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Need help with product data customizing !!!

Former Member
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Hi, Experts!

I need your advice with product data costomizing: i have a product - bank's credit. There are two kinds of this product: 6 month paying term and 12 month paying term. I want to show in condition record of my product (credit) this two conditons (paying terms), want to can choose in block "item" (creation opportunity in WebUI) my product, paying term (from list), percentage rate adn etc., and after pricing procedure worked (creation opportunity) in block "Price totals" (WebUI) i could saw information (price, monthly fee and etc.) about knd of my product with properties from conditions in block "item". 1) How to do that? 2) Can i insert description (name of this kind of product) for all kinds of my product in condition record and saw this description (after i choose properties in block "item") in WebUI in block "price totals" (creation opportunity) after i choose properties in block "item"?

Help me please step by step.

Thank you for help.

Regards,

faraviper.

Accepted Solutions (0)

Answers (1)

Answers (1)

monika_eggers
Active Participant
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Hi,

Do you mean you want to create two products, let's say CREDIT6 and CREDIT12, or do you mean you want to create one product, let's say CREDIT, where one can choose between 6 months and 12 months when inserting the product in the FS Quotation?

Regards,

Monika.

Former Member
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Hi Monika!

Yes, i want to create one product, where one can choose between 6 months and 12 months when inserting the product in the FS Quotation. I think it could be resolved by using product models (PME). But i have a problem with this: VMC and IPC are active, PME is installed, but i have error: PME_HOME not set. How to resolve this. Notes and help wasn't helpful.

Thanks for help.

Regards,

faraviper.

monika_eggers
Active Participant
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(I have to split this into several messages, as the formatting (including all lines breaks!) is lost when the post is too long. Even just posting the steps 1 and 2 below together is already "too long".)

It's much simpler. There are already predefined set types for what you are looking for and even reports to generate the Financial Services hierarchy.

1. In CRM Customizing go to CRM -> Financial Services -> Basic Functions -> Product -> Financial Services Product (FS Product) -> Create Base Hierarchy for FS.

  • This creates the product hierarchy BASE_FS. You can view and change it in transaction comm_hierarchy or in the CRM WebClient UI under Products -> Product Hierarchies.

  • In the hierarchy BASE_FS you find the category BASE_FS_LOAN and in it you find some relevant cateogires:

BASE_FS_LOAN01 - Consumer Loans (for CML)

BASE_FS_LOAN02 - Mortgage Loans (for CML)

BASE_FS_LOAN05 - Installment Loans and Mortgage Loans (for Banking Services)

Are you using CML or Banking Services or a third-party back-end? If you use CML, use BASE_FS_LOAN01 for your use case, as BASE_FS_LOAN02 does not have a term, but a fixed-interest period set type instead. If you are using Banking Services or a third-party back-end, use BASE_FS_LOAN05.

  • The relevant set type is CRM_PROD_FS002 "Term".

monika_eggers
Active Participant
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2. Log onto the CRM WebClient UI with the role FSAO_MANAGER (or possibly LEASING, if you are dealing with car loans). Create your product at Products -> Create FS Product. (Alternatively use commpr01).

  • Name it what you want, does not have to start with Z (it's master data, not customizing), e.g. CONSUMER_LOAN01.

  • Choose base hierarchy e.g. BASE_FS_LOAN05 (or BASE_FS_LOAN01 for CML back-end).

  • Choose item category group FS06, because this item category is set up to use the term as given and calculate the monthly rate, while FS01, FS02, FS04, FS05 are set up to calculate the term, considering the monthly rate as given.

  • Go to the assignment Distribution Chains and add the combination of sales organization and distribution channel. There:

    • Product Group ID 01 (Normal)

    • Minimal Age e.g. 18, maximal age e.g. 65, Monthly Interest Settlement, choose an Effective Interest Clearing Method.

    • Now comes the term:

      • Enter a line with Term "6", leave the Term To field blank, choose the Time Unit "Months" and set a checkmark for default.

      • Add a second line with 12 months, also leaving the Term To field empty, but of course do not mark it as default.

