How To Fix CRM_PAYPLAN001 - Payment plan allowed only on header level

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_PAYPLAN - Messages of Payment Plan Set

• Message number: 001

• Message text: Payment plan allowed only on header level

What causes this issue?

Payment plans can only be assigned to document types at header level;
it is not possible to assign payment plans to item categories.

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?

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_PAYPLAN001 - Payment plan allowed only on header level ?

  The SAP error message CRM_PAYPLAN001 indicates that a payment plan can only be applied at the header level of a transaction in the SAP Customer Relationship Management (CRM) module. This error typically arises when a user attempts to assign a payment plan to a line item or a level that does not support it.
  Cause:
  The primary cause of this error is that the payment plan functionality in SAP CRM is designed to be applied only at the header level of a document (such as a sales order, contract, or billing document). If a user tries to assign a payment plan to an individual item or line level, the system will trigger this error message.
  Solution:
  To resolve this error, you should ensure that you are applying the payment plan at the correct level. Here are the steps to follow:
  
  
  Check Document Level: Ensure that you are working at the header level of the document where the payment plan is intended to be applied. You should not attempt to apply it to individual line items.
  
  
  Access the Header: Navigate to the header section of the transaction (e.g., sales order or contract) where you want to apply the payment plan.
  
  
  Apply Payment Plan: Look for the option to add or modify the payment plan in the header section. This is usually found in the payment terms or financial details area.
  
  
  Save Changes: After applying the payment plan at the header level, save your changes.
  
  
  Review Configuration: If you believe you should be able to apply payment plans at a different level, review the configuration settings in your SAP system. Consult with your SAP administrator or functional consultant to ensure that the system is set up correctly for your business processes.
  
  
  Related Information:
  
  Documentation: Refer to the SAP Help Portal or your organization's SAP documentation for more details on payment plans and their configuration.
  Transaction Codes: Familiarize yourself with relevant transaction codes such as CRMD_ORDER for managing CRM orders.
  User Roles: Ensure that you have the necessary permissions to modify payment plans and that your user role is configured correctly.
  SAP Notes: Check for any SAP Notes related to payment plans and CRM errors that may provide additional insights or solutions.
  
  If the issue persists after following these steps, consider reaching out to your SAP support team for further assistance.