In this blog post you will get to know Issue around the down payment process.

Usually in sales process some customers uses down payment process where in down payment is mandatory and then it is subsequently adjusted with Invoice amount, it is observed that below are the common issues faced by customers.

Ø Down payment Invoice form issues – condition type value is not getting printed

Ø Extra line items are printing in output (Cleared line item is added)

Ø Down payment amount is missing in output

Ø Down payment should be gross or net amount

Blog Applicability

Target Audience

Business Users, Key Users, Consultants

Target Industry

Any

Business benefit

· Ease of checking the common issues in the Form

· Faster set up of sales process as many forms related issues or doubts are cleared

· Concept of line items in billing in case of down payment

What is Down payment process

In Sales Down payment process, you create the down payment request against the sales order , than post down payment and create the invoice with down payment amount that needs to be settled .

Process Flow

· Create sales order and assign billing plan

· Remove billing block

· Create billing document

· Post down payment

· Create delivery

· Execute picking

· Post goods issue

· Create billing document and down payment clearing

Issue details

Ø Down payment Invoice form issues – condition type value is not getting printed

Solution

To display the condition type value on invoice printout, the print type should be updated in the Pricing Procedure, if you are using custom pricing procedure then check the relevant condition type , print type is set or not ?

Example

condition type YXXX is set to “ ” , then it will not print

condition type YZZZ is set to “B ” , means it will be printed on item total.

If you like to print on another level, then adjust the pricing procedure according to the requirement.

Go to app ‘Manage your Solution’
Choose ‘Configure Your Solution’
Choose configuration item “Configure pricing for customers and materials in sales”
Choose configuration step “Set Pricing Procedures” (configuration step ID 101117)
Choose the pricing procedure
Choose ‘Procedures – Control Data’
Assign an appropriate print type to the condition type
The following print types are available:

Please also note that Inactive condition types cannot be printed irrespectively of the print type.

Further Details : Note 2880415 – The item condition value is not shown on the billing document printout – SAP S/4HANA Cloud

Issue details

Ø Extra line items are printing in output (Cleared line item is added)

In down payment sales process, down payment is processed and then invoice is created, thus down payment line items are posted in invoice (Sub line items are created in Invoice)

Example : In below screen shot , against sales order two down payment request are created and cleared before the invoice is created , thus in billing line items are updated with Down payment line settlement line item as well.

Solution

Usually this case happens when down payments are cleared before than the creation of the closing invoice.

Check item description of the subitems, they are “Down Payment Settlement”.

It is working correctly that the down payment settlement items will also show up in the final closing invoice.

Standard process flow can be adopted to avoid the same , refer link https://rapid.sap.com/bp/#/scopeitems/BKJ

Issue details

Ø Down payment amount is missing in output

Solution

Down payment is recognized and settled but not shown on the Customer Invoice, is missing functionality

Further Details : Note 2712330 – Condition Based Down payment amount missing in output

Issue details

Ø Down payment should be gross or net amount

Solution

note 213567 can be referred , in the note point 5, there is description below:

5. Taxes/tax accounts/requirement 84/gross/net procedure down payments

Down payments can be posted as gross or net, depending on the tax code of the determined G/L account.
With Transaction OBXR, special G/L accounts are assigned to the particular reconciliation accounts for the special G/L indicators F (down payment requests) and A (down payments).These are either indicated as net or gross (Transaction FS03, field SKB1-MWSKZ) and are found during the corresponding postings. If a net down payment exists, the indicator BSEG-XANET = ‘X’ is set.

When SD creates the accounting document for the down payment request,
only one noted item is created with posting key ‘09’. It is not designed to create a separate tax line.

Related SAP Note / Links

2880415 – The item condition value is not shown on the billing document printout – SAP S/4HANA Cloud

2712330 – Condition Based Downpayment amount missing in output

2883915 – Total net amount printed in billing output is not the same as net value

213526 – Customizing of down payment processing SD/FI
213567 – Analysis of the down payments in SD
213852 – Analysis of down payment processing with FI

https://rapid.sap.com/bp/#/scopeitems/BKJ

https://blogs.sap.com/2017/01/22/how-to-understand-the-fi-postings-made-in-sd-down-payment-scenario/