How to Include Dispute Management Fields in a Customer Line-Item Display Report

  • by Chirag Chokshi, Associate Director, SAP Financials, SITA Corp.
  • October 31, 2014
Walk through the necessary steps to enhance a customer line-item display report with the fields pertaining to dispute management. An SAP standard transaction code FBL5N layout does not have dispute management fields as dispute management is optional to implement.
Learning Objectives

By reading this article, you will learn how to:

  • Add dispute management information to an FBL5N report
Key Concept

Transaction code FBL5N displays the line items posted to the customer accounts. Based on the selection fields specified for the FBL5N report, a report displays open items, cleared items, or both open and cleared items.

With the addition of dispute management fields to an FBL5N report, a user receives all information such as invoices and related payment documents as well as dispute cases from a single report. I explain a simple business scenario for dispute management and then tasks to be done to enhance FBL5N with dispute management fields. FBLN reports are available in FI Accounts Receivables by default.

First, I describe an example of a customer invoice created for $1,000 for a customer making a payment of $900 and raising a dispute for an unpaid amount of $100. I do not discuss the process of creating a dispute case, but this example helps you to understand the FBL5N report later with respect to availability of information regarding the dispute case created for the referred example.

To view this customer invoice that has been created in the SAP system, execute transaction code FB03 or follow menu path Accounting > Financial Accounting > Accounts Receivable > Document > Display. Figure 1 shows the customer invoice (Document Number 1800000013) created for $1,000.

 

 

Chirag Chokshi

Chirag Chokshi is associate director of SAP Financials at SITA Corp. He has worked on SAP Financials since 2001 and specializes in implementing the Financial Accounting and Controlling modules along with their integrated areas for companies in industries such as consumer products, the chemical process industry, pharmaceuticals, the public sector, and industrial machinery and component manufacturing. He has worked on various complex projects, including global rollouts, greenfield implementations, and SAP system upgrades. In addition, he has developed various pre-configured solutions with a focus on SAP Financials. 


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