Payment term Mandatory in Sales Order

[former_member218048]

Dear All

I want to make Payment Term as a mandatory field in the Purchase order & Sales Order. Where can I set that as "required" in Logistic module ?

[former_member182378 · Accepted solution]

(in standard Incompletion procedure settings, Terms of payment are available, check that)

For making Terms of Payment mandatory in Sales Order - by Incompletion procedure

1. Terms of P manadatory in Header of Sales Order

a. create incompletion procedure in OVA2 with "VBKD ZTERM"

b. create status group & assign in a.

c. in a. you can have Warning or Error message. For error message set in VOV8, sales doc type

d. assign Incompletion procedure to Sales document type - VUA2

2. Terms of P mandatory in Item of Sales Order

Sames steps as above

Edited by: Typewriter on Jul 6, 2011 3:52 PM

[former_member218048 · Accepted solution]

In the OVA2 (Incompletion groups), for any group and procedure, I find only "Warning" which can be set. But I dont find a 'Error" setting. Can you please tell me on that ?

[prasanna_kumar4 · Accepted solution]

Hi Nikkitha,

Please do the following settings and try to save the sales order system won't allow to save the sales order

1. go toT-Code VOV8 and tick the field "In completion message" under "Transaction flow" Tab

2. go to T-Code VUA2 and Tick the" IC- Dialog" for corresponding Sales document type and assign the procedure

Otherwise you can do one more thinking

Maintain the payment term is mandatory in customer master based on account group so at the time creating the customer master by using T-Code XD01, under sales View, Billing Tab is there in that you can find out the "Terms of payment " it will show the mandatory field

if you maintained the in the customer master system automatically picks at the sale order no need to enter

Regards,

Prasanna

[former_member182378 · Accepted solution]

I had advised this in my previous post, maybe I was not that clear.

When sales document is incomplete and you do not want it to be saved, then -

Go to VOV8 and tick the field "In completion message" in your Sales document type (e.g. OR)

[former_member218048]

thanks for the inputs

[Former Member]

Hi,

We can set the Payment Terms mandatory for purchase order sceen by following the given procedure.

goto:

Material Management---> Purchasing--->Purchase Order

---

>Define Screen Layout at Document Level-----> Select the Type and Mark it as Required.

Once we make the terms of payment as required entry. It wont allow to save without the entering the terms of payment.

Thanks,

Rasik

[former_member184555]

The best way is to make the Payment Terms field mandatory in the customer master. The value will automatically be copied to the sales order header and then to all items as per the standard functionality. As a one time activity, you can update the existing customer masters with the payment terms.

Thanks,

Ravi

[former_member182378]

Hi Ravi!

To make PTerms mandatory in Sales order we would need to use Incompletion log.

say e.g. customer service staff has deleted a Terms of Payment in VA01 and then saves it. System must then not be able to let completion of the order.

Regards,

Edited by: Typewriter on Jul 7, 2011 2:10 AM

[former_member182378]

You can give prioirty of checking for Incompletion - say most important is system checks for Terms of Payment and then, if Terms of P are available, system must check for Incoterms

This is also configurable in Incompletion procedure OVA2, both at header and item level.

Regards,

[Former Member]

Hi,

for sales order,

you can add the field to the incompleteness procedure assigned to the sales document

for po,

make the payment terms as required entry in IMG Path: Materials Management>Purchase Order>Define Screen Layout at Document Level Choose the field selection key for the transaction ME21N

regards

[kkafoury1]

Hi Nikkitha,

for the sales document you customize the in-completion procedure to check for terms of payment as mandatory.

t-codes OVA2, VUA2 & VUP2.

Thank you.

[Former Member]

Hi,

Refer Screen Variant with T Code SHD0 to make any Field mandatory in Sales Document.

Best Regards,

Ankur

[prasanna_kumar4]

Hi,

In Standard SAP it is already Mandatory field if you want check please go to the Following Menu path for SD

1. SPRO --> Sales & Distribution -> Basic Function-> Log of Incomplete Items--->Define Incompleteness Procedures

2. SPRO --> Sales & Distribution -> Basic Function-> Log of Incomplete Items--->Assign Incompleteness Procedures

3. SPRO --> Sales & Distribution -> Basic Function-> Log of Incomplete Items--->Define Status Groups

Regards,

Prasanna

[former_member218048]

Do You mean to say for Sales Order, payment term is a mandatory entry in the standard setting ?

[prasanna_kumar4]

Hi,

Please check go through the Menu paths which i provided based on that you with get an idea

make sure in the sales document type we have to TICK the" In completion"

Revert

Regards,

Prasanna