Create Down Payment Invoice

We have a order need to receipt 50% amount of order before goods delivery. I would like how to create a invice / pro forma invoice for that knid of purpose. Thanks!

Dear All,
You can post an invoice proforma by transaction F-48 using the special G/L INDICATOR A.
I hope this helps.
Mauri
50 bank
29A Vendor
Edited by: MAURIZIO BIANCOTTI on Dec 22, 2009 5:23 PM

Similar Messages

How to create Down Payment Invoice without Small Business One

Greetings,
I have a requirement to create an AR Invoice to solicit a Down Payment (previous to any Goods Issue). I see from other postings that this can be done using Small Business One, but we only have the SAP ERP 5.0 implemented. The customer has agreed to Down Payments, but will only submit payment after receiving an invoice.
Is this functionality available in SAP 5.0?
Thanks,
Tony-

Closed due to non-response.

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

How to create A/R Down payment Invoice

Hi;
I am trying to create A/R Down Payment Invoice through DI API by using the below mentioned object but the system is giving me the following error "Invalid Value. {DPI1.ExLineNo} {Line No. 1}".
SAPbobsCOM.Documents oDoc SAPbobsCOM.Documents)x.CompanyObject.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oDownPayments);
            oDoc.Lines.SetCurrentLine(0);
            oDoc.CardCode = "C0001";
            oDoc.Lines.ItemCode = "Test";
            oDoc.Lines.Quantity = 2;
            oDoc.Lines.UnitPrice = 10;
            oDoc.Lines.ActualDeliveryDate = DateTime.Now.Date;
            oDoc.Lines.BaseType = 17;
            oDoc.Lines.BaseLine = 1;
            oDoc.Lines.BaseEntry = 1;
            oDoc.Lines.ExLineNo
            int oRetVal = oDoc.Add();
            if (oRetVal != 0)
                MessageBox.Show(x.CompanyObject.GetLastErrorDescription());
Please suggest me how I can create AR Down Payment Invoice along with Incoming Payment and then wanted to link AR down payment invoice with AR invoice.
Regards;
Deepak

Hi
Try this code
Try
'Create DownPayment Invoice Object
        oDPM = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oDownPayments)
        'Set Down Payment Header Values
        oDPM.CardCode = "Some Card code"
        oDPM.DocDueDate = "Suitable Date"
        oDPM.DownPaymentPercentage =" Numeric value (Double)"
        oDPM.DownPaymentType = SAPbobsCOM.DownPaymentTypeEnum.dptInvoice
        'Set Down Payment Line Values
        oDPM.Lines.ItemCode =" Some Item Code"
        oDPM.Lines.Quantity =" Quantity"
        oDPM.Lines.Price =" Item Price"
        lRetCode = oDPM.Add ' Try to add the invoice to the database
        If lRetCode <> 0 Then
             oCompany.GetLastError(lErrCode, sErrMsg)
             MsgBox(lErrCode & " " & sErrMsg) ' Display error message
        Else
             MsgBox("Down Paymeny Invoice Added to DataBase", MsgBoxStyle.Information, "Invoice Added")
        End If
    Catch ex As Exception
        MsgBox(ex.Message)
    End Try
Regards
Arun

