| # Sales Installment Orders (tdsls4110m000) use.session.to: Enter an installment schedule for a sales order. View and maintain installment orders. Change data for installments that are released to Central Invoicing and for which the invoice status is Confirmed, or On Hold. 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. For installments that are released to Central Invoicing and for which the invoice status is Confirmed, or On Hold, you can change the following fields: Description Amount Percentage Installment Type Tax Code On the Specific menu, you can choose: Close Installments, to close installments. An installment can only be closed when all order lines are delivered and all non-guarantee installments are invoiced. Copy Default Installment Schedule to start the Default Installment Schedules (tdsls4146m000) session from which you can copy a default installment schedule. Select a default schedule in the Default Installment Schedules (tdsls4146m000) session and click OK to load the schedule into the current installment. Settlements, to start the Installment - Settlements (tdsls4513s000) session. Release Sales Orders/Schedules to Invoicing, to start the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session in which you can release an installment to Central Invoicing. Related topics Installments To change sales data after release to Central Invoicing Sales Order The number used to uniquely identify the sales order. Project project Invoice-to Business Partner invoice-to business partner Currency currency Total Goods The total value of the goods listed on the sales order. Invoice Requested The total amount of sales order lines for which an invoice is requested that is not issued yet. Invoiced The total amount of goods on the sales order that have the Invoiced status. Total Installments The total value of the installments listed on the sales order. Installments Requested The total amount of installments on the sales order for which an invoice is requested that has not been issued yet. Invoiced Installments The total amount of installment lines that have the status Invoiced. Closed If this check box is selected, the installment is closed. Total Settled Installments The total number of settled installments. Note Invoiced installments are settled against invoiced goods when the goods are invoiced by Central Invoicing. Installment The position number of the installment line on the installment schedule. Amount The installment amount. Percentage The percentage of the total net order amount that is allocated to the installment line. 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. When percentages are updated, baan checks whether the total percentage of the installment lines does not exceed 100 percent. Release Status Select the invoicing status of the installments. Allowed values Status Invoicing by Instalments Planned Release Date Enter the date the installment line is expected to be released to Central Invoicing. Installment Type Select the installment type. Allowed values installment type Exempt If this check box is selected, tax exemption applies. Tax Country The country used for tax purposes. Related topics To set up tax codes by country Tax Code The tax code on the invoice. Note The tax code entered in this field can only be of the VAT kind. Tax ID tax ID Related topics Overview of Indian tax handling BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration BP Tax ID The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, ERP first uses the planned delivery date and next the actual delivery date. Related topics To set up tax registration Status in Invoicing The status of the sales invoice in Central Invoicing. Allowed values Sales Invoice Status Invoice Date invoice date Invoice The financial company on the invoice. Invoice The transaction type used to post an invoiced installment line to Central Invoicing. Invoice The invoice number of the installment invoice. Invoicing by Installments Invoiced installments are settled (subtracted from the goods amount) when the goods are delivered and invoiced. Two types of settlement exist: Direct Settlement Invoiced 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 Central Invoicing. Indirect Settlement 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 Central Invoicing after the installment order is closed. Text If this check box is selected, text is linked to the installment line. |