Reporting Extractors for Contingent Liabilities

Technical Data
Technical Name of Business Function	CRM_FS_REPT_1
Type of Business Function	Enterprise Business Function
Available As Of	SAP enhancement package 1 for SAP CRM 7.0
Technical Usage	CRM Core
Application Component	Financial Services, Business Transaction (CRM-IFS-BTX)
Directly Dependent Business Function Requiring Activation in Addition	Not relevant

Note Note

You can only use the business function Reporting Extractors for Contingent Liabilities (CRM_FS_REPT_1) if you have implemented SAP Account Origination or SAP Leasing.

End of the note.

You can use this business function to evaluate and display existing contingent liabilities for the financial statement. The necessary content is available for this purpose in SAP NetWeaver BI Content in the InfoArea 0CRM_FS, Financial Services Analyses.

Once the financial service provider has decided to make a legally binding offer to the customer (commitment to finance), the amount is included in the contingent liabilities via the amount financed. Even if the customer declines the offer or the sum of the offer is reduced or increased, this function ensures that in each case the current data is included in the report because the quotation statuses Approved or Approved Automatically are the determining factors. For example, if the status is set to Declined or Signed, the sum of the corresponding quotation is no longer evaluated with the report.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component	Component	Is Needed Only for the Following Features
Software Component	BBPCRM 701
Software Component	BI_CONT 705

To implement the evaluation function, you must transfer the data for quotations with the statuses Approved and Automatically Approved once at the start to the InfoCube 0CRMFSC01 in the BI system. After this data has been transferred, with each run the system extracts the delta status from SAP CRM to the InfoCube in the BI system.

Features

Automatic Evaluation

The system automatically evaluates the sum of all the existing contingent liabilities daily at a specific time (such as midnight) and makes this amount available in the BI system. The system executes this evaluation as a background job. You can schedule the time of the evaluation according to your needs.

Manual Evaluation on Key Date

You can manually or retroactively start the evaluation of data from the BI system at any time. This means that at a later date you can still query the sum of the evaluation data for a key date (such as December 31 for the financial statement). You can execute an evaluation as often as you want.

Extraction Parameters

Status: Data is extracted based on the status of the existing quotations. You can specify in Customizing which status or statuses determine that data is extracted. The following statuses are provided in standard Customizing:

Approved
Automatically Approved

Currency: You can restrict the extraction of data to a currency or, if you do not enter a currency, display all the relevant quotations with different currencies.

Report

At header level, the report contains the date of the key date as well as the date on which data was extracted. At detail level, it contains the data Status, Currency and Amount Financed.