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Function documentationAccount Change

 

This function enables existing accounts to be changed.

You have limited options for changing the individual fields of an account contract . The permitted changes can be divided into the following types:

  1. Certain basic attributes (such as the product category) cannot be changed.

  2. Certain attributes can only be changed by means of orders, (such as account closure, account product change).

  3. Certain attributes that can be changed directly in the SAP Graphical User Interface (SAP GUI), by means of a Business Application Interface (BAPI) or Direct Input.

Attributes that can be changed directly or by orders might require release, depending on the Customizing settings.

Integration

While changes made to the account are being processed, the related release object and different authorization objects control the program flow. For more information, see Authorization Administration in Account Management.

You make the settings for release in Customizing for Account Management (FS-AM) under Start of the navigation path Contract Management Next navigation step General Settings Next navigation step Release End of the navigation path.

You make the settings for authorizations in Customizing for Account Management (FS-AM) under 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.

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Note Note

For each account 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 further release-relevant changes.

Exception: The following processing options are available to you even if the system has locked an account contract for further processing due to a release-relevant master data change. Create Payment Item, Create Prenote, Create PLM Document for Account, Set Feature/Posting Lock. You can also execute these transactions using the direct input channel.

End of the note.

The processing steps that run when changes are made are not dependent on the channel if you use the Business Data Toolset (BDT).

The following channels are generally available for changing accounts. However, their availability is restricted in the case of order-related changes:

  • SAP Graphical User Interface (SAP GUI)

  • Business Application Programming Interface (BAPI)

  • Direct Input (DI)

Activities

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

  2. Specify the account identification data.

  3. Choose Show Valid On if you want to display the account contract data at a particular time. Take note of the F1 help.

  4. Choose Continue.

    The system displays the next screen with the different tab pages that are available. These tab pages contain fields grouped by business topic. Depending on the account product of the account you have selected, the system displays all or just some of the tab pages listed below:

    Note Note

    Choose Start of the navigation path Extras Next navigation step Change Documents for the Current Cursor Filed/Change Documents - Account End of the navigation path to have all the changes made so far to the account displayed.

    End of the note.

For more information about change documents, see Change Document.

For more information about Contract Management, choose Technical Documentation.