Incomming payment screen - form settings

On form settings for incomming payment screen, the box show cust ref no is checked yet the field does show on the grid.
Version 2007
Anyone have any idea why?

Keith,
It is showing up on mine, I am on 2007A PL44.  Do you have under form settings-Document-General-BP Reference number checked?  What patch are you on?
Karl
Edited by: Karl Heagle on Dec 30, 2008 7:19 PM

Similar Messages

  • FMS to get sales employee in incoming payment screen

    Dear Experts,
                  I have created a UDF in the incoming payment screen, kindly provide a query for the following scenario, whenever customer code is input in the incoming payment the UDF has to populate the Sales Employee name linked to the customer in the business partner master data.
    Saravanan

    Dear Saravanan,
    Please save this query and attach it to your Sales Employee Name UDF:
    SELECT T0.\[SlpName\] FROM OSLP T0  INNER JOIN OCRD T1 ON T0.SlpCode = T1.SlpCode WHERE T1.\[CardCode\] = $\[$-5.CardCode\]
    Have it refresh when the Customer / Supplier number changes.
    As its referencing screen data it will only run as a formatted search and will error if you run it from a query screen.
    Regards,
    Adrian
    PS, as you are adding it to a UDF its good practice to add the - in between the $ and the 5.  This will mean it will run the FS manually by pressing shift F2.

  • Error on Incoming Payments Screen

    Hello Experts,
    We have recently upgraded one of our customers from 2007A to 8.81 PL06. When they try to create an Incoming Payment and click on payment means, they get this message. I have checked GL Account Determination setup screen. Please advise asap.
    No matching records found  'G/L Accounts' (OACT) (ODBC -2028)  [Message 131-183]

    Before raising a ticket in SAP
    You should check which all account which you have  mapped in G/L account detemination ,it is available in chat of account by clcik in orenge button.
    Because such type of message indicate that ,you have mapped accouint but not in char of account.
    some time upgradation take such type issue.
    Thanks
    Manvendra Singh Niranjan

  • How to post the credit card payment Transaction in incoming payment screen?

    Dear All,
    I post the incoming payment for credit card transaction.The Following errors is  occur  
    Failed to Post Incoming Payments:Credit card code does not exist  [RCT3.CreditCard]   how to  solve this error..

    Hi,
    The Payments.CreditCards object contains a CreditCard property which must be defined before adding the payment. This property should contains the code of one of the credit cards defined in the system (OCRC table).
    You can handle this table under Administration --> Setup --> Banking --> Credit Cards.
    Beni.

  • BP Ref Nbr in Incoming Payments

    whenever my users are trying to create an incoming payment, we want the Doc Nbr to be shown at all times. But for some reason they are able to see only the BP Ref Nbr in the incoming payment grid. Although we go to Form settings and check OFF the BP ref nbr, the next time they close and reopen the Incoming Payment screen, that check mark for BP Reference Nbr comes back again.
    Can i change it once and for all , to make it that only DOC Number shows and not the BP Ref Nbr in the GRID. If yes where can i change this setting to be default for all my users.
    Thanks
    raghu

    Hi,
    Please check the following steps :
    Goto the Incoming Payment and uncheck the box reference number and check the box document number.
    Then close the incoming payment window and re-open. You will see that the document number column is appearing and not the BP reference number.
    Also, check Note No.  :  715714 regarding the issue.
    Kind Regards,
    Jitin
    SAP Business One Forum Team

  • Open AR Inv's not appearing on Incoming Payment or Payment Wizard

    Hi
    My client uses a monthly numbering series (2005A SP01 PL22).  April's open invoices and credit notes do not show on the incoming payment screen.
    1. May's numbering series and posting period is set as default and the Incoming Payment's posting date is in May.
    2. Last month had no problems AND other customers incoming payments show all open invoices for April.  All basic settings are correct.
    3. Invoices and credits show as open in the ageing, BP Balance, open item list and SQL database
    Has anyone else encountered this problem? 
    Thanks.

