Show TOC

Function documentationAccount Product Change

 

Transaction bca_or_cop (change account product) groups together the entire functionality of business object Product Change (Account). The system carries out all important business-related steps that need to be executed in order to successfully change the product of an account, in accordance with auditing requirements.

Prerequisites

The prerequisites described in the Product Change (Account) section must be met and the settings listed must have been made.

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 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.

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 Product. End of the navigation path

    This brings you to the Change Account Product screen where you can choose one of the following three modes:

    If you are in Create or Change mode, you can carry out the following process steps:

  2. Choose the Account Product Change tab page and enter the required data.

    For more information, see the Editing Product Changes (Account) section.

    Depending on the order status of the product change, you can execute the following functions:

    The system changes the product change (account) and the data on the Administration and Technical Details tab pages in accordance with the processing status.

    For more information, see the Displaying Administrative Data and Displaying Technical Details sections.