<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/sls/tdsls4110m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales Installment Orders (tdsls4110m000)</Title>
	</Header>
	<HelpTopic><AimSection><List><ListIntro>Use this session to:</ListIntro>
				<ListItem>Enter an installment schedule for a sales order.</ListItem>
				<ListItem>View and maintain <Link href="/baanerp/td/glossary/glossary#InstalOrder.td" role="glossary">installment orders</Link>.</ListItem>
				<ListItem>Change data for installments that are released to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> and for which the invoice status is <GUIRef href="/baanerp/ci/domains/sli.stat#confirmed" role="enum">Confirmed</GUIRef>, or <GUIRef href="/baanerp/ci/domains/sli.stat#on.hold" role="enum">On Hold</GUIRef>.</ListItem>
			</List>
			<Paragraph>You can define an installment schedule for a sales order for which the sold-to business partner is invoiced by installment. You must enter a number of installment lines and the associated amount. The total installment amount can never exceed the total goods amount (excluding any additional costs). You can create a new installment schedule by copying a default schedule.</Paragraph>
			<List><ListIntro>For installments that are released to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> and for which the invoice status is <GUIRef href="/baanerp/ci/domains/sli.stat#confirmed" role="enum">Confirmed</GUIRef>, or <GUIRef href="/baanerp/ci/domains/sli.stat#on.hold" role="enum">On Hold</GUIRef>, you can change the following fields:</ListIntro>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#tdsls410.dsca" role="formfield">Description</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#tdsls410.amta" role="formfield">Amount</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#percentage" role="formfield">Percentage</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#tdsls410.inty" role="formfield">Installment Type</GUIRef>
				</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#tdsls410.cvat" role="formfield">Tax Code</GUIRef>
				</ListItem>
			</List>
		</AimSection>
		<GeneralSection><List><ListIntro>On the <GUIRef href="" role="menu">Specific</GUIRef> menu, you can choose:</ListIntro>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#exec.cont.process" role="formcommand">Close Installments</GUIRef>, to close installments. An installment can only be closed when all order lines are delivered and all non-guarantee installments are invoiced.</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#exec.user.0" role="formcommand">Copy Default Installment Schedule</GUIRef> to start the <Link href="/baanerp/td/sls/tdsls4146m000" role="session">Default Installment Schedules (tdsls4146m000)</Link> session from which you can copy a default installment schedule. Select a default schedule in the <GUIRef href="/baanerp/td/sls/tdsls4146m000" role="session">Default Installment Schedules (tdsls4146m000)</GUIRef> session and click OK to load the schedule into the current installment.</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#exec.user.1" role="formcommand">Settlements</GUIRef>, to start the <Link href="/baanerp/td/sls/tdsls4513s000" role="session">Installment - Settlements (tdsls4513s000)</Link> session.</ListItem>
				<ListItem><GUIRef href="/baanerp/td/sls/tdsls4110m000#tdsls4247m000" role="formcommand">Release Sales Orders/Schedules to Invoicing</GUIRef>, to start the <Link href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</Link> session.</ListItem>
			</List>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000069" role="manual">Installments</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000414" role="manual">To change sales data after release to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>
				</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tdsls410.orno"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales Order</Title>
			</Header>
			<FuncDesc>The number used to uniquely identify the sales order.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="disp.cprj"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Project</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/ti/glossary/glossary#000023" role="glossary">project</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls400.itbp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice-to BP</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/tc/glossary/glossary#InvoicetoBus.tc" role="glossary">invoice-to business partner</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls400.ccur"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Amount</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/tc/glossary/glossary#Currency.tc" role="glossary">currency</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tot.goods"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Goods</Title>
			</Header>
			<FuncDesc>The total value of the goods listed on the sales order.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="inv.req.goods"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice Requested</Title>
			</Header>
			<FuncDesc>The total amount of sales order lines for which an invoice is requested that is not issued yet.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="inv.goods"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoiced</Title>
			</Header>
			<FuncDesc>The total amount of goods on the sales order that have the <GUIRef href="/baanerp/td/domains/sls.stat#invoiced" role="enum">Invoiced</GUIRef> status.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tot.instalm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Installments</Title>
			</Header>
			<FuncDesc>The total value of the installments listed on the sales order.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="inv.req.instalm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Installments Requested</Title>
			</Header>
			<FuncDesc>The total amount of installments on the sales order for which an invoice is requested that has not been issued yet.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="inv.instalm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoiced Installments</Title>
			</Header>
