Printing Installment Plans - SAP Documentation

Use

Printing correspondence and payment forms for installment plans

Features

In addition to installment plan correspondence (correspondence type 0005), you can also print installment plan payment forms (correspondence type 0008). In contrast to installment plan correspondence however, you can create payment forms when you create the installment plan; instead, you have to create them later in the mass activity Installment Plan Printing . You define whether and in which form payment forms are to be created for an installment plan when you create it. The system prompts you to enter the print type in a dialog box. In the display and change transactions (SAP menu: Account ® Installment Plan ® Display/Change ), you can read the print type in the header data of an installment plan (button with the quick info Display Header Data ) in the Print Data in the field Print Type for Payment Forms . You can choose from the following print types:

Print Type	Function
0 – No printing	The installment plan is not printed.
1 – Print immediately	When you create an installment plan, an installment plan correspondence is created and output immediately.
2 – Delayed: Correspondence only	There is no printout when you create the installment plan. The system creates correspondence. To print the correspondence, you have to create entries in the correspondence container with Installment Plan Printing .
3 – Delayed: Correspondence, one payment form	When an installment becomes due, the system creates a payment form for this installment and also creates correspondence when it creates the first payment form. To print the correspondence and payment forms, you have to create entries for each in the correspondence container with Installment Plan Printing .
4 – Delayed: Correspondence, all payment forms	The system creates installment plan correspondence and all payment forms, regardless of when the individual installments are due. To print the correspondence and payment forms, you have to create entries in the correspondence container with Installment Plan Printing .

For each installment of the installment plan, the Installment Plan Printing program creates a separate payment form. You can either create all payment forms together, or each payment form separately as the respective installment becomes due. When you create the installment plan payment forms, the program analyzes the installment plans with print types 2, 3, or 4 and fills the correspondence container with the relevant correspondence. You can then print this correspondence with the Print Workbench.

Activities

To create correspondence container entries for printing correspondence with print types 2, 3, and 4, in the SAP menu choose: Periodic Processing ® For Contract Accounts ® Correspondence ® Installment Plan Printing

Select the installment plans to be considered using the business partner, contract account, and/or the company code. Restricting the due date for net payment only has an effect on installment plans with print type 3.

Schedule the program run (see also: Functions for Scheduling Program Runs ).

If correspondence is created for an installment plan, the field Print Date in the installment plan header is filled. If the field already contains an entry, no further correspondence is created. The program also makes sure that only one payment form is created for any one installment. If you do not restrict the due date for net payment for print type 3, the program creates a payment form for the next installment due – provided no payment form has been created for this yet.

If you enter the date ID and identification of a run and select Environment ® Correspondence in the menu of the transaction, you can display a list of the correspondence created by the run (installment plan correspondence and payment forms).

In the Implementation Guide for Contract Accounts Receivable and Payable , under Business Transactions ® Deferrals and Installment Plans ® Define Default Values for Installment Plans , you can define a default value for the print type. If you set the indicator Display Dialog , a user can select a print type when he/she saves an installment plan.

In event 3031, you can also make the default value dependent on the installment plan parameters. See the documentation for the sample function module FKK_SAMPLE_3031.