General Processes

The general processes for creating advance payment requests using the different pages are described in this section to provide a quick reference. Detailed steps are provided in the following sections.

General process for Advance Payment Requests using Advance Payment Plan

The general process for creating advance payment requests using the Advance Payment Plan is described below.

  1. Create Sales Order:
    • Invoice Base: Sales Line
    • Invoice Model: Cumulative
  2. Create Advance Payment Plan.
  3. Create Advance Payment Plan Line with Modality of Type = Absolute or without Modality of Type = Absolute.
  4. Enter or select Net Deductions (for cumulative invoicing Net Amount of the previous Payment Plan Line).
  5. Create unposted Sales Invoice from Advance Payment Plan.
  6. Repeat steps 2-5 to create and process additional advance payments.

The final invoice is processed by posting the Sales Order.

For detailed processing steps, see Process Advance Payment Request from Advance Payment Plan.

General process for Advance Payment Requests using Construction Invoicing Plan

The general process for creating advance payment requests using the Construction Invoice Plan is described below.

  1. Create Sales Order:
    • Invoice Base: Sales Line
    • Invoice Model: Cumulative
  2. Create Connection to Advance Payment Plan.
  3. Create Construction Invoice Plan Sales.
  4. Create Construction Invoice Plan Line with Down Payment type.
  5. Calculate and apply Net Deductions.
  6. Release Advance Payment.
  7. Create unposted Sales Invoice from Advance Payment Plan.
  8. Repeat steps 3-7 to create and process additional down payments and advance payments.

The final invoice is initialized using the Final Invoice type in Construction Invoice Plan but finally processed by posting the Sales Order.

For detailed processing steps, see Process Advance Payment Request from Construction Invoice Plan Sales.


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