Payment Method - Billing Document

[Anna_Rafter]

Hi All,

We just implemented Professional services. We create a sales order (SO01) for a customer project. Information available in this document is limited.

We then create a debit memo request from that sales order, and then we bill this document using document type CO01.

The system does not retrieve the payment method from the customer master data.

Is there anything we have to do in order to add this information? How could we include this information using standard functionality in cloud?

Thank you in advance.

Best Regards,

Anna

[former_member131745 · Accepted solution]

As per SAP standard design the payment method is not automatically taken over from the business partner master into the document for a simple reason, you can arrange up to more than one payment methods in the master record, but it has to be unique in the document.

So it would not be possible for the system to know which payment method to use or transfer to the invoice.

[riwamouawad]

Hi Anna,

Where was the payment method maintained / configured initially? Did you enter it via configure your solution ---> contract accounting? You should be able to maintain the payment method on open items.

Please take a look at the following documentation, as it provides information on the payment method and configuration:

https://help.sap.com/viewer/894f2633511a42729c5923f0fe55eb3f/1808.500/en-US/1f0bc5536a51204be1000000...

-Riwa