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CRMV_FS_TBUI_PRT - Define Print Templates for Loan Wizard
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You use this Customizing activity when you want to enter different print forms for your quotations in the Loan Wizard. You can generate these forms as PDF documents from the CRM WebClient UI of an individual quotation or from the loan wizard by choosing Print.
You have created a form in transaction SMARTFORMS and want to print it from the CRM WebClient UI in the loan wizard.
You have created a BAdI implementation for this form for the enhancement implementation CRM_FS_1O_PRINT_IMPL_EXAMPLE under BAdI: Quotation Printing. The corresponding class must implement interface IF_CRM_FS_BSP_1O_PRINT. The method PRINT_OTF, which must be implemented, contains the GUID (IV_OFFER) or table of GUIDs (IT_OFFER) for the quotations as a parameter. If the Multiple Offers for Printing checkbox has been set for an entry, the table of quotation GUIDs is passed as an input parameter. If the Multiple Offers for Printing checkbox has not been set for an entry, the selected quotation GUID is passed.
The following sample print templates are available:
Transaction Type | Form Name | Name |
---|---|---|
---- | CRM_FS_1O_PRINT_VAR_COMPARE | Variant Comparison |
BK01 | CRM_FS_1O_BCQ_LOAN_LETTER | Covering Letter |
BK01 | CRM_FS_1O_BCQ_PAYMENT_PLAN | Payment Plan |
BK01 | CRM_FS_1O_QUOTATION | Retail Mortgage Loan Offer |
BK03 | CRM_FS_1O_BCQ_LOAN_LETTER | Covering Letter |
BK03 | CRM_FS_1O_BCQ_PAYMENT_PLAN | Payment Plan |
BK03 | CRM_FS_1O_QUOTATION | Retail Loan Offer |
For the payment plan, the BAdI implementation is called with the filter COMP. This is contained in class CL_CRM_FS_1O_PRINT_BCQ_VARIANT.
For the payment plan, the BAdI implementation is called with the filter LTR. This is contained in class CL_CRM_FS_1O_PRINT_BCQ_LETTER.
For the payment plan, the BAdI implementation is called with the filter BCQPAYPLAN. This is contained in class CL_CRM_FS_1O_PRINT_BCQ_PAYPLAN.
For all other forms, the example implementation is called with the filter OFFERLTR. This is contained in class CL_CRM_FS_1O_PRINT_OFFER_PDF.
You can change the implementations of these print templates in the BAdI: Quotation Printing or create your own implementations.
Class CL_BSP_CRM_FS_1O_PRINT contains an example implementation for generating the PDF output. You can use this as a template.
To define a print template for the loan wizard, you enter the following:
- The item category for which you want to define the print form.
- If you leave this field empty, the system always displays the specified form in the print menu of the loan wizard. If you enter an item category, the system only offers the form for this item category.
- The name of the BAdI filter to be called.
- You can set the Multiple Offers for Printing checkox to indicate that the form is to be used to print multiple offers.
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