Changing a Condition Table

Use

You can do the following with a version of an existing condition table:

  • Change the validity period

  • Add conditions

  • Change conditions by adding, changing or deleting condition items

  • Delete conditions

    Note Note

    You can only use this function for loans that are based on the following product categories:

    • Consumer Loan (340)*

    • Installment Loans (360)

    End of the note.

    Note Note

    Within Loan Origination you can use products and condition tables for additional product categories. For more information, see Products and Conditions for Loan Origination .

    End of the note.

Prerequisites

At least one condition table with one version must exist in the system with the status New or Flagged for Activation .

Note Note

If you make changes to a Version that has the status Active , the system creates a new version with the values of the original version, and copies your changes to the new version. This version then has the status New .

End of the note.

Procedure

  1. In the SAP Easy Access menu choose Start of the navigation path Accounting Next navigation step Bank Applications Next navigation step Loans Management Next navigation step Current Settings Next navigation step Consumer Loan or Installment Loan Next navigation step Products and Conditions Next navigation step Condition Table Next navigation step Change End of the navigation path .

    Note Note

    For more information about the paths that you need to use for processing products, condition tables, and condition assignments within Loan Origination , see Products and Conditions for Loan Origination .

    End of the note.

    The Change Condition Table screen appears.

  2. Select the condition group to which the condition table is assigned and the technical name of the condition table.

    The system displays the general data for the condition table and all the existing versions.

  3. Select a condition table Version and choose Select Version: Detail .

    The details screen for the version appears.

    On the right, you can see a pool with the available condition types and flow types for which no conditions have yet been created in the version. You do not have to use all the conditions that are available on the basis of the condition group, however.

    On the left, you can see the conditions that you have already created, with the condition types or flow types that were used.

  4. Add, change or delete conditions:

    • Adding a condition

      Copy the flow types or condition types you want to use for this version from the pool as conditions in Selected Flow/Condition Types . To do this, select the flow type or condition type and choose Add Condition .

      You can process these conditions.

    • Changing a condition

      Select a condition and choose Select Condition: Detail .

      The Change Condition screen appears.

      Add, change or delete condition items.

      Choose Back .

      The detail screen for the version appears again.

    • Deleting conditions

      Select a condition and choose Remove Condition .

      The system removes the condition and places the underlying flow type or condition type in the pool for you to use again.

  5. Save your entries.

    After you have successfully saved the data, the initial screen Create Condition Table appears once again.

Result

The version of the condition table has been changed and has the status new .

If the release procedure is in activated, you can flag the version for activation, otherwise you can activate it straight away.

If the condition table is assigned to a product, this assignment is retained.

Note Note

A version of the condition table and the condition assignment must be valid and active at the time the condition table is determined for the system to be able to consider the condition table (when creating a contract or performing a business operation).

End of the note.