Re:Advance Payment before sales order

Before Sales Order advance payment is received So how configure in SD?

Hi,
Please have a look in to this link:
[Advance Payment Process|Reg: Advance payment from Customer;
Regards

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Advance payment against Sales order

Dear SAP consultants,
A customer pays multiple advances against a sales order.
The advances can be in different modes of payments (credit cards, cash , Check etc).
The requirement is that,
1. These advances should be captured in Sales order, the document should show the flow of advances as well (Sale order document flow).
2. Modes of payment should be captured
3. FI document should be created and cleared
4. Net order value of the sales order should be reduced as and when advance recieved.
5. Pls note that there is no fixed amount that should be paid by the customer (No billing plan)
Thanks again.
Suitable answer willl be rewarded with good points.
Reagrds,
Sandeep Kulkarni.

Sandeep,
In SD, we have the functionality of downpayments.
Here when sales order is created, particular part of the money is paid in advance.
Simultaneously, there will a posting creating manually in FI side for this money in some Special Purpose GL accounts ( indicating this sales order) meant for downpayment purpose and it is not posted as revenue.
Like this there will be various such advance payments.
Once the materials are delivered and invoiced, the advance payments will be converted into Revenue in Finance towards this sales order.
You can ask somebody about this downpayments and make your own customisation to suit to ur reqmt of showing the payments made and the payment mode in saels order itself.
You can check this link to know the process and the configuration better
http://help.sap.com/bp_blv1600/V5600/BL_DE/html/index.htm
Here click teh link "Sales order processing with Customer downpayment" and then read the entire stuff
Hope this helps.
You can reward if this helps

Pop Up of Advance Payment in Sales Order

hi Gurus
Actually i have a query that when i am going to create the sales order the system should pop up the dialouge box indicating the customers's advance payment
And against that advance payment the saes order is created
if thye sales order exceeds that advance payment
the system should gives a pop up of indicating that amt like same in Credit control
bcoz the customer pays in advance the money to the company for the the material which has he ordered
so whats the setting for this
And the Advance payment is variable means it changes daily acording to customer's order
Suitable answers will be rewarded
Regards
Amol gawai
Edited by: AMOL GAWAI on Jun 7, 2008 4:41 PM

Dear Amol,
I think your issue can be addressed by using Credit control area. Please do the following:
a) Define a credit control area for the customer.
b) Maintain credit limit as 1 Rupee T-code - FD32
c) Whenever the customer gives you a advance payment the same shall be entered in the system thru FI route and using the while FI posting in "More Data" the relevant Credit control area should be entered.
d) By doing the above the advance payment received from the customer shall be reflected as "Special Liability" in the Credit control area (FD33). Status Tab in FD32.
e) Now this advance payment will act as the credit limit of the customer. So after this if the Sales order value exceeds this limit the Warning or Error message can be set.
Hope the above works for you.
REWARD if it helps you!!
Regards,
Ajinkya

100% advance payment during sales order creation

Dear Experts,
One of our international client is having one requirement for collecting the 100% advance payment from customer during sales order creation itself. Our customer is in Germany.
For high risk customers they want to collect the advance payment for 100%. And if this 100% advance payment was not paid by customer then, sales order should not be processed.
And during regular sales invoice creation the same down payment also needs to be displayed in the invoice as advance payment.
Is it possible to setup this process using milestone billing.?? .or some other process is available to setup this process.
Thanks for your cooperation.
Warm Regards,
Velmurugan

Hi
Try with this with Credit management.Put High Risk with Error message.
When ever you will Create Sales Order it will Block due to Credit Chech.For this scenario Enter the Parking Vale at F-66.
Then make a entry for Customer-CR to BANK-DR.
This may solve ur requirement.
Regards
JS

Advance Payment againest sales order

Dear Expert,
The Scenario is like this,
If any customer pay some advance payment against one sales order.
through FI transaction we can do booking as advance payment by F-29 BUT,
how we can handle through sales transactions.????
and in sales flow where we can the that advance amount????

