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CRM_FS_UIU_TRANSTYPE - Determine Interface for Transaction Types

CRM_FS_UIU_TRANSTYPE - Determine Interface for Transaction Types

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In this IMG activity, you assign one or more transaction types to the UI object types in Financial Services for use on the CRM Web client UI. You use this assignment to specify that the corresponding application can create and edit documents for a business transaction using the assigned transaction type.

  • When you create a new financing document, a dialog box appears in which you can select only those transaction types that are relevant for this document.
  • When you search for financing documents, the relevant transaction types are predefined in the input help for the corresponding search parameters.
  • When you search for financing documents, the relevant transaction types are automatically preset in the event that the corresponding search parameter was not explicitly restricted.
  • We recommend you assign a transaction type to one object type only. The transaction type determines the UI object type and the navigation target for generic navigation. If you want to assign a transaction type to more than one object type, note that the system uses the first UI object type it finds for navigation.

In this case, also check the settings in Define Navigation Bar Profile.

You have created a new transaction type in Customizing for Customer Relationship Management. This transaction type has all the properties required in Financial Services.

Alternatively, you have created a new UI object type on the CRM Web client UI. This object type has all the properties required in Financial Services.

In Financial Services, the standard system delivers the following UI object types that are relevant for financing documents:

Object Type Transaction Type
BT107_LAM MA Outline Agreement
BT114_FSO FS01 FS Quotation
BT114_LAM LEAO Leasing Quotation
BT114_LEAS LEAS Lease Contract

BT114_LEAS

To change the assignments delivered by SAP:

  1. Create a new entry with the desired UI object type and transaction type
  2. Delete old entries if the original existing combinations are no longer used





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