Customer Alias on the invoice

Our customers are setup with accounts for each site within Oracle. On the invoices however, our Accounting team would just like to see the legal name. Does anyone have experience with creating an alias for each customer and then also having that show on the invoice instead of the name?

Can you use Account Name for a customer account rather than party name from hz_parties? A little bit of maintenance but works.
Thanks
Nagamohan

Similar Messages

How can I change the customer name in the invoice

Hi mate,
I bought a macbook air for working. It is awesome.
Unfortunately, the customer name in the invoice is my name and should be the name of the company I am working for. Or I cant claim the expense from our cruel accountant.
Is it possible to amend the customer name? If yes, how?
Thanks

damien_gong wrote:
Thanks, .
You're Welcome.
damien_gong wrote:
I will drop in their store tonight
Good Luck

Customer with the Invoice date to open & clearing item

hi all ,
how is for a customer with the Invoice date i want to track the opened item with the base line date followed by posting date and credit days.
thanks

Dear Sri Wa,
You can use the transaction code FBL5N. Here in the initial screen, you can give the customer code and the invoice date.
Then on execution, you can go into the report and change the layout (Cntrl+F8) and add the fields "Arrears after net due date", "Posting Date" , "Clearing date " and "Net due date" and any other field as you please.
Hope that clarifies. Assign points if useful.
Regards
Venkatesh

How to get all the invoices that were cleared by a customer payment

Dears,
I am having trouble using tables bsad and bsid to list all the invoices paid by a customer payment.
Imagine I have a DZ document which pays partially or completelly, several customer invoices (RV documents).
My requirement is to build a report able of showing all the invoices paid in an acounting document, regardless they are paid partially or competelly.
More than that, the payment of an invoice, can have several iterations.
For example:
Invoice RV 10000000 - amount 100.000u20AC
On first payment, I pay 25.000u20AC -> accounting document DZ 21000001
Second payment, I pay 25.000u20AC-> accounting document DZ 21000002
Third payment, I pay 50.000u20AC -> accounting document DZ 21000003
Something like the following is expected for document 21000001:
Invoice 10000000
Original amount 100.000 u20AC
Open amount 100.000u20AC
Paid amount 25.000u20AC
Something like the following is expected for document 21000002:
Invoice 10000000
Original amount 100.000 u20AC
Open amount 75.000u20AC
Paid amount 25.000u20AC
Something like the following is expected for document 21000003:
Invoice 10000000
Original amount 100.000 u20AC
Open amount 50.000u20AC
Paid amount 50.000u20AC
I noticed that table BSE_CLR has a the clearing information but I am not able to create the iterations needed.
Another thing I noticed is that, when I make Payment Usage on FB03 for a payment that was not not completelly cleared on that document, I cannot see the full payment usage. I have to go through FBL5N with the customer account number and find out the full payment information.
Has anyone built a similar logic and can share it with me?
Any standard function modules? Any standard transactions that show the full payment information?
Thank you very much,
Kind Regards,
João Cabrita
Edited by: João Pedro Cabrita on Aug 1, 2011 5:59 PM

Hi:
Clearing document (AUGBL) generated against invoice with document type AB will be an option to use for reporting purpose. No matter invoice is partially cleared or fully exhausted system generates a clearing document against it. It stores the payment usage. System should check in BSID table with reference to AUGBL if there is anything left against invoice that is to be paid or if it is fully exhausted it will be present it BSAD along with it payment usage data. I hope this will help you in developing your report.
Regards

NAV 2013 R2; How to run a customized report (206 sales invoice) in the classic client

Hello, in preparing a newly installed NAV 2013 R2, I'm questioning the following:
In the Development Environment I have customized report 206 Sales - Invoice in the Design menu View Layout with the space of the logo (by Microsoft SQL Server Report Builder) and
finally saved and compiled.
When I do run it connects to the server of what I call the classic client or the real NAV 2013 R2 and I can select a posted sales invoice to show the new layout and the result is
fine as customized as I wanted.
When I later ordinary print one of the posted sales invoices this customized logo layout doesn't appear on the print. I print in PDF and paper. When I make a next new sales invoice
this new layout is not in use either.
Another thing is run print started from the Development Environment is called Sales - Invoice in the header and not just Invoice that it the name when printing when invoicing and
printing of posted documents.
Additionally this form of Sales - Invoice shows our company details and good information as web, e-mail, bank account and bank name that is well demanded on a perfect invoice.
How to get these informations out normally?
Is the classic client having a wrong report as sales invoice?
How to run a customized report (206 sales invoice) in the classic client NAV 2013 R2?
It is like the customized report (206 sales invoice) is not in use yet in the classic client.
All you wise people out there are welcomed to help me now
Best regards
Carsten

