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Process documentationCreating a Rule-Based Pool Linkage

 

You use the rule-based pool linkage:

  • If you want to link your single contract with a pool contract, but the start date of the single contract is unknown or not defined yet

  • If you can only describe the start date of the single contract with a date rule

The system creates the rule-based linkage during single contract inception. If the single contract is already active, you cannot create a rule-based pool linkage.

If the system cannot activate the pool linkage, an error message appears.

The change process takes place at item level.

This change process is defined in Customizing under the technical name ASPL.

Prerequisites

  • You have not activated the single contract yet.

  • You have created a pool contract.

  • The organizational data and currency are identical in both the contract item and the pool contract item.

Process

Process flow for the rule-based pool linkage:

  1. Create a pool contract.

  2. You link the single contract with the pool contract based on rules.

  3. You activate the single contract.

  4. The system activates the pool contract automatically, based on the rule that dictates that when the single contract is activated, the pool contract is also activated.

If the pool contract activation fails, the system generates a message and informs the responsible employee with an e-mail message.