Payment Term in customer master to be given restricted access

Hi All,
My client has a requirement...
Payment Term in customer master should be editable only to authorised persons...for all others it should be in display mode...
do we have any user exits to achieve this???
or any valuable inputs/suggestions will be awarded marks...
Prasad

Dear Prasad,
You can acheive this in standard.
Go to IMG>Logistics - General>Business Partner>Customers>Control>Define and Assign Field Authorization Groups
Maintain Customer field groups and maintain the fields(KNVV-ZTERM) in the Group fields.
Go through the help file you will get the detail process to acheive this.
Also if in your company person creating sales area data(Sales Personnel) and person maintaining company code data (FI Personnel) is different and suppose if you want only FI people should be authorized to Maintain and change Payment terms then you can make Payment term field greyed out for T code VD01/VD02 and make it editable in XD01/XD02.
This can be done in TCode OB20 - Transaction dependent screen layout.
Hope any of the solution can be worked around to acheive ur requirement.
Regards
Mayank

Similar Messages

Payment term in customer master

Gurus,
XD02 - Change Customer Master
Payment term is maintained in
=> Company code data -> Payment Transactions -> Payment Data-> Payment term
=> Sales Area Data -> Billing Documents-> Delivery ad payment terms-> Terms of payment
In sales order, system propose payment term from Sales area data.
Please explain importance of these field.
Regards,
Ashish
Edited by: Ashish Desai on May 4, 2009 2:57 AM

Hi
In addition to all the suggestions given by all friends
If the invoicing is done thro SD route that is VF01 then the terms of payment maintained in sales area data will get preference
If the invoicing is done thro FI route that is FB70 then the terms of payment maintained in company code data will get preference
If the credit management is active then the terms of payement maintained in company code will take the control
For easy understanding as long as credit management is not active the terms of payment in sales area data will have the control as we are not going to touch FB70 at all mostly
As said by all others terms of payement is taken from payer
Regards
Raja

Payment terms in Customer Master

Hi,
In Customer Master,we have payment terms field in Company Code View and Sales Area View.What is the difference between them.If i maintain different payments in those views,which has the highest priority.
Vinu

Hi
Terms of payment key
Key for defining payment terms composed of cash discount percentages and payment periods.
Use
It is used in sales orders, purchase orders, and invoices. Terms of payment provide information for:
·     Cash management
·     Dunning procedures
·     Payment transactions
Procedure
Data can be entered in the field for the terms of payment key in various ways as you enter a business transaction:
·     In most business transactions, the system defaults the key specified in the master record of the customer/vendor in question.
·     In some transactions (for example, credit memos), however, the system does not default the key from the master record. Despite this, you can use the key from the customer/vendor master record by entering "*" in the field.
·     Regardless of whether or not a key is defaulted from the master record, you can manually enter a key during document entry at:
o     item level in sales orders
o     header level in purchase orders and invoices
Note
Master records have separate areas for Financial Accounting, Sales, and Purchasing. You can specify different terms of payment keys in each of these areas. When you then enter a business transaction, the application in question will use the key specified in its area of the master record.

Payment terms in customer master data

Hi,
How can I customize that the paymennt terms will come to the order from the company master data and not from the sales data of the customer?
Thanks!!

Hi
The Terms of Payment maintained in CoCode Data is not related to sales and the one maintained in Sales Area Data of CMR is related to sales and hence there is no chance to use this.
Instead maintain the same payment terms in both the place of Customer Master. It will meet your requirement.
Thanks,
Ravi

MATCHCODE ON PAYMENT TERMS IN CUSTOMER MASTER DATA

HI,
Could you please help me on the point described below ?
When I use the Transaction XD03 on customer master data, the matchcode on the field "payment terms" ( in the sales area data) only displays the current value of the field.
It is not possible to have all the possible values; only the value written in the field is displayed in the matchcode; It is also the same thing if i use the transaction XD02.
The others values are displayed if I delete the current entry...
Could you please explain me how I could retrieve all the possible entries ( in display mode) of the field without deleting any entry ?
NB : it seems that This is linked to the sales area; when I display the same customer on different sales areas, the result is not the same. On some sales areas, I can have the other possible entries...
Thanks in advance for your help.