Try on Dynamics Community forum: https://community.dynamics.com/nav/f/34.aspx

A text on the invoice header It is copied from the customer master

Hi need to create a text in smart form the requirement is as below
Its a text on the invoice header.It is copied from the customer master to the order than to delivery and finally on the invoice.
Regards
Rasheed

Hi!
You have to write a code in your SMARTFORM for this.
First you have to read the customer master data from the table KNA1.
Then you have to read from the SD order and invoice, this can be found in table VBPA.
Regards
Tamá

Trying to create Invoice using the API,however i am not able to create the customer accounts in the front end

when creating invoice using the API AR_INVOICE_AP_PUB.Create_Single_invoice Am Getting the below Error:
Transaction type is invalid with current transaction date
invalid transaction type
either an inventory item description must be provided
Kindly help me here

Hi Team,
I tried creating the invoice and I got the above errors, however, when updated the batch source ID I am now getting this following error only, i am just left with the following Error only
Either an inventory item or description must be provided.
Please help me on this.

From which table ,i ll get both the invoice and cleared amount ???

Hi Friends,
i am making a report for my sales client where finance part is also required.
the requirement is : the sales people want know the status of the invoice generated at their end.the report shud be like if they enter the invoice no,fiscal year and coustomer they will be able to see the status of the invoice.how much pmt has received for that particular invoice,wheather it is open or fully cleared?
From which table i can get both invoice no. and the payment/pmts rerceived against that invoce/invoices.
plz guide.
Regards,
Biswa

Hi,
SAP Standard Report itself covers all the requirements mentioned. With FBL5N, we get to know how much has been invoiced, paid and cleared and how much advance has been paid by customer etc., in one screen. Apart from this we have also all signs which show, which all invoices are due, overdue and its easy to analyse as well.
Was this requirement given by client after seeing this standard report?
Hope this info is helpful.
Regards,
Venkat

Unable to clear the invoice/credit in SAP via T-Code F-04

Hello Guys,
Unable to clear the invoice/credit in SAP via T-Code F-04.
While I proceed to Clear the cutomer open item i am getting below error.
" The Entry GB XX Is Missing in Table T059Q".
Kindly suggest what needs to be done to overcome with this message.
Thanks and regards,
Hemanth.

Hi Hemanth,,
Hope you are using Classic WHT for your company code in country GB.
And the Classic WHT tcode XX was maintained in customer master data, but the same code would have been deleted from the system. Since these line items to be cleared also, stored that tax code only. So you are getting this erro in F-04.
So you need to create the above said tax code in OBA7 and then you will be able to clear the customer line items with F-04.
Regards,
Srinu

Batch job creation for sending email if the invoice is aged

Positive confirmation: Send system notification to the requestor if:
a) An invoice is received and GR is not yet posted in the ECC system.
b) An 'aged' invoice and GR is not yet posted in the ECC system.
This requirement is for USA only. i.e., we have only one company code which is 8960.
Identifiers of the invoice are
Company Code = u20188960u2019
Invoice Document Type = u2018R9u2019
Use table EKBE for relationship between Invoice, Goods Receipt and Purchase Order.
The field EKPO-BEDNR contains the Shopping Cart Number
Implementation Strategy
1. To send email if the invoice is aged.
Create a program that will run as a job. This job will frequently check for invoices related to SRM Shopping Carts received from E2OPEN. If an invoice is aged and there is no Goods Receipt posted through confirmation from SRM, then an email will go out from ECC system to the requestor. Using the Shopping Cart number on PO, find the requestor information (email ID) from SRM through an RFC call. This job will run once in a day and should have a parameter in the program for the age of the Invoice.
Both the emails should contain a link (To be taken from SRM system, to be supplied) to log into SRM system. The email will also contain the Shopping Cart number and the Description of the item, and a message to Confirm this, including age of the invoice if aged.
Please let me know how to create the batch job.
Regards,
Venkat
Edited by: VenkatG on Sep 1, 2009 3:14 PM

