Change Account 

Use

This function enables existing accounts to be changed.

You can change the individual fields of an account contract in a limited way. The permitted changes can be divided into the following types:

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       1.      Certain basic attributes such as the product category cannot be changed.

       2.      Certain attributes can only be changed by orders, such as account closure and account product change.

       3.      Other attributes can be changed directly on the SAP Graphical User Interface (SAP GUI) using a Business Application Programming Interface (BAPI) or Direct Input.

Attributes that can be changed directly or by orders might require release, depending on the Customizing settings.

Integration

While changes made to the account are being processed, the related release object and different authorization objects control the program flow.

You can find the system settings and other information in the Implementation Guide (IMG) for Account Management (FS-AM) under:

·        Release: Contract Management ® General Settings  ® Release

·        Authorization: Basic Settings ® Authorizations

The system generates a work item for the release process if the relevant Customizing settings have been made. For more information, see the Framework for the Principle of Dual Control (CA-GTF-TS-PDC) and SAP Business Workplace sections.

The processing steps that run when changes are made are not dependent on the channel if the Business Data Toolset (BDT) is used.

The following channels are generally available for changing accounts. However, their availability is restricted in the case of order-related changes:

·         SAP Graphical User Interface (SAP GUI)

·         Business Application Programming Interface (BAPI)

·         Direct Input (DI)

Activities

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       1.      On the SAP Easy Access screen, choose Account Management ® Account ® Account Master Data ® Change Account.

       2.      Specify the account identification data.

       3.      Choose Show Valid On if you want to display the account contract data at a particular time. Take note of the F1 help.

       4.      Choose Continue.

The system displays the next screen with the different tab pages that are available. These tab pages contain fields grouped by business topic. Depending on the account product of the account you have selected, the system displays all or just some of the tab pages listed below:

·         Basic Data

·         Business Partner

·         Correspondence Recipient

·         Savings Book

·         Time Deposit

·         Savings Scheme Agreement

·         Notice on Amount

·         Contract Relationships

·         Dependent Card

·         Financial Conditions

·         Settlement

·         Extended Settlement

·         Limits

·         Access Limits

·         Bank Statement

·         Balance Confirmation

·         Account Closure

·         Transaction Type Group/Medium

·         Features

·         Direct Debit Order

·         Posting Data

·         Events

·         Related Contracts

·         Administrative Data

·         Payment Details

Choose Extras ® Change Documents for the Current Cursor Field/Account Change Documents to display all changes previously made to the account.

For more information about change documents, see Change Document.

For more information about Contract Management, choose Technical Documentation.