AR Down Payment Invoice - No freight?

Hi All,
Does anyone know how I can request prepayment for the freight component of a DP invoice/request? I see no way of doing this. It is a problem for me as many of our customer prepay, and I need to allocate the freight at the same time.
Allocation of freight on the sales order does not transfer to the DP invoice when copied. If we send them another invoice for the freight after the delivery we might not get paid
Am I doing something wrong here?
Regards,
John

Hi John,
Depends on the version of SBO you are on. I'm in 2007A and DownPayment invoices are for net amount (taxes are excluded in DP invoice amt).  I believe in 8.8 you can choose to include tax but not sure about shipping.
Workaround could be to include the shipping amount in the item's unit price for the transaction; or create a shipping IMD code.
Heather

Similar Messages

  • AR Down Payment Invoice - Freight field needed

    Hi,
    I have various freight options defined in Admin>Setup>General>Freight.
    When I create an AR Invoice there is a Freight field in the General area near the Total field, here I can click the orange arrow and select the appropriate freight option from the list.
    But when I create an AR Down Payment Invoice this Freight field is not appearing.
    Can anyone advise how to have the Freight field appear so I can add freight to an AR Down Payment Invoice in the same way as an AR Invoice? I have tried the form settings but have not resolved the problem

    Thank you Jitin
    This is the scenario - perhaps there is a better way for me to manage the process than Down Payment Invoice? :
    Our normal process with an established customer who has a 30-day credit account:
    We create SAP Sales Order.
    When goods are ready to ship we copy Sales Order to Delivery which adjusts the stock level and we ship the goods.
    We then copy Delivery to AR Invoice and add the freight.
    But when a new customer wishes to place an order we require payment in full including tax & freight before shipping:
    So I need to create a document to send the customer which is the same as the final invoice including tax & freight but which does not make any adjustment to the stock.
    What is the best way to do this?

  • A/R Invoice with freight Linked to A/R Down Payment invoice

    Hi All,
    scenario:
    SAPBO 2007 SP1 PL 12
    A/R Down Paymenti invoice  100 + tax20 = 120 (it is paid)
    A/R Invoice :
    80 + 20(freight) + 20(tax) = 120
    When I linked the a/r down payment invoice  the system returns this error:
    "Total amount of this payment must be less than amount of invoice"
    because It compares 100 with 80 not considering the freight of 20.
    I tried in SBO 8.8 SP0 PL 14 and it works correctly!!!
    Any idea???
    Simona.

    Hi Simona,
    New version has changed certain process based on users request. If 8.8 is working for you, upgrade 2007 version soon.
    Thanks,
    Gordon

  • No Freight cost on AR Down Payment Invoice

    Hello,
    My customer needs to create an 100% AR Down Payment Invoice based on a Sales Order with freight costs. But this is not copied across, plus you don't have the option to add this either..
    How can this be done, I don't see an option.
    Regards,
    Petronella

    Hi,
    Could that be manipulated with SDK?! (The down payment module does not have the option to add additional expesnes. It will only work with Line item totals.)
    Thanks for the other option, I'll advice the client about this.
    Regards,
    Petronella

  • AR Down Payment Invoice overpays when paying in full, with freight

    We entered a sales order, then selected AR Down Payment Invoice from the Sales Order Copy To options. In this case, we decided to invoice for the full amount, including the freight.
    A Down Payment was created for 100% of the total, yet an invoice remains for the freight, which was already included in the Down Payment invoice. This causes the customer to be billed twice for freight.
    Has anyone come up against this before?
    SAP 2007A
    Thanks
    Mike

    Mike,
    A down payment, based on the definition, should be < full amount.  If your business case decide to charge full amount up front, better using deposit or payment on account option.  Then you don't need to deal with this Billing Twice situation.
    Thanks,
    Gordon