Do not pass the COMMIT_WORK flag... Leave it blank. Any transaction for the data integrity, one should never use COMMIT WORK related statements. Normally SAP transactions will have the COMMIT WORK at the end of transaction which is enough for any thing that is added part of the customer exits...
Hope this helps.
Regards
Anjaiah

Define event types in Customizing and restart the transaction.

how to define event to restart the transaction in BADI
I have given error message in badi. it is giving
No SAP Event Management communication for events; no event types def
    Message no. /SAPTRX/ASC084
Diagnosis
    You have not defined event types for the business process types.
    therefore not possible to communicate event data to SAP Event
    Management.
System response
    The communication of event data is aborted.
Procedure
    Define event types in Customizing and restart the transaction.

Hi Kevin,
What DataSource does your testalias refer to?
- If it is a custom DataSource, you must have created this custom DataSource also.
- If it is the default DataSource, you shouldn't have this problem in general...
In either case, you can try deploying your DataSource and/or DataSource alias together with your application:
http://help.sap.com/saphelp_nwce10/helpdata/en/45/07d2eeea3e0485e10000000a155369/frameset.htm
http://help.sap.com/saphelp_nwce10/helpdata/en/45/c82cd460a42e96e10000000a155369/frameset.htm
I hope that helps!
Regards,
Yordan

Error in characteristic derivation at the level of the invoice item when re

We are implementing the SAP project for just one small private medical Center which includes mainly outpatient cases in different medical Clinics (different departments in the same medical center) .For example: Radiology center/department, cardiology center Obstetrics center and so on.
We have defined each center/department as a different profit center.
Some of departments are subdivided to several medical organizational units; each unit represents a different cost center at the same profit center/department.
A case-based order (internal CO orders relating to a patientu2019s case) is created in the background when the patient is admitted
The same patient can get services from few organizational units (in ISH)/cost centers at the same visit/case and that's why it is important to collect revenue and costs at the same case based order. The revenue is posted to the case base order by using billing in the ISH module and the costs by internal activity allocation.
We have assigned IS-H services to activity types in Controlling; the services transfer to the case based order. CO-relevant services are posted from IS-H to cost centers in CO and within internal activity allocation, allocate them to the case-based order.
For example:
X ray service assigned to Technician minutes activity type.
Each X Ray service takes 20 minutes of Technician (Qty Cnv Facto=20 MIN)
The service transfer is preformed automatically at final billing.
We have implemented Case Costing Level 2 in order to analyze case costs in CO-PA.
We want to have the ability to derive the profitability analysis characteristics at the level of a line item in the case, for example: we want to define a service or the preformed organizational unit as a characteristic in PA.
We are not sure what the best feasible solution for this requirement is.
We investigated few alternatives:
1.     We have defined the case based order as real order with a settlement rule to a profitability segment. Revenue and Costs are posted to the cased based order and then settled to the profitability analysis. We eliminated this alternative because we didn't find any way to distribute revenue and case costs to PA between the different "line item characteristics" (for example: different services in the case).
2.     After eliminating the first alternative we tried to change the solution.
We have dealt with revenue and costs separately.
1.     Revenue: In the "configure revenue accounting" We flagged the Post to Prof.Segment checkbox, the patient billing module attempts to determine a profitability segment in CO for each invoice item and to post the revenue to it. The system determines the profitability segment using the characteristics of the patient and case data we defined.
We are using ISH_CHARACTERISTIC_* functions for characteristic derivation but we couldn't derive user defined characteristics which are defined at the level of the invoice item. (For example: billable service in the case or preformed organizational unit for each service.).We didn't succeed to it by using the ISH_CHARACTERISTIC_* functions.
2.     Costs:
We tried to posts case costs (internal activity allocation) directly to profitability analysis, this way we hope to have the ability to derive characteristic of the line item.
We know that when we use transaction: KB21N for internal activity allocation and we define two receivers, internal order and profitability segment- In case the order will be statistical the true posting will be to profitability analysis segment.
Therefore we have defined the case based order as statistical order.
We want to intervene in the automatic creation of account assignment lines by enhancement NHCO0001 IS-H: Create account asgmt. line during CO transfer.
The transfer program creates for CO-relevant services account assignment lines for Assignment rules.
But-We didn't find any way to do it, because the profitability segment object is missing in enhancement NHCO0001.
As an alternative we tried to use User-Exit in the profitability analysis valuation (transaction: ke4u) but also with no success. (Enhancement COPA0002).
Could you Please advice what to do,I didn't succeed in my ideas and investigations.
Thanks
Yael Jacobi
Controlling Consultant

