2013735 - Not Possible to Not Assign a Down Payment Request in an Invoice Request

If you create a down payment request via a sales order, the down payment request will be always assigned automatically to the first invoice which is created for this sales order.

SAP Business ByDesign

Prerequisites:

• You created sales order ABC (ABC represents the sales order ID).
• You created a down payment request EFG by selecting the sales order ABC and clicking on the Create Down Payment button (EFG represents the down payment request ID).
• The payment and clearing for down payment request EFG is completed and the down payment EFG can be assigned to an invoice request.
• An outbound delivery XYZ has been posted for sales order ABC (XYZ represents the outbound delivery ID).
• A service has been confirmed which can now be invoiced via the sales order invoice request ABC.
• Go to the work center Customer Invoicing and select the Invoice Requests view.
• You can now the following 2 invoice requests based on sales order ABC available for invoicing:
  Sales order invoice request ABC
  Outbound delivery invoice request XYZ

1. Go to the Customer Invoicing work center.
2. Select the Invoice Requests view.
3. Select outbound delivery invoice request XYZ.
4. Click on the Edit button.
5. Navigate to the General tab of the outbound delivery invoice request.
6. In the Assigned Down Payments section no down payment request has been selected.
7. Close outbound delivery invoice request XYZ.
8. Click on the Invoice button.
9. In the New Invoice navigate to the Pricing tab.
10. You can see that down payment request EFG has been automatically assigned by the system.

It is currently not possible to manually change the assignment of a Down Payment Requests created via the Create Down Payment functionality in the Sales Orders work center view.

If a down payment request has been created via a sales order, you will not be able to see the assignment in the General tab of the outbound delivery invoice request under the section Assigned Down Payments because the system does not check the pricing details but the system will automatically transfer the down payment to the invoice as the outbound delivery request is based on the sales order for which the down payment request was created.

The down payment request is always automatically assigned to the first invoice request which is invoiced for the related sales order the down payment requests has been created for because the system does not provide the facility to choose for which invoice the down payment request should be assigned e.g. for the fist, last or multiple invoice assignments. Due to this the system assigns the down payment request to the first invoice.

This is the expected system behaviour.

If you do not want to assign the down payment request EFG to the fist invoice, the only option is to use the No Invoice Assignment functionality in the Invoice Documents view.

In our example, if you would like to first invoice outbound delivery invoice request XYZ but you do not want to assign the down payment request EFG to this invoice but rather to the second invoice for sales order invoice request ABC  you can use the following steps:

1. Go to the Customer Invoicing work center.
2. Select the Invoice Documents view.
3. Select down payment request EFG.
4. Click on the No Invoice Assignment hyperlink.
5. Go to the Invoice Requests view.
6. Select outbound delivery invoice request XYZ and click on the Invoice button.
7. Navigate to the Pricing tab.
8. You can see that the down payment request EFG is not assigned to the invoice.
9. Go back to the Invoice Documents view.
10. Open down payment request EFG.
11. Click on the View All button.
12. Click on the Allow Invoice Assignment button.
13. Save your changes.
14. Go to the Invoice Requests view.
15. Select sales order invoice request ABC and click on the Invoice button.
16. Navigate to the Pricing tab.
17. You can see that the down payment request EFG is assigned to this invoice.

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Down Payment , KBA , AP-CI-CIR , Customer Invoice Request , How To