  • Freight in Down Payment Invoice

    Dear All,
    In Sales Order I have added freight in the document and now for this sales order a down payment invoice is been booked and in down payment i am using the option copy from - Sales order and in Document Draw Wizard I am clicking the option Draw All Data ( Including Freight & Witholding Tax ) but in Dow Payment Invoice the freight amount is not coming. Is it possible to bring freight in down payment or this option cannot be done in down payment invoice.
    I am using SAP Business One 2005B with patch level 39.
    An early response from your end would be highly appreciated.
    Thanks and Regards,
    Kawish Junaid Mazhari

    Dear Ivy,
    Thanks for the response. But as frieght charges cannot be copied to down payment invoice then what can be done if in a particular sales order, the Sales order value is less than the down payment. It happens sometimes that the customer gives on account payment and sales order is made after recieving the down payment. But in SAP Business One it seems that a down payment cannot be done more than the sales order value
    Does anyone has a solution for the above situation.
    Thanks and Regards,
    Kawish Junaid Mazhari

  • Down Payment Invoice

    Scenario :
    The company is collecting Advance from the customer  for a sale. The sale includes freight.
    The Customer gives 50 % of the sales order which includes freight.
    In SBO :
    1.  'AR Down Payment Invoice' is raised for advance.
    Issue
    1. The AR Down Payment does not consider freight.
    How to include freight in the down payment..?

    Hi,
    As the requirement is currently not available in the standard software
    version of SAP Business One, we would like to ask you post your
    requirement in our SAP Business One Product Development Collaboration
    forum. You can find the forum in this link:
    /community [original link is broken]
    The forum is being moderated by members of the Solution Management team
    specialized in certain areas, according to the business you are in.
    Partners can impact the design of specific features by posting
    suggestions and feedback at this forum.
    Regards
    Vikas
    SAP Business One Forums Team

  • Creation of A/R Down Payment Invoice  based on Sales Order not logical

    When creating a A/R Down Payment Invoice based on a Sales Order you
    have the option to create multible ones. Which by itself could be
    usefull to create one of 50 % for a certain day and decide they need to
    pay another 25 % at a later date.
    But SBO does not track what already have been posted. Therefore you can
    create a sum more then a 100% without warning or blockage.
    Tested this in SBO 2007 A SP:00 PL:00
    Scenario:
    Sales - AR>Sales Order
    Create and post a Sales Order
    Sales - AR>A/R Down Payment Invoice
    Create an A/R Down Payment
    Select the BP and copy the Sales Order
    Set DPM to 40%
    Post the A/R Down Payment
    Sales - AR>A/R Down Payment Invoice
    Create an A/R Down Payment
    Select the BP and copy the Sales Order
    Set DPM to 100%
    Post the A/R Down Payment
    Sales - AR>A/R Down Payment Invoice
    Create an A/R Down Payment
    Select the BP and copy the Sales Order
    Set DPM to 70%
    Post the A/R Down Payment
    Making the total for the Sales Order 210% worth of Down Payment
    Invoices without warning/blocking. I would expected that you would only
    be able to set the rest sum %. For instance first scenario I entered
    60% therefore setting the second Down Payment Invoice to a max of 40%
    Untill you have used up the 100% and you cannot select the Sales Order
    in question..
    If multible users do the same work, SBO doesn't show that it has
    already been done. Same if you forgot you already created it you can
    still create one. Plus sometimes it will happenyou create the Down
    Payment Invoice and not paying attention you create the first one with
    a 100% and later with the intended percentage..

