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
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You can acheive this in standard.
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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
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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.
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Hi
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KumarHi,
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
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Regards,
Sridhar Sha -
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 AMHi
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
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Raja -
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Dear Gurus
Can we have two different payment terms for the same customer?
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VaibhavDear 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 -
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Hi,
I have a requirement like scenario below :
1. Customer sales orders are billed with X payment terms (Not installment).
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4. Is this achievable ? Via VF02 or FB02 ? Or any other means ?
Thanks in advance.
BalaYou cannot change the terms through the VF02; however, you can change under FB02. Go into the accounting document you would like to change, double click on the customer account posting and you should see the payment terms highlighted for you to change.
If you do not see it changeable, it is due to security.
Hope that helped. -
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.
VinuHi
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. -
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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.
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Ravi -
Hi Guys
We have few payment terms for our company. Now we want to restrict payment terms based on the customer number
For example Payment term Z0001 for customer group 001 .....
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The next is we want to block few payment terms. Is it possible to block a payment terms
Warm Regards
BalaHi
The payment block is fine, i can either add a new payment block reason or i can assign the existing block reason and i can proceed
But what ever you have said will not control my user with the solution we have give, then the system will run if my user did things on correct process
I suppose we can do a validation, for this customer group this payment terms are allowed.
Something like that.
Hope it will work, can you put your valid suggestion
So at any point of time, it cannot be done by any standard configuration - hope iam right
Warm Regards
Bala -
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. -
Default the payment terms for customer to 30 days
In the system, payment term R30 is 30 days.
How can I configure it to be defaulted to R30 each time a new customer is created in XD01.
Please advice,Hi Colin,
If you create a transaction variant (this defines how the fields on the screen appear, including default values and dsiplay vs update vs input fields); and then assign this transaction variant to a variant transaction (a new T-code e.g. ZXD01); you can then have the users use the z-transaction instead of the standard transaction and the value will be defaulted. This takes about an hour to create in your development system, and is then transportable.
Regards,
Robyn -
Hi all,
In our customizing report, client needs to shown in the report payment terms wise, not on total billing doc amount. for this which table i need to use? can anybody help me in this regard?
RaghavHi,
To see payment terms wise customer balances go to FBL5N choose change layout select payment terms. And subtotal according to the payment terms. Before be sure you should assign the payment terms to the customer master record.
Hope this is clear, if yes assign points,
Regards,
Sankar
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