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

Similar Messages

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

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

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.

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

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

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 US version 2005A

I see many posts regarding down payment invoices, yet I do not see this feature in the US version. Does anyone know of a method to do a down payment in US version 2005A.
We obtain large payment in advance and want to post this to a liability account and then as we ship and invoice reverse the transaction from liability and hit sales account.
transaction for down payment would be Business partner and liability account.
Later transaction would be liability account and the sales accounts for the items on the delivery and ar invoice.
What is the solution for this

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

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

Down Payment Invoice

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