How To Fix 5D086 - Credit balance exists, clear with status &

SAP Error Message - Details

• Message type: E = Error

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

• Message number: 086

• Message text: Credit balance exists, clear with status &

What causes this issue?

You want to set the status of a garnishment to "Repaid". However, a
credit still exists for this garnishment. You have to clear this credit
in the next payroll run, then you can set the status to "Repaid".

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?

Proceed as follows:
Use the specified status.
Add a record with clearing type "Payment" to the Clearing infotype.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message 5D086 - Credit balance exists, clear with status & ?

  The SAP error message 5D086 indicates that there is a credit balance in the system that needs to be cleared before proceeding with certain transactions. This error typically arises in the context of financial transactions, particularly in accounts receivable or accounts payable.
  Cause:
  The error occurs when:
  
  There is an outstanding credit balance for a customer or vendor that has not been cleared.
  The system requires that all credit balances be settled before allowing further transactions, such as posting new invoices or payments.
  
  Solution:
  To resolve the error, you can follow these steps:
  
  
  Identify the Credit Balance:
  
  Use transaction codes like FBL1N (Vendor Line Item Display) or FBL5N (Customer Line Item Display) to check the account for any outstanding credit balances.
  Look for any open items that may be causing the credit balance.
  
  
  
  Clear the Credit Balance:
  
  If the credit balance is valid and should be cleared, you can do so by:
  
  Posting a payment against the credit balance.
  Creating a credit memo to offset the balance.
  Using transaction F-32 (Clear Customer) or F-44 (Clear Vendor) to clear the open items.
  
  
  
  
  
  Review Configuration:
  
  Ensure that the configuration settings for the customer or vendor accounts are correct. Sometimes, settings related to payment terms or credit management can lead to unexpected credit balances.
  
  
  
  Consult with Finance Team:
  
  If you are unsure about how to handle the credit balance, consult with your finance or accounting team to ensure that the correct procedures are followed.
  
  
  
  Check for System Issues:
  
  If the credit balance seems incorrect, investigate if there are any system issues or data inconsistencies that need to be addressed.
  
  
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as:
  
  FBL1N: Vendor Line Item Display
  FBL5N: Customer Line Item Display
  F-32: Clear Customer
  F-44: Clear Vendor
  
  
  SAP Notes: Check SAP Notes for any known issues or patches related to this error message.
  Documentation: Review SAP documentation for accounts receivable and accounts payable processes to understand how credit balances are managed.
  
  By following these steps, you should be able to resolve the error message 5D086 and clear the credit balance effectively.