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Function documentationCard Exchange

 

This function enables you to create a replacement card, an early renewal card, or a duplicate for an existing card in the system.

You need a replacement card if the current card has been lost or stolen. Depending on the Customizing setting for the card product, the valid-to date is either transferred from the original card or recalculated. The replacement card receives a new card number.

An early renewal card can be useful if, for example, a customer will be spending a long period abroad and would like to extend the card in advance. The early renewal card has a new valid-to date. The card number can be transferred from the original card or a new card number can be assigned.

A duplicate is required if the original card has been damaged in such a way that the functions are impaired. The duplicate has the same valid-on date and card number as the original card.

Integration

The Exchange Card function results in the creation of a card with the attribute replacement card, renewal card without a new number., renewal card, or duplicate.

Caution Caution

If you create a replacement card or renewal card, the processor requests these cards through the ordering file.

End of the caution.

When a duplicate or renewal card is created without a new card number, the data is transferred to the processor as a master data change.

Prerequisites

  • The following conditions apply when creating a replacement card:

    • The card to be replaced is active or locked.

    • The copy status of the card to be replaced is Initial.

    • The card to be replaced has not been canceled.

    • If the card to be replaced has been canceled, the cancellation date must not have been reached.

    • The card product of the card to be replaced has the create renewal card feature permitted. The corresponding feature has not been locked for the card contract.

  • The following conditions apply when creating a duplicate:

    • The card to be replaced is active.

    • The copy status of the card to be replaced is Initial.

    • The card to be replaced has not been canceled.

    • If the card to be replaced has been canceled, the cancellation date must not have been reached.

    • The card product of the card to be replaced has the duplicate card feature permitted. The corresponding feature has not been locked for the card contract.

  • The following conditions apply for creating an early renewal card:

    • The current card has the status Active or Locked.

    • The copy status of the card to be replaced is Initial.

    • The card to be renewed has not been canceled.

    • The card product of the card to be renewed has the renewal card feature permitted. The renewal card feature has not been locked for the card contract.

    • The system renewal lock is not set.

    In the Interfaces to the Processor section, the card product has the process Create Replacement Card, Renewal Card, or Duplication Card 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.

    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:

    End of the note.

    • 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

The features and locked procedures of a card are copied to the new card.

You can define the transfer rules for card locks in Customizing for Account Management (FS-AM) by choosing Start of the navigation path Contract Management Next navigation step Card Next navigation step Define Transfer Rules for Card Locks. End of the navigation path

If Posting Lock Management (PLM) is active, the new card is automatically included in the associated PLM documents.

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 Exchange Card End of the navigation path.

  2. Enter the contract start date.

    The system proposes today's date in the Contract Start Date field but you can overwrite this if necessary.

  3. Choose the card type from the list.

  4. 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.

    End of the caution.

  5. In the Selection group box you specify whether you want to create a replacement card or an early renewal card, or duplicate a card.

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

  7. 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 chosen, the system displays all or just some of the tab pages listed below.