down payment - billing plan bill. value

[former_member213871]

Hello people,

I would like to ask you for help with payment in advance scenario. I have one materiál in sales order with value and item category TAN. Then I put new item with item category TAO. Billing plan is active and is possible to edit data in it. What I have:

Is there any chance that in this field will be actual value of sales order - automatically?

Thank you.

BR,

David

[Former Member]

yes, you can edit the value, and also put the percentage in the milestones then also the values is distributed.

Check the billing plan(mile stone) configuration.

Regards,

Abdul Rahim

[former_member213871]

Hi,

thank you for your answer, but this is the part I do not fully understand.

I have two items in sales order:

1. item TAN for 1000 CZK

2. item TAO for down payment

So sales order value is 1000 CZK.

If I go to item 2 into Billing plant I can see zero values in fields "Net value" and "Billing value". If I change rule in billing plan to "4" intead of "5"(can be seen in Picture in first post) and put 50%, nothing happen :-/. I do not know how to transfer value of sales order to item 2 - TAO.

BR,

David 

[Former Member]

Dear David,

What is the purpose of creating a new line item?, in for the frist line item it  self you are taking down payment, take TAO for the 1st line, hope this would resolve your issue.

Regards,

Abdul Rahim

[former_member213871]

Dear Abul Rahim,

few years ago there was a SAP consultant in our company and together with my colleague bulit this solution. It was never used (for down payment is still used very old solution which is hard to modify so I decided to try this "new one").

How it should work. Create standard sales order with requested materiál items. Then if down payment should happen, insert new service item with item category TAO. Then for this service item create FAZ invoice. After this document is cleared by incoming payment, delivery from sales order is created. And then standard F2 invoice.

This scenario works well, the only thing I do not like is to fill "Billed value" manually to "Billing plan".

As I assume, you mentioned use TAO item category for all "materiál" items. I am not sure whether this is proper solution. If I will have dozens of items to modify in case of down payment is necessary - sales people will hate me. And I am not sure how to handle delivery from this items. For me is preferred solution to use extra service item for down payment. If it means that there is necessary to fill amount, so be it. But if there is a way how to do it automatically, I would be happy.

Thank you and best regards,

David

[Former Member]

This is the solution Given by the SAP, IF down payment or Advance payment done then that values get deducted from the mail item value and the final bill (f2) will be done for the remaining amount.

Other wise go to SAP standard FI transactions for Down payment and post the document under category, once the final bill  happened then the total values will be adjusted accordingly.

Regards,

Abdul Rahim

[former_member213871]

Thank you for your support, but I will wait if another solution for automatic filling of amount field will be suggested.

BR.

David

[Former Member]

This message was moderated.

[former_member213871]

Hi Christin,

this is "standard" manual how to customize down payment. I used it from another link. But it doesn't solve my problém.

Thank you.

David

[Former Member]

Go to t Code- OVBM(Maintain Date Proposals For Billing Plan Types), select your billing plan type, click details,

In RefBillplanNo-Click the MAINTAIN DATE, you enter the down payment details(billing date,milstone,Billing % or Value, Billing rule and Biling type), save it

go to contract VA41, in Billing plan automatically display

Christin B