Hi,
I remember there is a way to do this, but forgot. Please discuss with your developers. They should be able to do this for you. Its a small thing on the screen which pops up, but I forgot what is that.

Two Payment terms in Customer Master

Dear Gurus
Can we have two different payment terms for the same customer?
Regards
Vaibhav

Dear Vikas
This is a very logical way of presenting things. The payment terms at sales org level are valid in line items. If payment terms are defined only in the company code area, than the same is valid irrespective of the product or sales organization. You can disable the payment terms at sales organization level based on your business requirements.
Thanks & Best Regards
Sanil K Bhandari

Payment terms for customer Spl Gl

Hi,
Please suggest the way in which i could get the due date based on the payment terms from customer master for a customer down-payment.
As even when in ob41 & obc4 the field payment terms is kept optional it does not appear for the spl gl posting.
Is there any way out or is it advisable to keep the due date editable
Regards,
Charmaine Martin

Hi,
can you please test to enter Payment term in Vendor/Customer master in Comapny code in field Cr meno field . Please see below screen shot .
Screen shot is vendor related but you should have same in Customer

Default Payment terms from Vendor Master not from Reference PO

Hello guys,
I am creating a PO in reference to another PO and payment terms are copied from the old PO but not updating from Vendor Master. Our payment terms are changed very frequent and our users don't want to create a new PO with too many line items so they just copy an old PO.
IS there a way to update payment terms form Vendor Master after copying an Old PO? I know this is pretty standard functionality but just trying to see if we can trick the system,
Thanks
Ronnie.

If so then convert this into an error message ensuring that the correct payment term to appear in the message, that the users need not search themselves and find out for updating the payment term
One thing is that there is no configuration available for you take care of this automatically, there has to be user exit solution.

Difference between 2 payment terms in vendor master

Hi All,
Please explain the difference between the 2 payment terms in vendor master. I have noticed that the payment term of purchasing view is reflected in purchase orders. What is the use of the payment term in the finance view.
SAPXPT

Hi,
The Purchasing view payment terms are copied to purchasing tranactions like PO, PR where are the accounting view Payment terms are copied to financial postings like FI invoice or Vendor Invoice.
Please maintain different value in these two view and check creating Purchase order and Vendor invoice
Purchase order in ME21N will get the payment terms from the Purchasing view
Vendor Invocie in FB60 will get the Payment terms from the Accounting view.
Please test and revert
thanks,
santosh

How to lock the payment terms to default terms in customer master

Hi experts,
Kindly share with me your knowledge in locking the payment terms to the default in the customer master ? We want the payment terms not to be manually editable at the sales order level through va01 and va02.
Appreciate any help. Thanks a lot.

Thanks for the suggestion but we can not find an authorization specific to the payment terms. If I disable "change" then I would not be able to edit the other fields.
We only want the payment terms to be disabled not the others. Thanks a lot.

Payment terms in vendor Master

Hi,
In XK01- create vendor master, There are two payment terms--> payment transaction field and other in purchasing organisation data.
Is there a configuration which will default the payment terms in purchasing org screen based on the inputs in the company code screen
Regards,
Srijith

No there is no such customizing.,
Not every vendor with purchasing org data needs company code data. Not every vendor with company code data needs purchasing data.
The payment terms at company code level are used if you post non-PO related invoices with FI transactions.
the payment term of purchasing org data is used if the process is PO related.

Payment terms on vendor master

Hi experts,
in vendor master we maintain payment terms at accounting view and purchasing view,
both are mandatory to set or only one at accounting view is mandatory?
is it possible to change payment terms at purchasing view apart from payment terms set in accounting view ?
if we set at accounting view only is it available for all purchase orgs ?
if we give it in both which one is prioratised ?
please clarify in this asap,
will reward points
Thnaks & regards

There are many invoices coming into a company for which you will never create purchase orders. Such as from customs, from the electrical supplier, from a restaurant for a business dinner.. For such vendors you do not need purchasing views, hence it is necessary to have a field for payment terms at company code level. You will post invoices with FI transactions.
It is possible to create POs long before company code data is needed in a vendor master. For a PO you need payment terms, payment terms will only default from purchasing org data to the PO.
You post your invoice using the invoice verfication transaction of MM: e.g. MIRO in reference to the PO.
Usually you would have the same payment term at comapny code and purchasing org level for one vendor, as the vendor will not necessarily know if you have SAP and if you order with or without PO.