      • (If instead you want to allow all of 6, 7, 8, 9, 10, 11, 12 months, you would add one line with Term "6", Term To "12", Unit "Months" and another line with the default term, e.g. 6 Months.)

monika_eggers
Active Participant
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    • Payment Structure (create three lines; I am assuming this is a fixed interest loan, with the interest depending on 6/12 months, but not changing during the term):

      • Flow Category "Loan Amount", Date Rule From "Contract Start Date", Date Rule To blank, Payment Frequency blank, X Default, Interest Calculation Method blank, Refeference Interest Profile blank.

      • Flow Category "Annuity Repayment", Date Rule From "Contract Start Date", Date Rule To "Contract End Date", Payment Frequency "Monthly in Arrears", X Default, Interest Calculation Method blank, Reference Interest Profile blank. -- Do not attempt to use something other than Annuity Repayment, e.g. don't use Installment or something (at least not until you got the basic scenario working and know what other customizing and BAdI coding you need to adjust if you make such a change).

      • Flow Category "Interest", Date Rule From "Contract Start Date", Date Rule To "Contract End Date", Payment Frequency "Monthly in Arrears", X Default, Interest Calculation Method "360/360" (or something else), Reference Interest Profile blank. If you do not see a column for the interest calculation method, click the tool icon (or pencil) int he top right corner of this assignment block and personalize your view to display this column. You MUST have an interest calculation method in the line with the interest!!

      • Optionally add a (fixed or percentage) one-time fee or a periodic fee. But for a basic test I would leave this out at first.

    • Usage: Add e.g. 03 Car Purchase and 04 Furniture Purchase or anything you can pick from the list.

    • Optionally select some special Arrangements, e.g. Unsecured Loan or Special Repayment Agreement, optionally make any of them Default.

monika_eggers
Active Participant
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2.5. Make sure you have set up the pricing procedure determination: In Customizing -> CRM -> Basic Functions -> Pricing -> Pricing in the Business Transaction -> Determine Pricing Procedures make an entry

salesorg channel (no division unless you use one) document pricing procedure "W" customer pricing procedure "1" Pricing Procedure 400501. (After making such customizing changes, log off from the Web UI and log on again so that the table is re-read and not buffered anymore.)

3. Create the conditions. You can do this in the CRM WebClient UI at Products -> Prices, but I don't like that, it's not so comfortable to use because copy&paste in a browser is not as simple. Instead go to SAP GUI: SAP menu -> Master Data -> Prices and Conditions -> Maintain Conditions. Enter or select Application CRM, MaintenanceGrp FS_ALL. Enter these conditions (for the combination of sales organization and distribution channel you used in the product):

41G1 salesorg channel product 7,000 %

41J2 salesorg channel product 0,000 %

41A9 salesorg 100,000 %

41B9 salesorg 100,000 %

41C2 salesorg 100,000 %

41E3 salesorg 100,000 %

41E9 salesorg 100,000 %

41X1 salesorg 100,000 %

(Optionally add a one-time or periodic fee.)

Do not think that 0% conditions could be omited! These and the 100% conditions are important for copying conditions to the payment structure or to the net value.

For now, let's just use the 7% and let's return later and have a scale with two different interest rates for 6 months and 12 months.

After making changes to conditions, refresh the IPC buffers. Transaction se37, function IPC_DET_CLEAR_CUST_BUFFER, parameters CRM and PR. If you also make changes for something that is buffered on Java side, like condition function group customizing, also clear the Java buffers: Transaction sm53 -> Cache Info -> State -> Delete (button at the top right).

monika_eggers
Active Participant
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4. For testing, you need a business partner with these properties:

  • Complete name, title, address and correspondence language. Choose a country like DE for which payment methods are maintained in customizing, or maintain (1) the payment methods (2) the payment method mapping for the country with which you wish to test. Choose a language like DE or EN, or if you choose one like Chinese or Arabic that require Unicode, make sure all systems are Unicode systems or that language is installed on all non-Unicode systems (as the correspondence language will be used for the RFC connection and will fail otherwise).

