Troubleshooting Inv/Direct Bills/Credits (IN41)

Here are a number of common issues:

• When I enter the Customer code, the following error message displays: "You cannot use this Customer. No Payment Methods are configured".
  This message displays when the Sales Office selected in OE30 does not have a Payment Method set up in Maintain Payment Methods (IN08/Currencies). You must first set up a Payment Method in IN08 for the Sales Office before you can create a Sales Order or Quote for a Customer using that Sales Office.

• The 'Payment Preference' from Maintain Customer Master (SU13/Invoicing) did not display in the 'First Payment Method' field on the Totals folder in OE30.
  Regardless of the 'Payment Preference' set up in SU13, when the Order total in OE30 is ZERO, the 'First Payment Method' automatically defaults to On Account (even if the Customer is only set up to pay by an EFT Method).

  Even if you go back and add a price to the Sales Order detail line, the Totals folder still displays 'On Account'. Once the 'First Payment Method' is set for the Sales Order, you can only change it manually.

• When I create a Copy of the Order, the 'First Payment Method' is NOT the same.
  Yes, you can make a Copy of the Sales Order using the Copy Order function and the Copy does not have the same First Payment Method. When the 'Retain Payment Method' field is not selected on the Copy Order screen, the 'Payment Preference' field from Maintain Customer Master (SU13/Invoicing) is used for the Copy. The 'Payment Preference' from SU13 is not necessarily the same as the 'First Payment Method' set up in OE30/Totals for the original Order; the operator can change the 'First Payment Method' on the Totals folder, and when the Copy is created, the First Payment Method defaults to the 'Payment Preference' from SU13.

• Do Orders created with a Manual Hold automatically release on their Release Date?
  No, when you create an Order with a Manual Hold, the Order does NOT automatically release on the Release Date. The Order is only Released once the Manual Hold is removed from the Sales Order in Release Orders on Hold (OE65). You can view all Orders on Manual Hold by running Print Order Hold File (OE53).