HI Claudius
Thanks for your answer, I will try to discuss it again with my customer to understand weather he really needs/wants a profitability analysis on service level.
I processed also an inquiry within the Service Remote Consulting according , I will let you know their answer as well.
I have additional issue to discuss with you , please let me know wheatear you can help me.
There are internal service sales between different departments in the same medical center. For example: Radiology center/department sells X-rays services for the cardiology center. We need the ability to sell a service to a different department in a different price than to an external payer/customer/insurance provider.
Is it possible to implement profit center transfer prices along with the ISH_CO integration?,
How is it getting along with the posting of internal activity allocation when services transfer to Controlling?
At standard the costs are allocated (by means of internal activity allocation) between profit centers. The responsible cost center (assigned to the performing organization unit) is credited and the case based order (which is assigned to different profit center) is debited.
Is it possible to implement transfer prices in case the performing organizational units are connected to the same profit center? (because some of departments are subdivided to several medical organizational units; and each unit represents a different cost center at the same profit center/department).
Do you recommend defining a different profit center also for each sub-department?
Do you have any other proposed solution for this issue?.
Thanks,
Yael

Error while submitting the Invoice

Hello Everyone,
We are using SRM 5.0 with Extended classic scenario.
I am having a problem while submitting the Invoice.
I keep getting errors saying I need to enter a quantity for a line item that has already been billed in full. When I enter a quantity I then get new error messages telling me I've exceeded amount for that line item.
Please help me in this.
Thanks & Regards,
Khushbu.

Hi,
This is typically a process issue. There are a few things I think you can do...
a. If the invoice has reached customer already (bcoz it was raised in the month of May), then, as you now cannot cancel as there has been a lot of wrong entries, you an create a credit memo either from SD side or from FI side so that the customer a/c is balanced and it will not show any AR balance.
b. Raise a debit memo request against the right customer and invoice it.
I think you have to work with your Finance people to be in concurrence before you take up he above process.
Thanks
Mukund S

Error while release the invoice to accounting

Hi I am facing the below error when I try to release the invoice to accounting and i am getting get the following error message.,kindly help me
Valuation with material cost estimate: error with product "SCRAPM457"
Message no. KE350
Diagnosis
In Profitability Analysis (CO-PA), the system tried to valuate a line item using the current standard cost estimate.
In order to determine the current plan period, the system needs to read the valuation segment of the material master.
The system has found that the current plan period is not filled for product "SCRAPM457" in plant "AX01".
Display material (View: Costing)
The system looked for the material cost estimate using costing key "YG3", as defined in the Customizing settings for CO-PA.
System Response
The document cannot be processed.
Thanks
Supriya

Hi Supriya,
The system is not able to find the material cost estimate for this material.
Until it finds it , system will not allow you to post the invoice to FI.
Check your KEPC config and see if the costing key is correct.
If you do not want cost split in COPA then leave a blank in costing key field.
Thanks,
Reddy

Error while cancelling the Invoice

Dear Gurus
The Billing document was raised on a wrong customer on may month. Now that was realized, and that invoice was canceled but wrongly the date was given as may month. The FI period was closed for may month and the current period is july. So they canceled the canceled invoice. Now while trying to cancel the original invoice in VF11, the system continues to say 'the invoice was already cancelled'.
How to cancel the invoice?
Kindly help
Regards
Gansub

Hi,
This is typically a process issue. There are a few things I think you can do...
a. If the invoice has reached customer already (bcoz it was raised in the month of May), then, as you now cannot cancel as there has been a lot of wrong entries, you an create a credit memo either from SD side or from FI side so that the customer a/c is balanced and it will not show any AR balance.
b. Raise a debit memo request against the right customer and invoice it.
I think you have to work with your Finance people to be in concurrence before you take up he above process.
Thanks
Mukund S

Customer Alias on the invoice

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