You create a Sales Order, and then, create a Down Payment based on that document. You expect this Down Payment to be linked in the first Customer Invoice automatically. However it does not happen.
SAP Business ByDesign
Reproducing the Issue
- Go to the Customer Invoicing work center.
- Go to the Invoice Documents view.
- Search for ABC (ABC represents the ID of Customer Invoice).
- Navigate to the Document Flow tab.
- You can see that the Down Payment XYZ (XZY represents the ID of Down Payment) is not linked to the Customer Invoice ABC.
This happens when you have different Tax Country for the Customer Invoice and for the Down Payment Request. When invoicing the Outbound Delivery Invoice Request the Down Payment is not assigned automatically.
It can also happens if you have created a Manual Down Payment and a Manual Invoice. When trying to manually assign the Down Payment to the Invoice Request, the following error appears and the Down Payment Request was not assigned:
"Tax data in actual and ref. down payment request ID XYZ do not match"
You can perform the assignment direct in the Receivables work center, while performing the clearing:
- Go to the Receivables work center.
- Go to the Customer Accounts view.
- Search for: DEF (DEF represents the Account ID).
- Click on View button.
- Find the Clearing for Down Payment with ID XYZ and the Invoice ABC.
- Select both, and click on Clear Manually button.
- Once you adjust the Balance for zero, you can clear it, assigning the Down Payment to the Customer Invoice.
- After that, the remaining value of Customer Invoice (if exists) will be available for Payment.
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Down Payment, Customer Invoice, Not Assigned, Tax Country, Third Party, Down Payment Request , KBA , AP-CI , Customer Invoice Processing , AP-CI-CIR , Customer Invoice Request , How To