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Function documentationAdjustment of the Payment Structure During Change Processes Locate this document in the navigation structure

 

You use this function to adjust a payment structure when you execute a change process. You can execute change processes with and without payment structure variants.

Prerequisites

  1. You have defined payment structure variants in Customizing for SAP Customer Relationship Management (SAP CRM) by choosing

      Customer Relationship Management   Financial Services   Leasing   Financial Mathematics Settings   Variants and Additional Flows   Define Payment Structure Variants  

  2. You have assigned a payment structure variant to the required pricing process in the master data of the financing product (in the "Distribution Chains" assignment block) and entered the specific details for the variant in the payment structure.

You have to make the following settings in Customizing for SAP CRM in the case of change processes without payment structure variants:

  • Additional one-time flows for change processes:

      Customer Relationship Management   Financial Services   Leasing   Financial Mathematics Settings   Variants and Additional Flows   Define Additional One-Time Flows for Change Processes  

  • Date rules to restrict the duration of the payment structure:

      Customer Relationship Management   Financial Services   Leasing   Financial Mathematics Settings   Settings for FIMA Conditions   Date Rules for Change Date and End-of-Lease  

Features

You can:

  • Execute a change process with a payment structure variant

    When you execute a change process, you enter a payment structure variant. The system discards the current payment structure and searches the product master data of the financing product for a new payment structure that belongs to the selected variant. Consequently, the date on which you executed the change becomes the end date of the validity period of the present payment structure. You can use this method for a renewal, for example.

  • Execute a change process without a payment structure variant for:

    • Financing processes

      You use two date rules to limit the duration of the payment structure. The system deletes all entries in the payment structure before the adjustment date and after the contract end date. The date rules define the new valid from and valid to dates of the new payment structure.

    • Terminating processes

      The system discards the entire payment structure. You can enter one-time flows in Customizing for all processes (such as amount financed, fee). The system then automatically adds these to the payment structure.

In the case of change processes, the system uses the old cash flow to determine the remaining balance on the adjustment date. This provides the basis for determining the renewal conditions in the Configuration Engine. The calculated cash flow refers only to the payment structure of an item; after you have executed a change process, the cash flow is recalculated in the new item or in the new document.

Note Note

You cannot view a history outside the date restrictions entered for the payment structure. This also applies to the cash flow and the payment schedule.

End of the note.