How To Fix CRM_GRM_BTX036 - Holdback Reference item not relevant

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_GRM_BTX - Generic business transaction messages for Grantor

• Message number: 036

• Message text: Holdback Reference item not relevant

What causes this issue?

Holdback is only allowed for main payment items.
In addition, a holdback reference item must not have the status
"Completed".

System Response

The holdback reference item cannot be assigned.

How to fix this error?

Select a suitable holdback reference item.

Procedure for System Administrators

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

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_GRM_BTX036 - Holdback Reference item not relevant ?

  The SAP error message CRM_GRM_BTX036, which states "Holdback Reference item not relevant," typically occurs in the context of the SAP Customer Relationship Management (CRM) module, particularly when dealing with holdback items in billing or contract management scenarios.
  Cause:
  This error usually arises due to one of the following reasons:
  
  
  Incorrect Item Configuration: The item in question may not be configured correctly to be eligible for holdback processing. This could be due to missing or incorrect settings in the item category or pricing conditions.
  
  
  Item Status: The status of the item may not allow it to be processed as a holdback. For example, if the item is already fully billed or has been canceled, it may not be relevant for holdback.
  
  
  Missing Data: Required data for processing the holdback reference may be missing. This could include missing references to the original contract or billing document.
  
  
  Business Rules: The business rules defined in the system may not allow certain items to be processed as holdbacks based on specific criteria.
  
  
  Solution:
  To resolve the error, you can take the following steps:
  
  
  Check Item Configuration: Review the configuration of the item in question. Ensure that it is set up correctly to allow for holdback processing. This includes checking item categories, pricing conditions, and any relevant settings in the configuration.
  
  
  Review Item Status: Verify the status of the item. If it is not eligible for holdback (e.g., fully billed or canceled), you may need to adjust the item or create a new one that meets the criteria.
  
  
  Complete Missing Data: Ensure that all required data is present. This may involve checking the original contract or billing document for completeness.
  
  
  Consult Business Rules: Review the business rules that govern holdback processing in your organization. Ensure that the item meets all necessary criteria to be processed as a holdback.
  
  
  Debugging: If the issue persists, consider using debugging tools in SAP to trace the error and identify the exact point of failure in the processing logic.
  
  
  Consult Documentation: Refer to SAP documentation or help resources for more detailed information on holdback processing and the specific error message.
  
  
  Contact SAP Support: If you are unable to resolve the issue, consider reaching out to SAP support for assistance. They may provide insights specific to your system configuration and version.
  
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide updates and patches.
  Transaction Codes: Familiarize yourself with relevant transaction codes in SAP CRM that pertain to billing and contract management, such as CRM_ORDER, CRM_BILLING, etc.
  User Forums: Engage with SAP community forums or user groups where similar issues may have been discussed, and solutions shared.
  
  By following these steps, you should be able to diagnose and resolve the CRM_GRM_BTX036 error effectively.