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CRMV_FSCM_PROHIER - Define Hierarchies for Acquisition Processes

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In this IMG activity, you define product hierarchies as process hierarchies.

A Financial Service acquisition process is defined by process category. Process categories have to be assigned to a process hierarchy. Products that you want to use in a business acquisition process have to be assigned to a process category, in addition to base hierarchy.

A process category controls teh following steps in a contract acquisition process:

• If a process category is selected in the opportunity, it is used to determine the case type assigned in Customizing if a CRM case is to be generated. If a product is entered in the opportunity and is assigned to a process category, the corresponding category is also used for case type determination.

• If a CRM case was created from an opportunity, the process category is saved in the case automatically. If a case is generated from the quotation, the process category is used to determine the transaction type defined in Customizing. If the CRM case is started directly (that is, the case was not generated from the opportunity), you have to maintain the process category in the case manually.

The acquisition process requires a variety of documents. Many of these documents are of a general nature and therefore only dependent on the process category. You define this dependency in Customizing for document management.

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