Printing Performa Invoice for Advance payment

[Former Member]

Hello,

I have a requirement where the payment term used are 20% Advance ,70% against delivery and balance 10% is on retention.

The requirement is to provide the Proforma Invoice with reference to Quotation to receive 20% Advance payment from the Customer and this Performa Invoice should show only 20% of the Quotation value.

Kindly let me know how this requirement could be met .Appreciate your inputs on this.

Thanks and Regards

Mohammed Roshan

[former_member182378 · Accepted solution]

Hi Mohammed,

I can think of two ways of achieving this requirement -

1. In the pricing procedure have a condition type ZNET which is referred to the total price, with AltCal Type giving output value as 20% of the "total price" and Requirement checking make this condition type active for a particular billing document type (e.g. F8 = proforma invoice), when ZNET is activated the other condition types should be deactivated / statistical.

2. Have two pricing procedures, the determination of procedure is differentiated based on Doc pricing procedure - in Sales document type and in Billing type.

In the first procedure have it as-is.

In the second procedure have all condition types as statistical except ZNET. Have ZNET as 20% of the total price with the help of AltCal Type.

[Former Member · Accepted solution]

Thank you TT,So does ZNET refer to net price and is there is a standard AlCal type which would read from the 1st of the payment terms from the Installment payment terms ike 20% Advance,70% on Delivery and balance on retention payment terms.

Thanks and Regards

Mohammed Roshan

[former_member182378 · Accepted solution]

Hi Mohammed,

Your requirement is not Payment Terms as understood in SAP. In my opinion, there is "conceptual misunderstanding".

Extra information, from your post -

"1st of the payment terms from the Installment payment terms ike 20% Advance,70% on Delivery and balance on retention payment terms."

Please rethink and reframe the requirement.

The process looks "difficult" to configure e.g. how shall the customer be informed to pay 70% after delivery is created (or PGI is done), after customer pays 70% how shall that be records by the company (in SAP)?

[eduardo_hinojosa]

Hi Mohammed,

Perhaps it would be more complex that you need, but see note 611040 (down payment invoice for Italy) where you have a lot of advices according a legal requirement for Italy not only for SD, too for FI integration.

I hope this helps you

Regards

Eduardo