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Shift of Effective Date

You can use this function to shift the effective date of business transactions in an open application in the Change business process. To do this, you can use the Shift Effective Date action in the menu. This lets you shift the effective date of the business transactions to a later date or to execute the business transactions again on the same date. For each of the business transactions, you can choose if you want to keep the original input data, correct the data, or reset the business transaction.

You can also reset the shift of effective date by choosing the Reset Shift of Effective Date action. This restores the data to the state before execution of the Shift Effective Date action.

This function is only available for the P&C, liability and personal accident insurance line of business.

Technical Details

Product Feature is


Country Dependency

Valid for all countries

Application Component



SAP S/4HANA 1809

Effects on Customizing

In the Customizing activity Define LoB-Dependent Settings for Business Transactions, you can determine the business transactions and lines of business where it is possible to shift the effective date.

You can find the Customizing activity in Customizing for Policy Management under Start of the navigation pathIn-Force Business Management Next navigation step Basis Next navigation step Business Transactions, Actions, and Process StepsEnd of the navigation path.