Impact Analysis of Technical Upgrade from SAP for Insurance Collections/Disbursements (FS-CD) 4.7 to ECC 6.0

Transcription

1 Impact Analysis of Technical Upgrade from SAP for Insurance Collections/Disbursements (FS-CD) 4.7 to ECC 6.0 Applies to: ECC6 (migration from 4.7). For more information, visit the Enterprise Resource Planning homepage. Summary This article summarizes the key analysis of impact on technical upgrade of FS CD. These have been observed after analysis of testing key processes with the guidance of release notes to determine which changes are mandatory for the technical upgrade and which can be applied during a future functional upgrade. Author: Sunil Kumar Mantoo Company: Intelligroup Inc. Created on: 31 December 2009 Author Bio Sunil Kumar Mantoo has been with Intelligroup Inc for more than five years. Sunil specializes in SAP for insurance industry for more than five years and has accreditation from the American Institute of CPCU. Sunil is a Cost Accountant from India and holds the Masters Degree in commerce SAP AG 1

2 Table of Contents Impact Analysis Approach... 3 Mandatory Functional Changes in ECC 6.0 Relevant to the Upgrade... 3 Mandatory Technical Changes in ECC 6.0 Relevant to the Upgrade... 4 Non-Mandatory Changes... 5 Impact Analysis Summary End User Functions... 6 Impact Analysis Summary Document Reversal... 7 Impact Analysis Summary Document Reversal... 8 Impact Analysis Summary Insurance Object... 8 Impact Analysis Summary Payment Run Impact Analysis Summary GL Menu Impact Analysis Summary Open Items Report Disclaimer and Liability Notice SAP AG 2

3 Impact Analysis Approach SAP ECC 6.0 release note has been used to get 1st level comparison between 4.7/6.0. SAP ECC 6.0 release note have been analyzed to determine which changes are mandatory for the technical upgrade and which can be applied during a future functional upgrade Functional Unit Testing have been conducted to identify impact. Manual Screen Comparison between 4.7/6.0 have been done to indentify user impact and access retraining need. Mandatory Functional Changes in ECC 6.0 Relevant to the Upgrade Master Data Select or Propose Partners for an Insurance Object If multiple insurance object-partner relationships exist for an IO, you now have the option of selecting a partner for displaying or processing an IO Screen View for Displaying/Processing Insurance Objects The arrangement of the fields for processing insurance objects in the dialog box has been changed Restrict Display for Payment Plan Items When displaying or processing insurance objects, from the initial screen you can now choose whether the payment plan or the payment plan item is to be displayed, or restrict the number of items to be displayed Dunning Input Help for Installment Plan Number: Only Active Installment Plans as Default On the initial screen of the transactions Change Installment Plan and Display Installment Plan, you can use an input help for the Installment Plan Number field Payments Payment lot: Clarification proposal based on earlier clarifications Therefore, if there are more than three results from previous clarifications, the system also checks the usage text to see whether the values determined for the business partner, contract account, or contract are specified there Enhanced Account Maintenance Account maintenance you can perform document changes as well as carry out clearing Other Additional account assignment displayed in ALV The display for additional account assignment field is improved to ALV display 2010 SAP AG 3

4 Impact Analysis Heatmap (Mandatory Functional Changes ONLY) Function Area Change Description Impact on End- User Documentation Impact on Training Master Data Dunning Payments Select or Propose Partners for an Insurance Object Very Low Low Screen View for Displaying/Processing Insurance Objects Low Low Restrict Display for Payment Plan Items Low Low Input Help for Installment Plan Number: Only Active Installment Plans as Default Payment lot: Clarification proposal based on earlier clarifications Low Low Low Low Enhanced Account Maintenance Low Low Other Additional account assignment displayed in ALV Low Low Mandatory functional changes will have a minimal impact on both end-user documentation and training. Mandatory Technical Changes in ECC 6.0 Relevant to the Upgrade Master Data o Enhancements Based on BDT Customer specific enhancement can be defined based on BDT o New Business Object BUSISI007 Business Object BUSISI003 Obsolete o New Function for Insurance Object New functions such as number assignment and account creation rules are added o New BAPIs for Insurance Object The new Business Object BUSISI007 provides you with more methods for processing insurance objects o Business Partner Role concept Business partner must now exist in the business role MKK for role category MKK o Contract account creation rule Standard extension for customer specific contract account creation rules o Standard address XDFADR The standard address of a business partner is no longer portrayed using the indicator XDFADR in table BUT020 o Change to Direct Input for Business Partner Change to Direct Input for Business Partner GL o Transport Customer-Specific Additional Account Customer specific account assignment can be transported 2010 SAP AG 4

