The account balance display integrates numerous functions that you can use to:
Display further information (such as histories) for the displayed items
Access further processing (such as, changing and reversing) for the displayed items
To navigate from the account balance display to the processing functions for the document, select the document. Then in the menu, choose
and one of the following menu functions:Menu Entry |
Function |
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The system offers the item to be changed. |
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The system navigates to the initial screen of the Reverse Document transaction and adopts the selected document number. |
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The system navigates to the initial screen of the Reset Cleared Items transaction and adopts the selected document number. |
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The system displays the selected item in the detailed view or in the selected view. |
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The system displays the installment plan for the installment plan item. |
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The system displays the line items that belong to the collective bill item. |
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The system displays the line items that belong to the bundle item. |
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The system displays the cash security deposit for the cash security deposit request document. |
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The system displays the budget billing plan for the budget billing plan document. |
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The system displays the interest supplement for the interest document. |
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The system displays the dispute cases for the document in Dispute Management. |
To navigate from the account balance display to the processing functions for payment data, select the payment amount or the document. Then in the menu, choose
and one of the following menu functions:Menu Entry |
Function |
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For a payment document from the payment run, the system displays the payment data (bank data, payment method) in a dialog box. |
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For an incoming payment, the system displays the bank data from the payment lot. |
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For a returns document for an incoming payment, the system displays the payment data from the returns lot. |
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For a repayment request (from credit processing or a payment lot), the system displays the bank data from the repayment request. |
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For a payment that was entered at an external cash desk, the system displays the payment data. |
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In a dialog box, the system displays the receivables and credits for which the payment was used. |
To navigate from the account balance display to a processing function for the selected contract account, choose
from the menu and then choose one of the following menu functions:Menu Entry |
Function |
Note |
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The system offers the items that you currently selected for mass change. This applies even if you reduced the number of items using the search after you selected items. Also in that case, the system transfers only the currently displayed items to the mass change. |
To have the system offer only those items for mass change that are in the current item selection of the account balance, define event 1256 and set the E_ADD_CUST-XMCFI indicator in your implementation. |
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The system goes to the initial screen for account maintenance and proposes the business partner and contract account – provided they can be determined uniquely. |
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The system displays the installment plans for the business partner and contract account – provided they can be determined uniquely. |
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The system displays the budget billing plans for the business partner, contract account, and contract – provided they can be determined uniquely. |
The display is implemented using event 1215. |
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The system displays the dunning history for the contract account or for the business partner and contract account – provided it can be determined uniquely. |
The system calls the initial screen of the report |
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The system displays the returns history for the business partner and contract account – provided it can be determined uniquely. |
The systems calls the report |
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Submit to Collection Agency: The system navigates to the transaction Management of Submitted Items (transaction Release for Collection: The system navigates to the transaction Release Items for Collection(transaction |
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The system displays the write-off history for the business partner and contract account – provided it can be determined uniquely. |
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The system displays the installment plan history for the business partner and contract account. |
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Create: The system asks for the necessary data for creating the dispute case in SAP Dispute Management and creates the dispute case. Display: The system navigates to the initial screen of the |
The prerequisite for this is that you are using SAP Dispute Management and you have made all necessary system settings for the integration. |
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Corrections: The system displays items with individual value adjustments. Security Deposits: The system navigates to the initial screen of the transaction for displaying an overview of security deposits (transaction |
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The system displays the creditworthiness data of the business partner. |
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The system displays all locks for the business partner in dialog mode. |
To navigate from the account balance display to a processing function for the selected master data, choose
from the menu and then choose one of the following menu functions:Menu Entry |
Function |
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The system navigates to the display of the business partner. |
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The system navigates to the transaction for changing the business partner. |
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The system navigates to the display of the contract account. |
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The system navigates to the transaction for changing the contract account. |
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The system navigates to the display of the contract. |
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The system navigates to the transaction for changing the contract. |