How To Fix CRM_BUPA_CLEARING045 - Account with Source status must not have (provisional) patient data

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_BUPA_CLEARING - Cleansing Tool: Cleansing of Service-Specific References

• Message number: 045

• Message text: Account with Source status must not have (provisional) patient data

What causes this issue?

You want to merge two accounts as follows:
One account has provisional patient data, the status of which is
<LS>Master</>.
The other account has either patient data or provisional patient data,
the status of which is <LS>Source</>.
However, this is not possible. You cannot merge an account that has
provisional patient data with accounts that have either provisional
patient data or patient data. You can, however, merge an account that
has provisional patient data with accounts that have neither patient
data nor provisional patient data. The status of the account with
provisional patient data must be <LS>Master</>.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_BUPA_CLEARING045 - Account with Source status must not have (provisional) patient data ?

  The SAP error message CRM_BUPA_CLEARING045 indicates that there is an issue with the account status in relation to patient data. Specifically, it suggests that the account in question has a "Source" status and should not contain provisional patient data. This error typically arises in the context of SAP Customer Relationship Management (CRM) systems, particularly in healthcare or patient management scenarios.
  Cause:
  
  Account Status: The account is in a "Source" status, which may imply that it is not fully processed or finalized.
  Provisional Patient Data: The account contains provisional patient data, which is not allowed for accounts with a specific status.
  Data Integrity Rules: There are data integrity rules in place that prevent certain types of data from being associated with accounts that are not in a finalized state.
  
  Solution:
  To resolve this error, you can take the following steps:
  
  
  Check Account Status: Verify the status of the account. If it is indeed in a "Source" status, you may need to change it to a finalized status that allows for patient data.
  
  
  Remove Provisional Data: If the account must remain in the "Source" status, you will need to remove any provisional patient data associated with it. This may involve:
  
  Editing the account to delete or update the provisional data.
  Ensuring that all necessary patient data is finalized and correctly associated with the account.
  
  
  
  Consult Documentation: Review the SAP documentation or configuration settings related to account statuses and patient data handling to ensure compliance with the system's requirements.
  
  
  System Configuration: If you have the necessary permissions, check the configuration settings in the SAP system to see if there are any rules or settings that can be adjusted to allow provisional data under certain conditions.
  
  
  Contact Support: If you are unable to resolve the issue, consider reaching out to your SAP support team or consulting with an SAP expert who can provide guidance based on your specific system configuration and business processes.
  
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional context on handling account statuses and patient data.
  User Roles and Permissions: Ensure that the user attempting to make changes has the appropriate roles and permissions to modify account statuses and patient data.
  Testing Changes: After making any changes, conduct thorough testing to ensure that the error does not recur and that the account functions as expected.
  
  By following these steps, you should be able to address the CRM_BUPA_CLEARING045 error and ensure that your account management processes comply with SAP's requirements.