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Former Member
Feb 22, 2015 at 02:52 AM

Create a FS quotation in CRM to replicate to BaS


Dear Experts:

We are using SAP CRM to create a FS saving account quotation. We also want the quotation to replicated to BaS to create a banking contract. I accessed CRM WebUI with FS manager to create a quotation with “a saving account product”. Quotation’s status updated as “signed” but we couldn’t get it replicated to BaS to create a contract. (but a loan quotation can be replicated to BaS successful).

I have searched the documents but they all talked about loan quotations processing. Can you please reference some information about “saving account product creation and saving account quotation process from CRM to BaS? For example, 1 what item category I need to use as all the FS* item categories are for the loan? 2. How to maintain the pricing information in saving account quotation?