Editing Transaction Type Groups/Media

Use

On the Transaction Type Groups/Media tab page you edit combinations of transaction type groups and media depicted by the transaction type group/medium matrix.

In the Transaction Type Group/Medium Matrix group box you can activate or deactivate combinations of transaction type groups and media on the basis of the characteristics the account inherited from the product. You can also display the current transaction type group/medium matrix.

In the Posting Locks group box you can set posting locks on the account, as long as Posting Lock Management (FS-AM-PLM) is not active. If PLM is active, you can only set or remove a posting lock in the dialog channel by creating a PLM document. In the BAPI and direct input channels, however, you can edit posting locks even if PLM is active.

Prerequisites

The following prerequisites must be met in order to set posting locks directly on the account in the dialog channel:

You have defined posting locks.
For more information, see Customizing for Account Management (FS-AM) under Contract Management Account Define Posting Locks .
Posting Lock Management (FS-AM-PLM) is not active.
You can determine whether or not Posting Lock Management is active in Customizing for Account Management (FS-AM) under Basic Settings Activate Special Components .

For more information about the permitted and non-permitted combinations of transaction type groups and media predefined by the product, as well as on the position of the padlock, see Displaying an Account Product.

Procedure

"Transaction Type Group/Medium Matrix" Group Box

To edit the transaction type group/medium matrix, choose the Detail button in the Transaction Type Group/Medium Matrix group box.
The Transaction Type Groups/Media screen appears.
You can see the combinations of transaction type groups and media that are activated or deactivated for the account with green or red traffic lights and open or closed padlocks. The account inherits these settings from the product.
You can deactivate (red traffic light) or activate (green traffic light) all changeable combinations of transaction type groups and media (open padlock).
You have the following options:
- You can activate or deactivate individual combinations of transaction type groups and media by changing the traffic light in the respective matrix element.
- You can simultaneously activate or deactivate all the media assigned to a particular transaction type group by changing the traffic light for the transaction type group.
- You can simultaneously activate or deactivate all the transaction type groups assigned to a particular medium by changing the traffic light for the medium.
- You can activate or deactivate the entire matrix in one step by changing the traffic light for the matrix.
Choose Continue.
You return to the Transaction Type Group/Medium Matrix group box.
Choose Save.
To display the current transaction type group/medium matrix, choose the Display button in the Transaction Type Group/Medium Matrix group box.
The Transaction Type Groups/Media screen appears.

You can see the combinations of transaction type groups and media that are activated or deactivated for the account with green or red traffic lights. These current settings are determined from any posting locks set and the settings you made.

"Posting Locks" Group Box

In the Posting Locks group box, choose the Set Lock button.
The Posting Locks Details screen appears.
Use the selection help to choose the posting lock. If the posting lock is amount-dependent, enter the upper and lower lock amounts as well.
Choose Continue.
To change the posting lock, choose Change Lock.
To remove the posting lock, choose Remove Lock.
Choose Save.

If you want to display the combinations of transaction type groups and media affected by a posting lock, select the posting lock and choose Locked Transaction Type Groups/Media.