.. Reports Customer Line Items Contents Overview Displaying the Entry Screen Entering the Fields Executing the Report Reading Line Item Information Printing the Report Overview The Customer Line Item Display report shows open and cleared line items (debits and credits) so that you can keep track of customer invoices and payments. This is the same line item information that is displayed in the Customer Account Balance report. Note You can only display account information for sponsored research customers belonging to the SPON (sponsored research) account group. top Displaying the Entry Screen Use the following navigation path from the SAP User Menu screen or type in the transaction code from any screen: Navigation Path: - User Menu - Role ZMIT - Reports - Research Reports - Customer Reports - Customer Line Items Transaction Code : /nfbl5 Result: The "Customer Line Item Display" screen is displayed. Scroll down to see the entire entry screen. top Entering the Fields Type in or select one or more of the fields listed in the following table. Remember, more precisely defined reports generally take less time to run. In some fields, you can use the Matchcode (PC: ) search function to find the data you want. (See Getting Started: Matchcodes.) Many fields offer Multiple Selections for entering nonconsecutive numbers or multiple ranges of data. (See Reporting Fundamentals: Selection Options for Setting Report Parameters.) Field Name Description Customer account The customer number is assigned to each sponsor for billing purposes. Type in the customer number or select one from the SPON account group. To find the SPON account group: 1. Click on the Matchcode button in the Customer field. The Restrict Value Range box appears. 2. Type Spon in the Account Group field. (The tab should be K: Customers per account group. If it is not, change it.) 3. Click the Enter button at the bottom. A list of customers belonging to the Spon group is displayed. 4. Double-click to select one. Company Code Leave at CUR. Line item selection Select status of the line items: Open, cleared, or all items. Open items are unpaid invoices. Cleared items are credits. Select date: If you do not specify a date for the selected status, then all items will be displayed for that category. Open at key date: All items posted up to and including the specified key date and open for this period. Clearing date: Last posting date of all documents involved in clearing. Posting date: Date document was submitted by the originator Type Select the type of line item to be displayed on the report. Line layout Select different fields and layout for the report. (The default setting is recommended.) To select a layout: 1. Click on the Matchcode button. 2. Double-click on a displayed layout . Maximum number of items Limits the number of line items displayed on the report. Zero means no restriction. top Executing the Report Click the Execute button . top Reading Line Item Information See Research Reports: Customer Account Balances: Finding Line Information for an explanation of the fields on the default layout. top Printing the Report Click the Print button on the Toolbar to print the line items listed. Result: The "Customer Line Item Display" screen appears, similar to the "Print Screen List" screen. For instructions, see Reports: Reporting Fundamentals: Printing Reports. top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 03/23/2001