AP invoice baseline date determination

[moazzammubarak]

We have configured 6-7 different payment terms for our vendors with varying bases for baseline date determination (document date, posting date or system date). Some invoice entry users change baseline dates at times which the management doesn't like and have asked if baseline date can be made read only for all users so that it is derived by payment terms from vendor master and users are unable to change it.

I just wanted to have your views if I can make this payment terms derived baseline date read-only for the users.

Thanks.

[Former Member · Accepted solution]

Hi Moazzam,

Use tcode SHD0 and you can make the field Baseline date as required, display or hidden

it will generate the variant, using that we have to create a custom tcode. then assign this variant. so that we can see the effects in the standard transaction.

Regards

Sharmila

[Former Member]

Dear Mubarak,

Please check the below may be it helps you to resolve. go to

Spro- Financial Accounting (New) - Financial Accounting Global Settings (New) - Document - Rules for Changing Documents - Document Change Rules, Line Item

1) Select the BSEG-ZFBDT line and use copy as function. Normally these changes are applicable to all company codes.

2)  give your company codes which you want to apply these changes. untick all other fields and save.

3) Now after posting the doc if you want to change the Baseline date system will not allow you to change. It will be only Disply mode.  hope this helpful.  Thanks.

Regards,

Inthiyaz

[moazzammubarak]

Thanks guys but these last 2 suggestions relate to changing document once it has been created. I want to make Baseline Date unchangeable in the first place at the time of document entry and only derived from the payment terms. Any solution for that?

[moazzammubarak]

I have tried to restrict the users' ability to change the baseline date by going to

Financial Accounting Global Settings (New) - Document - Rules for changing documents - Document Change Rules, Document Header

It appears to be a simple screen which requires:

Field name: BSEG-ZFBDT in my case

Account Type: K

Transac. Type: (blank)

Company code: 1000

Field can be changed: (unflag)

However, when I press save button it says

E: Specify the key within the work area

I am getting the same error on IDES without any details about the error. Can anybody help?

Thanks

[ravi_89]

Hi Moazzam,

You are trying to make changes to Baseline date field( BSEG-ZFBDT).

It should be part of 
- Document Change Rules, Line Item and not Document Header.

Please try once again and let know if you still face the issue.

Regards,
Ravi

[rane_prashant]

Hi Moazzam,

Refer SCN below blog

Try out the transaction SHD0 (transaction and screen variant0

Assign the variant to the transaction

B/R

Prashant Rane

[rane_prashant]

Hi Moazzam,

Remove field BSEG-ZFBDT for account type K from Document change rules line items table. This should revolve your issue.

B/R

Prashant Rane

[Former Member]

Hi,

You can set user exit for baseline date.