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Dear All,
The company receive prepayments from its client. Due to Italian regulation we have to issue invoice or payment is arrival.
The company business makes usual to create pre-payment invoice before the order is created and also to change the order deleting items after pre-payment invoice is issued.
How can I manage that in business central?
Kind regards
Good day.
Advance Payments Localization for Czech (Extension) - Business Central | Microsoft Docs
This does the juob. Regrefully not available for Italian localization.
Best regards
John,
Ugh! You want to delete the line that had the Posted Pre-payment Invoice generated against and the Posted Pre-Payment Invoice has already been paid? You cannot delete the line since it has a Posted Pre-Payment linked to it. However, you can perform a Pre-Payment Credit Invoice. This will reverse the Pre-Payment against the Sales Order and make the Sales Order whole again. However, this is an ugly solution since you have to Post the Prepayment Credit Memo. Then refund the money to the Customer (or fake return the funds). Then the document will show no prepayment. Here are some screen shots of my test:
1. SO with Prepayment posted and paid for
2. On SO, click Actions/Posting/Prepayment/Post Prepayment Credit Memo. Now the only reason I am doing this is to reverse the Prepayment on the Line that was prepaid. I have fake refunded the money to a GL Account to clear the Credit Memo so the Sales Order shows Released and not Pending Prepayment.
Now I can after posting my fake Cash Receipts Refund, change the Quantity on the Line, Delete the Line, or whatever editing is needed. Please NOTE that you did receive a Prepayment that you will have to apply back to this Sales Order by creating a new Prepayment invoice and then applying the Fake refund to the Invoice.
Again, its not pretty but doable.
Hope this helps.
Thanks,
Steve
Good day,
Thanks for your support my issue is in deleting line with posted pre-payment.
Kind regards
John,
If you need to modify the Sales Order after the Prepayment Invoice was posted and paid, the Reopen the Sales Order and first Personalize the Sales Line section to add the field 'Prepmt. Line Amount Excl. Tax'. Then make sure the new additional lines show 0 when inserted. (see pic below). You can then release. The final Invoice will include these new lines due.
Hope this helps.
Thanks,
Steve
Dear Steven Chinsky,
Good day.
Thanks for your answare and the paper.
What to do if after posting Prepayment Invoice and before posting final Invoice the client need to change its order? The order is locked and I can't edit the line.
Kind regards
John,
If I follow you correctly, your Company received prepayments from your customers. Italian regulation requires you to issue an Invoice for the prepayment so you can post the prepayment against an invoice. In BC you can do all this very easily:
1. Create Sales Order to Customer and Items to be sold.
2. On the Sales Order or Customer Card, setup a Prepayment percentage value
3. On the Sales Order, click Actions/Posting/Prepayment/Post Prepayment Invoice. This Posted Prepayment Invoice is created and you can send to your Customer to pay against.
4. The Sales Order status is set to Pending Prepayment awaiting the acutal Prepaymenet Invoice to be paid (post Caash Receipts)
5. After you post Cash Receipt, the Sales Order is set to Released and you can Post Ship and Invoice. Note that the Invoice will reverse the Prepayment against the Invoice total and any remaining balance will be in AR. If prepayment is 100%, no AR will be posted.
[View:/cfs-file/__key/communityserver-discussions-components-files/758/80534_5F00_Prepayments.pdf]
Here is the Prepayment manual handout you can use.
Hope this helps.
Thanks,
Steve
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