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Procedure documentationCreating Individual Conditions

 

Individual conditions are conditions that you assign directly to an account and that are only valid for this account. They are used to modify conditions for an account, without having to define a completely new product. If an individual condition is created for an account, this is indicated next to the standard condition groups assigned to the account.

An individual condition assigned to an account overrides the respective standard condition assigned to the account. Special features apply for markup conditions (Special Features of Markup Conditions).

If the individual condition is deleted or no longer valid, the standard condition automatically applies again.

You create individual conditions directly on the account for which the individual condition is to apply. The basic procedure is similar to the creation of a standard condition.

Procedure

  1. Choose Start of the navigation path Account Next navigation step Change End of the navigation path and then the Account Balancingtab page.

  2. The ConditionGroups group box displays the condition groups for interest, charge and value date conditions used for the account. To add more conditions to these individual conditions, or to overwrite them, choose either the Detail Interest or Detail ChargesorDetail Value Date buttons next to the condition group.

  3. The system displays the condition overview, where you create your individual condition and the items belonging to it. For more information, see Creating Conditions. Note the following important points:

    The validity period is defined in the condition header. If you specify a Valid To date, the standard condition becomes active again for the account after this date has expired.

    You create the various condition items with their validity data. If you have defined an end date for an item that extends beyond the validity period defined in the condition, the period defined in the individual condition is the maximum that applies.

    To change an individual level of a scaled condition, you need to identify all levels as an individual condition.

  4. Go back to the main screen.

  5. Save the account.

    The word Individual is displayed next to the condition group. This shows if individual conditions exist that are valid on the system date.