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Function documentationEditing Cards

 

This function enables you to change existing card contracts (cards).

There are three classifications of attributes for a card contract:

  • System attribute: A specific, basic attribute such as Product Category that the account management system sets and that you cannot change.

  • Order attributes: These can only be changed by orders, such as Card Cancellation or Product Change - Card.

  • Changeable attributes: You can change this directly in dialog mode, with a Business Application Programming Interface (BAPI), or by using Direct Input (DI), provided no other restrictions are defined in the Product.

The order attributes and changeable attributes might require release, depending on the system settings in Customizing for Account Management (FS-AM).

Integration

Note Note

For each account contract/card contract/card pool, there may only be one master data change that is subject to release in the release process at a given time. This means that the system locks the underlying contract for the transaction in question until a processor has released, returned, or rejected the first change in the release workflow. Only then can you make further changes.

Reason: While changes made to the account contract/card contract/card pool are being processed, the corresponding release object and various authorization objects control the program flow. For more information, see Authorization Administration in Account Management.

You can find the system settings and other information in Customizing for Account Management (FS-AM) under:

  • Release: Start of the navigation path Contract Management Next navigation step General Settings Next navigation step Release for the Contract End of the navigation path

  • Authorization: Start of the navigation path Basic Settings Next navigation step Authorizations End of the navigation path

    Note Note

    The system generates a work item for the release process if the relevant Customizing settings have been made. For more information, see the Framework for the Principle of Dual Control (CA-GTF-TS-PDC) and SAP Business Workplace sections.

    End of the note.
End of the note.

During the processing of changes to cards, the related release object and the different authorization objects control the program flow. For more information, see Authorization Administration in Account Management.

For the system settings and other information, see Customizing for Account Management (FS-AM) under:

  • Release

    • Start of the navigation path Account Management (FS-AM) Next navigation step Contract Management Next navigation step General Settings Next navigation step Release in the Contract End of the navigation path

  • Authorization

    • Start of the navigation path Account Management (FS-AM) Next navigation step Basic Settings Next navigation step Authorizations End of the navigation path

      Note Note

      The system generates a work item for the release process if the relevant Customizing settings have been made. For more information, see the Framework for the Principle of Dual Control (CA-GTF-TS-PDC) and SAP Business Workplace sections.

      End of the note.

      Note Note

      For each card contract, there may only be one master data change that is subject to release in the release process at a given time. This means that the system locks the contract for another master data change until a processor has released, returned, or rejected the first change in the release workflow. Only then can you make any more changes that require releasing.

      End of the note.

      Note Note

      Exception: The following processing options are available to you even if the system has locked a card contract for further processing due to a master data change that needs to be released. Create PLM Document for Card(s), Lock Card, Set Feature Lock , Set Procedure Lock. You can also execute these transactions using the direct input channel.

      End of the note.

All processing steps that are run through while changes are being made to cards are independent from the channel because the Business Data Toolset (BDT) is used.

The following channels are available for changes to cards. However, their availability is restricted where changes are related to an order:

  • SAP Graphical User Interface (SAP GUI)

  • Business Application Programming Interface (BAPI)

  • Direct Input (DI)

Prerequisites

  • The copy status of the card is not initial.

    Note Note

    Cards with an initial copy status that have been renewed or reproduced can be changed, provided they have not expired.

    End of the note.

  • The card has not expired.

  • The card has not been destroyed.

  • The card order has not been terminated.

Activities

  1. On the SAP Easy Access screen, choose Start of the navigation path Account Management Next navigation step Card Next navigation step Card Master Data Next navigation step Change Card End of the navigation path.

  2. Choose the card type from the list.

  3. Enter the card number.

    If you do not know the card number, you can search for it using the input help.

    The system only displays the card numbers that correspond to all your selection criteria.

    Caution Caution

    Note that you must enter a 10-digit account number in the input help.

    End of the caution.

    Caution Caution

    Your business partner has account number 772033, so in the input help you enter account number 0000772033.

    If you double-click the Show Valid-On button, the field is displayed on the initial screen.

    If you have displayed this field, you must enter a date in it manually. Changes apply from the date entered here. All values from the contract start date onwards are permitted.

    If the field is hidden, the system automatically enters the system date.

    End of the caution.

  4. The system automatically enters the data from the selected card in all other fields on the initial screen.

    The system proposes today's date in the Card Valid On field, but you can overwrite this if necessary.

  5. Choose Enter.

    The system displays the next screen with the different tab pages that are available. These tab pages contain business-related groupings of individual fields. Depending on the card product of the card you have selected, the system displays all or just some of the tab pages listed below.

    For more information about Contract Management, choose Technical Documentation.