5 Non-Mandatory Changes Process Area Description Functionality Type of Change Batch Processing Reactivate Deactivated Parameter Records Change to Existing Technical Disbursement Payment Specifications Functional Follow-on activities after submission Dunning Check Dunning Group Against Minimum Percentage Technical New form class FI_CA_DUNNING_NEW Change to Existing Technical Factory Calendar Technical Alternative Payer for Installment Plan Items Change to Existing Functional GL Authorization object for reconciliation key and posting totals Postings for Year-End Closing General Ledger Transfer: Document Type Functional Master Data Authorization checks in search helps for contract account Time Dependency of the SAP Business Partner Technical Locks According to Preselections Change to Existing Technical New and Changed Functions and Parameters in Open Item Reporting Change to Existing Functional Postings and Documents: Changing the Document Date Technical Other Postings and Documents: Broker as New Field in Business Partner Item Technical Activate Classification Key and Broker Field for Payment Plans Technical Account balance display for large accounts by means of snapshots New transaction 2010 SAP AG 5

6 Mass transaction to reset the clearing and reexecute clearing retrospectively Sorting According Multiple Fields Change to Existing Sort sequence Customer-Specific Totals Formation New Posting Rule Changes to transfer items (FP40) transaction Change to Existing Functional Payment Lot: Posting Date of Cross Company code Clarification Change to Existing Functional Payments Payment Lot: Use of Short Account Assignments Change to Existing Payment lot: Correspondence for queries regarding clarification Technical Functional Payment lot: Enhancement tcheck event 0242 Change to Existing Technical Payment lot: Fast search for payments using the search engine TREX Clearing Processing: Distribution of Difference Amounts Itemization of Clarification Worklist from Returns Lots Technical Technical Technical Reversal of Returns Technical Treasury Data defined for Insurance object can be changed with change in bank data for Business Partner Change to Existing Technical Impact Analysis Summary End User Functions Functions Description Section Comments Payment Lot Payment Lot No Impact. Disbursement Disbursement No Impact. Account Maintenance Account Maintenance Document Reversal Minor selection screen changes. Broker Report Broker Report No impact. Clarification processing Clarification processing No impact. Workflow Workflow No impact. Open Item report Open item reports Open Item Report Minor selection screen changes. Master Data Master Data Insurance Object Display Minor screen layout changes General Ledger Closing GL Closing GL Menu Menu rearrangement 2010 SAP AG 6

7 Impact Analysis Summary Document Reversal FP08 Reverse Document Specification for Reversal Additional Selection ECC SAP AG 7

8 Impact Analysis Summary Document Reversal FP08 Document Reverse Specification for Reversal Additional criteria R/3-4.7 Impact Analysis Summary Insurance Object INSODISP Insurance Object Restrict Display Payment plan item can be restricted. ECC SAP AG 8

9 INSODISP Display Insurance Object Selection Additional screen R/ SAP AG 9

10 INSODISP Insurance Object Screen Layout Screen Tabs changed ECC SAP AG 10

11 INSODISP Display Insurance Object Screen Layout Screen Tabs changed R/ SAP AG 11

12 FPY1 Payment Run Selection Changes in Selection ECC SAP AG 12

13 Impact Analysis Summary Payment Run FPY1 Payment Run Selection Changes in Selection ECC SAP AG 13

14 FPY1 Payment Run Selection Changes in Selection R SAP AG 14

15 Impact Analysis Summary GL Menu GL Menu GL Closing Menu GL Menu Rearrangement ECC 6.0 and new transaction 2010 SAP AG 15

16 ode GL Menu GL Closing Menu GL Menu Rearrangement R/3 4.7 and new transaction 2010 SAP AG 16

17 Impact Analysis Summary Open Items Report FPO4 Open items report Time Line New selection ECC SAP AG 17

18 FPO4 Open items report Time Line New selection R/ SAP AG 18

19 Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document SAP AG 19