Based on your requirement,
> what setting required w.r.t. Billing plan ??
What kind of billing plan is relevant for your business process
-Milestone (01)
-Periodic (02)
> and which Item category we have to assign to OR
-TAO, for Milestone
- For Periodic (01) assign billing plan 02 in at sales doc type OR.
> and respective copy control for FAZ with item category .
Standard copying control is available for OR - FAZ in Copy Ctrl for Sales to Bill doc (use tcode: VTFA).
> and tell me please what are the transaction flow steps we have to follow in above scenario?
> 1)order---2)delivery---3) invoice (F2) and again from 4) OR --invoice (FAZ)
1) Sales order (va01)
2) Down-payment invoice with ref to sales order(vf01)
3) Delv with ref to Sales order (vl01n)
4) Final invoice with ref delv doc(vf01)
Thanks & Regards
JP

Advance Payments in Sales Order

Hi,
Say, Customer Terms of Payment --> 50% Advance ; 30% Dely; 20% Receipt.
The customer can issue Letter of Credit Also.
Scenario:
Customer PO value / Sales order value : USD 5000/-
Advance to be paid : USD 2500 (50%)
There may be a scenario where the customer shall pay the Advance - USD 1500 by cash & remaining USD 1000 by Letter of Credit.
But, when i create a Sales order for this PO, the Order value shall be USD 5000/- whereas the Letter of Credit shall only be for USD 1000. The system blocks the Sales Order for Financial Document value. This block should not happen as this will cause delay the delivery for no fault from the customer.
Can anyone let me know the SAP standard process for handling Advance payment from Customers.

Hi narain
Your requirement can be fulfilled through down payment configurations
Make the following down payment configurations :
item category group - 0005
item category - TAO
for this TAO item category a billing plan 01 (milestone billing plan -01) will be assigned and its billing relevance should be I which is order related billing .
billing doc type - FAZ
cancellation billing doc type - FAS
maintain a condition type AZWR which is down payment settlement , it has requirement as 2 and calc type as 48 acct key as ERL
Now when you enter a material in line item 10 and go to item data , you can see the billing plan tab.
now go to billing plan tab and enter the start date and enter the dates on which billing has to be done and then in billing request enter 0009 which is for down payment.once u press enter automatically it all the dates get blocked and billing request by default you get as 1 , that you change it to 4 or 5 . 4 is for down payment at value basis and 5 is for down payment at percentage basis. and beside that there will be a billing type .assign billing doc type as FAZ. to all dates
check the copying requirements are there at VTFA as 20 and for item category TAO copying requirements 23 is maintained or not
now do the cycle OR - LF - FAZ (billing doc type)
Regards
Srinath

Excise payment before sales order creation

Hi All
I am mapping the process for liquor industry. This industry in India has to fulfill statutory requirements of excise duty as per state government policies.It comes under "state excise."
The process is as follows :
The manufacturer pays the excise amount prior to creation of sales order.
Later on the sales order + delivery + billing takes place.
After that the excise document ( J1IIN) gets generated.
How I can capture the initial excise amount.?
This excise amount will then be a part of purchase order, which can be put as a PO no. in the sales order.
Please advice.
Regards,
Abhijeet Jadhav

Hi,
Please have a look in to this link:
[Advance Payment Process|Reg: Advance payment from Customer;
Regards

Advance payment against Purchase order/Work Order: F-47

Hi SAP Gurus,
Our Client's requirement is as follows u2013
Advance payment against Purchase order/Work Order:
1. Advance should be PO/WO wise & not item wise.
2. Advance should not exceed total PO/WO value.
3. Advance against PO should include taxes & conditions maintained in PO/WO
When I put the purchase order number along with the item number, it is taking into account the basic price for that specific item. This amount is excluding Tax.
Actually the advance is given against the Purchase Order. So whether it is possible to
1. Remove the mandatory filed of Item number against the PO?
2. Whether the amount of the advance should be inclusive of the Tax?
Regards,
Amit

Amit kulkarni,
For this requirement you have to do validation of the amount field for advance payment againest PO.
i thiought this is only way to get your requirement
May be this information is useful to you
Regards
Surya

SD-how to process material packing before sales order entry?

Hi,Guys,
If materials are packed before sales order is created, like:
materia A, 10 batches was put in one bag,
how to model it in R/3? Handling Unit Management can still be used?
Best regards,
Cherie

Maybe I should tell the scenario more clearly.
Following is the physical process in a High-tech company:
10 finished goods: A , were produced.Batch is 001.
In the plant, they are packed into one bag. And this bag has a packing lable number:100
now comes the sales order for one bag of material A. Stock worker go to the warehouse to get the packing number:100 to deliver this sales order.
This scenario is different from the standard one using HUM. Because the standard scenario packing the materials when doing order entry,but this one is before order entry.

How to link Down Payment with Sales Order

Hello Experts,
How to link a down payment with sales order.
Regards,
Shazad

Hello Shazad,
You may check these threads first:
Down Payment Invoice/Request
Re: Down Payment Invoices
Thanks,
Gordon

How does Down payments against sales orders work?

