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_FICAGPDT_VC_TFK053R - Define Rules for Follow-Up Actions

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In this activity you define the rules that the system is to use to trigger follow-up actions in the case of changes to the payment data of a business partner.

To define a set of rules, proceed as follows:

1. Choose the pushbutton New Entries and assign an ID and a name for the required set of rules. Using the input help for the field Proc.ID, define the processes for which the set of rules is to be valid (bank data or payment cards). By setting the indicator Active, you ensure that the set of rules is already active (preselected) when you display the follow-on actions.
2. Assign activity variants to the set of rules. To do this, choose the folder Assignment of Rules/Activity Variants.
3. Using the input help (F4) for the field Act.Cat., choose the required activity category. For the processes Change Bank Data and Change Payment Cards, you can use the following activity categories:

• Delete Bank Data from BP or Delete Payment Cards from BP

This activity category enables you to delete bank details/payment cards from the master data of the business partner. The system checks whether the payment data is still used in an object (for example, in a contract account). If no use is determined, the payment data is deleted from the business partner master data.

Note that for the activity categories Delete Bank Data from GP and Delete Payment Cards from GP, you cannot maintain customer-specific settings, and the pushbutton Maintain Variantis therefore not active.

• Remove Locks

This activity type enables you to delete locks from contract accounts, items, and industry objects. The system checks whether locks exist for the objects concerned. If this is the case, and the reasons are entered in Customizing, the locks are deleted.

The locks are payment locks for incoming and outgoing payments, dunning locks for contract accounts, and industry objects and payment and dunning locks for items.

You can maintain customer-specific variants for this activity type. To do this, click on the Maintain Variant pushbutton.

• Reverse Dunning Notices

This activity type enables you to reverse dunning notices. The system checks whether there is a dunning notice that can be reversed. If this is the case, and the dunning notice corresponds to the settings in Customizing, the system displays this dunning notice and then reverses it. Charges due can also be reversed in the procedure.

If the charges have already been cleared, you can create a credit memo. For the industry components Telecommunications, Utilities, and Media, this is already implemented in event 1280. You make the specifications for the credit memo in the activity Define Specifications for Credit Memos for Follow-On Actions.

You can maintain customer-specific variants for this activity type. To do this, click on the Maintain Variant pushbutton.

• Reset Returns

This activity type enables you to reverse returns. The system checks whether there is a return that can be reversed. If this is the case, and the return corresponds to the settings in Customizing, the system displays the return and then the creditworthiness entry for this return can be reversed. Charges due can also be reversed in the procedure.

If the charges have already been cleared, you can create a credit memo. For the industry components Telecommunications, Utilities, and Media, this is already implemented in event 1280. You make the specifications for the credit memo in the activity Define Specifications for Credit Memos for Follow-On Actions.

You can maintain customer-specific variants for this activity type. To do this, click on the Maintain Variant pushbutton.

Activity variants represent a special form of the Customizing for the follow-up actions. This means that you can define different variants for different sets of rules, for example, for reversing dunning notices.

You can edit the variants using the button Maintain Variant. The input help shows the variants that have already been maintained for the activity type, whereby it shows all existing variants, regardless of the set of rules selected.

You have now defined a follow-up action.

By setting the indicators Preselect and Change Selection, you can define whether the system preselects this follow-up action in the display of follow-up actions and whether a user can change this selection.

1. You then have to define which sets of rules are to be valid for which company codes. To do this, choose the folder Rule Determination. For follow-on actions, from the standard company codes of the contract accounts affected the system determines one or more sets of rules to be carried out. SAP delivers some processes and activity categories.

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Length: 6242 Date: 20240523 Time: 171234     sap01-206 ( 111 ms )