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CRM_LEAS_CHNG - Make Settings for Change Processes

In this IMG activity, you specify which input parameters can be used for the individual change processes. The system then creates an item in the follow-on contract or follow-on quotation in a new document or the original document, depending on the settings. You therefore also control the item category determination for follow-on quotations, as well as whether these quotations are automatically transferred to contracts.

1. Choose New Entries.
2. Enter the Change Process, Transaction Category (header level), Object Type (item level) and Business Transaction.
   The change process is a four-character ID that you select. You create the change process for a specific transaction category (such as BUS2000114 Lease) and object type (such as BUS2000138 Lease Item). You also have to assign the change process to one of the default business transactions provided by SAP. You can also indicate whether the process is a Sub-Change Process.
   Note:
   Do not set this indicator without prior advice from your consultant because otherwise the process is classified as a minor contract change.
3. Document Flow
   In the Document Flow Processingarea, you define (among other things) whether a quotation should be created first or whether a contract should be created immediately (Document Flow field). Note that the change processes provided by SAP for which the Exercise on Same Contract indicator is set do not create any follow-on items, which means you do not need to make the corresponding Customizing settings.
   
   Note:
   If you want to use the remarketing process during terminating change processes, you must always create a quotation for remarketing. Therefore, you must note the following as regards the document flow:
   If you select 3 Optional Quotation Document; New Contract Item in Original Contract or 4 Optional Quotation Document New Contract Document, you can set the Automatic Acceptanceindicator. However, if you set this indicator, you must manually trigger the creation of a quotation in the original contract.
   If you select 5 New Contract Item in Original Contract or 6 New Contract Document, you cannot set the Automatic Acceptanceindicator.
   
   Furthermore, you enter a transaction type for the quotation and contract documents to be created. The Automatic Acceptance indicator controls whether the system creates an active contract immediately when you execute the change process (the Inceptionprocess). The External Contract Number field controls how the system derives the external contract number during the change process (item level). If you set the Create New GAID indicator, the system assigns a new global allocation ID (GAID) to the contract.
4. Terms
   In the Termsarea, you control the validity of the quotation and the contract term of the follow-on item. If you set the Quotation Term Changeable indicator, the system prompts you to enter the validity period for the quotation when you execute the change process. You can use the Check Termfield to specify how the new term requested by the user is checked against the terms for the product entered in the product master. You use the New Term field to control whether the new contract term is determined automatically or manually or whether a term is possible at all.
5. Other Functions
   The Other Functions area contains the Implicit Split field, which you can use to configure the sub-change process in case of shortfall quantities. If you set the Execute at Period Boundaryindicator, change processes can start only on the contract start date or end date.
6. Assigned Business Transaction
   This area contains SAP Customizing that you cannot change.
7. Go to the overview of the dialog structure entry Leasing Change Processes and select the new entry:
1. Choose Item-Specific Customizing. If you have added a new change process, the system indicates that no entry exists.
2. Choose New Entries and enter the new change process again. Use the specific Customizing settings for Transaction Category(header level) and Object Type (item level).
8. Save your entries.

Make Settings for Change Processes for Financing Contracts (BUS2000138)