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 Editing Product Changes (Card Pool)

Prerequisites

Procedure

  1. The system displays the key data for the product change (card pool) for the following business objects in the Card Pool group box:

  2. Enter the target product to which the card pool is being changed. Then the system displays the current version of the target product.

    Note Note

    If you want to transfer the default value you defined for this product transition in the Customizing settings for all or some of the other fields in this group box, leave these fields blank.

    End of the note.

  3. Choose an overall transfer procedure.

  4. Specify the date on which the product change is to be executed:

    • If you enter a planned product change date and do not set the Immediate Product Change indicator, and the product change order status is Active and not In Release , the system executes the product change using the Execute Due Product Changes report.

    • If you choose an event (exchange and/or renewal of participant card) on which the product change is to be executed, you can use the planned product change date to control the date on which the Execute Due Product Changes report executes the product change, if the chosen event has not yet occurred.

    • If you set the Immediate Product Change indicator, and the product change order status is Active and not In Release , the system executes the product change immediately. The system disregards any planned product change date entered.

  5. If you want to execute a product version change for card pools that do not have status Active , specify that a reduced status check is to be made.

  6. Specify whether you want the system to create correspondence.

  7. If it is necessary to reproduce the participant card(s) in accordance with the Customizing settings, specify whether or not the customer is to be charged for the reproduction.

  8. Specify how the system is to deal with contract changes that have been scheduled before the actual product change date, but will not become valid until a later time.

  9. Save your entries. If you leave the fields in the Product Change group box blank (with the exception of the target product), the system automatically enters the default values from the Customizing settings.