What is stage transfer in SAP FIN-FSCM-TRM - Treasury and Risk Management?

SAP Term: stage transfer

• Component: FIN-FSCM-TRM

• Component Name: Treasury and Risk Management

• Description: A process according to IFRS 9 that changes the assigned stage of a position.

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• Key Concepts: 
  Stage transfer is a process in SAP Treasury and Risk Management (FIN-FSCM-TRM) that allows users to transfer open items from one stage to another. This process is used to move open items from one stage of the workflow to the next, such as from the “Open” stage to the “Closed” stage. The stage transfer process can also be used to move open items from one user to another. 
  
  How to use it: 
  Stage transfer is initiated by selecting the “Stage Transfer” option from the menu in SAP Treasury and Risk Management. The user will then be prompted to select the open items they wish to transfer, as well as the target stage or user. Once these selections have been made, the user can click “Transfer” to complete the process. 
  
  Tips & Tricks: 
  When transferring open items, it is important to ensure that all necessary information is included in the transfer. This includes any notes or comments associated with the item, as well as any attachments or documents related to it. Additionally, it is important to ensure that all users involved in the transfer are aware of the changes being made. 
  
  Related Information: 
  For more information on stage transfer in SAP Treasury and Risk Management, please refer to the official SAP documentation at https://help.sap.com/viewer/product/FIN_FSCM_TRM/latest/en-US.