Editing Product Changes (Card) 

Prerequisites

·        You are in the Change Card Product  function on the Card Product Change tab page in one of the following two modes:

¡        Create

¡        Change

·        The order status and release status permit the product change (card) to be edited.

For more information, see the Order Status of a Product Change section.

Procedure

...

       1.      The system displays the key data for the product change (card) for the following business objects in the Card Contract group box:

¡        Card

¡        Product

¡        Business partner (card holder)

       2.      In the Product Change group box, enter the target product the card is being changed to. The system displays the current product version of the target product.

If you want to transfer the default value you defined for this product transition in the Customizing settings for all or some of the other fields in this group box, leave these fields blank.

       3.      Choose a transfer procedure.

       4.      Specify the date on which the product change is to be executed:

¡        If you enter a planned product change date and do not set the Immediate Product Change indicator, and the product change order status is Activated and not In Release, the system executes the product change using the Execute Due Product Changes report.

¡        If you choose an event (exchange and/or renewal of card) on which the product change is to be executed, you can use the planned product change date to control the date on which the Execute Due Product Changes report executes the product change, if the chosen event has not yet occurred.

¡        If you set the Immediate Product Change indicator, and the product change order status is Activated and not In Release, the system executes the account product change immediately. The system disregards any planned product change date entered.

       5.      Specify a follow-up action to determine whether the system cancels, locks or retains the source card.

       6.      If you want to execute a product change for cards that do not have status Active or Locked (with the exception of the dispatch lock), specify that a reduced status check is to be made.

       7.      Specify whether you want the system to create correspondence.

       8.      If it is necessary to reproduce the source card in accordance with the Customizing settings, specify whether the reproduction is to be done without charging the customer.

       9.      Specify how the system is to deal with card contract changes that have been scheduled before the actual product change date, but will not become valid until a later time.

   10.      Save your entries. If you leave the fields in the Product Change group box blank (with the exception of the target product), the system automatically enters the default values from the Customizing settings.