How to restrict Terms of Payment in VA01

[Former Member]

Hi... 

The Terms of Payment are customized through OBB8, and there is no Company Code dependency or simular, that will restrict the use of this. Also in e.g. VA01, all available Terms of Payment can be choosen from a list.  

We was asked, if it would be possible, can we restrict the use of terms of payment, to be valid only for one or some Company Codes/plants?  Is there an existing User exit that can be used for this, or is the only way, to create a new object, and add it to VA01 (and others) in SU24?

[VeselinaPeykova]

I agree with - if you absolutely need to fulfill this requirement - this is the way to achieve that.

Just my 2 cents.

Usually the order entry clerks do not need to change the payment terms manually if the master data is maintained correctly. It increases the workload for credit specialists - especially if there are no clear rules which payment term should be selected according to the company policy.

If the business can provide clear rules which is the correct payment term (a single one) for a specific combination of order type/plant/material/item category or whatever criteria they think appropriate, it would be better to populate the values in the document and disable the input with the field modification exit.

[jignesh_mehta3]

Hello Esteban,

I think you need to insert a Custom code in Program MV45AFZZ, User Exit -  USEREXIT_MOVE_FIELD_TO_VBKD or  USEREXIT_FIELD_MODIFICATION to restrict the allowed payment terms for a specific Sales Organization or Company Code. For this you will have to create and maintain the Z-Table that will list the Sales Organization / Company Code and allowed payment terms.

Another good option I see is to maintain correct payment terms in Customer Master, Sales Area Data and let it flow in Sales Orders. Using the above User Exits, you can grey out the Payment Terms field in Sales Order create and change mode so that users cannot modify the payment terms. You can enhance this further in consultation with Basis team and allow modification of Payment Terms field in Sales Orders only by certain designated Power users.

Thanks,

Jignesh Mehta

[Bernhard_SAP]

moved to SAP SD. (application specific question)

Esteban Arrieta wrote:

...., or is the only way, to create a new object, and add it to VA01 (and others) in SU24?

--> adding an object in su24 will never invoke an additional check! You have to trigger the check in the coding.