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CRM_GM_CONFIG_BF - Basic Functions for Grantor Processing

CRM_GM_CONFIG_BF - Basic Functions for Grantor Processing

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You must make the following Customizing settings for Grantor processing:

In this activity you need to define a partner determination procedure with the required partner functions. The partner determination procedure GRM00001 is part of the standard delivery.
  • Date Management
Define Date Types, Duration Types, and Date Rules - For the duration GRM_VAL_DURA (by default 6 months), five date types are delivered as standard for Grantor management:
  • GRM_DUE_DATE

  • GRM_EFF

  • GRM_EXPENSE

  • GRM_VAL_FROM

  • GRM_VAL_TO

These date types describe the due date and the validity of the grant. For all these date types, the Data Profile and Milestone indicators are selected by default. The following date rules are delivered for these date types:
  • GRM000

  • GRM001

  • GRM003

  • GRM0034

Different date profiles are also required for application and agreement at header, item and claim level. These are delivered under Define Date Profile:
  • GAP_HEADER, GAG_HEADER, GCL_HEADER: These are the headers for the application, agreement and claim levels respectively, and use the following date types:
  • Billing date (BILL_DATE)

  • Billing plan (DATE_FROM, DATE_TO, END_DATE, HORIZON, SETTL_FROM, SETTL_TO, START_DATE, PERIOD_DATE)

  • Effective date when changes are applied(GRM_EFF), only used by the agreement and application headers

  • Valid from and to dates (GRM_VAL_FROM, GRM_VAL_TO)

  • Billing document creation date (INVCR_DATE)

  • GAP_ITEM, GAG_ITEM, GCL_ITEM: These are the items levels or the application, agreement and claim levels respectively, and use the following date types:
  • Billing date (BILL_DATE)

  • Billing plan (DATE_FROM, DATE_TO, END_DATE, HORIZON, SETTL_FROM, SETTL_TO, START_DATE, PERIOD_DATE)

  • Effective date when changes are applied (GRM_EFF), only used by the claim item

  • Valid from and to dates (GRM_VAL_FROM, GRM_VAL_TO)

  • Grantor due date (GRM_DUE_DATE)

  • Billing document creation date (INVCR_DATE)

The screen area Service should be selected for the date types GRM_VAL_FROM, GRM_VAL_TO. The date type GRM_DUE_DATE is no longer required for SAP CRM 5.1.
  • Pricing
Create Condition Types - In pricing, the following condition types are delivered for Grantor processing:
  • 6GR1: requested amount

  • 6GR2: eligible amount

  • 6GR3: authorized amount

  • 6GR4: holdback amount

  • 6GR5: cleared amount

  • 6GR6: released holdback amount

These conditions are defined at item level. These are fixed amounts without access sequences and which need to be updated manually. If you want to use your own condition types, make sure that the following settings have been made:
  • Condition class: Prices

  • +/- sign: Positive and Negative

  • Calculation type: Fixed Amount

  • Manual entries: Manual entry has priority, Amount/percent, Item condition

Create Pricing Procedure - Grantor processing is delivered with two pricing procedures, to which the condition types for the different amounts are assigned:
  • 600000 for applications (condition types for the requested, eligible, and authorized amounts)

  • 600001 for agreements (condition types for authorized, cleared, holdback and released amounts)

  • 600002 for claims (contains condition types for requested, eligible, authorized, cleared and holdback, amounts)

Define Document Pricing Procedures - The document pricing procedures D (Grantor application), H (Grantor agreement), and K (Grantor claim) are delivered as standard. In the activity Assign Document Pricing Procedure to Transaction, you assign these to the transactions to which the pricing procedure is assigned.
  • Text Management
If you want, you can define a text determination procedure under Define Text Determination Procedure. In this activity, you fine tune your texts for either procedures and procedure determination, or for access sequence, determination of access sequence and field assignment.
  • Actions
Define Action Profiles and Actions - The following action profiles are delivered as standard. These profiles contain example actions such as assessing application for funds eligibility using BRF rules, printing rejection letters, releasing applications, executing changes automatically or manually, automatically creating claims from a request, automatically linking earmarked funds to a case, or automatically linking agreement change requests to cases. You can use these actions as a template when creating your own actions:
  • GRM_GAP: Default action profile for grantor applications

  • GRM_GAG: Default action profile for grant awards

  • GRM_GAG_ITEM: Grantor agreement item change inception

  • GRM_GCL: Default action profile for Grantor claims

  • GRM_GCR: Default action profile for Grantor change request






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