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Procedure documentationContract Relationships for Payment Distribution and Monitoring

 

On the Contract Relationships tab page, you can specify the structure of a plan (master contract with the feature Payment Distribution and Monitoring).

Prerequisites

You have created the participating accounts that you wish to assign to master contracts in Account Management (FS-AM). Current (checking) and deposit (savings) accounts are allowed as participating accounts.

Note Note

Note that the participant contracts must all be assigned to the same business partner and be in the same logical system.

End of the note.

Note Note

Note the general prerequisites for master contracts under Editing Contract Relationships and the restrictions for time-dependent editing of contract relationships.

For more information, see the documentation for the contract element Payment Distribution and Monitoring: Participant (REPD).

End of the note.

Procedure

For more information about processing participant contracts, see Editing Participants.

  1. Choose Add Participant (Add Participant).

    The system displays the Change Master Contracts: Participant Contract dialog box.

  2. In the Participant Account group box, enter the ID data of the participant account.

  3. Define a contribution percentage in the PDM Relationship Attributes group box.

    The contribution record comprises the total of contributions that you distributed in percentages to the participant accounts of the plan.

    The total of all contributions must be 100%.

  4. Define the disbursement priority in the PDM Relationship Attributes group box.

    The disbursement priority specifies the participant accounts from which the system takes disbursements from the plan and in which order.

  5. Choose Continue.

  6. The system adds the account as a participant.