Activate Billing plan at Order level for Down payment Request

[Former Member]

Hi,

I activated the Billing plan (Milestone) at sales order level and all config done. When i go to sales order header and put the billing date, all details flow correctly (like Date desc - 0009, Billing rule - 05, billing type - FAZ) but when i enter amount, it is Not getting updated in Net value (which appears in top of billing plan Tab). I have assigned cond type AZWR also. So i am getting error while creating Invoice. My item cat here is TAN. have maintained all copy control.

Same if try at item level by changing item cat TAO and assigning billing plan details here.....its working fine.

Can you please let me know if any specific config settings needs to be done to make it happen at order level.

Thanks in advance.....

[Former Member]

Respected,

Up to my knowledge item category TAN is stanard not feasibile for down payment milestone billing plan .For down payment case you have to use item category TAO (milestonne item category) ,AZWR(Condition type) because down payment milestone billing is only done for  sales documents.

Thanks 

[Former Member]

Hi Avinash,

This are normal items always and sometimes we want to activate billing plan (whenever we want downpayment from customer), so we cant have TAO as item category.....Also there may be 100-150 line items per order......so not possible to manually change in orders......

Thanks......

[Former Member]

Hi,

Through item category assignment assign item category group to your normal item category and for down payment item category .Then you can manual change the item category to normal or down payment in order as per your requirement because  all item category are shown which are assign to your item category group( mentioned in material master data).

thanks   

[former_member857659]

Hi Vimlesh,

I am also facing the similar issue, we have a same senario normal items always and sometimes we want to activate billing plan (whenever we want downpayment from customer), so we cant change manually to TAO as item category as there are more then 150 line items per order......so not possible to manually change in orders......

Could you please guide me how did u achieve ure requirement.

Regards,

Rikin