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Accounts Payable Configuration Guide

This document discusses the configuration of accounts payable in SAP. It describes creating general ledger accounts for accounts payable, defining vendor account groups and assigning number ranges, and setting up reconciliation accounts and payment terms. The document also covers creating vendor master records with three key segments: the reconciliation account, sort key, and cash management group.

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0% found this document useful (0 votes)
42 views10 pages

Accounts Payable Configuration Guide

This document discusses the configuration of accounts payable in SAP. It describes creating general ledger accounts for accounts payable, defining vendor account groups and assigning number ranges, and setting up reconciliation accounts and payment terms. The document also covers creating vendor master records with three key segments: the reconciliation account, sort key, and cash management group.

Uploaded by

sowmyanaval
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

CHAPTER 11 ACCOUNTS PAYABLE CONFIGURATION

Table of Contents
1 Introduction ....................................................................................................... 2
1.1 Creation of GL Account required for Accounts Payables .................................... 2
2 Configuration Settings...................................................................................... 3
2.1 Define Accounts Groups (Vendors) .................................................................... 3
2.2 Create number ranges for Vendor Accounts ....................................................... 4
2.3 Assign Number ranges to Vendor account groups .............................................. 4
2.4 Define Account Cash Discount Taken ................................................................ 5
2.5 Define Reconciliation Account for Down payments made................................... 5
3 Vendor Master Data creation ........................................................................... 7
4 There will be 3 Segments in Vendor master data........................................... 9

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1 Introduction
The Accounts Payable application component records and manages accounting data for all
vendors. It is also an integral part of the purchasing system:

Deliveries and invoices are managed according to vendors. The system automatically triggers
postings in response to the operative transactions. Payables are paid with the payment
program. The payment program supports all standard payment methods (such as checks and
transfers) in printed form as well as in electronic form (data medium exchange on disk and
electronic data interchange). This program also covers country-specific payment methods.

Postings made in Accounts Payable are simultaneously recorded in the General Ledger
where different G/L accounts are updated based on the transaction involved (payables and
down payments, for example). The system contains due date forecasts and other standard
reports that you can use to help you monitor open items.

You can design balance confirmations, account statements, and other forms of reports to suit
your requirements in business correspondence with vendors.

1.1 Creation of GL Account required for Accounts Payables


Before starting the configuration of Accounts Payables, let us create GL accounts required for
Accounts Payables. Go to transaction FS00 and create below GL accounts.

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2 Configuration Settings
The FI-AP module is implemented for the following company codes:

1009 – ABC Electronics Inc


2.1 Define Accounts Groups (Vendors)
Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable  Vendor Accounts Master data Preparations
for creating Vendor master data  Define Accounts Groups with
screen layout (Vendors)
Via Transaction Code OBD3

Click on

Click on
Click on General data and double click on any of the Groups

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2.2 Create number ranges for Vendor Accounts


Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable Vendor AccountsMaster data
Preparations for creating vendor master dataCreate number
ranges for vendor Accounts
Via Transaction Code XKN1

Click on

Click on to add new number ranges.

Click on to add a new interval

Click on . Ignore messages if any


2.3 Assign Number ranges to Vendor account groups
Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable  Vendor AccountsMaster data Preparations for
creating Vendor master data Assign number ranges to Vendor
account groups
Via Transaction Code OBAS

Select .

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2.4 Define Account Cash Discount Taken


Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable  Business Transactions Outgoing Payments
 Outgoing Payments Global settings Define Accounts for Cash
Discount Taken
Via Transaction Code OBXU
Give your chart of Accounts and Press ENTER

Select and give Cash Discount Taken GL Account

Select
2.5 Define Reconciliation Account for Down payments made
Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable  Business Transactions Down Payments
Made  Define Reconciliation Accounts for Down Payments Made
Via Transaction Code OBYR

Double Click on Down Payments (SGL Indicator A)

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And Give Vendor Reconciliation account and Alternate Reconciliation Account (Down
payment Account)

Select

2.6 Define Payment Block Reasons


Via Menus
IMG Financial Accounting (New)  Accounts receivable and
Accounts payable  Business Transactions Outgoing
Payments Outgoing Payments Global Settings Define Payment
Block Reasons
Via Transaction Code OB27

Click on and update below details

Select

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3 Vendor Master Data creation


Via Menus
Accounting  Financial Accounting  Accounts Payable
Master records  Create
Via Transaction Code FK01 /XK01
Provide Account Group and company code in below screen and press Enter.

Update address details and press ENTER to give details in other tabs

Press Enter 3 times

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Update Recon. Account, Sort key and Cash Management Group.

Press Enter

Enter terms of payment

Message:

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4 There will be 3 Segments in Vendor master data

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Reconciliation Account

Reconciliation account:

It is the link between GL and AP sub ledger. It is always a required field

Sort Key:

When we display the FBL1N report, by default the report is sorted based on the sort key in
the master data. It can be posting date, document date, document number etc.

Payment terms:

Whether a payment should be made immediately or within 30/60/90 days is designed through
payment terms.

Payment block:

For some reasons, if we do not want to make payment to a Vendor, put a block here.

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