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

Similar Messages

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

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

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

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.

Cancel A/R down payment invoice and clearing account

The following AR Dowm payment cancelation has been processed (as per the SAp WIKI)
- but the down payment clearning account still has a value - how can this be reversed?
2007A PL 42
1. If a 'Down Payment Invoice' (DPI) is unpaid and requires cancellation, then an 'AR Credit Note' can be used.
2. The 'AR Credit Note' should be based on the DPI. This will create the correct journal entries necessary to cancel the DPI.
3. This is a screenshot of a DPI and its associated journal entry:
4. The credit note based on the unpaid DPI will credit the customer and the associated tax accounts accordingly.
https://wiki.sdn.sap.com/wiki/pages/viewpage.action?pageId=21823731

Lisa,
Please compare the journal created for the DPI and the journal made behind the credit note. Does the journal lines match?
Regards,
Nat

Down payment Invoice and AR Invoice

Hi,
Can anyone please advise the details of this note for PL44 - I am unable to find reference to this note on the SAP notes page?
Error 'Down Payment sum cannot be greater then total sum', note 1244893
We have PL42. We have created an AR invoice and a Down payment seperately. Both IN and DT are appearing as positive figures in the incoming payment window - how can we reconcile these transations?
Thanks Lisa

Note 1244893 - Error 'Down Payment sum cannot be greater then total sum'
Summary
Symptom
In Tax Groups for output documents, you define a tax code. You
create a sales order with this tax code. You create a partial A/R down payment request and pay it. You copy the A/R down payment request
into the A/R down payment invoice. You open a created sales order and
copy it into the A/R invoice, and then attach an A/R down payment invoice. You try to add the A/R invoice and get the following message:
Down Payment sum cannot be greater then total sum [3703-3].
The A/R invoice cannot be posted.
Other terms
JDT1, OINV, Financials
Reason and Prerequisites
Application error
Solution
This issue will be fixed in a future patch. See the info.txt file
on SAP Service Marketplace to verify when the fix was included.
Header Data
Release Status: Released for Customer
Released on: 15.09.2008 08:29:58
Master Language: English
Priority: Correction with high priority
Category: Program error
Primary Component: SBO-SD-INV A/R Invoice
Secondary Components: SBO-FIN Financials
Affected Releases
Software
Component Release From
Release To
Release And
subsequent
SAP-M-BO 2007 2007 A 2007 A
Related Notes
1294071 - Overview Note for SAP Business One 2007 B Patch 09
1257957 - Overview Note for SAP Business One 2007 A Patch 44

About AP Down Payment Request, AP Down payment invoice and AP reserve inv.

Hi:
Which are the main differences? I need to pay in advance to my supplier 100% of the invoice, the purchase invoice would be received one month later. How can i link them? And what about the payment, how can i remember easily that invoices are missing when the account balance is = 0 because the payment is done.
Best regards,
Alberto.

Hi,
There is a business need for companies to issue/receive Invoices including tax (or
VAT) for Down Payments made or received. These Invoices can then be cleared with
partial or final Invoices. Companies can record a Down Payment received in SAP
Business One by creating a Payment not based on an Invoice. However, due to legal
requirements in certain countries the recording of a Down Payment requires an Invoice
or a billing document.
Down Payment Request and Down Payment Invoice documents have their own numbering series. The Down Payment Invoice
resembles a regular Invoice and the Down Payment Request resembles a Sales
Quotation. The user may define a different series under Invoices to be used in the
Down Payment document. Neither of these two documents affects the On Hand stock
or the stock valuation. They can be of Items or Service type.
The process for them are:
Down Payment Invoice>Payment of Down Payment Invoice >Regular Invoice> Payment of Regular Invoice.
Down Payment Request>Payment of Down Payment Request > Regular Invoice >Payment of Regular Invoice and Clearing of Down Payment.
For the invoice paid, you can find a Payment Means icon from Invoice window, click on it, there is payment information and a link for it.
Hope this helps,
maggie an

AP Down Payment invoice

Hi
what's the trick...
customer would like to issue an "AP Down Payment invoice" and it is clearly "TAX" to be calculated, but it does not do it.
I tried created a GRPO and the Tax shows, but than I go into AP Down Payment invoice and do a copy from GRPO and it brings it over without tax.
there is nothing in Document settings
thank you

This question has been answered a few times before.
A DP Invoice when copied from a PO is not a financial transaction and only on making a payment does it turn into one. Therefore Tax would not get copied

Issue Reg Down Payment Invoice/Request

Dear All,
I have a scenario where in i have created Purchase Order with CENVAT Components (i.e. BED @8, Cess@2, and Hess@1 along with VAT @4) the total value including tax is say about Rs140000.00. Now i want to pay full Amount as advance i.e 140000.00 (say 120000.00 basic value and 20000.00 tax value ).
When i am trying to create A/P Down Payment Invoice against that Purchase Order as a Full Advance (100%) system is showing error for CENVAT Components, as we can not consider this in A/P Down Payment Invoice.
Can any body tell me any work around ? or alternative way of doing it ?
Regrds,
Kashinath

HEY I HAVE SOLVED THIS ISSUE MYSELF

Service Tax On Down Payment and Tax Payment Wizard

Hi All,
We would like to make a down payment and apply service tax to it.
Once i create a AP Down payment invoice with the service tax, make an outgoing payment against it, create AP Invoice and adjust the down payment, now after following this procedure, when i run the tax payment wizard, the service credit available becomes zero.
It works well in case of partial payment but not 100% advance. Has anyone faced this issue??
How can this be resolved?
Thanks,
Joseph

Hi Rahul,
Exactly! The system doesnt consider the tax on DP when we check through Tax Payment Wizard.
I guess this is a missing functionality? What do you think? Because there may be a chance that the service tax may get deducted at down payment! What is your take on this?
Looking for valuable responses from other experts too!
Thanks,
Joseph

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?

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

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.

Down payment invoice tax

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