How to use PM23 - Statements Collector

SAP Transaction Code - Details

• Transaction Code: PM23

  Description: Statements Collector

  Release: S/4HANA and ECC 6

  Menu Path:

  • Human Resources > Payroll > Europe > Germany > Subsequent Activities > Period-independent > Payroll-Related Area > Statements > Group Records by HI Receiving Office

• • Program: RPCBWSD0

    Screen: 1000

    Authorization Object:

  • Development Package: PC_B2A

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: PM23 - Statements Collector

  
  Overview:
  The SAP transaction code PM23 is used to create and manage statements of accounts for customers. It allows users to view and analyze customer account information, such as open items, payments, and credit memos. This transaction code is part of the SAP Financial Accounting (FI) module. 
  
  Functionality: 
  PM23 enables users to create statements of accounts for customers. It allows users to view and analyze customer account information, such as open items, payments, and credit memos. The statement can be printed or sent electronically to the customer. Additionally, users can use this transaction code to view the customer’s payment history and credit limit. 
  
  Step-by-step How to Use: 
  1. Enter the transaction code PM23 in the command field. 
  2. Select the customer for whom you want to create a statement of accounts. 
  3. Enter the date range for which you want to generate the statement. 
  4. Select the type of statement you want to generate (e.g., open items only). 
  5. Select the output format (e.g., print or electronic). 
  6. Click “Execute” to generate the statement of accounts for the customer. 
  7. Review the statement and make any necessary changes before sending it to the customer. 
  
  Other Recommendations: 
  It is recommended that users review their customer’s payment history before generating a statement of accounts in order to ensure accuracy and avoid any discrepancies between the customer’s records and SAP’s records. Additionally, users should ensure that all relevant information is included in the statement before sending it out to customers (e.g., payment terms, due dates, etc.).