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CRM_IPS_4S_1: Deductions for Social Services (New) ( RELNCRM_7E1_4S_SDP )

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Short text

CRM_IPS_4S_1: Deductions for Social Services (New)

Use

As of SAP enhancement package 1 for SAP CRM 7.0, business function Social Services - Benefit Calculation(CRM_IPS_4S_1), you can monitor deductions from the benefits of a social service plan at the request of, for example, a beneficiary or the municipality. You may want to deduct from social service plan benefits if there has occurred an overpayment, or you may want to deduct expenses, such as rent payments.

You can do the following with this business function feature:

• Create a social deduction plan manually or search for a social deduction plan

You can create a social deduction plan of a specific deduction plan type, for example, housing deduction, or you can search for a plan that has already been created.

• Create deduction plan items

You can manually create deduction plan items for your social deduction plans. For your deduction plan items, you can search and select planned payments for deduction, and determine the party to which the deducted amount should go to.

• Assign your social deduction plans to cases

You can assign your social deduction plans to deduction cases, where the main partner of the deduction plan is the case owner.

• Execute change processes to your social deduction plans and deduction plan items

You can stop and resume social deduction plans, and consequently stop and resume all deduction plan items belonging to the plan. You can create follow-up social deduction plans, and consequently copy all deduction plan items belonging to the previous plan to the new plan. You can also cancel individual deduction plan items.

• Display your deduction amounts before you approve them

You can view your simulated deduction amounts in the context of net payment before you approve them, and adjust the deduction plan item priority if necessary.

• Approve or reject a social deduction plan

You can assess a social deduction plan decision and approve it, reject it, or send it for approval to an authorized third party.

Effects on Existing Data

There are new change processes for social deduction plans (G101, G102, G103) in Customizing for Customer Relationship Management under Industry-Specific Solutions-> Public Sector -> Social Services-> Basic Settings -> Change Processes -> Make Settings for Change Processes.

There is a new transaction in Customizing for deduction plan types (SDP). This transaction has the following fields available in Customizing for Customer Relationship Managementunder Transactions -> Basic Settings -> Define Transaction Types:

• Approval Strategy

• Case Asgmt Profile

You can also automate the activation process by selecting the Automatic Activation Process checkbox.

The WebClient UI area menu for social services has been enhanced to include Social Deduction Plans.

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

You make the settings for this function for Social Services in the following existing Customizing for Customer Relationship Managementunder Industry-Specific Solutions -> Public Sector:

• Define Settings for Case Assignment

• Define Case Assignment Profile

• BAdI: Determine Model Node IDs for Cases

• BAdI: Enhancement of Case Type Determination Strategy

• BAdI: Enhancement of Case Type Attributes

• BAdI: Enhancement of Case Determination Algorithm

• Create Approval Strategy

• BAdI: Define Approval Strategy

• Make Settings for Change Processes

• Create Parameter ID for CPE Processing

• Create Effective Date Determination IDs

• Determine Target Transaction Type in Change Processes

• BAdI: Define Change Processes for Header

• BAdI: Define Change Processes for Items

• BAdI: Define Change Process Determination

• BAdI: Check Change Relevance of Items

• BAdI: Define Effective Date Determination

• BAdI: Check CPE Parameters in Change Process

• BAdI: Check Header Change Processes for Relevance

You make the settings for this function for Social Servicesin the following new Customizing for Customer Relationship Management under Industry-Specific Solutions -> Public Sector:

• Maintain Due Date Rule and Frequency

• Maintain Due Date Rule Type

• Maintain Frequency Type

• Maintain Payment Family

• Define Social Deduction Plans

Further Information

Release note CRM_IPS_4S_1: Social Services - Benefit Calculation (New).

SAP Library for SAP CRM on SAP Help Portal at http://help.sap.com/crm -> SAP CRM 7.0 Enhancement Package 1 -> Application Help -> SAP CRM for Industries -> Public Sector-> Social Services.

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This documentation is copyright by SAP AG.

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