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Define Further Processing of Payment Advice Notes

In this activity, you determine which further automatic activities should take place for electronically transferred payment advice notes. This applies to:

You specify whether:

Activities

1. Specify the type of payment advice note you require (06 payment advice note for customer for example) the type of account (D for customer for example) the company code, the +/- sign of the amount (incoming or outgoing amount) and an account.
If you do not specify an account, automatic further processing applies to all accounts.
2. Select Create payment advice note to have a payment advice note created for the cash management and forecast.
If you also want payment advice notes created for the further processing of EDI payment advice notes, select also for EDI.
Specify a cash management forecast type (e.g AB for confirmed payment advice notes).
3. Select automatic posting to activate automatic posting of payment advice notes.
Specify C, if you want the posting transaction to be called up directly. Specify B , if you want to create a batch input session.
Specify a posting rule (e.g. 0001 cash receipt for interim account). At present, only posting types that result in open items being cleared are supported.
Specify the G/L account for the account determination of the posting rule (113100 for example).
Note that when displaying credit memos for a bank account, the G/L account defined in the local bank data is used.