Selecting sort column for F-28 and F-32

[Former Member]

The F-28 and F-32 screen output includes baseline date as per the F2 Line Layout Configuration. This is set using the Parameters in System/User Profile / Own Data.

User has requested for the Baseline date be the primary column for sort as a standard default. Currently, the default column in Assignment. User is not requesting how to sort the output which requires manual effort each time the transaction is called by clicking the sort icon.

I have tried editing Rules for Allocation but it did not have an effect on the screen output.

How can the screen layout be modified so that the output is sorted by baseline date or another choice column as a standard output for the two transactions?

Thank you,

[Former Member · Accepted solution]

You can define your own line layout for processing open items using configuration transaction code O7Z4. Baseline date (or whichever field on which you want the list to be sorted) would be your first field in this custom layout that you are defining. You will use the 'Insert before' and 'Insert after' buttons to pick fields and define your layout. Then set that as the default layout using O7V3.

[Former Member · Accepted solution]

Your feedback is most appreciated Srikanth.

The F2 Standard Layout is used and the fields are

Document Number

Document type

Reference

Baseline payment dte

Posting Date

Invoice reference

Assignment

General ledger curre

General ledger amoun

Reason code

Currency

When looking at the output screen, the Assignment field is the primary sort field and that is not consistent with the suggestion to make the Baseline date the first field in the custom layout.

In O7V3, the transactions F-28 and F-32 are not listed. The transactions listed are

FB05 Post with Clearing

FB1D Clear Customer

FB1K Clear Vendor

FB1S Clear G/L Account

FBW2 Post Bill of Exch.acc.to Pmt Request

FBZ1 Post Incoming Payments

FBZ2 Post Outgoing Payments

FBZ3 Incoming Payments Fast Entry

FBZ4 Payment with Printout

It is not possilbe to add entries. NONE of the transactions above is set to F2 standard layout.

Please respond with additional feedback.

Bela

[Former Member · Accepted solution]

You are welcome!

When you go to O7Z4, do you see your line layout F2 there? If yes, you can double-click on it and select the field 'Baseline payment dte' and move it all the way up. By default, the first field of your layout is the one on which the line items are sorted when you run F-28 / F-32 transactions. Once you change the layout, from the menu on top, navigate to Edit -> Usage and choose the account types for which you want this layout to apply.

Now in O7V3, FB1D corresponds to F-32 and FBZ1 corresponds to F-28.

[Former Member · Accepted solution]

Great! We are making progress but not there yet.

I have made all suggested changes and now see the Baseline date as the first column; however, it is still not the sort by column.

I also had to remove the LLD = F2 from the user parameters to avoid system using something else and interfering.

In addition, via O7F6, the Choose sort by fields was modified and Baseline date is the first one on the list.

I tried to copy and paste the results window here, but when it pastes, it is not in same column order as per screen:

The screen has

Baseline DocNo. DocType Reference Posting Date InvRef Assignment...

The paste looks like this which is on the correct row sequence, but columns aren't:

DocNo Cur Reference Do Posting Da Baseline Assignment Invoice re G/L G/....

90101199 USD 0080095053 RV 02/28/2010 02/28/2010 Output 90101199 USD 17....

90101160 USD 0080095022 RV 02/09/2010 02/09/2010 test inv r 90101144 USD

90101161 USD 0080095022 RV 02/09/2010 02/02/2010 test inv r 90101144 USD

90101162 USD 0080095022 RV 02/09/2010 02/09/2010 test inv r 90101144 USD

The Assignment column is still proving to be the sort column.

[Former Member · Accepted solution]

Great to hear that we are getting there! O7F6 is to specify sort criteria for line item display. Since we are dealing with "open item display" here, you should specify the sort criteria for open item display (clearing transaction sorting) in configuration O7F2.

[Former Member · Accepted solution]

I had also tried O7F2 and what it does is make Baseline field available in the list for sorting when the sort icon is pressed, but it doesn't set it as a default for when the screen is displayed.

I also tried the layout configuration icon (top right corner of ALV grid) and created a new variant and set it as a standard setting, but when I return to the transaction, the display is unchanged.

I think the solution is very close, but there is just something missing.....

[Former Member · Accepted solution]

When the transaction is accessed, the following message appears:

+Open items displayed with standard line layout F2.+

+The display variant of table control 'baseline' has customer-defined fields or fields from the structure RFOPS that are not contained in the screen structure RFOPS_DK. These fields cannot be displayed with the display variant.+

+System response+

+The open items are displayed with the line layout variant for clearing transactions 'F2' in accordance with the user options Processing Open Items (FB00).+

+Procedure+

+Create a new display variant with the name 'F2' in the settings for the table control. The prerequisite for this is that the same fields (columns) are used in the display variant and the standard line layout variant. The line layout variant must be defined in the user options.+

Based on what I can see, the fields are the same for the display variant and standard line layout. Any thoughts?

[atif_farooq]

Hi:

You can meet your requirement using SPRO...Financial Accounting....AP/AR....Business Transaction....Incoming payment....Manual Incoming Payment....Make settings for processing open items...Choose Sort Fields. This is path is for F-28 and for F-32 you proceed with the path given under

SPRO...Financial Accounting....AP/AR....Business Transaction...Open item clearing...Make Settings for Processing Open Items...choose sort field.

Regards

[Former Member]

Thanks for your response Atif.

In the first path, the result was:

WRBTR Amount

NETFW Net amount

BUDAT Posting Date

BLDAT Document Date

GSBER Business Area

MWSKZ Tax Code

SHKZG Debit/Credit ind

WSKTO Discount amount

VERZG Days in arrears

ZUONR Assignment

XBLNR Reference

VERTN Contract Number

In the second path, the modification was made to make the Baseline date the first field, but the output remained with Assignment being sorted first. The change was made for Account type: Customer and Account type: G/L accounts.

ZFBDT Baseline payment dte

ZUONR Assignment

BLDAT Document Date

BUDAT Posting Date

WAERS Currency ...

Additional feedback is appreciated.

Bela

[Former Member]

Hi,

Since you have defined your new layout (lets call him Z1) then you just need to change your User Profile Parameter

Go to SU3, to the Parameter tab, and set the parameter ID to LLD and the parameter value to Z1

After that everytime you are loging into F-28 or F-32 you will see the defined layout automatically without having to change it.

Regards