Customer Account Statement Letter

[former_member221838]

Hello Experts,

I need to generate customer account statement letter for his/her recent 6 months transaction. I did find standard application forms IS_U_CA_ACCTBALA, IS_U_CA_ACCTBALA_SAMPLE_PDF & IS_U_CA_ACCTBALA_SF.

I was just wondering if there is any standard transaction like ERP transaction F.27 that can be used to display customer account statement then using that same tcode to take its print

Thanks.

Kind Regards,

Nikhil

[AmlanBanerjee]

Hi Nikhil,

SAP is having the standard functionality of sending Account statement to customers .In the account balance screen(FPL9), go to environment menu->generate account info.

Now , if you want to give the users a date range for the account statement, you can customise by giving a pop-up, which will contain the start date and the end date for which the account statement.

On giving the date and confirming the same, it will call any standard application form as you have mentioned in your post and will fetch the detaiIs and will show it in the screen or save it in a spool request as per the buisness requirement. Apart from the forms that you have mentioned you can use IS_U_CA_ACCTINFO_SF for the purpose as well.

Morover, there are two std transaction codes-FPCC0002 and FPCC0029 which can also be useful, if you want to generate cusotmer account statements in mass.

Hope it helps..

Thanks,

Amlan

[Former Member]

Hi,

If you want a complete custom form, you need to update the following config:

IMG -> Cross-Application Components -> General Application Functions -> Correspondence -> Define Application Forms for Correspondence.

In the above link default application forms are configured for differenent correspondences.

If required create your complete cusotm form and update the details in above link.

Once the config is done, as advised above, doing generate account statement in FPL9 will take you to the form configured in the above link against account information(0013).

Regards,

Pranav.