Customer Ledger SAP BYD

[former_member676654]

Hello Experts,

My customers ask me to send them statement of account including debit and credit and running balance but i can not find in sap like that , can you please advise me. because also i can not print this statement in attachments . and iam searching for solution to avoid exporting to excel customer-soa.jpg

thank you .

[former_member563870 · Accepted solution]

Hi Shady,

To see the customer debit and credit you create a new report by using the ARP Ledger Account Line Items data source. FYI I have Include the report screenshot for your understanding

In this data source you can view Journal Entry, Creditmemo, Downpayment & Invoice's

Build your report as shown in the above picture

Regards

Janarthanan

jana@erplogic.com

[former_member676654 · Accepted solution]

Thank you a lot

[siddindigi]

Hi Shady,

Please see the report Accounts Receivable Balance Audit Trail under General Ledger work center.

[JohnMeadows]

You can send customers their Balance confirmations. Schedule a balance confirmation run from the receivables workcenter,

John

[former_member676654]

Thank you a lot

[HarshalVakil]

Hi Shady,

Help document :

Quick Guide for Customer Account Statements

There is an option for the customer account statement however its only available for South Africa.

other wise methods suggested above is the only way.

thanks,

Harshal

[former_member676654]

Thank you a lot

[former_member1291547]

hello Shady,

there are multiple ways to get customer statement from ByD but easiest is to go to customer account and click on postings. it will give you statement by Debit and Credit. here you will have option to start from any specific date or up-to specific date.

here is one example;

[former_member676654]

Thank you a lot

[Anantpatel]

Hi shadysalama,

• Go to Receivables WoC --> Report: Accounts Receivable - Line Items --> open

.

Let me know if it works for you to solve the problem, and mark the question as answered or leave a comment for further queries.

.

Thanks & Regards

Anant Patel

SME, SAP Business ByDesign

[former_member676654]

Thank you dear

[edayang]

Hi Shady,

I guess you can try the report of Account Receivable -- Line Items to get the details of each posting to each AR account.

The report can be found in General Ledger work center.

Thanks,

Eda

[former_member676654]

Thank you a lot