Hi SD Gurus,
Below is my requirement and wld like to know how best it cld be handled/configured.
I have never done advance payment before. So request you to send me all the steps required as much as detail.
We would like to get suggestions for a process to handle payment in advance.
Today our process is as follows:
1. The sales order is created in VA01. A delivery block is applied in the order.
2. A proforma invoice is created with reference to the sales order. This proforma is sent to the customer. It is with reference to the proforma number the customer will pay us in advance.
3. The proforma is also sent to our central invoice dept as information.
4. The customer pays us in advance.
5. We are notified by our invoice dept. that money have been received.
6. We remove the delivery block and ship the goods the customer.
7. We create the invoice from the delivery. We notify our invoice dept. with the invoice number.
8. Our invoice dept then books the money received from customer for the proforma towards the real invoice.
The problem with this process is that its involved a lot of manual work keeping track of when money have been received and then to book the money with the real invoice.
What is best practice for this kind of process?
Kindly answer this query as detail as possible. I guess Item category, billing plan, pricing procedure and many other things gets changed.
Regards,
Anil.
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