Create AP Down Payment Invoice

Dear All,
I have a problem when I creating AP Down payment Invoice using SDK SAP2007. Error message like this
"Chosen BP is not customer ODP1.Cardcode line: 1, 'v181'"
When i check in SAP B1 2007, V181 is already set to VENDOR.
Here is the code :
Set oCompany = New SAPbobsCOM.Company
    With oCompany
        .Server = "T9\sql2005"
        .CompanyDB = "blive"
        .UserName = "n2301"
        .Password = "n7hfd8sd22"
        .DbServerType = dst_MSSQL2005
        .language = ln_English
        .UseTrusted = False
        .DbUserName = "sa"
        .DbPassword = "23dsasdh8d"
    ierr = oCompany.Connect()
        If ierr <> 0 Then
            Call oCompany.GetLastError(lErr, sErr)
            MsgBox sErr
        Else
            MsgBox "OK"
        End If
    End With
    Set oDP = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oDownPayments)
    With oDP
        .CardCode = "V181"
        .NumAtCard = "Ticket 001"
        .DownPaymentPercentage = CDbl(100)
        .DocDate = Now
        .DocDueDate = Now
        .DownPaymentType = SAPbobsCOM.DownPaymentTypeEnum.dptInvoice
        .Lines.ItemCode = "C1"
        .Lines.Quantity = CDbl("10")
        .Lines.Price = CDbl("200")
        .Lines.VatGroup = "ZI"
    End With
        lErr = oDP.Add()
        If lErr <> 0 Then
            Call oCompany.GetLastError(lErr, sErr)
            MsgBox sErr
        Else
            MsgBox "OK"
        End If
Thanks before
rgrds,
Edited by: Lunatic on Jun 25, 2009 6:24 AM

HI
Use the BoObjectTypes.oPurchaseDownPayments for A/P Down payments (purchase).
oDownPayments object is a A/R Down payment for (sales)
Regards,
J.
Edited by: Janos Nagy on Jun 25, 2009 9:32 AM

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

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 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

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 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

Amout check on Down payment Invoice

Dear All,
while creating a down payment invoice, the system have not any check on the amount of the base document. as if we have a purchase order of amount 100$ and we create a down payment invoice initially of 30% and pay it through out going payments, and again we create a down payment invoice and assign 100% the system allow us to create it against the same vender without show the remaining balance or any amount exceeding notification.
so in actual the amount would be 130$ and when we try to create the A/P Invoice with reference to that PO. system will not allow us to create invoice as the total will be higher then the actual PO.
Kindly guide me in this regard. how can we control the down payments amount with reference to due amount.
Regards,
Awais

Hi,
it is a system default which will allow you to create as many down payment invoice as possible.
it is just based on the BP code.You can create a standalone down payment invoice for any BP,item or service type and then you can link this to your Invoice.
During the invoice you will be selecting your down payments in the invoice window.Here you will be seeing only the down payments which you have made already the payments.
And if you try to select the down payments whose total is greater than invoice system will block you.
If you want to link down payment based on PO then i think through coding it is possible
Regards
Md.nazeer Shaikh

Purchase register query based on down payment invoice

Hai All,
I am creating an invoice based on purchase order.The vat tax is being calculated in the downpayment. I want the vat to be displayed in the downpayment invoice as well as the a/p invoice but i m not getting it in the a/p invoice. Pls guide me with the linking of tables to get the query working. I have formatted the fields req but could not link the tables...Pls guide me with that...
Thanks & Regards,
Neela

Hi Neela,
Check the thread.
Re: Purchase register query based on down payment invoice
FROM PCH1 T0
INNER JOIN OPCH T1 ON T0.DocEntry = T1.DocEntry
INNER JOIN OSLP T2 ON T0.SlpCode = T2.SlpCode
LEFT OUTER JOIN PCH12 T3 ON T1.DocEntry = T3.DocEntry
LEFT JOIN ODPI T4 ON T1.CardCode = T4.CardCode
INNER JOIN DPO1 T5 ON T0.ItemCode = T5.ItemCode
Close the thread, if issue solved.
Regards,
Madhan.

How can we reject a Sales order after first Down payment invoice for Italy?

Hello,
As a legal requirement in Italy the Down paymenty have to be transformed into real invoices, another legal requirement is that an invoice cannot be cancelled it has to reversed by a credit memo.
I would like to know in this context how we can reject a sales order line once a Down payment invoice has been emitted.
When I do enter a reason for rejection in the sales order line I receive the message : V1036: Subsequent documenst exist for item XXX and then V2432 Cancellation not possible. Down payment request already created.
I can create a down payment credit memo in order to cancel the down payment invoice but how can I get rid of my SD requirement in MD04 if I cannot reject the sales order line?

Hello,
have you tried using a recjection code which is not relevant for billing?
Regards,
Uli

Create Down Payment Invoice

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