Customer Line Item Display (FBL5)

 

Purpose

Use this transaction to display/change the line items on a customer account from the F.31 Credit Overview transaction.

When To Do This

Perform this procedure when there is a need to display the customer line items while viewing a Credit Overview report (F.31).

Prerequisites

·         An established customer account.  Line items must be posted within the customer account.

Menu Path

Use the following menu path to begin this transaction:

·         Select Accounting  Financial Accounting  Customers  Account  Display/Change Line Items to go to the Customer Line Item Display/Change screen.

Transaction Code

FBL5

Helpful Hints

·         All line items displayed in this report allow for the "drill down" into the document itself.  This allows you to search for an item, locate it, and display/change the item.  This is all accomplished from the output screen of this transaction without having to back out of screens for access.

Procedure

1.       Click  from within from the F.31 Credit Overview transaction to access the Customer Line Item Display report.

Customer Line Item Display (2)

 

    The icons displayed with the items represent certain characteristics of the document.  The icon legend is displayed at the top of the screen.

    Click  (change layout) to change the layout of the line item report.  The standard SAP layout for the report contains 11 fields, however there are over 100 fields available to be placed in the output depending on the nature of the report the user is running.  Once the appropriate fields have been added/removed, save the layout (as either a user specific report or as a report layout available to all) by clicking  (save layout).  Recall a previously saved layout by clicking  (select layout).

2.       Click  to select the document to be displayed/changed.

3.       Click  to display the document.

    To make changes to the document, click  and update the document as necessary.

Display Document: Line Item 001

 

4.       Click  to display the header details of the document.

Document Header: 1108 Company Code

 

5.       Click  to continue.

Display Document: Line Item 001

 

6.       Click  to return to the Customer Line Item Display/Change screen.

Customer Line Item Display (2)

 

7.       Click  to return to the F.31 Credit Overview transaction.

8.       You have completed this transaction.

Result

You have displayed the customer line items.

Comments

·         None.