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Hi expert,
I have scenario:
input sales order then I need to issue Advance customer invoice based on this SO (similar to prepayment on PO). how i can issue the invoice prepayment for customer ?
so that system expected create journal:
AR (dr)
Advance customer(cr)
Hi Agus,
The FTI might work but you will lose the link to your SO.
Personally, I would prefer using service items in the same SO as it allows you creating an invoice document.
To make the deduction later on you have to enter a second SO line with a negative line for the prepayment required.
That is, you will have one line with a positive qty for the prepayment and a negative line for the deduction of the prepayment.
Makes sense?
Best regards,
Ludwig
yes guys,
if directly go to payment journal, it means adopted as cash basis concept. here, i must give customer "invoice document" first include "Tax invoice". similar to PO prepayment.
Maybe i will use FTI menu to capture Advance customer & send to customer as usual.
Hi Agus,
As Satish said, system doesnot have out-of-box prepayment invoice for SO, but you can use prepayment for SO, please refer to this blog: community.dynamics.com/.../how-to-link-prepayment-with-sales-order-in-dynamic-365
Hi Agus,
Prepayment invoice functionality doesn't exist on SO side. The question has been discussed before in the form. See details at link below:
community.dynamics.com/.../prepay-invoices-for-customers
If you are just looking for AR postings, you can try to either leverage FTI OR payment journal to get the postings you want but they needs to be reversed when the actual invoice is posted and that's a lot of work and if not automated, a long list for reconciliation as people will forget the reversal and then it's a tedious task.
If postings is not an issue and you are looking for document against which customer can pay, your best option is to leverage either order confirmation Or proforma invoice.
Thanks,
Satish Panwar
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