    Hello Petronella,
    you are right that B1 is not checking the total value of DP created from the Sales Order.
    The logic and checking procedure here is only between Sales Order -> Delivery/Invoice.
    DP Invoice is considered as transaction related to document the receipt of the money (parallel to the sales process). Between the moment of basing of DP to Sales Order it is still possibility to adjust Sales Order as there is no posting behind Sales Order.
    The question is what would be a checking  procedure in case that on Sales Order there is based Delivery and DP? What would be the system priority to take into a consideration?
    Regards,
    Martin Slavik
    Regional Solution Manager

  • Customer Down Payment invoice (from delivery) not automatically assigned

    If I create a Down payment invoice from Sales Order (and I paied it) on the final invoice the sistem automatically assigne the down payment invoice on the final invoice for the order.
    If I do the same think but crerating the Down payment invoice from the delivery (and I paid it) when I create the final invoice I need to assigned it manually.
    SBO 8.81 PL 06
    I haven't found any set up for this, so I think is an error the sistem must work on the same way if the document is copied from the Sales order or delivey.
    Someone know if there is some set up? or I need to open an error message to SAP?
    Thanks

    My question is:
    If I make a sales order.
    I create a down payment invoice using copy from SO.
    I make the incomuing payment for the down payment invoice.
    I create the delivery from the SO
    I create the invoice from the delivery
    The system apply automaticaly the down payment invoice to the invoice (because I select a delivery that is linked to the so that I used to create the down payment invoice).
    If I make a sales order.
    I create the delivery from the SO
    I create a down payment invoice using copy from delivey.
    I make the incomuing payment for the down payment invoice.
    I create the invoice from the delivery
    The system DO NOT apply automaticaly the down payment invoice to the invoice (even if also this document is linked to the delivery that I use to create the down payment invoice).
    I know that I can select it manually. But I can select it manually also if I use the SO to create the down payment instead of the
    delivery. Why if the situation is the same in the firs case the system do it automatil^cally and in the second case I need to do it manually?
    Of course if I create a Down Payment invoice without selecting any document (SO, delivery..) the system don't know if you want to apply the payment to the final invoice.
    But If I select the delivey to create the down payment (the same if I select the SO): I want to apply the down payment to the final invoice of this delivery and not to another delivery.

  • SQL-Query - AR Invoice and related AR Down Payment Invoices

    Hello everybody,
    I want to show all AR Down Payment Invoices related to a given AR Invoice, i.e. a query approximately in this form:
    SELECT
    T0.DocNum AS 'Invoice',
    T0.DocDate AS 'Invoice Date',
    T0.DocTotal AS 'Open Amount',
    T1.<<DocNum>> AS 'Down Payment Invoice',
    T1.<<DocDate>> AS 'Down Payment Invoice Date',
    T1.<<Amount>> AS 'Down Payment Invoice Amount'
    FROM
    OINV T0 INNER JOIN <<Down Payment Invoices>> T1
    ON T0.DocEntry = T1.<<DocEntry>>
    WHERE
    T0.DocNum = xxxxx
    I want to know if such a table <<Down Payment Invoices>> exists and what its name is.
    Thanks for your help!
    Regards,
    Frank Romeni

    Thanks for the INV11 - but this table seems to be empty even for invoices we have related down payments, e.g.
    SELECT
    T0.DocNum, T0.DocTotal, T1.<<whatever you want>>
    FROM
    OINV T0 LEFT OUTER JOIN INV11 T1
    ON T0.DocEntry = T1.DocEntry
    WHERE
    T0.DocNum = xxxxx
    That INV11 is always empty I could see with SELECT * FROM INV11
    Regards
    Frank Romeni
    P.S.: I only post questions to this forum when I analysed my problems and only if I couldn't find any further information in the helpfiles. With regard to your first hint to ODPI there is no reference to INV11 in the helpfiles.
    With regard to your comments I feel impelled to to say that if my question is confusing you, then it seems that nobody has ever taught you that meaning can be taken from the context. Regarding the "street", you asked me to find something: Do not waste your time with talking precociously ...
    If you should feel annoyed by my comments, we'd better stop this conversation. Otherwise let us fall back to a strictly factual exchange of information, OK? I am not willing to discuss this any further!
    F.R.

  • A/R Down Payment Invoice and A/R Invoice

    Dear Experts,
    I have thousands of A/R Down Payment Invoices (Not Yet Fully Applied) that were suppose to be applied to the correct A/R Invoice through an integration that didn't work.  Is there an easy way or any way to apply the down payments to the correct invoice now in batch.  There are so many now that trying to use the Total Down Payment Button "..." crash the system.

