How To Fix WAB037 - Customer &1 cat. &2 transferred but forbidden for settl. doc. type &3

SAP Error Message - Details

• Message type: E = Error

• Message class: WAB - Messages Settlement Management

• Message number: 037

• Message text: Customer &1 cat. &2 transferred but forbidden for settl. doc. type &3

Self-Explanatory Message

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Smart SAP Assistant

• What is the cause and solution for SAP error message WAB037 - Customer &1 cat. &2 transferred but forbidden for settl. doc. type &3 ?

  Certainly! Here's a detailed explanation for the SAP error message:
  
  SAP Error Message:
  WAB037 Customer &1 cat. &2 transferred but forbidden for settl. doc. type &3
  
  Meaning / Cause:
  This error occurs during the processing of a settlement document (e.g., in Contract Accounts Receivable and Payable - FI-CA) when a customer with a specific customer category (&2) is being transferred or included in a settlement document of a certain document type (&3), but the system configuration forbids this combination.
  In other words, the customer category assigned to the customer (&2) is not allowed to be settled using the settlement document type (&3). The system checks the allowed combinations of customer categories and settlement document types, and if the combination is not permitted, it throws this error.
  
  Where it occurs:
  
  Typically during settlement runs in FI-CA (Contract Accounts Receivable and Payable).
  When creating or posting settlement documents.
  When transferring customer data to settlement documents.
  
  
  Cause Details:
  
  The customer category (&2) is not assigned or allowed for the settlement document type (&3).
  This is controlled by configuration settings in the system that define which customer categories can be settled with which settlement document types.
  The system prevents posting or settlement to avoid inconsistencies or incorrect postings.
  
  
  Solution / How to fix:
  
  
  Check the Customer Category and Settlement Document Type Configuration:
  
  
  Go to transaction SPRO ?
  
  Financial Accounting ? Contract Accounts Receivable and Payable ? Basic Functions ? Document ? Define Settlement Document Types.
  
  
  Verify the settlement document type (&3) settings.
  
  
  
  
  Check Allowed Customer Categories for Settlement Document Type:
  
  In FI-CA customizing, check the assignment of customer categories to settlement document types.
  This is usually maintained in the IMG under:
  
  Financial Accounting ? Contract Accounts Receivable and Payable ? Basic Functions ? Customer ? Define Customer Categories and their assignment to settlement document types.
  
  
  
  Adjust Configuration:
  
  If the customer category (&2) should be allowed for the settlement document type (&3), add the missing assignment.
  If the customer category is incorrect for the customer, correct the customer master data to assign the correct customer category.
  
  
  
  Check Customer Master Data:
  
  Use transaction FD03 (Display Customer) or FPL9 (Display Contract Account) to check the customer category assigned.
  If the customer category is wrong, correct it in the master data.
  
  
  
  Re-run the Settlement:
  
  After correcting the configuration or master data, re-run the settlement process.
  
  
  
  
  Additional Information:
  
  Customer Category: Defines the type/classification of the customer in FI-CA, e.g., private, business, etc.
  Settlement Document Type: Defines the type of document used for settlement postings.
  The system uses these settings to control which customers can be settled with which document types to ensure business rules and accounting principles are followed.
  
  
  Summary:
  
  
  
  Parameter
  Description
  
  
  
  
  &1
  Customer Number
  
  
  &2
  Customer Category
  
  
  &3
  Settlement Document Type
  
  
  
  Error: Customer &1 with category &2 is being transferred but is forbidden for settlement document type &3.
  Fix: Adjust the configuration to allow customer category &2 for settlement document type &3 or correct the customer category in master data.
  
  If you need the exact IMG path or transaction codes for your SAP version, please specify your SAP module and version.