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Procedure documentationEditing Features

 

On the Features tab page, you make settings for the features and feature locks of a card contract.

The details in the Card Identification group box inform you about the card you are currently editing. You cannot enter or change any of these details.

In the Features group box, you can activate or deactivate attributes from the Feature attribute category on the basis of the characteristics preset by the product. This means you can choose to permit or not permit features for the card.

In the Feature Locks group box, you can set or remove feature locks for the card, provided Posting Lock Management (PLM) is not active. If PLM is active, you can only set or remove a feature lock by creating a PLM document.

In the Other Locks group box, you can display or edit system renewal locks.

Prerequisites

Features

The settings for the card product permit the feature to be changed (the padlock for the feature is open). You can find the settings for the card product in the 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.

Feature Locks

  • You have defined the relevant feature lock in the Customizing for Account Management (FS-AM) under Start of the navigation path Contract Management Next navigation step Card Next navigation step Maintain Feature Locks End of the navigation path.

  • Posting Lock Management (FS-AM-PLM) is not active.

    You can determine whether or not Posting Lock Management is active in the Customizing for Account Management (FS-AM) under Start of the navigation path Basic Settings Next navigation step Activate Special Components End of the navigation path.

Procedure

Features Group Box

  1. To edit features, choose the Detail button in the Features group box.

    The Features screen appears where you can see the features that have been activated for the account with green traffic lights and open or closed padlocks. The account inherits these settings from the product. The features that are deactivated in the product are hidden in the contract.

  2. You can activate (green traffic light) or deactivate (red traffic light) all changeable features (open padlock) by clicking on the traffic light.

    Note Note

    The decision as to whether you can activate or deactivate features depends on the status of the contract when it is processed, as well as the product settings.

    For more information, choose the Information button next to Edit Features.

    End of the note.

  3. Choose Continue.

    You return to the Features group box.

  4. Choose Save.

  5. To display the current features, choose the Display button in the Features group box.

    The All Features screen appears.

    You can see the features that have been activated and deactivated for the account with green and red traffic lights. These current settings are determined from any feature locks set and the settings you made.

Feature Locks Group Box

  1. In the Feature Locks group box, use the input help to select the feature lock you want to set for the account. To remove a feature lock, select the lock and choose Remove Lock.

  2. To display all locked features belonging to a particular feature lock, select the feature lock and choose Locked Features.

  3. Choose Save.

For more information about permitted and non-permitted features predefined by the product, as well as about the padlock, see the Displaying a Card Product section.