Hi Gurus,
Can anyone explain me How Down payment against sales orders work? Please give step by step details with configuration.
Regards,
partha
[email protected]

Hi Partha,
This link will take you to the document that will give you an idea about "Down Payments against Sales order"
http://help.sap.com/saphelp_470/helpdata/en/dd/561621545a11d1a7020000e829fd11/frameset.htm
Hope it helps.
Regards
Ayub Khan
Please reward points if helpful

Automatic store checking before Sales Order

Please. i need the system to check the availability of materials in store before sales order i.e the system should not post the sales order if the quantity in sales order is greater than quantity in stock.

Hi Victor,
Availablility check for a particular storage location can be done, if you maintain Storage location for the material in the Sales order. This will suffice your problem.
You can refer to the following help link for the same:
[Availability Check: Organizational levels|http://help.sap.com/saphelp_erp60_sp/helpdata/en/f4/7d3f9344af11d182b40000e829fbfe/frameset.htm]
[ATP Check with MRP Areas|http://help.sap.com/saphelp_erp60_sp/helpdata/en/64/3a3054faba11d1a6bf0000e83235d4/content.htm]
Regards,
Keerthi.

Incoming payments against sales order

Hi Experts,
Our client has a new requirement.
They need a new program to process incoming payments against sales order.
They need sales order included in additional selection of F-28 tcode, and clear payments against sales orders.
Could you please guide what all changes required? I have searched on the portal but didn't find any results.
Thanks

Hi Juliya
I would suggest to copy the Sales Order No in one of the reference field (Ref 1, Ref 2 or Ref3) through an exit at the time of Billing (Assumption is that one billing document will always have one sales order only). You can use the exit EXIT_SAPLV60B_008. This will be triggered when the SD Invoice is transferred to Accounting.
Now you can use F-28 or any custom program for clearing based on these fields.
Additionally make sure that the field you are using is not changeble after a posting has been done, You can control this through configuration. Let me know if you need any further inputs.
Thanks & regards
Sanil Bhandari

Advance payment before creating sales order

Hi,
Customer pays advance (Rs.100/- to Rs. 1000000/-)i.e he deposits the amount in bank & shows the receipt. Then sales order is created but order value should not exceed this deposited amount.
How to go about.

Dear Lakshmipathi
Yes i have gone through the Down Payment process.
But the customer directly deposit the amount in bank account using the bank slips which has a unique number(Pay-in-slip Number) which has been allocated to our client by the bank. The client want to create the sales order against this Pay-in-slip Number so that the value in order will not exceed the amount deposited.
I also tried the Value contract concept but its very cumbersome for the amount less than 1000
[One thing Mr.Lakshmipathi our client is a government organisation & they have made mandatory to their customer to deposit the amount irrespective to the value which ranges above 100]
Vipin

Advance payments in sales

Hi guru's
i have any an issue can provide solution asap.
issue:
1. System should accept the 100% advance payment against any sales order.
eg sales order raised     on 15 jan 2012 with rs 1000,00.00, validity of S.o is 30 jan 2012
    100% advance should receive before 25 jan 2012, after 25 jan sys should not accept any advance payment for this S.O
    validity column should be there in va01
delivery should take place only for the amount of advance it has
eg sales order is placed for rs 100000 on 15 jan 2012
on 15 jan advance received for rs rs 40000
on 16 jan raised delivery for rs 20000
on 17 jan trying to raise delivery for rs 50000.( it should be blocked because advance payment received for rs 40000.00 out of that rs 20000.00 delivery is made, so he has just rs 20000.00 advance and delivery is for rs 50000.00 so delivery should be blocked.
thanks in advance
Edited by: imam sk on Jan 17, 2012 4:43 AM

Hi narain
Your requirement can be fulfilled through down payment configurations
Make the following down payment configurations :
item category group - 0005
item category - TAO
for this TAO item category a billing plan 01 (milestone billing plan -01) will be assigned and its billing relevance should be I which is order related billing .
billing doc type - FAZ
cancellation billing doc type - FAS
maintain a condition type AZWR which is down payment settlement , it has requirement as 2 and calc type as 48 acct key as ERL
Now when you enter a material in line item 10 and go to item data , you can see the billing plan tab.
now go to billing plan tab and enter the start date and enter the dates on which billing has to be done and then in billing request enter 0009 which is for down payment.once u press enter automatically it all the dates get blocked and billing request by default you get as 1 , that you change it to 4 or 5 . 4 is for down payment at value basis and 5 is for down payment at percentage basis. and beside that there will be a billing type .assign billing doc type as FAZ. to all dates
check the copying requirements are there at VTFA as 20 and for item category TAO copying requirements 23 is maintained or not
now do the cycle    OR - LF - FAZ (billing doc type)
Regards
Srinath

Re:Advance Payment before sales order

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