When you try to change a Payment Method (Ex: Bank Transfer to Direct Debit) in a particular Account, system throws below error message:
Only personnel change module is permitted to modify Payment Agreement
Reproducing the Issue
- Go to Account Management work center.
- Select Accounts view.
- Select the Account and select Edit button and choose Financial Data.
- Change the Payment Method and Enter.
Note: This Account is also has a role Employee.
The Payment Form information for an Employee within a Payment Agreement will be used to pay the salary of the Employee. Therefore this information can only be maintained for an internal Employee from Personnel Change module if Process Component Personnel Admininstration is scoped. Only if you create a different payment agreement for the customer (for the same Employee) with an other company assignment as the Employee has, you can assign other payment forms to this payment agreement.
If you have to use the same payment agreement (with the same company assignment) for Employee and Customer, then only the Personnel Change module is able to change the payment form.
The only workaround will be that you can create for the customer a new instance. Then for this new instance you can create a new payment agreement and for this new payment agreement you can maintain different payment forms as for the Employee.
KBA , SRD-MD-BP , Business Partner , How To