3518457 - Down Payment Request is not Automatically Included in the Supplier Invoice

The user expected that a Down Payment Request would be automatically linked to Supplier Invoice. 

Business ByDesign

1. Go to Supplier Invoicing work center.
2. Go to Invoices and Credit Memos view.
3. Search for ABC (ABC is the Down Payment Request's ID). 
4. Click in Edit button.
5. Navigate to Document Flow tab.

You cannot see DEF (DEF is the Supplier Invoice's ID). 

The Supplier Invoice is not automatically linked to the Down Payment Request. 

There are specific conditions that must be met for the Down Payment Request (DPR) to be automatically linked to the Supplier Invoice (SIV). The scenarios are explained below:

• The SIV has reference to a Purchase Order and the item type is 'Invoice Item' -> DPR is automatically linked. 
• The SIV has no reference to a Purchase Order and the item type is 'Invoice Item' -> DPR is automatically linked if its maintained data and total gross amount are the same as the Supplier Invoice. 
• The SIV has no reference to a Purchase Order and the item type is not 'Invoice Item' -> DPR is not automatically linked. 

Please note that the balance amount is taken into consideration. For example, there is a DPR that has Paid status and an amount of 10 USD. This DPR's amount is picked by a SIV with the same amount. Now the DPR amount is zero, hence, it cannot be linked to another SIV. 

In case it is not automatically assigned, the user can still manually link the documents by following the steps below:

1. Go to Supplier Invoicing work center.
2. Go to Invoices and Credit Memos view.
3. Search for DEF (the Supplier Invoice ID). 
4. Click in Edit button.
5. Navigate to General tab. 
6. Navigate to Payment Information subtab. 
7. Navigate to Down Payments sub subtab.
8. Click in Add Row button. 
9. Insert ABC (the DPR's ID). 
10. Save it.

• KBA: 1763835 - How to Remove Down Payment Request from Supplier Invoice
• KBA: 3507876 - Supplier Down Payment Requests are Automatically Assigned to the Supplier Invoice Document

Supplier Invoice; Down Payment Request; Purchase Order Reference , KBA , AP-SIP-SIV , Supplier Invoice , How To