1. SAP Glossary
  2. Claims Management
  3. partner overview


What is partner overview in SAP FS-CM - Claims Management?


SAP Term: partner overview

  • Component: FS-CM

  • Component Name: Claims Management

  • Description: Provides an overview of business partner data and related business transactions in the CRM system. The Partner Overview comprises the following business partner data: Partner header data: The actual business partner data Infolists: These provide a list of business transactions


Smart SAP Assistant

  • Key Concepts: 
    Partner Overview in FS-CM Claims Management is a feature that allows users to view and manage all of their partners in one place. It provides an overview of the partner's contact information, current status, and any open claims. It also allows users to quickly search for partners and filter the results by various criteria. 
    
    How to use it: 
    To access the Partner Overview, users must first log into their SAP system. Once logged in, they can navigate to the FS-CM Claims Management module and select the Partner Overview option. This will open a list of all of the user's partners, which can be filtered by various criteria such as name, status, or open claims. 
    
    Tips & Tricks: 
    When searching for a partner, it is best to use the “Contains” search option as this will provide more accurate results. Additionally, users can save their searches for future use by clicking the “Save Search” button at the top of the page. 
    
    Related Information: 
    For more information on using the Partner Overview in FS-CM Claims Management, please refer to SAP’s official documentation here: https://help.sap.com/viewer/product/FS-CM_CLAIMS_MANAGEMENT/latest/en-US/f9f8d7a2b3e14c8a9f3d7c2b6f5e4d1a.html
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