How to Configure Default Line Layout for a More User-Friendly Incoming Payment Processing (F-28 / FBZ1)

Use

To be able to give our end-user a better appreciation of the incoming payment processing in SAP, we can modify the default layout of the open items in the incoming payment program (F-28 / FBZ1). We can assign fields that are necessary and are relevant in evaluating open items in the customer account. With this, end-user can easily select line items/invoices that are relevant to the payment received. 

Procedure

1.  On the Configuration (IMG) screen, go to Financial Accounting (New) > Accounts Receivable and Accounts Payable > Business Transactions > Incoming Payments > Manual Incoming Payments> Make Settings for Processing Open Items > Define Line Layout (O7Z4S)

2. Click Create or Shift+F1.

3. Assign Line Layout code and Description then hit Enter.

4. Click Insert after... then double click the Field Name from the Field list that you want to show during the open item processing in F-28 or FBZ1. Repeat as needed.

5. Click Save button to create the Line Layout.

6. Next, go to  Financial Accounting (New) > Accounts Receivable and Accounts Payable > Business Transactions > Incoming Payments > Manual Incoming Payments> Make Settings for Processing Open Items > Choose Standard Line Layout (O7V3)

7. Double click FBZI: Post Incoming Payments. 

8. Select Customer then assign the created Line Layout on the Detail Screen then click Enter.

9. Select F12 or simple close the remaining Selection window. 

10. Click Save.

Result

When you process F-28 / FBZ1, the selected fields in the assigned layout was shown.