Downpayment from SD end with configuration and testing

[ali-sd]

Dear All,

Please help me in down-payment process from SD end.

Below is the client business process flow
SO - Delivery - Tax Invoice (deliver related scenario)

Below is my configuration and testing details:

SO type ZD03

Item category - ZD03

Delivery type - ZGLF

Billing type - ZD09 (delivery related)

Billing type - FAZ (assigned as order related)



Copy controls configuration details:
SO type ZD03 to Billing FAZ (item level)


Pricing Procedure

Testing in QA
Created Sales order.
Below activities are done at item level
Saved the sales order (12345)

VF01 - specifying the Sales order (12345). Specified the bill type FAZ manually and hit the Enter key. System showed 100 rupees as value. Finally saved this downpayment invoice. I can see it in the document flow (right after sales order).

Completed Outbound Delivery.

But in VF01, unable to create tax invoice (bill type ZD09) due to the below error.



Kindly guide me how to clear this error
Also correct me if I am following the wrong method from SD end.

[pjcools]

You need to include a Final Invoice step in the Billing plan screen. Looking at the screenshots you pre-paid 100INR by the looks of it when the total Net value was 1000INR. So I am guessing the balance will be paid on invoice - 900INR. Include a final invoice step in the billing plan pointing to your delivery related billing type. See how that goes. On the outbound delivery above, I am also assuming you goods issued it as well, if not this would need to be performed.

The fact you are adding this after the delivery has been created may mean you need to create a new example. Do this and see how you go. I do know the standard SAP downpayment process is set up to bill the sales order, not delivery which is not normally the standard supply chain setup and I do know that billing the sales order does work but I agree with your process - ideally want delivery related billing but not 100% sure how can make this happen.

See how you go with the above first then we will see what the next step is.

thanks

Phil

[pjcools]

Hi Mmak

Yes, but you are trying to bill the ZD09 tax invoice which is incorrect (from your information above). Enter billing type of FAZ and it should work as that is set as the order related billing type. The ZD09 will not work obviously due to it expecting a delivery beforehand. This will only work after you have delivered the order.

Thanks

Phil

[ali-sd]

Dear Phil,

Below is my testing in detail

Created SO (1 qty @ 1000.00 INR)
Created down payment invoice (100.00 INR)
Created Outbound Delivery (1 qty)
Now trying to create invoice (1000.00 INR)

Please guide.

[pjcools]

Hi

Checking your configuration you are setting up for Delivery related billing so you need to deliver that sales order first and then bill the delivery (not the sales order). Did you create the delivery (type of ZGLF)? If not create that first and then run VF01 again (entering the delivery number) after you have goods issued the delivery. This should then work.

The error message is correct, you are trying to bill the sales order however this is set up for Delivery related billing.

Hope this helps! Well done on getting most of this correct, it is not a simple process to get right.

Thanks & Kind Regards

Phil Cooley

[ali-sd]

Dear Phil,

I really appreciate for your immediate response.
But my client wants to create down-payment first and then delivery. This is the process they have in their business. Please guide further.