    Dear Gordon,
    We get about 400 to 500 A/R Invoices a day.  And right now we have 13,000 down payments we need to match.  Oh by the way we are on SAP B1 8.8 Patch 15

  • How to block a delivery when an A/R Down Payment Invoice is not paid?

    1. Create and add a Sales Order
    2. Create and add an A/R Down Payment Invoice based on the created Sales Order (set DPM % to 50)
    3. Create and add a Delivery based on the created Sales Order
    The delivery is not blocked.
    Is there an easy workaround/alternative to ensure goods are stopped from being delivered when a customer hasn't paid a certain amount upfront?

    Hi Suda,
    Unfortunately my usage of the sql queries is a bit rusty and am not sure if I am doing this correctly.
    Next to that I don't exactly see how it should work (hence my comment being rusty - haven't used this very often). I see that it checks the AR Down Payment Invoice document and lines, but how it checks to which sales order it is connected to stop the delivery.. Plus I always want it to stop any delivery when an AR Down Payment for any percentage hasn't paid in full untill it has been paid/approved by someone to be delivered. If no AR Down Payment has been done, there is no issue.
    Anyway I have copied your query to the Query Generator and saved it.
    I created an approval procedure based on delivery documents and based it on the saved query.
    Added a sales order and created a Down Payment Invoice based on the sales order with 40% that has to be paid upfront. Created a delivery based on the sales order and added the document. I only gotten an internal error (it went so quickly I can't see the actual whole message because I get the created message straight after), but it created the delivery anyway.. (same as you described maybe?)
    I'm missing something obviously, let me know what to do.
    Regards,
    Petronella

  • Close Open Amount on A/P Down Payment Invoice

    Hi,
    I have the following scenario:
    I have created an A/P down payment invoice for 1000$
    Create an Outgoing Payment for this A/P Down Payment Invoice for 1000$
    This payment is closing the A/P Down Payment invoice
    Create an A/P Invoice for 800$ - apply this amount from the A/P Down Payment invoice (updating Amount to draw to 800$). The A/P invoice will close.
    The issue is how to get the money back from the supplier closing also the open amount of 200$ from the AP Down Payment Invoice.
    I have tried to apply an A/P credit memo to the A/P Down Payment Invoice but the system does not display the open amount from Down Payment invoice.
    Another way I have tried to create a manual A/P Credit Memo to BP and manually closing the open amount on A/P Down Payment Invoice but the system would not allowed me to cancel or remove the open amount on the Down payment.
    Do you have any other ideas?
    I am working with SAP B1 2007 PL42.
    Thank you,
    Alex

    Hi Alex
    please create a message for SAP Business One Support with high priority and all the details.
    regards
    Rui Pereira
    SAP Business One Forums Team

  • Error in creating document series at A/R Down payment Invoice

    Dear All,
    One of my client has 4 Regional Offices,one in Delhi,one in Mumbai,one in Chennai and one in Gurgaon.
    For all the other RO's I have created seperate document number series for A/R Down payment Invoice but when I am trying to create a new series for Gurgaon RO, I am receiving an error message as"Another User is Modified(NMC1) ".
    Please put your valuable thought on this issue and help me to resolve this issue.
    Thanks & Regards,
    Ashish

    Close the Document Numbering Screen and Open again and Update the Series.
    Ensure that the Series Nos don't overlap

  • A/P Down payment invoice cannot be drawn to credit memo

    Hi Experts
    When i try to draw a A/P down payment invoice into a A/P credit memo, it gives me an error like Basetype mismatch what could be the reason for this ?
    Thanks & Regards
    Kanishka Wickrama

    Hi!
    You need to use Copy From option to book Credit Note on Down Payment. Also, if your Down Payment is Reconcilled (Payment Done) you need to cancel the payment first. Make sure the Downpayment is in OPEN status.

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