    Hi,
    Could you check the 'Payment Block'option
    under the invoice-accounting tab.
    Payment Block:
    Select to define the A/R invoice as blocked so that it will not be included in the payment wizard run. Choose the proper payment block description by clicking . To define a new one, choose the Define New option. It is also possible to leave this field blank
    Best Regards
    Helen Sun

  • Sales Return and Incoming Payments

    Hi,  I have worked with SAP Business One for a long time, but as an end user.  Now I am employed as SAP Support for my new employer.  I have a couple of questions:
    1. My past experience with SAP is that a Return is a function created through a credit memo.  My new company has a Return AND Credit memo in AR.  I understand why this is needed, but when a return is used instead of a credit memo, the invoice is not linked to the return, nor is closed by the return.  Is this because of the way the system was initially set up through SDK?  Can this be corrected/reconstructed to do Sales Order -> Delivery -> Invoice -> Return -> Credit Memo.  And have all the reconciliations done internally by SAP?
    2.  SAP was working on an issue but then stumbled upon another issue that they wanted me to look into from our database.
    Here is a copy of their response:
    In the course of our investigation for message 1065121 2010, for the database of (Customer 1127763), we noted that this is also affected by the scenario described in Note 1026115 - Invoice does not appear on Incoming/Outgoing Payment. I have attached the said Note for your reference. We have created this message on your behalf to pro-actively create a fix for the issue.
    What I found out: My past experience with Incoming payments was that in the incoming payment screen, you could easily reconcile/click on the credit memo and the invoice and add it just fine.  But in my new company, we are not allowed to add an incoming payment without entering a payment in the 'money bag', which is impossible because it's a credit memo against an invoice.  We have to do an internal reconciliation, therefore the invoices do not show up in the incoming payments table.  I know there is not a validation created to validate an incoming payment because I did not create a validated function to do so.  How is this possible?
    Your response is kindly appreciated.

    Hi Marianne,
    I think this is more a Business Process issue than an SAP issue.
    If you have delivered goods, but not invoiced them, the correct document is a return. If you have delivered and also onvoiced, the correct document is a credit memo, not a return.
    The return is drawn from the delivery, which creates the required links, and the credit from the invoice, also creating the links.
    Creating a return where the goods have been invoiced is a redundant step and will break the links, as you point out, and requires additional reconciliations.
    The credit memo based on an invoice will create all the accounting and stock entries you need. Perhaps some testing & training will convince them to change their processes?
    PS if you do use internal reconcilation to close an invoice, you can find the applied transactions by using right click on the invoice

  • Dimension 1 Cost centre field is not able to edit in Incoming payment for Down payment Request

    Hi Exports,
    I am facing an issue on selecting Cost centres in Incoming payment screen.
    Issue: While I am booking the payment entry for Down payment request, I am not able to select first Dimension cost centre in Incoming payment rows for down payment request document, the Second dimension is able to select and update. the field is in non-editable mode (only on specific document row)
    Setup:
    1. Two Dimension are enabled
    2. In Separate Columns - Both Cost Centres are in separate column
    The above issue is only for Down payment request, for other documents (Invoice) I am able to select and update cost centre
    Please find below snap shot for reference
    Kindly check and let me know the solution
    Regards,
    Kiran

    Hi Gordon,
    Thanks for your reply.
    Yes agree, The Down Payment request is not a financial document but the Cost centres are able to select in Down payment request rows, no issue at all in this case.
    In Incoming payment screen it is necessary to select Cost centres because it has financial implication using down payment request with related to currency difference or Bank charges (both are Expense accounts) and DR assignment is mandatory in this case.
    And you have to notice one thing in above issue, I am able to select second dimension cost centre and it is allowing to edit and update the cost centre on respective row. Only issue is specific cell (dimension 1 cost centre) is not able to edit.
    Even I am not able to process payment entry without selection of Cost Centre on first dimension, the system is blocking and displaying the error message "DR Assignment is mandatory on Dimension 1 for specific account"
    Looks like bug, please clarify
    SBO version: 9.0 PL 11
    Regards,
    Kiran

  • Incoming Payment::Charges deduction issue

    While incoming payments entry some times there are charges which are deducted by the customers. (RTGS transfer charges, Postal charges etc. ).
    How to make remarks for these charges in the incoming payment screen itself?
    For Ex:
          Total Customer Due amount 10000.Rs
          He deducted                        200 Rs for transfer charge
          So he pass the check only for 9800 Rs.
           If am entering 9800 Rs in check payment screen it shows balance due Rs 200
    So i dont want to display this balance due Rs 200. i need to close this balance due
    i need remarks entry for  200 Rs (Reason for deduction) on payment mean screen
    Any possibilities for this
    Help me out

    Vijay,
    There are a few ways to handle this.
    1.  Create a Service type Credit Memo for 200.00 on the Customer and in the description enter the details for the deduction and select the appropriate G/L account.
    On the Incoming Payments window..select the Invoice and Credit Memo and complete the transaction.
    2.  As mentioned earlier...Internal reconciliation and create a balancing JE

