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Sales Order with Partial and Down Payment

Sales Order with Partial and Down Payment. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose

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Sales Order with Partial and Down Payment

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  1. Sales Order with Partial and Down Payment SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • This scenario addresses a consulting engagement for projects of a less complex nature, where the functionality of the PS module is not needed because the activities will be tracked manually. • Benefits • Sales Order Management • Cross-Application Time Sheet • Billing according to a billing plan with Down and Partial Payment • Final Invoice • Key Process Steps • Creating a Customer Order • Creating the Down Payment Request • Time recording (CATS) • Creating the Partial Invoice • Creating the Closing Invoice

  3. Required SAP Applications and Company Roles • Required SAP Applications • Enhancement package 5 for SAP ERP 6.0 • Company Roles • Consulting Agency Client Manager • Accounts Receivable Accountant

  4. Detailed Process Description • Sales Order with Partial and Down Payment • This scenario addresses a consulting engagement for projects of a less complex nature, where the functionality of the PS module is not needed because the activities will be tracked manually. • Invoicing is performed according to the billing plan of the sales order, which in this scenario includes a down payment, one or more partial payments and a final invoice. • The final invoice shows payments already made as well as the final amount. • Furthermore, the sales order item has been set up to be an object in CO: labor and travel expenses can be posted directly to the order item. These costs will appear together with the revenues from the invoices in the reports for management accounting.

  5. Process Flow Diagram Sales Order with Partial and Down Payment Event Purchase orderformalizing request for a project is received Consulting Agency Client Manager Creating the Customer Order Create a Quotation (optional) Releasing the Closing Invoice Releasing the Partial Invoice Creating the Down Payment Request Create the Invoice for the Billing Memo Request Creating the Partial Invoice Accounts Receivable Accountant Posting the Down Payment manually Employee Travel Management (191) Time recording (211)

  6. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision

  7. Appendix Master Data Used • Operating concern • Controlling area • Company code • Sales organization • Distribution channel • Division • Order type • Sold-to party • Material • CATS Data entry profile • Personnel number

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