  • Birthday so that he/she is 18 to 65 years old.

  • Bank data.

  • In the assignment block Sales Area, add the same combination of sales organization and distribution channel you used in your product. There maintain (1) the customer pricing producedure "Standard" and (2) the currency.

  • Sold-to role.

  • (If you want to back-date loans for testing, you also need to back-date roles and addresses if time-dependency is set up for them in CRM or in your loans management system).

monika_eggers
Active Participant
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5. Now create your FS Quotation (under Acquisition and Sales).

  • Enter your business partner and press Enter.

  • Enter an Employee and press Enter.

  • Add your product and press Enter.

  • Go to the Details (item).

    • At the top right you see the term field. Click the value help button. You see that you can choose between 6 months and 12 months. You see that the end date changes accordingly in the payment structure. If you enter anything else, you will get an error.

    • See the conditions in the Details block and in the Conditions block. The interest is 7%. Enter a negotiation interest of -1.5%. The resulting interest changes to 5.5%. See the pricing procedure, the interest of 5.5% is present in the interest line.

    • Enter a financing requirement of e.g. 10000 EUR (either in the Details assignment block or in the Conditions assignment block). See that it gets copied to the payment structure block.

    • If you had used a different item category that takes the monthly payment as input and resolve for the term, you would now enter e.g. 500 EUR monthly repayment in the payment structure. But as you chose FS06 and want the term as input and the monthly payment as output, you can leave it empty.

    • If your loans management system is set up completely and correctly, you can now press the Calculate Payment Plan button and get back

      • The monthly payment.

      • The payment schedule.

      • The effective interest rate.

    • Go back to the header and set the status to Released. Save.

    • The status "Approved Automatically" should appear if the BRF (Business Rule Framework) is active. If instead it says "Awaiting Approval" execute the action "Check/Execute Business Rules" on the header.

    • Set the status on the header to Signed. If your CRM system is set up completely and correctly, including middleware subscriptions, a LoanContractCreateRequest is sent out now. You can see it in transaction sxi_monitor (black-white flag = success; green = scheduled). If nothing shows up, check the BDocs at transaction smw01. If your loans management system is set up completely and correctly, the loan is created when the message arrives there.

monika_eggers
Active Participant
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6. Now let's go back to the conditions (SAP Menu -> Master Date -> Prices and Conditions -> Maintain Conditions -> CRM / FS_ALL). You want different interests for 6 months and for 12 months, let's say 7% for 6 months, but 6.5% for 12 months. Change condition 41G1 (Base Interest). Click the Scales button to add a scale. For 0 months, add 7% (you have to enter something for 0 months). For 6 months, add 7%. For 12 months add 6.5%. (Remember to refresh the IPC buffers afterwards.)

  • Now when you test it when you change from 6 to 12 or 12 to 6 months in your FS Quotation and click the Reprice button (in the assignment block Conditions; click on Edit List first) you see the base interest rate change between 7% and 6.5%.

7. If you want the interest rate to change immediately, without clicking Reprice, change this customizing: Transaction CRMV_EVENT, add these entries:

BUS2000114 Financing Contract 50 End of Document Processing 14 APPOINTMENT AFTER_CHANGE CONTDURA CRM_PRIDOC_COM_DET_PRCTYPE_EC K Call to Hdr/Item with Object/Event/attr.+ Compressed Old/New

BUS2000114 Financing Contract 50 End of Document Processing 14 APPOINTMENT AFTER_CHANGE XCONTDURA CRM_PRIDOC_COM_DET_PRCTYPE_EC K Call to Hdr/Item with Object/Event/attr.+ Compressed Old/New

Then a pricing will be triggered when the term (CONTDURA = contract duration) is changed.

(Log out from the CRM WebClient UI and back in so that the customizing is re-read and you can test it in your FS Quotation.)

This may seem like a lot, but it's really not that difficult or much, and after you have set up your first product successfully, you can copy it and just change it a little to create new products (e.g. with other terms, with additional fees etc.)