To change the master data of an existing account, proceed as follows:
- In the application menu choose Account ® Change.
- Specify the account number of the account and the corresponding bank area.
- Choose Continue, change your data and save your entries.
To assign another product to an account, proceed as follows:
- In the application menu choose Account ® Change.
- Specify the account number of the account and the corresponding bank area and then, on the initial screen, choose Edit ® Assign product.
- Specify the new product.
Note the following when you change the assignment of a new product to the account:
- You must appropriately maintain any additional fields, particularly the required fields, that have possibly been added by the change to the new product.
- If changing the product also leads to a change in the conditions, you must take this into account accordingly. Before changing the product, we recommend you balance the account to avoid any inconsistencies.
- You can only change the condition area (that could be different for the new product) if you have so far made no postings to the account and have not executed a balancing.