How To Fix 5D074 - If a credit balance exists, clear first

SAP Error Message - Details

• Message type: E = Error

• Message class: 5D - Error Messages for German Infotype Module Pools

• Message number: 074

• Message text: If a credit balance exists, clear first

What causes this issue?

You want to delete a garnishment. However, a credit still exists for
this garnishment. You have to clear this credit in the next payroll run,
then you can delete the garnishment.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Make entries in the Clearing infotype with clearing type "Payment of
Credit".

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5D074 - If a credit balance exists, clear first ?

  The SAP error message 5D074 ("If a credit balance exists, clear first") typically occurs in the context of financial transactions, particularly when dealing with customer accounts or vendor accounts. This error indicates that there is a credit balance on the account that needs to be cleared before proceeding with the transaction you are attempting to execute.
  Cause:
  
  Credit Balance Exists: The primary cause of this error is that the account in question has a credit balance. This could be due to overpayments, returns, or adjustments that have not been cleared.
  Transaction Type: The transaction you are trying to perform (e.g., posting a new invoice, payment, or adjustment) is not allowed until the existing credit balance is addressed.
  Account Configuration: There may be specific configurations or settings in the account that require clearing of credit balances before new transactions can be processed.
  
  Solution:
  To resolve this error, you need to clear the existing credit balance on the account. Here are the steps you can take:
  
  
  Review Account Balance:
  
  Check the account balance to confirm the existence of a credit balance. You can do this by navigating to the relevant customer or vendor account in SAP.
  
  
  
  Clear the Credit Balance:
  
  Create a Clearing Document: If applicable, create a clearing document to offset the credit balance. This could involve applying the credit to an outstanding invoice or processing a refund.
  Post a Payment: If the credit balance is due to an overpayment, you may need to post a payment against the credit balance.
  Adjustments: If the credit balance is due to an error, you may need to make an adjustment entry to correct it.
  
  
  
  Re-attempt the Transaction:
  
  Once the credit balance has been cleared, re-attempt the transaction that initially triggered the error.
  
  
  
  Related Information:
  
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as:
  
  FBL1N (Vendor Line Item Display)
  FBL5N (Customer Line Item Display)
  FB03 (Display Document)
  F-32 (Clear Customer)
  F-44 (Clear Vendor)
  
  
  
  SAP Notes: Check SAP Notes for any specific guidance or updates related to this error message. Sometimes, there may be patches or updates that address known issues.
  
  
  User Permissions: Ensure that you have the necessary permissions to perform clearing transactions. If you do not have the required access, contact your SAP administrator.
  
  
  Consult Documentation: Refer to your organization's SAP documentation or consult with your finance team for specific procedures related to clearing credit balances.
  
  
  By following these steps, you should be able to resolve the error message 5D074 and proceed with your intended transaction in SAP.