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 Installment Plan History

Use

You can use the Installment Plan History to determine the source items on which an installment plan is based. The installment plan history records the period in which a source item appears in an installment plan.

Prerequisites

You must make the following settings in the Contract Accounts Receivable and Payable Implementation Guide:

  • Installment plan categories (see IMG structure Start of the navigation path Contract Accounts Receivable and Payable Next navigation step Business Transactions Next navigation step Deferral and Installment Plans Next navigation step Categories for Installment Plan End of the navigation path )

  • Deactivation reasons (see IMG structure Start of the navigation path Contract Accounts Receivable and Payable Next navigation step Business Transactions Next navigation step Deferral and Installment Plans Next navigation step Deactivation Reasons for Installment Plan) End of the navigation path

Features

An installment plan history is updated automatically in the system for every installment plan. The history is also updated when you deactivate the installment plan. As well as the reference to the source receivables, the following data is stored in the installment plan history:

  • Installment plan category

  • Deactivation reason

  • Deactivation date (to be entered when deactivating)

  • Deactivation date and time (time stamp)

  • The amount remaining when the plan is deactivated

You can access the installment plan history in the following ways:

  • When you create an installment plan ( Role : Start of the navigation path Process Outstanding Payments(SAP_FI_CA_OUTSTANDING_PAYMENTS) Next navigation step Create Installment Plan;SAP Menu: Account Next navigation step Installment Plan Next navigation step Create End of the navigation path ), all the open items that have already been part of an installment plan are flagged by an icon. By double clicking on this icon you can go directly to the corresponding installment plan history for the item. This displays all installment plans that contained this item.

  • In the Original Receivables screen ( Role : Start of the navigation path Process Outstanding Payments(SAP_FI_CA_OUTSTANDING_PAYMENTS) Next navigation step Display Installment Plan/Change Installment Plan;SAP Menu: Account Next navigation step Installment Plan Next navigation step Display/Change End of the navigation path ).

  • From account balance display ( Role : Start of the navigation path Account Information on Business Partner(SAP_FI_CA_PARTNER_ACCOUNT_INFO) Next navigation step Account Balance); SAP Menu: Account Next navigation step Account Balance) End of the navigation path you can call up the installment plan history for the contract account or for the business partner under Start of the navigation path Environment Next navigation step Account Next navigation step Installment Plan History. End of the navigation path

  • You can conduct various evaluations of the installment plan history using the following paths:

    • Role Start of the navigation path Process Outstanding Payments(SAP_FI_CA_OUTSTANDING_PAYMENTS) Next navigation step Display Installment Plan History End of the navigation path

    • SAP Menu Start of the navigation path Account Next navigation step More Information Next navigation step Installment Plan History End of the navigation path