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CRM_FS_PRINT_BUSTRAN - Define Print Templates for Item Category

CRM_FS_PRINT_BUSTRAN - Define Print Templates for Item Category

General Data in Customer Master   ROGBILLS - Synchronize billing plans  
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You use this Customizing activity when you want to enter different print forms for FS quotations. You can generate these forms as PDF documents from the CRM WebClient UI of an individual FS quotation by choosing Print.

  • You have created a form in the transaction SMARTFORMSand want to print it from the CRM WebClient UI in FS quotation management.
  • You have created a BAdI implementation for this form for the enhancement implementation CRM_FS_1O_PRINT_IMPL_EXAMPLE in the enhancement spot CRM_FS_BSP_MODEL_IL_FSQ. The corresponding class must implement the interface IF_CRM_FS_BSP_1O_PRINT. The method PRINT_OTF, which must be implemented, contains the GUID for the quotation as a parameter.

The class CL_BSP_CRM_FS_1O_PRINT contains an example implementation for generating the PDF output. You can use this as a template.

The standard system contains the following Smart Forms:

  • Printing quotations for mortgage loans (CRM_FS_1O_MORTGAGE_LOAN)
  • Printing quotations for consumer loans (CRM_FS_1O_CONSUMER_LOAN)
  • General letter for loans quotations (CRM_FS_1O_LOAN_LETTER)
  • European information sheet for mortgage loans (CRM_FS_1O_LOAN_INFO_SHEET)
  • Payment schedule for loan quotations (CRM_FS_1O_PAYMENT_PLAN)

For the payment schedule, the BAdI implementation is called with the filter PAYPLAN. This is contained in the class CL_BSP_CRM_FS_1O_PRINT_PAYPLAN.

For all other forms, the example implementation is called with the filter EXMPL. This is contained in the class CL_BSP_CRM_FS_1O_PRINT.

You enter the following values in this Customizing activity:

  • Item Category: If you do not make an entry here, the system always displays the specified form in the print menu of the FS quotation. You can also add further restrictions; for example, if you enter FS01the system only offers the form for consumer loans and if you enter FS02it only offers the form for mortgage loans.
  • Form Name: Here you enter the technical name of the Smart Form.
  • Case Exists: If you set this indicator, before it prints the form the system checks whether a case record exists for the document. If it does not, the system displays a warning message.
  • Name of a BAdI Filter: Here you enter the name of the BAdI filter to be called.
  • Description: Here you enter the text to be displayed in the submenu of the Printmenu option for the form.
  • Status1-3: Here you can enter different statuses. The system only displays the form in the print menu for the FS quotation if at least one of these statuses is active in the FS quotation.

Item Category: FS01

Form Name: CRM_FS_1O_CONSUMER_LOAN

BAdI Filter: EXMPL

Description: Consumer Loan Quotation

Result:

For an FS quotation that contains at least one item with the item category FS01, a submenu option Consumer Loan Quotation is offered in the Printmenu. When you select this menu option, the BAdI implementation EXMPLis called (method PRINT_OTF in the class CL_BSP_CRM_FS_1O_PRINT). This method calls the form CRM_FS_1O_CONSUMER_LOAN and transfers the PDF output to the CRM WebClient UI, which then displays this form on the screen.






BAL_S_LOG - Application Log: Log header data   ROGBILLS - Synchronize billing plans  
This documentation is copyright by SAP AG.

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