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INS_FSCD_CI_1: Quotation Monitoring (New) ( RELNFSCD_603_INSCD_QUOTA )

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Short text

INS_FSCD_CI_1: Quotation Monitoring (New)

Use

As of SAP ECC 6.0, Industry Extension Insurance, Enhancement Package 3, you can use quotation monitoring to inform external systems whether a customer has accepted a quotation for an amount change.

Quotation here is taken to mean quotations for the customer, which levy a specific amount or percentage rate on the premium within defined periods - yearly, for example. The customer is free to accept or refuse this quotation. If the customer is a direct payer, he/she can pay the new amount (partially or in full) and thereby accept the quotation. If the new amount is not paid after a specified number of days, the quotation is regarded as refused.

Information about quotation acceptance or refusal is sent to external systems by the information container. For quotation monitoring, you must activate the information container category V003 (FSCD: Quotation).

Quotations are posted statistically with the statistical flag 'B'.

You can execute quotation monitoring in the SAP Easy Access menu for Collections/Disbursements, under Periodic Processing → Transfer Data → Monitor Quotations. The new function creates information container entries if the quotation was (partially) accepted or refused.

The information container entries can then be sent with the mass activity for sending information container entries. You can find this in the SAP Easy Access menu for Collections/Disbursements, under Periodic Processing → Transfer Data → Information Container → Forward Information.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

To allow you to inform external systems with quotation monitoring, you must make the following settings in Customizing (IMG) for Collections/Disbursements under Integration -> Information Container:

In the activity Make Settings for Information Container Categories you must define, set up and activate the information container category V003.

In the activity Quotation Monitoring: Specification for Checking Quotation Acceptance you define the number of days that the system will wait if payment is not received, before checking to see whether the quotation has been accepted or refused for the first time.

Further Information

For more information about quotation monitoring, see the SAP Library for SAP for Insurance -> Collections/Disbursements (FS-CD), under Integration and Data Exchange -> Integration with Other Insurance Components -> Quotation Monitoring.

For more information about the new information container, see Information Container (New).

ROGBILLS - Synchronize billing plans   RFUMSV00 - Advance Return for Tax on Sales/Purchases  
This documentation is copyright by SAP AG.

Length: 3384 Date: 20240520 Time: 200747     sap01-206 ( 67 ms )