			<FuncDesc>The total amount of installment lines that have the status <GUIRef href="" role="manual">Invoiced</GUIRef>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="closed.yn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Closed</Title>
			</Header>
			<FuncDesc>If this check box is selected, the installment is closed.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="set.instalm"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Settled Installments</Title>
			</Header>
			<FuncDesc>The total number of settled installments.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>Billed installments are settled (subtracted from the goods amount) when the goods are delivered and invoiced.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdsls410.srna"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Installment</Title>
			</Header>
			<FuncDesc>The position number of the <Link href="/baanerp/td/glossary/glossary#000241" role="glossary">installment</Link> line on the <Link href="/baanerp/td/glossary/glossary#InstalSchedu.td" role="glossary">installment schedule</Link>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls410.amta"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Amount</Title>
			</Header>
			<FuncDesc>The amount on the sales order that is allocated to this installment line.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="percentage"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Percentage</Title>
			</Header>
			<FuncDesc>The percentage of the total net order amount that is allocated to the installment line.</FuncDesc>
			<SimpleSection><Paragraph>When an installment line is added, a percentage will be inserted. For the first line the default is 100 percent. For every other added line, the default percentage is as follows: default percentage = 100 - total percentage of installment lines.</Paragraph>
				<Paragraph>When percentages are updated, SSA ERP checks whether the total percentage of the installment lines does not exceed 100 percent.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdsls410.sibi"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Release Status</Title>
			</Header>
			<FuncDesc>Select the invoicing status of the installments.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph><Link href="/baanerp/td/domains/sls.sibi" role="domain">Possible values</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdsls410.pind"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Planned Release Date</Title>
			</Header>
			<FuncDesc>Enter the date the installment line is expected to be released to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls410.inty"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Installment Type</Title>
			</Header>
			<FuncDesc>Select the installment type.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph><Link href="/baanerp/td/domains/sls.inty" role="domain">Possible Values</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdsls410.cvat"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Tax Code</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/ec/glossary/glossary#000036" role="glossary">tax code</Link> on the invoice.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>The tax code entered in this field can only be of the <GUIRef href="/baanerp/tc/domains/ktax#vat" role="enum">VAT</GUIRef> kind.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="ci.stat.dsca"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Status in Invoicing</Title>
			</Header>
			<FuncDesc>The status of the sales invoice in <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph><Link href="/baanerp/ci/domains/sli.stat" role="domain">Sales Invoice Status</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdsls410.invd"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice Date</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/td/glossary/glossary#000079" role="glossary">invoice date</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls410.scmp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tf/glossary/glossary#FinancCompan.tf" role="glossary">financial company</Link> on the <Link href="/baanerp/ci/glossary/glossary#000012" role="glossary">invoice</Link> where the delivered goods are stored.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls410.ttyp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tf/glossary/glossary#TransaType.tf" role="glossary">transaction type</Link> used to post an invoiced order line to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls410.invn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/ci/glossary/glossary#000012" role="glossary">invoice number</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdsls400.futo"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice by Inst</Title>
			</Header>
			<FuncDesc>Billed installments are settled (subtracted from the goods amount) when the goods are delivered and invoiced.</FuncDesc>
			<SimpleSection><List><ListIntro>Two types of settlement exist:</ListIntro>
					<ListItem><GUIRef href="/baanerp/tc/domains/futo#direct" role="enum">Direct Settlement</GUIRef>: billed installments are directly subtracted from the goods amount on the sales invoice when the goods are delivered. If the amount on the installment line is less than the value of the delivered goods, the difference is invoiced when the goods are delivered. The revenue from the sale of goods is immediately visible in <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/tc/domains/futo#indirect" role="enum">Indirect Settlement</GUIRef>: delivered goods are not invoiced until the installment order is closed. The sold-to business partner can be invoiced for one or more installments in advance. When the order is closed, the invoiced amounts on the installment lines are subtracted from the goods amount on the invoice. The revenue from the sale of goods is only visible in <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> after the installment order is closed.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="txta.yn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Text</Title>
			</Header>
			<FuncDesc>If this check box is selected, text is linked to the installment line.</FuncDesc>
		</FieldHelp>
	</Fields>
</Session>
