Editing Administrative Data 

Use

On the Administrative Data tab page, you can edit and display general data for the contract management of accounts.

Procedure

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       1.      Select an authorization group from the Authorization Group group box to permit users with a particular assigned role to manage the contract.

       2.      The Contract-Managing Organizational Unit group box displays the contract-managing organizational unit at the time the contract was created.

       3.      The IBAN group box displays the IBAN for the account.

       4.      You can find the contract ID assigned by the system in the Internal Contract ID group box.

       5.      In the Contract Calendars group box you have to assign between one and three contract calendars to an account. The system uses these to determine permitted execution times and due dates for settlements, for example.

       6.      In the Activity Status group box, you can view the activity status and property code for the account.

The system uses the status transition rules defined in Customizing for Account Management to set an activity status automatically, depending on the customer activity.  In dialog mode, you can only change the activity status to the initial activity status (standard: Active).

The property code depends on the account product.

For more information about the processes, see Monitoring of Dormant Accounts and Escheat