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Function documentationAccount Creation

 

This function enables you to create accounts.

You can create accounts in the following channels in the system:

  • SAP Graphical User Interface (SAP GUI)

  • Business Application Programming Interface (BAPI)

  • Direct Input (DI)

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

Integration

You create an account by assigning contract elements to a business partner.

For more information see Contract Management and in the Account business object.

When the system is processing an account creation, the corresponding release object and the various authorization objects have a controlling function for the program flow. For more information, see Authorization Administration in Account Management.

For the system settings and more information about the release and authorization, see Customizing for Account Management (FS-AM) by choosing the following:

  • Start of the navigation path Account Management Next navigation step Contract Management Next navigation step General Settings Next navigation step Release for the Contract End of the navigation path

  • Start of the navigation path Account Management Next navigation step 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.

Prerequisites

  • You have created the master contract holder as an SAP business partner and assigned the business partner role of account holder and correspondence recipient.

  • To assign a different business partner to the account, you need to assign the different business partner with the business partner role of correspondence recipient.

  • You have set up the contract-managing organizational unit and made the dependent settings in Customizing for Account Management (FS-AM) under Start of the navigation path Basic Settings Next navigation step Organization End of the navigation path.

  • You have chosen an account product whose product version status was Active on the contract start date. To check this, choose Display Account Product.

  • You have made the settings for the account number in Customizing for Account Management (FS-AM) under Start of the navigation path Contract Management Next navigation step Account Next navigation step Account Number End of the navigation path. Note that these settings depend on the bank key assigned to the contract-managing organizational unit.

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 Create Account End of the navigation path.

  2. Specify the account identification data.

    Note Note

    The account ID depends on the settings that you make in Customizing for Account Management (FS-AM), under Start of the navigation path Contract Management Next navigation step Account Next navigation step Define Account Identification End of the navigation path. You cannot change these settings after you have created the first account.

    End of the note.

  3. 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:

For more information about Contract Management, choose Technical Documentation.