How to Exclude Payer in Sales Order & Prompt User to Enter End CustomerIntroductionIn SAP Sales and Distribution (SD), managing Partner Functions accurately is crucial for seamless order processing. A common requirement arises when the Payer should be left blank during Sales Order creation, prompting the user to enter an End Customer manually.Scenario ExplanationYou have a dealer acting as the Sold-to Party (SP), Ship-to Party (SH), and Bill-to Party (BP). However, the Payer (PY) is the End Customer. During sales order creation, when you enter the Sold-to Party (SP), all partner functions—SP, SH, BP, and PY—are automatically copied from the master data.Problem StatementThe issue arises when the Payer (PY) defaults to the dealer instead of the intended End Customer. The requirement is to leave the Payer field blank in the sales order, prompting the user to enter the End Customer manually.Desired OutcomeWhen creating a Sales Order, the system should:
How to Remove Default Payer in Sales Order (Step-by-Step Guide)Follow these steps to configure your SAP system to achieve the desired functionality.Step 1: Access Customer Master Record1. Go to Customer Master Record using the transaction codes:
Step 2: Navigate to Partner Functions1. Within the Customer Master Record, navigate to the Partner Functions tab.2. Here, you'll find various partner functions assigned to the dealer, such as:
Step 3: Create a New Payer (Optional)1. If the End Customer is not already created as a Payer, you need to do so using:
Step 4: Modify Partner Functions1. Within the Customer Master Record (XD02 / VD02 / BP), locate the Partner Function (PY) entry.2. Change the default Payer (PY) from the dealer (XXX) to a new Payer (YYY) which represents the End Customer. 3. Save your changes. Step 5: Test the Configuration1. Create a Sales Order and input the Sold-to Party (Dealer).2. Check if the Payer field is blank or prompts an error message indicating it’s missing. 3. Manually enter the End Customer as the Payer. Important Considerations
FAQsQ1: How can I ensure the system prompts the user if the Payer is missing?You can configure the Partner Determination Procedure to make the Payer mandatory during Sales Order creation. This ensures the system prompts the user if it's missing.Q2: What transaction codes are required for creating or modifying Partner Functions?The most commonly used transaction codes include: XD01 / XD02 for General Customer Management, VD01 / VD02 for Sales Area-specific Customer Management, BP for Business Partner creation or modification.Q3: Can I use the same process for multiple Sold-to Parties?Yes, repeat the process for each Sold-to Party where you want the Payer to be manually entered.Q4: Is it possible to make the Payer field blank by default during Sales Order creation?Yes, by adjusting the Partner Determination Procedure, you can leave the Payer field empty for manual entry during order creation.Q5: What if the End Customer is not created as a Payer?You must create the End Customer as a Payer using transaction codes XD01, VD01, or BP before making changes in the Customer Master Record.Q6: Can I automate this process for all dealers?Yes, you can apply the Partner Determination Procedure across multiple Sold-to Parties by configuring it in the Sales Document Type settings.ConclusionEnsuring the Payer field remains blank by default during Sales Order creation can streamline your order processing and avoid unintended billing errors. By following the steps outlined above, you can configure your SAP system to meet this requirement effectively.
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