Use

You use the customer change function to transfer the utilities contracts for a contract account, including any resulting receivables, between business partners.

This can for example be necessary when merging business partners.

The following functions are possible:

Integration

You can use the function  SAP Utilities Customer Service Process Execution Move-In/Out and then the menu option  Other Create / Cancel Customer Change

Use the methods for the BOR object MOVEINOUT to integrate the customer change in the Customer Interaction Center (CIC) or the front office. Transfer the parameter OK code with the value “…”.

Prerequisites

Before you can a execute customer change, the contracts to be transferred must have been invoiced at least once.

If you also want to transfer budget billing plans, the budget billing plan items must all be open. If necessary, you must reset all clearings and set the accrued receivables to payments on account. Therefore, we recommend that you execute the customer change as close as possible to the last bill in order to avoid this preparatory work.

Features

When a customer change is created, the system terminates the transfer contract using a move-out, and creates a new contract using a move-in. The move-out date is set as the end of the billing period of the most recently invoiced billing document belonging to the transfer contract

You can also append an actual move-out date to the move-out, and an actual move-in date to the move-in. This enables you to document when the move-out customer actually vacated the apartment, and when the move-in customer occupied it. If this data becomes valid at a future date, the changes to the business partner and contract account data of the move-out customer are stored as scheduled changes, with the actual move-out date as the validity date. The changes to the business partner and contract account data are stored as scheduled changes for the move-in customer with the actual move-out date as the validity date.

When you create a move-out, an adjustment reversal of the most recent billing document takes place for the transfer contract and a new billing document is created with the value 08 (Customer Change). This billing document contains the billing amount “0”. The most recent billed meter readings are also copied when the move-in is created. Note that constellations in the rate structure (such as period-end billing for monthly customers, basic monthly price and so on) can result in the billing documents from the adjustment reversal not having the amount “0”.

Depending on the Customizing settings, no new meter reading results are entered. Instead, the last billed meter readings are copied when the move-in is created (see SAP Note 503243).

When you save the move-in document, the open items in the transfer contract can be posted to the target contract created as a result of the move-in (this depends on the Customizing settings described above). This is only possible within the same company code. Items that have already been paid are not reposted. You use the Transfer Items transaction (FP40) to do this.

Depending on the Customizing setting you made previously, security deposits and dunning information can be transferred.

Interest history and supplements are not copied during transfer of the open costs.

Budget billing plans are treated as follows: They are deactivated by the move-out, once you have set the payment on account. Depending on the Customizing settings, a new budget billing plan is created from the deactivated budget billing plan when you save the move-in document. You then allocate the credit payments using the account maintenance.

The customer change assigns a posting block to the transfer contracts. You can display this block in the move-out document. You can change the block using methods ReleaseFicaLock and SetFicaLock of BOR object MOVEOUTDOC.