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Function documentationCard Cancellation

 

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

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

Integration

Card cancellation receives essential parts from its assignment to a card contract and the related business partners.

Prerequisites

  • The card product of the card you want to cancel has the cancel card feature as a permitted process.

  • The cancel card feature has not been locked.

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

    You can find the settings for the product 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 Products End of the navigation path.

  • You can only cancel active or locked cards if they have a lock reason that permits cancelation.

  • The card has not expired.

  • The card has not been destroyed.

  • The copy status of the card is not initial.

    Note Note

    Reproduced cards with an initial copy status can be canceled if this is permitted in the card product, as long as the cards have not expired.

    You can find the settings for the lock reason for a card in Customizing for Account Management (FS -AM) by choosing Start of the navigation path Contract Management Next navigation step Card Next navigation step Define Lock Reasons End of the navigation path.

    End of the note.

    Note Note

    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 Customizing 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.
    End of the note.

Features

Create a Cancellation Order

An order for card cancelation is created. The created order receives the status Entered, and can be activated and executed in further steps.

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

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

  1. Release the Cancellation Order

    When the card cancellation is released, all checks related to the card 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 card cancellation.

  2. Reject the Cancellation Order

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

Register the Card Cancellation in the Card Management System

The card data is changed here as follows:

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

If there is no system renewal lock set for the card, one may be set for it during registration. The order is flagged to show whether or not a system renewal lock has been set. This is important when reversing a card cancellation to ensure that the system renewal lock is only reset once this lock has actually been set by the cancellation order.

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

  • The order has the status Deactivated or Deleted.

    You can create another order for the card.

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

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

Activities

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 Cancel Card End of the navigation path.

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

Create and Activate an Order for Card Cancellation

  1. If you choose Show New Creation Area, you can display the fields for creation of a new order.

  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.

  4. ChooseStart of the navigation path  Card 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

    Administration

    Technical Details

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

    The system sets the order status of the card to Created. The system also assigns an order number. You cannot create a new order for card cancellation for this card contract.

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

    The system transfers the cancellation date and sets a renewal lock on the card contract.

    It assigns an order number and sets the order status to Activated.

    If a release procedure is defined for this processing step in Customizing for Account Management, the system sets the release status of the order to In Release.

Change an Order for Card 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 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 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 Cancellation Next navigation step Change End of the navigation path.

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

    Note Note

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

    End of the note.

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

Deactivate an Order for Card 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 Cancellation Next navigation step Change End of the navigation path.

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

    The system now removes the cancellation date and the system renewal lock from the card 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.

    Note Note

    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 contract.

    End of the note.
Delete an Order for Card 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 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 Cancellation Next navigation step Delete End of the navigation path.

    The system removes the system renewal lock from the card contract and sets the order status to Deleted.

    Note Note

    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 contract.

    End of the note.