No update of Partial payment in invoice

[atif_amin]

Hello Experts,

I have a scenario relating partial payments. An invoice is posted of amount 100,000. A partial payment of 20,000 is made against invoice. After partial payment, client cleared the invoice of amount 100,000 and the system allowed it to process. Now partial payment remains in the account. Why the system is not making any link with invoice as partial payment is made against that particular invoice? As per my knowledge, the system should only allow the user to clear invoice by selecting original invoice and the partial payment that was made against this particular invoice.

Please guide me in this matter

Regards,

Atif amin

[Former Member · Accepted solution]

Hello Atif,

There's a link between the partial payment and the invoice in the field "Invoice Reference".

If you want the system to consider this link in Customer/Vendor Clearing, go to "Accounting Editing Options"  (Trs FB00)  >> "Open Items" Tab , then check the "Include Invoice Reference" option.

This is done once per user then saved to user parameters, after you do this, whenever you do partial payment it will be grouped to the original invoice in the clearing screen. this also applies to old partial payments.

See screen shots  below.

in F-32

Hope that helps.

Regards,

Galal

[former_member220526 · Accepted solution]

This is excellent.... i was having the same issue... thank you so much...

[Former Member · Accepted solution]

You're welcome, glad it helps.

Regards,

Galal

[atif_amin · Accepted solution]

Hi Galal,

Thanks alot. Issue resolved.

Regards,

Atif amin

[former_member198650]

Hi Atif,

It is a standard behavior of the system. If you make partial payment against the invoice, then the system wont update payment document in the invoice. So you can make payment for the invoice even though you made partial payment. But the partial payment document updates for which document against the payment has been made in the field payment for.

Hope you are clear now.

Regards,

Mukthar

[atif_amin]

Hi Mukthar,

Why is it so? In this way, the original invoice can be cleared leaving partial payment in the account. What should we do with the partial payment then? Is there any solution for linking original invoice with partial payment so that the system does not allow to clear invoice without partial payment that was made against this invoice?

Looking forward to your reply

Regards,

Atif amin

[former_member198650]

Hi Atif,

In this case you have to do residual clearing, here system will display the balance amount to be paid. If you have want to default payment term in the residual item from the original invoice, then you have to select the check box under specification for posting residual items in OBA3.

Regards,

Mukthar

[atif_amin]

HI Mukhtar,

In residual payment, assignment fields are changed like due date etc and original invoice is cleared with total amount. In client scenario they need due date of original invoice for which partial payment scenario is suitable. But the issue is that the original invoice can be cleared in total without considering the partial payment that was made against this invoice. So we have to use partial payment process and thats why i posted this issue here.

Please help me resolve this issue. Is there a solution for partial payment?

Regards,

Atif Amin