DOI Check-In and Check-Out

Purpose

In Ownership, divisions of interest are checked in and checked out. The reason for doing that is the following:

Check-out : In order to make changes to a DOI that is already created, you have to check the DOI out. Check – out copies the data from the check-in area to the check – out area (work area). Ownership data can then be modified by ownership transactions in the check – out area. Once changes are complete, the DOI can be validated and checked in again, using the check–in process. You can reset the ownership information that was previously checked out by selecting the DOI refresh option in the Base DOI transaction, or the DOI list processing transaction. See: Checking Out a Division of Interest (DOI) ).
Check-in : In order to use a DOI in PRA, it has to be checked in. Check-in also triggers edits and validations, by which the system makes sure that the data in the DOI being checked in is valid and does not contain errors. Check-in can also trigger funds processing, if funds processing is relevant to the DOI. Check-in also copies ownership changes from the check-out area to the check-in area. In addition, as part of the check-in process, the system updates marketing groups, and generates prior period notifications (PPNs) – if required, which are a result of changes that have been made to ownership data in the work area. The check-in process also can trigger funds processing, if funds-relevant data is in the DOI.

In PRA-Ownership, there are three ways to check in DOIs:

Location	Mode
From the Change Base DOI Maintenance screen (described in this document, below) – dialog mode (see: Checking in a Base DOI (DOI Change Mode ).	dialog mode
From the DOI List Processing screen and subsequent DOI Workarea screen – batch mode (see: Displaying and Processing Base DOI Records ).	batch mode
From Owner Request Processing – batch mode	batch mode

Every DOI in Ownership has a status: either checked-in, or checked-out.

Funds processing integration in DOI check-in :

Funds processing is integrated with owner request processing. Funds processing will only be triggered during DOI check – in, if there are funds to be processed in the DOI. Funds processing involves a movement of data – in a background job between the Owner Payable Line Item Table in PRA, and the PRA Legal Suspense Ledger (for example, amounts could be moved from Suspense to Owner Payable).

If customized in the IMG, the funds movement can occur, with subsequent journal entry posting to the SAP Financial Accounting (FI) module. This is triggered when the division of interest is checked in, and the transfer document is complete, or, for funds-only transfers, when the document is complete.

DOI check-in log / JE posting summary :

You can display funds movement reports in Ownership. The journal entry posting summary report is available in the DOI check-in log.

Prerequisites

Prerequisites for check-in are: The Base DOIs have to have been created, owners assigned for the DOI, and bearer groups properly set up, if required. Another prerequisite for DOI check-in is that the DOI has already been checked out. A prerequisite for check-out is that the DOI is approved, and checked in previously.

Result

The DOI can be changed (DOI check-out), or the DOI can be used in Ownership, subject to a validity check and the relevant edits.