Show TOC

Function documentationCard Pool Cancellation

 

You can use this function to cancel a card pool contract. You can create, change, display, execute, deactivate, and delete an order for card pool cancellation.

Cancellation is subject to special cancellation rules. It is also registered in the Card Management system, and the information is forwarded to the processor.

Prerequisites

  • The card pool product has the feature Cancel Card Pool entered as a permitted process.

  • The Cancel Card Pool feature has not been locked.

  • In the Interfaces to the Processor section, the card pool product has the process Cancel Card Pool defined with a valid output mode.

    You can find the product settings in Customizing for Account Management (FS-AM) by choosing Start of the navigation path Product Management Next navigation step Product Definition Next navigation step Card Pool Products End of the navigation path.

  • For each account contract/master 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 the Implementation Guide (IMG) for Account Management (FS-AM) under:

    • Release: Start of the navigation path 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 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.

Features

Create Cancellation Order

An order for card pool cancellation is created. The order created has the status Entered and can be activated and executed in further steps.

If the activation of the card pool cancellation is not subject to release, Card Management is informed of the cancellation when the order is activated.

If the activation of the card pool cancellation is subject to release, the order is transferred to the release process. However, the Card Management system is not informed of the cancellation.

  • Release the Cancellation Order

    When the card pool cancellation is released, all checks related to the card pool and cancellation data are repeated. If cancellation is permitted, the order is updated with the new data and the order status set to Activated. Card Management is informed of the cancellation.

  • Reject the Cancellation Order

    If activation of the card pool cancellation is rejected in the release process, the order is set to the status Deleted. The Card Management system is not informed of this.

Register the Cancellation in the Card Management System

The card pool data is changed here as follows:

The cancellation date is written in the Canceled On field for the card pool.

If a cancellation order already exists for a card pool, you have the following options:

  • The order has the status Deactivated or Deleted.

    You can create another order for the card pool.

  • The order has the status Created, Active, or Executed.

    It is not possible to create another order for the card pool.

Activities

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

You can now create a new cancellation order for a card pool, or change, display, execute, deactivate or delete an existing order.

Create and Activate an Order for Card Pool Cancellation
  1. If you choose Show New Creation Area, you can display the fields for creation of a new order.

  2. Enter the card pool number.

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

  3. ChooseStart of the navigation path Card Pool Cancellation Next navigation step Create End of the navigation path.

    The next screen appears with the following tab pages: These tab pages contain business-related groupings of individual fields.

    Cancellation Data

    Follow-Up Actions

    Follow-up Objects

    Administration

    Technical Details

  4. If you chooseStart of the navigation path Card Pool Cancellation Next navigation step Save End of the navigation path you can save the data you entered without it being transferred to the card pool contract.

    The system sets the order status of the card pool to Entered. The system also assigns an order number. It is not possible to create a new order for card pool cancellation for this card pool contract.

  5. Choose Start of the navigation path Card Pool Cancellation Next navigation step Activate End of the navigation path to activate the data for the card pool cancellation and transfer it to the card pool contract.

    The system assigns an order number and sets the order status to Activated.

    If a release procedure has been defined for this processing step in Customizing for Account Management (FS-AM), the system changes the release status of the order to In Release.

Change an Order for Card Pool Cancellation
  1. Enter the order number of the cancellation order to be changed.

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

  2. Choose Start of the navigation path Card Pool Cancellation Next navigation step Change End of the navigation path.

  3. Change the required data and the choose Save or Activate.

Execute an Order for Card Pool Cancellation
  1. Enter the order number of the cancellation order to be executed.

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

  2. Choose Start of the navigation path Card Pool Cancellation Next navigation step Change End of the navigation path.

  3. Check and - if applicable - correct the data now displayed and choose Start of the navigation path Card Pool Cancellation Next navigation step Execute End of the navigation path.

You can only execute activated orders. You cannot change an order once it has been executed. You cannot create a new order for card pool cancellation for this card pool contract.

The system forwards the data to the processor depending on the output mode of card process Cancel Card Pool (online, batch, or no transfer).

Deactivate an Order for Card Pool Cancellation
  1. Enter the order number of the cancellation order you want to deactivate.

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

  2. Choose Start of the navigation path Card Pool Cancellation Next navigation step Change End of the navigation path.

  3. Choose Start of the navigation path Card Pool Cancellation Next navigation step Deactivate End of the navigation path.

    The system now removes the cancellation date from the card pool contract.

    If a release procedure is defined for this processing step in Customizing for Account Management (FS-AM), the system changes the release status of the order to In Release.

You can only deactivate activated orders. A deactivated order cannot be changed.

The order status Deactivated is a final status for this order. You can, however, create a new order for this card pool contract.

Delete an Order for Card Pool Cancellation
  1. Enter the order number of the cancellation order to be executed.

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

  2. Choose Start of the navigation path Card Pool Cancellation Next navigation step Change End of the navigation path.

    You can only delete orders that have the status Created.

  3. Choose Start of the navigation path Card Pool Cancellation Next navigation step Delete End of the navigation path.

    The system sets the order status to Deleted.

A deleted order cannot be changed.

The order status Deleted is a final status for this order. You can, however, create a new order for this card pool contract.