Editing Administrative Data
On the Administrative Data
tab page, you can edit and display general data for the contract management of accounts.
Procedure
Select an authorization group from the
Authorization Group
group box to permit users with a particular assigned role to manage the contract.In the
Contract-Managing Organization Unit
group box, the system displays thecontract manager
.
NoteUnder certain circumstances, you can change the
contract manager
. For more information, see Changing the Contract-Managing Organizational Unit.End of the note.The
IBAN
group box displays the IBAN for the account.You can find the contract ID assigned by the system in the
Internal Contract ID
group box.In the
Contract Calendars
group box you have to assign between one and three contract calendars to an account. The system uses these to determine permitted execution times and due dates for settlements, for example.In the
Activity Status
group box, you can view the activity status and property code for the account.The system uses the status transition rules defined in Customizing for
Account Management (FS-AM)
to set an activity status automatically, depending on the customer activity. In the dialog, you can change the activity status to the initial activity status only (standard:Active
).The property code depends on the account product.
For more information about the processes, see Monitoring Dormant Accounts and Escheat.