  • Double invoice in incoming payment

    Hi All,
    The issues I have are paid/credited is filled after incoming payment canceled. and two invoices with same number in the incoming payment row detail. Checking in GL report, there is only one invoice.
    The scenario :
    1. Create advance payment # 999
    2. Create A/R Invoice # 222
    3. Link payment # 495 to A/R Inv # 222 usinglink invoice to payment feature
    4. Cancel payment # 999 because wrong Customer code
    The results are the 1st paragraph. Have you had experience the same issue ? Pls share to me. Hope it could be from SAP support or maybe work around. Tks
    Rgds,
    JM
    PS. SBO version 2005A SP 01 PL 27

    Hi Jimmy
    Sometimes I find that when a payment is cancelled it places an amount in the "Payment on Account field" and incorrectly updates the individual lines, even though this does not appear to agree with the Customer transaction list.
    We have only been ablt to resolve this by waiting until the next payment comes it and then netting of the lines with an amount in Payment on Account to clear the Incoming Payment screen back to normal.
    Regards
    Jenny

  • Exporting Incoming Payments to Excel - Missing last line

    Forum,
    On 8.8 PL15 has anyone come across the following problem:
    When in Incoming Payments for customers, I click on the Excel icon within SAP and save the file as a .TXT file.
    I then open this up in excel and notice the last line is missing from the excel spreadsheet. This is irrespective of how many lines are on the Incoming Payments screen within SAP.
    Regards,
    Juan

    Hi Juan,
    It seems like bug in PL-15
    check Cant export the last data in datagrid to excel
    Thanks,
    Neetu

  • Incoming Payments

    Hi,
    I would like to make a payment for a customer with several outstanding invoices using a lump sum amount that does not total their entire outstanding balance, however it seems that my only option is to manually calculate the difference.  For example: I have 3 outstanding invoices that are each for 100 dollars and I have customer who would like to make a payment for 250 dollars, then in the "total payment" column I have to calculate what the difference is for that third invoice and manually enter in the amount -- this is of course a simplified version of what really happens, but is there anyway that SAP can automatically deduct the difference in the last invoice?
    Thanks for your help,
    Tara

    Hi Tara,
    Try to use the 'Add in Sequence' button, this will apply the total amount to the Invoices and leave the balance correct for the last invoice it partly covers. It will do it according to Document Number.
    Example:
    The following AR Invoices are open with balances:
    No 5     $300,
    No 9     $400,
    No 17   $ 600
    You open the Payment Means screen and fill in the amount of 900. In the Incoming Payment screen you press 'Add in Sequence'. Invoices 5 and 9 will be closed and Invoice 17 will have an open balance of 400.
    Maybe this is what you are looking for.
    Hope it helps.
    Jesper

  • Incoming Payment in FC

    Dear All,
    My client says that they are not able to see the field "Doc.Currency field in the "Incoming Payments" screen where they used to enter the foreign currency exchange rate. Earlier, thy entered some transcations where they entered the exchange rate and now they are saying that this field is not visible for the same customer.
    Any solutions?
    Bharath S

    Hi Bharat
    Each Customer have their own Currency , which you can map at BP Master Data .
    Now at the time of incoming payment , the system document create the transaction in that particular Customer Currency , where you can also view a column as Doc Currency .So , you have to maintain the default currency at the Master Data , which should be same as the transaction Currency for that customer .
    Thanks
    -- Ashish

  • Incoming payments in crystal reports

    Hi all,
    I'm trying to recreate the incoming payments screen in crystal reports.  Does anyone know what dates are used to generate the overdue days column?  I thought it was JDT1.RefDate and {ORCT.DocDueDate}, but I was wrong.
    Thanks for any help given.

    Hi,
    Try below query :
    SELECT
    T1.DocNum ,
    T2.Serial ,
    T1.CardCod,
    T1.Cardname ,
    T0.SumApplied ,
    datediff(day,(select top 1 duedate from inv6 where docentry = T2.docentry),Getdate())=15) as [OverSDueDayes]
    FROM dbo.RCT2 T0
    LEFT OUTER JOIN dbo.ORCT T1 ON T1.DocNum = T0.DocNum
    LEFT OUTER JOIN dbo.OINV T2 ON T2.DocEntry = T0.DocEntry
    WHERE T1.DocNum='[%0]'
    Thanks,
    Neetu

  • OB Transaction in Incoming payments rows

    Hi Experts,
                        How to make Opening Balance transaction to appear in Rowlevel Incoming Payment. Just like how A/R Invoice transaction appears in incoming Payment row level.
    Thankyou.
    Sree

    Hi
    We hove found it better to import opening balances using DTW as journal entries, which can then be assigned a due date per row, and will appear in the incoming payments screen.
    Is it too late for you to consider this option?

Maybe you are looking for