A/R down payment invoice not allowing tax

Hi Experts,
We use SAP Business One 2007A PL-08. While posting A/R down payment with percentage on DPM (For example 50%), the system is not calculating GST on it though we put the GST tax code in the invoice.
Any idea how this can be resolved?
Is there a workaround for this?
Thank you,

Thanks Gordon. As a workaround, we created a dummy item number for the GST to be input into the A/R Down payment invoice. The problem here is that when we add a line item for the GST using this item number, the G/L account is defaulting to customer deposits account and its now allowing us to change the G/L account to the relevant GST G/L. Is there a way we can change the G/L?
Please let me know!!
Thanks

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AP Down Payment Invoice not yet Draw Report

Hi All,
I'm trying to make a query of the AP Down Payment Invoice not Yet draw Report. Can any one tell me which table I should refer when I need to make a query? I checked the ODPO tables that's no field indicate that the Downpayment not yet draw. I also tried the ODPI table when I use that to draw the downpayment invoice to AP invoice. When I query that table it return me 0 line.
Please advice.
Looking forward advice and reply.
Thank you.
Regards,
Foong Yee

AP Down Payment Clearing Account has debit balance if it is not drawn to AP invoice.
Use General Ledger Report,Select AP Down Payment Clearing Account,Select this G/L account,
Select reqd. posting dates,Click Ok.
Now you can see AP Down Payment Invoice not yet Draw Report.

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

Deferred payment of AR Down Payment Invoice

One of our customers demands some changes within the Business One.
The support in Ireland advised us to post these requirements in this Forum.
If a customer pays an AR Down Payment Invoice not in one Amount, but in one ore more installments, it is not possible in the final AR invoice to deduct this amount in normal way.

Hi Lily,
answer your question;
1) As Saying without considering Drop Ship, it is on BP master accounting tab ; Down payment clearing account.
But I usually normal AR Invoice for Drop Ship when the drop ship goods are released.
2) I assume that AR Down Payment function is for advance payment. As you know we need Invoice for Incoming payment and reconciliation. If there are no AR Down payment documents, we have to create Incoming payment by "Payment on Account" and it posts to receivable account.
If you create SO at first and create AR Down Payment copying from SO, it has a relationship between them. After that if you also create AR Invoice copying from same SO, it has a relationship between them. Although there is no direct relationship between AR Invoice and AR Down Payment Invoice, you can trace from AR Down Payment => SO => AR Invoice.
Regards,
Kaori

Down payment invoice tax

Hi All,
We have a customer in the US where an issue has come up regarding the down payment functionality. A message was logged with SAP support and they advised us to post a requirement for missing functionality in US localisation here. The scenario is as follows:
Create DP invoice of say $10000. They recieve the full $10000 via incoming payments. They now create some invoices and want to pay them off with the down payment recieved. The problem they've come across is that the system does not allow the full clearing of the invoice as when you change the amount to draw to the full amount of the invoice (VAT inclusive), you get the system message "Total amount of down payments must be less than amount of Invoice". So when you apply the down payment you are always left with the VAT part as the balance due on the invoice. This creates a problem as the system now says they still owe us money on that invoice even though they paid more than enough already?? Now they have to ask their customer for another payment as there is still a balance due this invoice and of course this is what they don't want.
So basically the requirement here is to have an invoice with tax fully paid off by the down payment invoice.
Hope you can help.
Many Thanks,
Matt

Hello Matt,
based on my understanding of your scenario I think, it should be covered in SAP Business One version 8.8. I think there should be on the SAP portal preview version available for testing so you can test your particular scenario on the system.
Best Regards,
Martin Slavik
SAP Business One Solution Manager

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.

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

Down payment Invoice is not being shown in Credit Memo option

Hello Experts,
I want to make a credit memo against Down payment invoice, but it is not being Drawn by COPY TO option in Down Payment Invoice form and not being Drawn from COPY From option in AP Credit Memo form.
Please help
Thanks
Edited by: Shazad Nazir on Nov 20, 2008 8:45 AM

Hi,
Let me explain the steps I am following, for the problem I am getting. I directly goto Down Payment Invoice option and made a down payment invoice and then I try to use credit memo of that recently made Down Payment Invoice.
But same that Copy TO option is not enable.
Thanks & Regards,
Shazad Nazir

AR Down Payment Invoice Does Not Reflect in BP Master Data...

