Product Change (Card Pool) 

Definition

An Account Management (FS-AM) business object that represents the exchange of the product a card pool is based on (source product) with a target product. The target product can be a new version of the source product or a completely different product. The system always chooses the valid version of the target product.

A product change (card pool) can be necessary if the customer or the bank requires considerable contract changes at a particular time in the present or future. You can carry out a product change for an individual card pool or for any number of selected card pools in a mass run. A product change can also be linked with a particular event for the participant cards, such as exchange or renewal.

In Account Management (FS-AM), a product change is managed as an order by Order Management (FS-AM-OM). A product change always has two steps:

...

       1.      To schedule the card pool for a product change, create and activate an order for product change.

       2.      To carry out the actual product change, execute the order.

You can carry out a product change either for an individual card pool, for selected card pools in a mass run, or linked to a particular event.

For each attribute group, you can define whether the field values of the source card pool or the attributes of the target product have priority in a product change.

Use

The product change (card pool) is done either manually in dialog mode or automatically using a Business Application Programming Interface (BAPI).

The product change (card pool) function can use the business transaction category (Entry Origin or Processing Origin fields) to identify the channel used to process it.

Entry Origin Processing Origin	Short Description	Channel
BOCCPP	Product change (card pool) - dialog	Dialog
CCPPCP	Mass product change (card pool) – mass processing	Dialog
COCPCA	Due product change (card pool) – mass processing	Dialog
BAPCCPP	Product change (card pool) - BAPI	BAPI
BDCCPP	Product change (card pool) – BAPI (EDT)	BAPI

When you create or change a product change (card pool) in dialog mode, the system enters the Entry Origin and Processing Origin fields. You can use a BAPI to specify an entry or processing origin.

The order status of a product change (card pool) can change during processing. See the Order Status of Product Change section.

Dialog

You can call up the following transactions in dialog mode:

Transaction Code	Short Description
BCA_OR_CCPP	Change card pool product
BCA_CCPP_CARD	Edit mass product change (card pool)
BCA_CP_CCPP_PP_ALL	Application log – selected product changes (card pool)
BCA_CCPP_VERS_CP	Edit mass product change (card pool) optimally
BCA_CCPP_VERS_PP_ALL	Application log – optimized product version change (card pool)
BCA_CCPP_TEV	Execute due product changes (card pool)
BCA_OR_CCPP_PP_ALL	Application log – due product changes (card pool)

Business Application Programming Interface

You can call up the following methods using the BAPI Explorer:

Method*	Short Description
ProductChgCardPool.CreateAndActivate	Create and activate product change (card pool)
ProductChgCardPool.ChangeAndActivate	Change and activate product change (card pool)
ProductChgCardPool.ChangeAndDeactivate	Change and deactivate product change (card pool)
ProductChgCardPool.GetDetail	Read product change (card pool)
ProductChgCardPool.GetOrdersByCard	Read order numbers of product change (card pool)

*You can also execute all methods as a test run.

Direct Input

Direct input is not implemented for a product change (card pool). You can make external data transfers (EDT) using the BAPIs that have entry origin or processing origin BDCCPP.

Customer Enhancements

You can find the Business Add-Ins (BAdIs) available for a product change (card pool) in Customizing for Account Management (FS-AM) by choosing Order Management ® Product Change (Card Pool) ® Business Add-Ins (BAdIs).

Structure

Attributes

·        Attributes of order management

·        Target product

·        Total transfer procedure

·        Planned product change date

·        Actual product change date

·        Correspondence for product change

·        Future contract changes

·        Immediate product change

·        Reference attributes

Reference attributes refer to other Account Management (FS-AM) objects, whose documentation is referred to below in the “Integration” section.

Integration

You make the settings for product change (card pool) in Customizing for Account Management (FS-AM) under the following structure nodes and in the following IMG activities:

·        Basic Settings ® Maintain Origin Data

·        Order Management ® Basic Settings ® Configure Order Category

·        Order Management ® Product Change (Card Pool)

When you are processing product changes (card pool), the corresponding release object and the various authorization objects have a controlling function for the program flow. The system calls up and processes the following objects from Account Management (FS-AM) when processing the product change (card pool).

Checks

The system checks the following settings and attributes:

·        Is the product transition from the card pool source product to the target product permitted according to the Customizing settings for product change? If this is not the case, the system displays an error message.

·        Is the product version of the target product status Active on the planned product change date when you activate the product change? If this is not the case, the system displays an error message.

·        Is the product version of the target product status Active on the actual product change date when you execute the product change? If this is not the case, the system displays an error message.

Objects Generated by the System

·        Change document

The system generates a change document that meets auditing requirements.

·        Correspondence request

The system generates a correspondence request.

·        Flag for mass processing

When activating a product change (card pool) for which the Immediate Product Change indicator is not set, the system generates a flag for mass processing.

·        Work item

The system generates a work item for the release process, if required on the basis of the Customizing settings.