SAP ABAP IMG Activity ISISFICA_TIMA_CRT_AC (Define Account Creation Variants)
Hierarchy
☛ INSURANCE (Software Component) SAP Insurance
   ⤷ FS-CD (Application Component) Collections/Disbursements
     ⤷ FSCDMAD_IO (Package) FS-CD: Insurance Object
IMG Activity
ID ISISFICA_TIMA_CRT_AC Define Account Creation Variants  
Transaction Code S_KK4_08000117   S_KK4_08000117 
Created on 19991227    
Customizing Attributes ISISFICA_TIMA_CRT_AC   Define Account Creation Variants 
Customizing Activity ISISFICA_TIMA_CRT_AC   Define Account Creation Variants 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name _ISISFICA_TIMA_CRT_A    

In this activity you define the creation variants for automatic account creation. This forms the prerequisite for the automatic creation or definition of a contract account by the system, when assigning a business partner to a new or existing insurance object.

You also define default values, which the system uses as default values (which can be changed) when creating a contract account.

You define account creation variants as follows:

  • Define a key and a name for the account creation variant
  • You assign a rule to an account creation variant, which the system uses to check whether to create a (new) contract account or use an existing account for a partner (you can find more information about these rules below)
  • You define whether the settings are active for the insurance object, or for the contract account master data
  • You assign a contract account category to every account creation variant.
  • You assign field contents for the mandatory fields (at the least) on the contract account, for every account creation variant. All other fields for the contract account can be populated with default values. For fields that are available for the insurance object as well as for the contract account, you can decide whether the field value from the insurance object is used, or a default value is assigned.
  • If you use the contract account relationship (VKBZ) as the default value, define two values: The first value is used when creating a new contract account, and names the account holder. The second value is used if a new partner is added. Note that there can only be one account holder for each account.

Requirements

Standard settings

SAP delivers the following rules for checking whether the system creates a (new) contract account, or uses an existing account, and you can assign these rules to the creation variants that you have defined:

  1. Every new insurance object-partner relationship receives a new account.

    According to this rule, the system does not have to check whether an account already exists for the partner in the system. In this case, the system always creates a new account for each partner - both when creating a new insurance object and when adding a new partner to an existing insurance object.

  2. There is just one account for each insurance object.

    According to this rule, the system normally creates a new account when

    • creating an insurance object. The system also checks which account was assigned to the already assigned partners when adding a new partner. If different accounts have been assigned to the partners, the system produces an error message. If the account is the same for all partners, only one record with partner-related data is created for this account.
  3. There is just one account for every business partner.

    According to this rule, the system checks whether one or more accounts already exist for this partner. If multiple accounts are available, the system outputs and error message. If no account exists, the system creates a new account. If just one account is assigned, this account is defined automatically. This is true for the creation of a new insurance object, and for the addition of a new partner to an existing insurance object.

  4. There is just one account for the claim object and the associated insurance policy.

    According to this rule, the system uses the appropriate partner to search for the referenced insurance object-partner relationship and uses the account defined there. This is valid for the creation of a new insurance object, and for the addition of a new partner to an existing insurance object.

    Note

    A prerequisite for this is that a reference number is entered manually for an insurance object from the insurance policy category, when creating a claim object.

  5. Just one account belongs to a relationship between a business partner and a group of insurance object categories.

    According to this rule, the system checks whether the insurance object category selected online belongs to a group of multiple insurance object categories. If this is the case, the system selects all insurance objects from this group, which are assigned to the partner mentioned above. If these insurance objects are all assigned to the same account, this account is used. If they are assigned to different accounts, the system produces an error message. If no account is found, the system creates a new account.

    Requirements

    You have defined groups of insurance object categories and assigned (external) insurance object categories to them.

    Note

    If many insurance objects are assigned to the business partner, the usage of rule 5 can greatly affect system performance.

  6. Partner or account can be freely assigned.

    In this case, the system does not create a new account when creating an insurance object-partner relationship, but defines an available account. Assignment is possible, using a contract account or a partner. If assignment takes place using a partner, only one account can be defined for this. If the partner, for which a new insurance object relationship is created, has not been assigned to the account, this partner is automatically assigned to the account. If multiple accounts are assigned to a partner, the system produces an error message. If assignment takes place using the account, a check is made to see whether the partner is already assigned to this account. If this is not the case, this partner is automatically assigned to the account.

  7. There is just one account with a specific account category for every business partner.

    According to this rule, the system checkes whether one or more accounts exist for this partner, with the account category defined with the creation variant. If multiple accounts exist, the system outputs an error message. If no account exists, the system creates a new account. If just one account with this account category is assigned, this account is automatically defined. This is valid for the creation of a new insurance object and for adding a new partner to an existing insurance object.

  8. Just one account with a certain account category belongs to a relationship between a business partner and a group of insurance object categories

    According to this rule, the system checks whether the insurance object selected online belongs to a group of multiple insurance object categories. If this is the case, the system selects all insurance objects from this group, which are assigned to the partner mentioned above. A check is then made to see whether insurance objects are assigned to one or more accounts with the account category defined for the creation variant. If these are assigned to just one account with the account category, this is used. If they are assigned to various accounts with the same specified account category, the system outputs an error message. If no account is found, the system creates a new account.

    Requirements

    You have defined groups of insurance object categories and assigned (external) insurance object categories to them.

  9. Just one account, with a specific account category, exists for claim objects that refer to the same insurance object-partner relationship.

    According to this rule, the system uses the appropriate partner to search for the insurance object-partner relationship that is referred to. The system then searches all claim objects that refer to the insurance object-partner relationships. The system now examines the insurance object-partner relationships found, to see whether a contract account exists that uses the account category defined for the creation variant. If one does exist, this is used, and if not, the system creates a new contract account with the account category. If the system finds multiple contract accounts with the same account category, it outputs an error message. This is true when creating a new insurance object and when adding a new partner to an existing insurance object.

    Note

    The prerequisite for this is that you have manually entered a reference number for an insurance object from the insurance policy category, when creating a claim object.

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
VC_TIMA_CRT_ACC C - View cluster SM34 ISIS000001 Define Account Creation Variants 
History
Last changed by/on SAP  20050221 
SAP Release Created in