SAP ships the following item categories for the Financial Services 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 information, see Transfer of Products to Financial Services Quotations.
In the item details of your product, you can also do the following:
Maintain loan items. For more information, see Maintenance of a Loan Item.
Maintain real estate items. For more information, see Maintenance of a Real Estate Item.
Maintain the relationships in a collateral constellation. For more information, see Maintenance of the Relationships in a Collateral Constellation.
In a Financial Services quotation, you can trigger functions that are located not in SAP CRM but in the connected back-end systems. These functions are integrated in the business transaction as actions.
The following functions exist in the standard system, for example:
When you have finished maintaining a Financial Services quotation, you carry out subsequent processing. For more information, see Status Management for a Financial Services Quotation.