We have placed a sales order for a BP.
We select payment means and accept the payment
In the background a AP Down Payment Invoice is created
When we view the BP master data - the account ballance window does NOT reflect this "down payment"
If we select the golden arrow at account ballance, uncheck "reconciled transactions" you can see the payment and AP down payment and they clear each other out.
The problem is that when the final invoice is created it is not obvious that a down payment has been received. Even if you are simply working at the BP master data window, it is not obvious that a down payment has been received. I belive our process is correct because If you click the TDP box, the payment is listed and will be applied to the final invoice.
It simply does not alert the user that a payment had been received.
What are we doing wrong?????\
Thank you!
Edited by: Andrew Bleier on Feb 4, 2009 1:27 AM

Keith Taylor
You are right this feature is only available in Version 2007A. There account posting happen purely due to the pay SAP has been designed and the configuration of GL Accounts.
To make fundametal change to the core product is very difficult if you explain me your business process exactly as you do, I could think of alternatives.
Please let know.
Suda

Wrong input Witholding tax at AP Down Payment Invoice

Dear all,
My client has a problem.
He already input AP Down Payment invoice and already has payment for it.
Then when he want to draw AP Invoice from the Good Receipt PO, he found that the WTax Amount is wrong.
It calculate as Total Amount - Down Payment.
He want WTax Amount calculate from Total Amount only (without - Down Payment).
Then he realize that the AP Invoice DP he creates is wrong. Should not have WTax = Yes in the detail row.
The question is: how to make the correction of this AP Invoice DP ?
The AP Invoice DP should have WTax = 'No' in detail row.
While now the AP Invoice DP already set WTax = 'Yes'.
Thanks you very much in advance.
Best regards,
Surya

Hi Surya......
The DP Account is unique at AP Down Payment Service Level.
You have to map it in Business Partner Master Data which comes into the Down Payment Service Invoice when you going to add it..........
Please check once again by defining account for down payment in Business Partner.....
Regards,
Rahul

Get list of related Down Payment Invoices to Delivery note

Hi all,
I would like some tips on how to get the "Open Amount" on any "open" deliveries in B1. the scenario here is that some sales order may have Down Payment Invoices (DPI) associated with them. I dont seem to find any "direct links" between DPI's and Deliveries once the sales orders are converted to Delivery notes.
The only option I can think of at this time is to write a query that will link the following:
Delivery Rows BaseEntry (DLN1.BaseEntry) >> Sales order Rows DocEntry (RDR1.DocEntry) >> DPI header table (ODPI)
This scenario would break if there are lines on the delivery that originated from seprate orders.
Any help you can provide is appreciated.
Thanks

Hi,
There is no "direct links" between DPI's and Deliveries. You can link them through Sales Order.
Thanks,
Gordon

Can not void a check win paid from a down payment invoice

I am working on a problem where we can not void a check to adjust the posting date of the payment.
It would seem that the issue lies with the AP down payment invoice since the error message is
"Cannot cancel a document with down payment that was drawn to invoice {3703-6]"
any ideas would be greatly appreciated
Thanks,
John-Michael

Dear,
Please first check whether the payment did select some down payment or not.
If it did, for your issue, I am sorry to say that we don't have workaround from the point of view of system. We would like to recommande customer to consult with his accountant in order to by-pass the mistake he had done
using standard application processes.
After double confirmed with development,this issue is currenct system behavior.The reply is:
1) payment for the down payment invoice cannot be cancelled if it was
withrawn to AR invoice. It can be done after the AR invoice will be
credited.
However, we have another problems:
2) the invoice cannot be credited if it closed/reconciled.
And one more:
3) cancelling of the manual reconciliation does not open the invoice.
So according all these information the system behaviour is correct and we can do nothing here.
Thanks
Regards
Apple

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

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

A/R down payment invoice not allowing tax

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