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ISCDXPRA10 - XPRA for Conversion of Default Account Values Rel 4.64

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Title

XPRA for grouping default values for the contract account category and account creation variant

Purpose

Grouping Customizing for Default Values for the Contract Account Category and Account Creation Variant

Previously, the default values for the automatic creation of a new contract account were maintained in two Customizing transactions. The default values were entered separately for the contract account category and the account creation variant. With Release 4.64, these two values are grouped together in a single transaction.

For fields that can be defined for the insurance object as well as the contract account, you can use a flag to determine whether the value from the insurance object is to be used in the case of an account creation variant.

Two default values are defined for the account relationship field. One value for the account creation and a second one if just one new partner is to be added to the account. The reason for this is that there can be just one partner as account holder for each account. The first value indicates the account holder.

The contract account category is maintained as a mandatory entry in the account creation variant. This means that no input is permitted for the default value for the #VKTYP# field.

The account creation variant is specified as a mandatory entry in the contract account category. The account creation variant is used to reference the default values for this account creation variant in the contract account category, which means that the default values for the contract account category are read.

XPRA functions

If no contract account category has been specified in the account creation variant, this is determined from the default value for the #VKTYP# field. You should be able to determine a contract account category from the available Customizing entries for every creation variant.

As the default values for contract account categories will be determined from the default values for the account creation variant, the contract account categories must be assigned to an account creation variant. If automatic assignment is not possible, an account creation variant is automatically created in a free number range, and this is assigned to the contract account category. This automatically created account creation variant includes the availabale default values for the contract account category.

The default values from the contract account category and the account creation variant are mixed. If default values are available for the same field in the Customizing tables from the contract account category and the account creation variant, the value is taken from the account creation variant.

The old table entries for the account creation variants and the associated default values are deleted, and replaced by the entries that have been determined. Default values for the contract account category field are no longer defined in the #VKTYP# field, but are specified in te table entry for the contract account category.

Default values for the TKKVKONTO account are deleted, as long as these can be transferred to the default values for the account creation variant.

Integration

Prerequisites

Features

Selection

Standard Variants

Output

Activities

Example

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