Payment term for Customer

Hi
Single Invoice has been raised with staggerred payment terms. For Ex: Invoice value is 100 Customer will be making payment in three equal instalments. (100/3)
Currently in system we have configured single payment term. when we run the ageing report total value appear under one ageing buket.
Can any one explain how to configure in system.
Regards
Kumar

Hi,
Through Installment Payment term you can do this,
For eg. In 5 Installment if you want to made for payment.
1, Create the 5 Payment Terms u2013 OBB8
Z001 - Customer / Vendor / Fixed Day (15th of Every Month) / Addition Month u2013 1 / Document Date / No Discount % and Due date details
Z002 - Customer / Vendor / Fixed Day (15th of Every Month) / Addition Month u2013 2 / Document Date / No Discount % and Due date details
Z003 - Customer / Vendor / Fixed Day (15th of Every Month) / Addition Month u2013 3 / Document Date / No Discount % and Due date details
Z004 - Customer / Vendor / Fixed Day (15th of Every Month) / Addition Month u2013 4 / Document Date / No Discount % and Due date details
Z005 - Customer / Vendor / Fixed Day (15th of Every Month) / Addition Month u2013 5 / Document Date / No Discount % and Due date details
2, Create Parental Payment Term u2013 ZINS u2013 OBB8
ZINS- Customer / Vendor / Document Date / Installment Payment
3, Make a Link to the Payment Terms to Parental Payment Term u2013 OBB9
Pmt Term     Inst     Percentage     Pmt Term
ZINS          1     20          Z001
ZINS          2     20          Z002
ZINS          3     20          Z003
ZINS          4     20          Z004
ZINS          5     20          Z005
4, Maintain the Payment Term ZINS in Customer Master - FD02
5, Now you can do the Invoice (F-22 / FB70)
6, Check the Open Item with the Due Dates u2013 FBL5N
Regards,
Sridhar Sha

Payment terms - selected customer

Hi Experts,
Payment Terms
Is it possible to define payment term for a selected customer(s) for a selected product,if possible, how to assign.
Vijay
Edited by: Vijay on Dec 22, 2007 4:36 PM
Edited by: Vijay on Dec 22, 2007 4:37 PM

Hi vijay,
1.first you create the payment term as required by u,
2. Maintain the customer master devision( product) wise and assign required payment term.
3. If you are not maintain the customer master devision wise assign the payment term at the time of sales order creation.
but one problem was there for payment terms, even if u maintain the customer master division wise with different payment terms, if u create the sales order with defferent materials, payment term will be picked the first line item related material.
solution for the above is create separate sales order for each product if u maintain the division wise customer master with different payment terms are assigned to the each division.
i think this may solve your problum, if u have any query let me know.
assign points if its useful.
regards
sai krishna

Payment terms for Customer Invoice with a credit line item

Hi all,
We have a business scenario where we create customer invoices on a weekly basis. The payment terms for these items are a certain payment discount if paid within 365 days. Included in these invoices are credit items which relate to refunds that are due to the customer.
Below is a scenario for Customer XXXX:
Invoice 1 Baseline date 12.01.2007
Invoice 2 Baseline date 08.02.2008
Invoice 3 Baseline date 15.02.2008
I have set up a payment run for this customer to direct debit their items. In my scenario I only want to pick up the first two invoices.
Therefore I set up the payment run to pick up those items which are due up to 09.02.2009, setting the next payment run posting date to 10.02.2009. I would expect the system to pick up only the first two invoices.
What the system does is that it pays/collects the first two invoices in total, but then selects only the credit items of invoice 3. I would expect it to ignore Invoice 3 altogether.
In another example if I had the same invoices, but invoice 3 did not have any credit items involved, then it does ignore invoice 3 as
expected.
I need to understand why for the credit items within a customer invoice are treated differently in relation to payment terms.
Thanks
Natalie

In the customer master assign a different credit memo term than the payment term.
Try changing the credit memo term for 3rd Invoice as such it do not fall in your selection criteria.

Payment Term in customer master to be given restricted access

Similar Messages

Maybe you are looking for